Command hub
Organize conversations
Use titles, folders, pins, recents, and search to manage a growing conversation history.
Conversation organization keeps important work easy to reopen without changing the content inside each thread.
What this workspace includes
- Automatic and edited thread titles
- Pinned conversation list
- Nested folders
- Recent conversation history and search
Complete workflow
- 1
Identify durable threads
Choose conversations that will be useful beyond the current session.
- 2
Give them clear names
Use a title that reflects the objective or client.
- 3
Pin or file them
Pin active priorities and move reference work into folders.
- 4
Search when needed
Use thread search to find saved titles and conversation content.
How records and settings behave
- Moving a thread changes its organization, not its messages
- A pinned thread can still belong to a folder
- Recent history reflects the conversations available to the current workspace
Working effectively
- Use consistent client and project naming
- Reserve pins for current priorities
- Use nested folder names for a small, predictable hierarchy
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Organize conversations?
Choose conversations that will be useful beyond the current session.
When is my work saved?
Moving a thread changes its organization, not its messages
How do I confirm the result?
Return to the related list or detail view and review its current status. Recent history reflects the conversations available to the current workspace