Manage your conversations

Your conversations are listed in the sidebar of the open workspace. Each one has a ⋯ menu to rename, share, file, lock or delete it. Actions on all your conversations at once are in “Settings” › “Data and privacy”.

Find a conversation#Link to the Find a conversation section

• The sidebar sorts your conversations into “Pinned”, “Projects” and “Chats”.
• “Search”, at the top of the sidebar, or Ctrl/⌘K opens the command palette, which searches your conversations. In the palette, tag: filters by tag and project: by project.

A conversation you can’t find may be:

• in another workspace: switch workspaces at the top of the sidebar;
• in a project: open the project under “Projects”;
• archived: “Settings” › “Data and privacy” › “Archived chats”, or Ctrl/⌘K;
• locked: see Lock a conversation.

Conversation titles#Link to the Conversation titles section

Moon AI gives each conversation a title based on the first exchanges. To change it: ⋯ menu › “Rename”. The “Title auto-generation” setting (“Settings” › “General” › “Conversations”) turns off automatic titles.

The conversation menu#Link to the The conversation menu section

In the sidebar, hover over a conversation and open its ⋯ menu (“Chat options”):

The ⋯ menu at the top of an open conversation has “Share”, “Download”, “Scheduled routines”, “Move”, “Lock” and “Archive” too, and adds:

Projects have their own page: Projects. To move a conversation to another workspace in an organization, see Move content. For routines, see Routines.

Tags#Link to the Tags section

A tag sorts a conversation by topic. At the bottom of the ⋯ menu at the top of the conversation, “Add a tag” creates one; the cross on a tag removes it. The “Chat tags auto-generation” setting (“Settings” › “General” › “Conversations”) lets Moon AI suggest tags.

To find the conversations with a tag, type tag: in the Ctrl/⌘K palette, then choose the tag.

Select several conversations#Link to the Select several conversations section

1. Open a conversation’s ⋯ menu › “Select several”. Other ways: Ctrl/⌘ + click on a conversation, “Select conversations” in the Ctrl/⌘K palette, or a long press on a phone.
2. Check the conversations. Shift + click selects a range.
3. The “N conversations selected” bar offers “Select all”, “Archive”, “Pin” or “Unpin”, “Move to project” and “Delete”.
4. “Cancel selection” or Esc leaves selection mode.

Archive, pin and move offer “Undo” right after. Deleting asks for confirmation: “N conversations will be deleted permanently, with their shared links.”

Share a conversation#Link to the Share a conversation section

⋯ menu › “Share” opens “Share chat”. In a team workspace, the window has two tabs: “Workspace” and “Public link”.

With your workspace#Link to the With your workspace section

“Share with the workspace”: members read the conversation as it is at the time you share it, and can continue it in their own copy. The window sums up “What your colleagues will see”: the messages, the images and the names of attached files, whose content stays private.

• “Include tool details and source excerpts” adds the tool arguments and results and the passages of cited documents. Off by default.
• Data that Moon Blur masks from the model stays visible to your colleagues.
• Messages sent after you share only appear after “Update share”.
• “Stop sharing” removes the conversation. Copies your colleagues already made stay in their account.

Shared conversations can be found in the workspace’s “Team” space. See Team space.

Through a public link#Link to the Through a public link section

1. Click “Create link”, then “Copy link”.
2. Anyone with the address can read the conversation.
3. Messages sent after the link was created are not shared: “Update link” publishes the current version.
4. “Delete link” turns it off.

Your public links are listed in “Settings” › “Data and privacy” › “Shared links”.

Export and import#Link to the Export and import section

• One conversation: ⋯ menu › “Download”.
• All your conversations in the workspace: “Settings” › “Data and privacy” › “Export chats”.
• Import conversations, including from another AI: see Import your conversations.

Archive and delete#Link to the Archive and delete section

• “Archive” removes a conversation from the list. It stays in “Archived chats” (“Settings” › “Data and privacy”), where you can restore it or delete it.
• “Settings” › “Data and privacy” offers “Archive all chats” and “Delete all chats” for the open workspace. Conversations in your other workspaces are not affected.
• Deleting conversations doesn’t erase your memories (see Memory).

Confidential chat#Link to the Confidential chat section

A confidential chat is not saved in your history.

1. On a new chat, click the “Confidential chat” icon, at the top of the screen.
2. The window reminds you of the rules (table below).
3. Click “Enable confidential mode”.

During a confidential chat:

• your messages are still sent to the AI model to generate the answers;
• no memories are used or created, and the isolated computer is not available;
• the conversation can’t be filed in a project.

To keep a confidential chat, click “Save chat”, at the top of the screen: it joins your history as a normal conversation. As long as the confidential chat is empty, the same window shows “Confidential mode is active” and offers “Disable confidential mode”.

Confidential chat depends on the workspace plan (see the plans), and an organization can turn it off. “Temporary chat by default” (“Settings” › “General” › “Conversations”) opens every new chat in confidential mode.

Lock a conversation#Link to the Lock a conversation section

A locked conversation disappears from your history, your search and every list. It only opens with your 6-digit code, or with Face ID, Touch ID or Windows Hello.

Lock#Link to the Lock section

1. Open the conversation’s ⋯ menu (in the sidebar or at the top of the conversation) › “Lock”.
2. The first time, choose a 6-digit code. Codes that are too easy (123456, 111111, 000000…) are refused.

Locking removes the conversation’s shares (public link, workspace, published pages); copies already made stay with the people who made them. A conversation used by a routine or a messaging app can’t be locked: remove those first.

Open a locked conversation#Link to the Open a locked conversation section

1. Open “Locked conversations”: from the account menu (once your code is created), from the Ctrl/⌘K palette, from “Settings” › “Data and privacy”, or at chat.realmoon.ai/locked.
2. Enter your code, or use a passkey added with your code or your password.
3. Open the conversation, remove the lock or delete it.

Unlocking lasts 15 minutes. “Lock now” locks it again; it also locks again when the tab stays hidden for more than 5 minutes.

What the lock does#Link to the What the lock does section

• The conversation is no longer used for memory, and the memories already drawn from it are deleted.
• It is left out of your monthly recap and of the conversation export.
• Its notifications show neither title nor text.
• The conversation’s files and photos stay in the Library.

Change or recover your code#Link to the Change or recover your code section

• “Settings” › “Data and privacy” › “Locked conversations” › “Change code” (your current code is required).
• Forgotten code: “Forgot your code?” confirms your identity with your account password, or with a code sent by email if you don’t have a password. Your conversations stay locked and you choose a new code.

An email lets you know each time the code is changed or reset and each time a passkey is added. See also Account security.

Breaks and quiet hours#Link to the Breaks and quiet hours section

“Settings” › “Notifications” › “Wellbeing” offers two settings, off by default:

For other notifications, see Notifications.