Choose a conversation, a new chat, or a workflow
Keep working in the same conversation while you refine a task. Once you have a method you want to repeat, save it as a reusable workflow. You can then run it again without explaining the method each time.
Starting a new chat leaves your previous conversations in history. It gives you a separate conversation context; your connected-data access stays the same.
Screenshot placeholder: CONV-01Show an existing conversation, New chat, and a saved workflow in the conversation panel. Use one repeatable task to illustrate continuing the discussion, starting separately, and reusing the task.
Find and reopen conversations
Click Chat in the app sidebar. The conversation panel contains Recents, Pinned when you have pins, and Workflows. Click a conversation in Recents to reopen it. Use View all when you need to see more conversations than the initial recent list shows. You can return to a conversation while Scout is working. See Leave and return while Scout works.Screenshot placeholder: CONV-02Show the conversation panel with Recents, an expanded recent list, and the currently selected conversation.
Pin and unpin conversations
Hover over a conversation to reveal its pin control. Click Pin to move it into Pinned. Click Unpin to return it to the recent list.Conversation pins are stored in your browser. Pinning does not share a conversation or change who can access it.
GIF placeholder: CONV-03Show the pin control on hover, pinning a conversation, and finding it under Pinned. End with unpinning it if the recording remains short.
Rename a conversation
1
Open the conversation menu
Hover over the conversation and open its three-dot menu.
2
Edit the title
Choose Rename and enter a title you will recognize later.
3
Save the title
Press Enter to save. Press Escape to cancel the edit.
GIF placeholder: CONV-04Open the three-dot menu, select Rename, edit the title, and save it. Keep the selected conversation visible.