> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.meetgail.com/platform/gailgpt/conversation-history/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server. # Conversation History > Learn how to view, search, and manage your conversation history with GailGPT. All of your conversations with GailGPT are automatically saved so you can reference them later, share with teammates, or continue where you left off. ## Viewing Your Conversation History To access your conversation history: 1. **Click "History"** in the left sidebar under the GailGPT section ![History in the left sidebar](/_fern-img/df99ee530a4e14d5afe6fcdfea633b342a4300b90e44dd4265554c4f8732ca6b.webp) 2. **Choose your view:** * **All** - See all conversations from your entire team ![History All view](/_fern-img/5b2f7aeb303ba098be82779059bf7bc24434e594cc03ba47bece7642865a8054.webp) * **Mine** - View only your personal conversations ![History Mine view](/_fern-img/20cfa0255a334e843ddb6c2edcc4c8de0b17e35653c750625c9eeef09fa49dae.webp) > **Info** > > Your conversation history appears as a list with timestamps of the last message sent, showing the first message or title of each conversation. Click any conversation to open the full thread. ## Understanding the Two Views ### All Conversations The "All" tab shows every conversation that your team has had with GailGPT: * **Team visibility** - See what questions your colleagues are asking * **Knowledge sharing** - Learn from how others use GailGPT * **Collaboration** - Pick up where a teammate left off on a topic * **Quality assurance** - Review how GailGPT is responding across the team > **Note** > > **Permissions:** You can only see conversations from users within your organization. Your data remains private and secure. ### My Conversations The "Mine" tab filters to show only your personal conversations: * **Quick access** - Find your recent chats faster * **Personal workflow** - Focus on your own context and questions ## Searching Conversation History Use the search bar to quickly find specific conversations: ![History search bar](/_fern-img/1df019771618441173908e79bc17bfd1472ddc974f07499a5434168b41063662.webp) ``` Examples of search queries: - "appointment scheduling" - Find conversations about appointments - "policy cancellation" - Search for policy-related discussions - "leads" - search for conversations about leads ``` ### Search Tips > **Tip** > > **Search works across chat titles:** The search looks through chat titles, so you can find conversations by keywords mentioned anywhere in the title. > **Tip** > > **Use filters:** Combine search with the "All" or "Mine" toggle to narrow down results to specific conversations. ## Managing Conversations ### Continuing a Conversation To pick up where you left off: 1. Click on any conversation in your history 2. The full chat thread will open 3. Start typing at the bottom to continue the conversation GailGPT remembers the context of the entire conversation, so you can ask follow-up questions naturally. ## Privacy & Data Retention ### Who Can See Conversations? | View | Visibility | | -------- | -------------------------------------------------- | | **All** | Everyone in your organization | | **Mine** | Only you (and admins with appropriate permissions) | ## Troubleshooting ### I can't find a conversation * Check if you're in "Mine" view when you should be in "All" * Use search with keywords from the conversation ### A conversation shows incorrect information * Update your [knowledge base](/platform/knowledge/overview) with correct information * Note the conversation and review training data * Contact support if the issue persists ## Next Steps #### [Using GailGPT Effectively](/platform/gailgpt/using-gail-gpt-effectively) Learn tips and tricks for getting the most out of GailGPT. #### [Train Your Knowledge Base](/platform/knowledge/overview) Improve GailGPT's responses by adding more information to your knowledge base. > Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.