Archiving and finding chats and tasks
Under each duty in the sidebar you see the chats and tasks that are in progress. When nobody touches one for a few days, it is tucked away (archived) so the sidebar only shows what is active. Archiving deletes nothing: messages, summary, memory and card history all stay, and you can bring it back any time.
The “+” buttons in the sidebar
- “+” next to the Positions heading: create a position — give it a name, tick the duties; it is assigned to you and opened.
- “+” on a position row (shows on hover): add duties to that position.
- “+” on a duty row (shows on hover): start something new under that duty — type one line and press Enter.
Only the company owner can create positions and add duties; other people don’t see the first two “+”.
What the dots mean
| Dot | Meaning |
|---|---|
| Brand color, breathing | The agent is running |
| Amber | A card is waiting for your approval |
| Green | The agent is done and waiting for you to look |
| No dot | Open, waiting for the next step |
The number on a position counts what is waiting on you: cards to approve plus finished work to review.
When things are archived
- By default after 3 days without activity. Change it in Settings → General → Auto-archive (1–30 days, or never).
- Never archived automatically: anything running, anything with a card waiting for you.
- Any new activity — you reply, a schedule fires, the agent runs again — brings it back to the sidebar by itself.
Archiving by hand
Don’t want to wait three days? Hover the item in the sidebar, click “⋯” → “Archive”; the item page has an “Archive” button at the top too. A bar “Archived … · Undo” appears at the bottom of the sidebar — click Undo to bring it back.
Anything running, or with a card waiting for your approval, can’t be archived; the button is greyed out and the question mark next to it says why.
Finding something again
- By duty: the last line under a duty, “Archived (n)”, opens a list you can filter by time, position and duty. Each row has “Restore”.
- Search: the search box on that list, or ⌘K. Titles, summaries and message text all count. ⌘K marks archived results.
- Ask AI: if you only remember roughly, describe it — e.g. “bring back the chat about samples with that US creator last week”:
- say it in Chat;
- or type it in ⌘K and pick the last item, “Ask AI to find”;
- or use the box at the bottom of the Archived list.
AI shows the closest few as cards. Only the card you click is restored — AI never restores anything by itself, and never a batch at once.
Tips
- An archived item still opens in full; there is a “Back to sidebar” button at the top.
- AI looks at titles, summaries, people and message text, and understands “last week”, “yesterday”, “3 days ago”.