Manage Chats and Projects#

Use this page to create and manage chats, organize conversations in projects, duplicate chats, move conversations between projects, and import, export, or clear chat history.

Projects help group related conversations by customer, task, incident, feature, research topic, or another shared context.

Before you start:

• Open Chat at https://<OptScale AI host>/chat.
• Select the required Organization, Provider, and Model in the top bar.

Available providers and models depend on organization settings and Allowed providers.

For an overview of the Chat interface, see Interface Overview.

Start a new chat#

1. In the left sidebar, select Chats.
2. Click NEW CHAT.
3. Enter your message in the composer and send it.

The conversation appears in the Chats list after the first message is sent.

Duplicate a chat#

1. In the left sidebar, select Chats.
2. Find the conversation you want to copy.
3. Open the conversation ⋯ menu.
4. Select Duplicate.

The duplicate appears as a separate conversation in the Chats list.

If the original conversation belongs to a project, add the duplicate to a project separately if needed.

Start a new project#

1. In the left sidebar, select Projects.
2. Click NEW PROJECT.
3. Enter a project name.
4. Save the project.

The project appears in the Projects list.

To start a conversation inside the project, open the project ⋯ menu and select New chat.

Add an existing chat to a project#

1. In the left sidebar, select Chats.
2. Find the conversation you want to add.
3. Open the conversation ⋯ menu.
4. Select Add to project....
5. Choose the target project.

The conversation is added to the selected project.

Move a chat between projects#

To move a conversation from one project to another:

1. In the left sidebar, select Chats.
2. Find the conversation you want to move.
3. Open the conversation ⋯ menu.
4. Select Remove from project.
5. Open the ⋯ menu again.
6. Select Add to project....
7. Choose the new target project.

Removing a conversation from a project does not delete it from chat history. Use Delete only to remove the conversation itself.

Import chats#

Use Import chats to add conversations from an OptScale AI ZIP export or a supported third-party chat export.

1. In the left sidebar, select Import chats. Alternatively, open Settings → Data Controls and click IMPORT.

2. Upload the .zip or .json export file.

3. Wait for processing to complete.

4. Open Chats to review the imported conversations.

Imported conversations appear in the Chats list with their source titles. Use Add to project... from the conversation menu to organize them in projects.

Imported messages preserve conversation history from the source assistant. New messages use the provider, model, and governance settings currently configured in OptScale AI.

For source-specific export instructions, see Migrate Chat History.

Export chats#

Use Export all chats to download your chat history as a ZIP archive.

1. In the left sidebar, select Settings.
2. Open Data Controls.
3. Under Export all chats as a .zip archive, click EXPORT.
4. Save the downloaded archive.

The archive contains the chat history available at the time of export.

Clear all chats#

Use Clear all chats to remove all conversations from your Chat workspace.

1. In the left sidebar, select Settings.
2. Open Data Controls.
3. Under Clear all chats, click DELETE.
4. Confirm the action if prompted.

After the operation completes, the Chats list is empty.

Projects remain available after chat history is cleared.

See also#

• Interface Overview — Chat layout and controls.
• Migrate Chat History — Import conversation history from another assistant.
• First Steps — Open Chat — Initial access to Chat.