Manage Agent chat threads

Agent chats are organized as threads inside each deal workspace.

Start and switch threads

Use New chat to start a separate line of work. This helps keep diligence questions, valuation review, memo drafting, and source cleanup separate.

Use the thread list to switch between chats. The active chat is marked in the sidebar.

Rename or delete

Use Rename chat when the thread title should reflect the work. Use Delete chat only when the thread is no longer needed.

Deleting a chat cannot be undone.

If threads do not load

If chats do not load, use Reload chats. If they still do not load, refresh the workspace and contact support if the problem continues.