Search chats

Overview

Search chats finds a past Home assistant conversation by title when Recents grows too long to scroll. It opens as a modal over Home β€” not a separate page.

Search matches session names only, not message bodies or tool-step text. To recover something the assistant said inside a thread, open the likely session from Recents or ask the assistant in a New chat to help locate prior work.

Tip: Make search useful over time:

  • Rename sessions after the first few messages with a descriptive title

  • Scroll Recents to load older batches before searching if results seem missing

  • Use consistent naming ({tender name} β€” requirements, Team settings review)

Important: Search is scoped to the active team. Switch teams to find that team's chat history.


How to open Search chats

Location

Control

Desktop chat sidebar

Search chats (search icon, below New chat)

Mobile top bar

Search icon

Opens a modal dialog centered over Home.


Dialog layout

Search field

Element

Detail

Placeholder

Search chats

Behaviour

Filters results as you type

Initial focus

Cursor in search field when dialog opens

Results list

Results group by date:

Group label

Contents

Today

Sessions updated today

Yesterday

Sessions updated yesterday

Older dates

Full formatted date headings

Each row:

Element

Meaning

Message icon

Chat entry

Truncated title

Session name β€” click to open

Empty filter: No chats found.


Select a result β€” step by step

  1. Open Search chats.

  2. Type part of the session title (case sensitivity depends on browser; partial matches work).

  3. Click the matching row (or activate with keyboard).

  4. Dialog closes automatically.

  5. Main area loads full message history for that session.

  6. Session becomes active in Recents and page title.

If load fails, use Try again on the inline error β€” same as opening from Recents.


What search does and does not cover

Searchable

Not searchable

Session title

Message body text

Recovery strategy

When to use

Rename sessions proactively

Best long-term

Scroll Recents + search again

Old chat not loaded yet

New chat: "What pursuits did we create Tuesday?"

Content-only memory

Pursuit / notice UI

Work product, not chat


Recents vs Search chats

Find by title

Manual scroll

Type to filter

Find by message content

No

No

Load older sessions

Infinite scroll (20 per batch)

Shows matches already loaded server-side

After picking a chat

Sidebar stays open

Dialog closes

Keyboard

Row focus in list

Escape closes without opening

If an old chat does not appear

  1. Scroll Recents to the bottom to trigger load more.

  2. Wait for additional rows.

  3. Open Search chats again and retry.

Very old sessions may require loading more history into Recents before they appear in search results.


Keyboard and focus

Key / action

Behaviour

Dialog opens

Focus in search field

Escape

Close dialog without opening a session

Click outside

Typically closes dialog (platform default)

Activate row

Open session

Icon-only mobile search button includes an accessible label.


Team scoping

Rule

Detail

Active team

Only that team's sessions are searchable

Switch team

Search index reflects new team's Recents

Teammate sessions

Appear if listed in team Recents; may open read-only


Search vs New chat vs delete

Action

Effect on finding chats later

Rename

Improves search hits

New chat

Adds new row when first message sent

Delete

Removes from Recents and search results permanently


Best practices

Practice

Why

Rename after task identity is clear

Titles are the only search key

Include tender or pursuit name in title

Faster recall weeks later

Load Recents before searching ancient chats

Pagination may hide very old rows

Do not rely on search for compliance archive

Export critical outputs from pursuits


Edge cases

Scenario

Behaviour

Empty query

Shows grouped list (or all loaded sessions) per product behaviour

Special characters in title

Type literal characters from rename

Duplicate titles

Multiple rows β€” pick by date group

Search while assistant streaming

Opening another session switches view; prior may keep running (pulsing dot)

Read-only session from search

Composer disabled β€” expected


Troubleshooting

Symptom

Cause

Action

No chats found

Typo or title never renamed

Try shorter substring; check Recents

Expected chat missing

Not loaded in pagination

Scroll Recents; retry search

Wrong chat opens

Similar titles

Rename sessions to disambiguate

Dialog will not open

UI glitch

Refresh Home

Opens read-only

Teammate's session

New chat for writable thread


FAQ

Can I search inside message text?

Not today. Only session titles.

Does search work across all my teams at once?

No. Only the active team.

Will search find scheduled task names?

No. Use Team β†’ Scheduled tasks for task management.

Can I search from Team overview?

Open Home first, then Search chats.

Why do I see today's date on an old project?

Today means last updated time β€” activity refreshes the grouping.

Is deleted chat recoverable?

No. Deletion is permanent for chat history.


  • Dashboard (Home)

  • Assistant session

  • New chat

  • Dashboard assistant