In this guide, we will cover how to keep your workspace organized and ensure your assistant remains as accurate as possible by effectively managing your conversations.
Video (Dutch)
Why you should start a new chat
When you want to discuss a new topic or client case, we always recommend starting a New chat.
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Fresh memory: Starting a new chat "clears" the assistant’s short-term memory for that specific session.
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Increased accuracy: If you stay in the same chat for different topics, the assistant might accidentally pull information from your previous discussion to answer your new question.
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Organization: Keeping topics separated makes it much easier to find specific information later.
To start a fresh conversation, simply click the New chat icon located in the top right corner of your screen.
Managing your chat history
Do you need to refer back to a previous discussion or pick up where you left off? Chathive keeps track of your sessions for you.
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Access history: Click on the Open chat history button (usually located on the side or via the history icon).
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Resume conversations: Click on any previous session to reload the full transcript.
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Review information: You can view all previously generated answers, tables, and sources from that specific session.
Best practices for history
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One topic per chat: Use one chat session per specific fiscal question or client case.
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Clear the slate: If the assistant seems "confused" by previous context, simply hit the New chat button to reset the reasoning process.
Next step: Ready to take your output to the next level? Discover how to automatically Generate documents based on your conversations!