Chats

Your chats

Every conversation with the assistant is kept as a chat. Your recent chats are listed under Recent in the panel and on the assistant page; open one to carry on where you left off, or type /resume. Start a fresh one with /new.

Chats are yours alone. Nobody else in your organization can open them: administrators and executives see only how much each person has used, and an excerpt of any message flagged as misuse (see Privacy & Control).

Chat names

A new chat is named straight away from your first message, with links, record ids and email addresses taken out. Once the first answer is written it gets a short title that says what the chat is about (for example "Delete draft expense report"), in the language you asked in. The new name appears in the header and the chat list without reloading the page.

To choose your own name, use Rename chat in the list or type /rename <title>. A chat you renamed keeps your name. Naming a chat counts toward your usage like any other answer, and is skipped when your allowance is used up.

Searching your chats

The Search chats box on the assistant page, and the search box under Recent in the panel, look through what you and the assistant wrote, not only the chat titles. Type at least two characters.

• Your words are matched wherever they appear in a chat, not as an exact phrase, so "compared leave by department" finds "Compare leave taken by department".
• Results show a short excerpt with your words highlighted, newest first, up to 20.
• Only your own chats are searched.

Asking for an earlier chat

You can also ask: "Find my chat about my leave balance" or "where did we talk about my expense claim?". The assistant searches your earlier chats and answers with a link that opens the right one. This works in every mode, including Plan, on every plan, and only ever looks at your own chats.

Long chats

When a chat gets long, the assistant summarizes the older part automatically so it can keep going. You can also do it yourself at any point with /compact.

If you reload the page while an answer is being written, the answer picks back up; if it was cut off, choose Retry. A change that was waiting for your approval comes back too.

Rating answers

Every answer has a thumbs-up and a thumbs-down. After a thumbs-down you can say what went wrong, with one click: Wrong answer, Wrong record, Didn't do it, Too slow or Other. The reason is optional. Ratings and reasons help BookYourPTO find and fix problems; they are never used to train an AI model (see Privacy & Control).

Downloading and deleting

• A whole chat: the download button at the top of the panel or the assistant page offers Markdown (.md) or Word (.docx). Or type /export for Markdown and /export word for Word.
• One answer: the download button under an answer offers the same two formats. In Word, a chart becomes a one-line label and a CSV becomes a table of its first 50 rows. A very long chat is cut off in Word, with a note saying so; the Markdown download keeps all of it.
• Delete chat in the chat list removes a chat.