Folders, Notes & Sharing
Three features that look like filing and aren't. Folders carry context into every conversation started inside them, notes are reusable content you can pull into any chat, and sharing hands someone a copy rather than a live document.
Folders are workbenches, not filing cabinets
A folder holds conversations, but it can also hold a system prompt and reference files, and every conversation you start inside it inherits them automatically. Think of it as a workbench where the tools and reference material are already laid out, so nobody sets up from scratch each time.
A worked example. A folder called Statements of Work holds your SOW template, your price list, and a system prompt describing how your team writes them. Every chat started in that folder already knows all three. Nobody re-uploads the template or re-explains the format.
Subfolders inherit from the parent and add their own. A Renewals subfolder under that SOW folder keeps the template and price list, and layers renewal-specific guidance on top.
Folders are personal. You can't share one. If several people need the same reference material, use a knowledge collection instead, and share individual conversations as needed.
Notes
Notes are a built-in scratchpad. Write something once (a standing set of instructions, a list you keep re-typing, meeting context) and pull it into any conversation instead of pasting it again.
Pin the ones you use often to keep them in the sidebar, drag to reorder them, and drag a note straight into the chat input when you need it.
Notes have two access levels, each of which can be set to read-only or editable:
| Level | Who can see it |
|---|---|
| Private | You, plus platform administrators |
| Shared | The people or groups you name |
| Public | Everyone in your organization |
Whether someone with access can also edit the note is a separate setting, applied on top of the level.
Sharing a conversation
Sharing happens at the conversation level, from the three-dot menu on the chat.
What the recipient gets is a read-only snapshot. They can read it, and they can clone it into their own copy and keep working from there, but they're working in their copy, not yours.
What that means for the link
- The link is point-in-time. If you carry on with the conversation after sharing it, the link still shows what was there when you created it. Share again to pass along the newer version.
- Unshare kills the link immediately. Anyone holding it loses access on the spot. You can also unshare everything at once if you've accumulated more shared chats than you meant to.
Managing your conversations
- Search finds anything you've asked before, with snippets so you can tell results apart at a glance.
- Pin the conversations you keep coming back to.
- Rename anything whose auto-generated title doesn't help you.
- Archive hides a conversation without destroying it.
- Delete removes it from your view permanently.