Start a New Chat

To begin a new conversation:

1. In the left navigation pane, click New Chat.
2. Click inside the message box.
3. Type your request or question using natural language.
4. Press Enter or click Send to begin the conversation. 

You can ask questions, request reports, summarize documents, automate tasks, or ask the AI to help complete work within connected systems.

Continue an Existing Conversation

If you've already discussed a topic, you can return to that conversation instead of starting over.

To access previous chats:

1. Click Chat History from the left navigation.
2. Browse or search your previous conversations.
3. Select the conversation you want to reopen.
4. Continue the discussion from where you left off. 

This is especially useful for ongoing projects, multi-step workflows, or referencing previous AI responses.

When Should You Start a New Chat?

Starting a new chat is recommended when:

• You're changing to a completely different topic.
• A previous conversation has become lengthy.
• The AI appears to misunderstand your request.
• You want to avoid mixing unrelated discussions.

Because each chat maintains its own context, beginning a fresh conversation often results in clearer and more accurate responses. 

Best Practices

• Create a new chat for each major topic or project.
• Use descriptive opening prompts to provide context.
• Return to Chat History when continuing existing work.
• Start a fresh chat if responses become inconsistent or unrelated.
• Keep unrelated requests in separate conversations for easier reference later.

Common Questions

Why should I start a new chat?

A new chat starts with a clean conversation history. This helps the AI focus only on your current request and often improves response quality when switching topics. 

Does InsuranceAgency.ai remember previous chats?

Each conversation keeps its own history, allowing you to return later using Chat History and continue where you left off. Previous chats do not automatically become part of new conversations. 

Can I search my previous conversations?

Yes. Use Chat History to browse or search for previous conversations and reopen them whenever needed. 

Summary

Starting a new chat helps keep your work organized and gives the AI a fresh context for your request.

To start a new conversation:

• Click New Chat
• Enter your request in plain language
• Submit your message

To continue previous work:

• Open Chat History
• Select an existing conversation
• Continue where you left off