Strategy ONE

Interact with Chat History Using the Chats Panel

Beginning in Strategy One (March 2025), bots have been enhanced to improve responses and the bot creation process. For more information on the enhancements, see Strategy One (March 2025) Enhancements.

  • You can continue to create bots, as well as edit and use bots created in previous versions. For an introduction, see Auto Bots: Customized Stand-Alone Bots (prior to March 2025).

  • To enable the new bots, contact Strategy support. For an introduction to the new bots, see Auto Bots: Customized Stand-Alone Bots. For steps to create a new bot, see Create a Bot.

If a bot is added to Library, the chat history and snapshots remain and display the next time you open a bot. The past 30 responses for each chat are retained as history. You can have an unlimited number of chats, each with 30 responses saved as history.

You need to configure the external storage to keep visualization data. For more information on configuring the storage service, see Strategy Storage Service Configuration for AI Bot.

Beginning in Strategy One (May 2025), the chat history displays in a structured Chats panel on the left side of the bot interface, allowing users to better manage and navigate their conversations.

The Chats panel:

  • Organizes your conversations: Chats are grouped into separate conversations (question and answer) instead of a single continuous thread.

  • Categorizes based on time: Chats are automatically organized by date (such as Today, Last 7 Days, and Last 30 Days) for easier access.

  • Allows you to manage your chats: Quickly navigate between different chats, delete chats, and rename them for better clarity.

A business analyst can revisit earlier insights during a session to validate trends or create follow-up queries. A customer can review previous answers to avoid asking the same question again.

Use the Chats panel

  1. In Library, click a bot to open it. You can use the Filters panel to search for a specific bot name or filter to display only bots, as shown below:

  2. Click Show Chats to display the Chats panel on the left. If the Ask About panel (new for Strategy One (July 2025)) is displayed, the Chats panel replaces it.

    3. If the history for a single chat contains more than 30 responses, only the most recent 30 responses display for that chat. To prevent an important or frequently-used response from being automatically deleted, save the response as a snapshot. Each chat retains 30 responses but you can have an unlimited number of separate chats.

  3. Scroll through the history list or search for a term used in a chat name.
    • Search filters the conversations based on the chat names and the words within each chat.
  4. Click a chat name to display the response in the main chat panel, so you can review the information and ask for a clarification or follow up on the conversation. You can work with the chat as though you just asked the question. For example, you can copy and export the answer and View AI Interpretation. For details, see Ask Questions in a Bot

    For example, you click the 2024 Revenue chat to display the figures. Follow up by asking the bot to break it down by region.

  5. You can rename a question to identify it. Click the menu icon next to the chat name and select Rename. Type the new name over its old name and press Enter.
  6. You can delete a question that you will not use again. Click the menu icon next to the chat name and select Delete.

  7. If you do not need to include the conversation history as context for your subsequent questions, you can create a new chat. In the upper right of the bot, click the New Chat icon .

    Responses are cleared, but not snapshots or the chat history.

  8. To clear all chat history, click Clear Chats next to the Search box on the Chats panel. Click Yes to confirm that you want to delete all responses and all chats.

    9.