Chat History

Formula Bot saves all your conversations so you can revisit past analyses, continue where you left off, or reference previous insights.

Accessing Chat History

Your chat history appears in the sidebar on the left. Conversations are organized by:

• Recent - Your most recent conversations
• Favorites - Chats you've starred for quick access
• All Chats - Complete history, searchable

Finding Past Conversations

Search

Use the search bar at the top of the sidebar:

• Search by topic: "sales analysis"
• Search by date: "last week"
• Search by data source: "customer database"

Browse by Date

Chats are grouped chronologically:

• Today
• Yesterday
• This week
• This month
• Older

Filter by Data Source

Click the filter icon to show only chats that used specific files or connectors.

Managing Chats

Rename a Chat

1. Hover over the chat in the sidebar
2. Click the three-dot menu
3. Select Rename
4. Enter a descriptive name

Favorite a Chat

Star important conversations for quick access:

1. Hover over the chat
2. Click the star icon
3. Find it later in the Favorites section

Delete a Chat

Remove conversations you no longer need:

1. Hover over the chat
2. Click the three-dot menu
3. Select Delete
4. Confirm deletion

Continuing a Conversation

Click any chat in your history to resume it:

• All previous messages and context are preserved
• The AI remembers what you discussed
• Continue asking follow-up questions
• Your original data sources are re-attached

Conversation Context

Each chat maintains its own context:

• Data sources attached to the conversation
• Settings like AI model choice
• Generated outputs (charts, tables)
• Conversation history for follow-ups

Starting a new chat creates a fresh context without previous conversation history.

Best Practices

Organize with Purpose

• Create separate chats for different projects
• Use one chat for related follow-up questions
• Start fresh when switching topics completely

Name Strategically

Good naming conventions:

• [Project] - [Topic] - [Date]
• Customer Analysis Q4 2024
• Monthly Revenue Report

Regular Cleanup

• Delete test chats or failed experiments
• Archive completed analyses by favoriting
• Export important insights before deleting old chats

Chat Limits

Depending on your plan:

Plan	Chat History
Free	7 days
Starter	30 days
Pro	Unlimited
Max	Unlimited

Upgrade your plan to retain longer history.

Privacy & Data

• Chat history is stored securely in your account
• Only you can access your conversations
• Deleting a chat permanently removes it from our servers
• You can export your data at any time

Next Steps

• Connect data sources
• Create automated Playbooks