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Chat Agent history, visibility, retry, and feedback

How Chat Agent conversation history works, when to use private or public visibility, and what to do when an answer fails.

Written by Dr. Harvinder Power

Conversation history

Chat Agent keeps a sidebar history of your recent conversations. Open a previous conversation from the sidebar if you want to continue the same thread or review earlier answers.

Private and public chats

Chat visibility controls who can access a conversation:

  • Private: only you can access the conversation.

  • Public: anyone with the link can access the conversation.

Use private visibility for sensitive clinic, patient, operational, or internal content. Only make a chat public when you intentionally want to share it by link.

Retry a failed answer

If a Chat Agent answer fails, stalls, or recovers from an error, use the retry option. If retrying the same message does not work, start a new chat and simplify the question.

Give feedback on answers

Use the feedback controls on an answer to mark whether it was helpful. Add a short reason when the answer used the wrong source, missed the guideline, hallucinated a detail, or did not answer the question.

Delete old conversations

You can remove conversations from your chat history where the delete option appears. If a shared public link was created, change the visibility or remove the conversation if you no longer want it accessible.

If Chat does not use the source you expected

  • Check the selected search mode.

  • Choose Guideline Search for formal guideline questions.

  • Choose Knowledge Base when you want Chat to use uploaded documents or URLs.

  • Mention the document, guideline, organisation, or topic name in your question.

  • Ask one focused question at a time when source retrieval matters.

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