Why Conversation Organization Matters

Conversations in elvex are more than just chat logs—they're valuable knowledge assets that contain context, insights, and work progress. As your usage grows, you'll accumulate dozens or even hundreds of conversations. Without proper organization, finding specific information or continuing previous work becomes increasingly difficult.

Conversation Naming

Why Name Your Conversations?

By default, elvex generates conversation titles based on your initial messages, but these auto-generated names often don't reflect the conversation's true purpose or outcome. Naming conversations serves several important purposes:

Improved Findability: A descriptive name like "Q3 Marketing Campaign Analysis" is much easier to locate than an auto-generated title like "Help me analyze this data."
Context Preservation: Good names capture the essence of what was discussed, making it easier to return to the conversation's content months later.
Professional Organization: When sharing conversations with colleagues, clear names demonstrate thoughtfulness and make collaboration more efficient.

How to Name Conversations

When you are working in your agent, make sure the "recent conversation sidebar" is open and visible.
Click on the three dot menu.
Select Name Conversation.

Conversation Cloning

Why Clone Conversations?

Conversation cloning creates a duplicate of an existing conversation, preserving the context and history while allowing you to explore different directions. This powerful feature serves several strategic purposes:

Scenario Exploration: When you want to explore "what if" scenarios without losing your original conversation thread, cloning provides a safe space to experiment.
Collaboration Starting Points: Clone a well-developed conversation to share with team members as a starting point for their own exploration.
Version Control: Before making significant changes to a valuable conversation, clone it to preserve the original state.

When to Clone vs. Start Fresh

Clone when:

You want to explore alternative approaches to the same problem
You've built up valuable context that would be time-consuming to recreate
You're sharing a conversation template with others
You want to preserve a "golden" conversation while experimenting

Start fresh when:

You're moving to a completely different topic
The existing context might confuse or bias the new direction
You want to ensure clean, focused results
The original conversation has become too long or complex

How to Clone

When you are working in your agent, make sure the "recent conversation sidebar" is open and visible.
Click on the three dot menu.
Select Clone Conversation.

Conversation Deletion

Why Delete Conversations?

Just as it is important to save valuable conversations, it is equally important to remove those that are no longer needed. Deleting conversations helps to:

Reduce Clutter: Keep your workspace organized by removing test conversations or quick queries that are no longer relevant.
Maintain Focus: Ensure that only relevant and high-quality conversations remain in your history, making it easier to find what you need.
Protect Privacy: Permanently remove conversations that may contain sensitive information that should no longer be stored.

How to Delete a Conversation

When you are working in your agent, ensure the "recent conversation sidebar" is open and visible.
Click on the three dot menu next to the conversation you wish to delete.
Select Delete conversation.

Conversation Sharing

Why Share Conversations?

Sharing conversations transforms elvex from a personal tool into a collaborative platform. The ability to share conversations serves multiple organizational needs:

Knowledge Transfer: Share successful problem-solving conversations to help colleagues learn effective approaches.
Collaborative Analysis: Multiple team members can contribute to the same conversation, building on each other's insights.
Quality Assurance: Share conversations for review, feedback, or validation of results.
Training and Onboarding: Use exemplary conversations as training materials for new team members.
Transparency: Share decision-making processes and reasoning with stakeholders.

Types of Conversation Sharing

Internal Team Sharing: Share with colleagues for collaboration, review, or knowledge sharing. This is typically done through your organization's elvex workspace.
Support Sharing: Share with elvex support for troubleshooting, bug reports, or assistance with agent behavior.

How to Share Conversations

The sharing process typically involves:

Accessing Share Options: Look for a share icon or menu option within the conversation interface.
Selecting Recipients: Choose who should have access (team members, support, etc.).
Setting Permissions: Determine whether recipients can view only or also contribute.
Confirming the Share: Review and confirm your sharing settings.

How to Share a Conversation with Support

Open the conversation you want to share with support.
Click the share icon in the conversation interface.
In the share dialog, add [email protected].
Set the appropriate permissions:
- Select Can view and edit to allow the support team to interact with the conversation and test solutions.
- Select Can view if you only want the support team to review the conversation.
Click Share to confirm.