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Managing Chats in the Sidebar

Organize your conversations with folders, pinned chats and practical features like share, clone and export.

Written by Thore Dücker

In the sidebar you organize all your conversations: with folders, pinned chats and practical features like share, clone and export.

Creating and managing folders

Folders help you keep track, even with many conversations:

  • Create a new folder: click the folder icon below New Chat in the sidebar

  • Move chats: drag and drop chats into the folder you want

Pinning important chats

  1. Hover over a chat in the sidebar

  2. Click the three dots

  3. Select Pin

Tip: Pinned chats and chats in folders are not archived automatically. Your important conversations always stay available.

Sharing chats with your team

  1. Click the three dots next to the chat and select Share

  2. Share the link with team members from your workspace

Important: The shared chat is accessible only to members of your workspace. If you want to share a chat with Beyond the Loop, select the "visible to Beyond the Loop" field in the share dialog before you copy the link.

More options in the three-dot menu

  • Rename: give chats meaningful names

  • Clone: create a copy to continue working from an existing conversation

  • Archive: tidy up your active list without deleting chats

Exporting chats

You can export any chat at any time:

  • PDF: for documentation or for sharing outside Beyond Chat

  • JSON: for further processing or backups

  • TXT: for maximum compatibility with other applications

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