Sharing, pins, and branchingCopy Anchor Link

Agent Mode chats are visible to your whole case team by default, so everyone can see the agent work already done in the case. This page covers how sharing works, how to keep a chat private, what teammates can do with a shared chat, and how renaming, searching, pinning and archiving keep a busy list manageable.

Shared with your case team by defaultCopy Anchor Link

• Every chat is either Shared with case team or Private to me. New chats start shared.
• When you flip the toggle on a chat, Claira remembers your choice: your next new chat in this case starts with whatever you last picked.
• All chats created before this feature arrived were made shared: consistent with bulk scan history and prompt history, which your team could already see. You can switch any of your chats back to private at any time.

Change who can see a chatCopy Anchor Link

1. Open the chat in Agent Mode.
2. In the top bar, click the sharing icon: a green team icon when shared, a grey lock when private.
3. Pick Shared with case team or Private to me.

Only the chat's owner can change its sharing, rename it, or delete it. Hover the icon any time to read the current state.

What teammates seeCopy Anchor Link

• Shared chats appear in everyone's sidebar with the owner's name under the title.
• Opening a teammate's chat shows the full conversation read-only: a notice above the composer names the owner, and you cannot send messages into their chat.
• Anything interactive inside their conversation (for example a bulk scan proposal form) is shown for reference only: you cannot approve, cancel, or edit it.
• If the owner switches a chat back to private, it disappears from teammates' lists.

Branch a shared chat to continue it yourselfCopy Anchor Link

Want to take a teammate's conversation further without touching their chat? Branch it:

1. Open the shared chat.
2. Click Branch in the top bar (or the button in the read-only notice at the bottom).
3. Claira creates your own copy of the conversation so far, named "Branch of …", and opens it. Continue chatting from there.

The copy belongs to you and follows your usual default sharing. The original chat is untouched, and your branched chat shows a small branch icon in the sidebar with a reference to the chat it came from. You can also branch your own chats to explore a different direction without losing the original thread.

Pin the chats that matterCopy Anchor Link

Pins work exactly like pinned prompts in the Prompt Lab history: pinned chats float to the top of the sidebar in a Pinned section.

• Pin for me (blue): only you see this pin.
• Pin for everyone in this case (amber): the chat is pinned for the whole team. Up to 5 chats can be team-pinned per case.
• Pin from the pin icon in the chat's top bar. Team pins sort above personal pins, newest first.
• Anyone on the case can remove a team pin: Claira asks you to confirm first, because unpinning affects everyone.

Put your pins in the order you wantCopy Anchor Link

Pinned chats start in the order they were pinned, but you can arrange them:

• Drag a pinned chat up or down the Pinned section.
• Or open the ⋯ menu on a pinned chat and choose Move up or Move down.

Your personal pins are ordered for you alone. A team pin's position is shared, so moving one changes the order everyone on the case sees. Personal and team pins are ordered separately: a chat never jumps between the two groups.

Filter the list by teammateCopy Anchor Link

As soon as the case has a chat, the sidebar has a filter button (the funnel icon) next to the search box. Once teammates' chats are in the mix, open it to choose whose chats to show:

• Everyone (default) shows all chats you can see.
• Me (followed by your name) shows only your own chats.
• Or tick specific teammates to see just their shared chats.

The same panel has a Date section: Any time (the default), Last 7 days, Last 30 days or Last 90 days, counted from each chat's last activity.

While a filter is on, the button turns green and shows how many filters are applied. Clear filters, at the bottom of the filter panel, shows every chat again. If the filters leave nothing to show, the list says No chats match your filters.

The same filter is available in the full Chats view, where it narrows your search results as well as the list.

Rename a chatCopy Anchor Link

Claira names each chat from your first question. When that name stops describing where the conversation went, change it:

• In the chat list, open the ⋯ menu on the chat and choose Rename.
• Or click the chat's title in the top bar while the chat is open.

Type the new name and press Enter to save, or Esc to keep the old one. Renaming is available to the chat's owner only.

Once you have renamed a chat, Claira leaves the name alone: it will not be replaced by an automatic title later, even if you rename the chat before asking your first question.

Search every chat, including what was said in itCopy Anchor Link

Click Search conversations at the top of the chat list. The full Chats view opens, and what you type there searches titles and the messages inside every chat you can see, so you can find a conversation by a phrase you remember asking, not just by its name.

• Results show the matching chat with a short excerpt, and the words you searched for are highlighted.
• A chat matched on its name alone is labelled Title match.
• All the words you type must appear somewhere in the chat, and the last word matches as you type it: searching privil already finds "privilege".
• Search only ever looks inside chats you can already open: your own chats and your teammates' shared ones. A teammate's private chat never appears, whatever it contains.

The same view lets you filter by teammate and by date, switch between Active and Archived from the view menu beside the search box, and load older chats as you scroll. The line at the bottom says how many chats are listed.

Archive the chats you are done withCopy Anchor Link

Archiving clears a finished conversation out of your list without deleting anything:

1. Open the ⋯ menu on the chat.
2. Choose Archive.

The chat leaves the list but keeps its full transcript, its sharing, and its pins. To find it again, open the chat list and switch to Archived; from there, the ⋯ menu offers Unarchive to bring it back. Archiving is owner-only, and an archived chat stays archived for everyone who could see it.

Find your way around a long listCopy Anchor Link

Chats that are not pinned are grouped by when they were last used: Today, Yesterday, Previous 7 days, Previous 30 days, then by month, so a case with months of history stays scannable.

Privacy notesCopy Anchor Link

• Sharing is always scoped to the active case: a shared chat is never visible outside the case team.
• Teammates can read and branch a shared chat, but never write into it, rename it, archive it, share/unshare it, or delete it.
• Deleting a chat remains owner-only and removes it for everyone. The chat disappears straight away, and 7 days later Claira permanently erases its messages, its question and search term cards, and the files and documents attached to it.
• Search never reaches outside what you can already open: it covers your own chats and the chats your teammates have shared with the case, and nothing else.