Ann saves every conversation you have with her. Pick one up where you left off, or start a fresh one when the topic shifts.
Opening The Conversation Switcher
In the Ann pane, look for the conversation icon (or three-line menu) in the top-left of the pane.
Click to open the switcher. You'll see:
- New Conversation at the top.
- A list of past conversations, most recent first, each with an auto-generated title.
Starting A New Conversation
Click New Conversation. Ann's pane resets to the empty state (greeting + sample prompts). Your previous conversation is saved in the history - it's not lost.
Start fresh when:
- The topic is unrelated to what you were just discussing.
- You want to scope a focused conversation (e.g., just about one specific client).
- Your previous conversation got long and confused.
Picking Up A Past Conversation
Click any past conversation in the switcher. The full message history loads. You can continue asking from where you left off.
Context from past messages carries forward within a conversation. If you asked about Sarah Lee earlier, you can refer to "her" later without re-specifying.
How Conversation Titles Are Generated
We auto-title each conversation based on the first question or two. So a conversation might be called "Refi opportunities in Toronto" or "Sarah Lee's renewal options".
If a title doesn't match what the conversation became (you started about Sarah but pivoted to lender comparison), don't worry - the title is just a quick scan handle, not a strict label.
When To Start Fresh Vs Continue
- Continue when you're still on the same client, topic, or workflow. Context helps.
- Start fresh when you're done with a topic, or when an old conversation has too much noise.
There's no penalty for starting fresh often - Ann handles it cleanly either way.
Deleting Old Conversations
Some users like to keep a clean switcher. You can delete a past conversation from the switcher menu (look for a delete option in the row's overflow menu).
Deleting is permanent. Ann doesn't have a recycle bin.
What To Do Next
- Open Ann and start a conversation: Opening Ann And Asking A Question.
- Scope a conversation to a specific record: Attaching Context To Ann.