Organize Assist conversations

You'll learn how to: Create Assist conversation folders, search past chats, rename conversations, and keep your Assist history tidy.

Time: 2 min.

Prereqs: Ask Nynch Assist. A few existing conversations to organize.

Where conversations live

Open Assist (green sparkle in sidebar or floating button). The left panel shows:

• New chat button (start a fresh conversation).
• Search box (find past conversations by keyword).
• Conversation folders (pre-built categories: Reports, Clients, Prospects).
• Conversation history (your recent chats, organized by folder).

Use conversation folders

Assist comes with three default folders:

• Reports: Assist analyses, trends, insights, and answers to questions.
• Clients: Conversations about active customers or accounts.
• Prospects: Conversations about leads or early-stage opportunities.

You can also create custom folders.

Move a conversation to a folder

1. In the Assist sidebar, right-click (or long-press on mobile) a conversation.

2. From the menu, click Move to folder (or similar).
3. Pick a destination folder (Reports, Clients, Prospects, or a custom folder).

The conversation moves instantly.

Rename a conversation

1. Right-click a conversation in the sidebar.
2. Click Rename.
3. Type a new name.

Examples:

• "Q3 pipeline analysis" instead of "Untitled 3".
• "ABC Corp account strategy" instead of "New chat (2)".
• "Win rate by source" instead of "Ask The Analyst: Won vs lost".

Clear names make it easier to scan your history.

Pin a conversation

If you refer to a specific conversation often (e.g., a monthly pipeline report template), pin it to the top of your sidebar.

1. Right-click the conversation.
2. Click Pin (or similar).

The conversation moves to the top of the sidebar. Pinned conversations stay visible even when scrolling.

Search conversations

Use the search box at the top of the Assist sidebar to find conversations by keyword.

Example searches:

• "pipeline" (find all chats mentioning pipeline).
• "ABC Corp" (find all chats about a specific account).
• "Q3" (find chats tagged or named with a quarter).

Search looks at conversation names, not chat content. Naming conversations clearly makes search faster.

Create a custom folder

If the default folders (Reports, Clients, Prospects) don't fit your workflow, create a custom folder.

1. In the Assist sidebar, click the three-dot menu next to "Conversation folders" (or look for a "+" icon).
2. Click New folder or Create folder.
3. Type a folder name.

Example custom folders:

• "Case studies" (for workflows that produced example materials).
• "Team training" (for shared Assist templates or processes).
• "Product research" (for market or competitive analysis chats).

Delete a conversation

If a conversation is no longer useful:

1. Right-click the conversation.
2. Click Delete.
3. Confirm the deletion.

The conversation is permanently removed from Assist.

If something goes wrong

• Symptom: "Conversation doesn't show up in search." → Fix: Search looks at conversation names, not chat content. Make sure you renamed the conversation with the keyword you're searching for. Or scroll through the folder manually.
• Symptom: "Can't find the 'Move to folder' option." → Fix: Try right-clicking the conversation again. On mobile, long-press it. The menu should appear. If not, try a different browser or refresh Assist.
• Symptom: "I deleted a conversation by accident." → Fix: The deletion is permanent. Assist keeps backups of conversation data in the database, so a restore may be possible. Contact support if the conversation was critical.
• Symptom: "I have too many pinned conversations and the sidebar is crowded." → Fix: Unpin conversations you don't use every day. Click the pin icon again to unpin it.

Related: Ask Nynch Assist | Run an Assist workflow.