What you can do
Every conversation you have with the AI Assistant is saved to your Chat History. You can keep that history organized by favoriting the conversations you want to find again, sharing the ones your teammates should see, and deleting the ones you no longer need.
Finding your conversations
Open the AI Assistant to see the Chat History panel. Conversations are listed newest first, by when they were last updated. Each conversation row has a star icon and a ⋮ (More options) menu.
The panel's left toolbar has three views:
Recent chats (chat icon) — your full Chat History.
Favorite chats (star icon) — only the conversations you've favorited.
Shared with me (share icon) — conversations your teammates have shared with you.
Favoriting a conversation
To favorite or unfavorite a conversation:
Click the star icon on the conversation row, or
Open the ⋮ More options menu and choose Add to favorites or Remove from favorites.
A filled star means the conversation is favorited. Favorites are saved to your account and stay favorited across sessions.
Viewing only your favorites: Switch the panel's left toolbar to the star (Favorite chats) view to see only your favorited conversations. Favoriting doesn't move a conversation to the top of the list — the list stays in most-recent order — so the Favorites view is the fastest way to get back to the conversations that matter to you.
Sharing a conversation with your team
Share a conversation so teammates in your organization can see it — useful for handing off a piece of analysis, a generated solution, or a troubleshooting thread.
To share a conversation:
Open the ⋮ More options menu on the conversation row and choose Share with team.
In the Share with team dialog, find the teammates you want using the Search teammates… box, and check the box next to each one. To share with your whole organization at once, check Everyone on the team.
Click Update to save.
Your selections are saved to the conversation. To change who a conversation is shared with — or to stop sharing it — reopen Share with team, adjust the checkboxes, and click Update again.
Viewing conversations shared with you
When a teammate shares a conversation with you, it appears under the Shared with me view — the share icon in the Chat History panel's left toolbar. If no one has shared anything with you yet, this view reads "No shared sessions yet."
Deleting a conversation
To delete a conversation:
Open the ⋮ More options menu on the conversation row.
Click Delete.
Deleting is permanent. The conversation is removed immediately — there is no undo. Double-check you've selected the right conversation before clicking Delete.
Things to know
Favoriting is reversible; deleting is not. You can always unfavorite, but deleting removes the chat from your history.
Favoriting doesn't reorder your list. Conversations stay in most-recent order — switch to the Favorites (star) view to see just your starred ones.
Sharing is reversible. You can update who a conversation is shared with, or stop sharing it, at any time from the Share with team dialog.
Deleting a conversation doesn't change your Salesforce org. It only removes the saved chat — your metadata, documentation, and any AI Admin work are unaffected.