AI Conversations Documentation
Overview
AI Conversations are persistent chat sessions within the Vantage AI assistant system. Each conversation stores a title, message history, and metadata, enabling users to maintain multiple ongoing discussions with the AI. Conversations are shared across the sidebar assistant and popup chat, and support full CRUD operations (create, read, update, delete). A temporary chat mode allows ephemeral conversations that aren't saved to the database.
Purpose
The conversation system ensures that AI interactions are not ephemeral by default. Users can:
- Resume previous conversations with full context.
- Organize chat history by renaming conversations.
- Clean up old threads by deleting them.
- Use temporary mode for quick, one-off questions that don't need to be saved.
How It Works
Conversation Lifecycle
User sends first message
│
├─ Persistent Mode (default)
│ ├── Auto-create conversation (titled from first message)
│ ├── Save messages after each AI response
│ └── Appears in Recent Chats list
│
└─ Temporary Mode
├── No conversation created
├── Messages exist only in component state
├── "Save" button available to persist later
└── Lost on page refresh or panel close
Auto-Titling
When a new conversation is created (on first message in persistent mode), the title is automatically generated:
- Uses the first 50 characters of the user's first message.
- Appends
…if the message is longer than 50 characters. - Can be renamed at any time via the conversation list.
Message Persistence
Messages are saved to the database after each complete AI response cycle:
- User sends a message → message is added to local state.
- AI streams a response → final response content is captured.
- Full message array (all user + assistant messages) is PATCH-ed to the conversation.
- Conversation
messageCountis updated locally for display.
Conversation Switching
When a user selects a different conversation:
- The selected conversation is loaded.
- Messages are fetched from the server.
- The chat display updates to show the loaded messages.
Features
Conversation Actions
All conversation actions are available from the AI panel's hamburger menu:
| Action | Description |
|---|---|
| List | View all your conversations, ordered by most recent |
| Create | Start a new conversation (auto-titled from your first message) |
| Rename | Click the pencil icon next to any conversation to rename it |
| Delete | Click the trash icon or use Ctrl+Shift+D to permanently delete a conversation |
| Switch | Click any conversation in the list to load it |
Voice Input
You can use voice input in any conversation:
- Maximum 25 MB audio recording
- Supports WebM and M4A audio formats
- Transcription happens automatically after recording stops
Data Expectations
- Authentication: All conversations require an active login session.
- Scope: Conversations are private to the individual user.
- Message Format: Each conversation stores a sequence of user and assistant messages.
- Storage: Conversations are securely stored in the application database.
Use Cases
1. Multi-Topic Organization
Maintain separate conversations for different topics — one for dashboard help, one for workflow debugging, one for integration setup. Switch between them via the conversation selector.
2. Quick One-Off Questions
Use temporary chat mode for questions you don't need to save. If the response turns out to be valuable, click "Save" to persist it.
3. Team Knowledge Building
Have conversations about business processes and organizational knowledge. Use the "Train AI" button on valuable responses to add them to your organization's AI context, improving future responses for all users.