Conversations and history
Agent saves conversations so you can return to previous work, continue a review, or reuse an earlier answer.
A conversation can include messages, workbook references, attached files, saved outputs, and instructions Agent used while working. Keeping related work in one conversation helps Agent understand follow-up questions. Starting a new conversation helps keep unrelated work separate.
What a conversation contains
A saved conversation may include:
Your messages and Agent's responses.
References to workbook context used during the task.
Attached files used in the conversation.
Saved outputs created by Agent.
Follow-up questions and decisions made during the workflow.
Conversations are stored locally in browser storage on your device. See Settings and storage for storage details.
Start a new conversation
Start a new conversation when you change topics, switch workbooks, or begin a new workflow. This keeps Agent focused and makes the conversation easier to find later.
Good first messages make good conversation titles. For example, "Review Q4 forecast workbook" is easier to recognize than "Help with this file."
Continue existing work
Reopen a conversation when you want to continue earlier analysis, review a prior answer, or ask follow-up questions about the same workbook.
Useful follow-ups include:
"Continue from the last finding."
"Explain the second issue in more detail."
"Use the same review criteria on the next sheet."
"Create a summary of what we found so far."
If Agent seems to miss an earlier detail in a long conversation, restate the detail in your next message.
Search and organize
Use clear first messages and specific workbook names so conversation history is easier to search. When a task becomes a different topic, start a new conversation instead of adding unrelated work to the old one.
Before clearing local data, review old conversations and saved outputs you may need later.
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