Conversation History

Your previous Fast Track AI conversations are saved automatically and can be reopened from the conversation history panel.
This allows you to return to previous work without starting again from scratch.

Opening conversation history

Open the conversation history panel from inside the AI Sidebar.
Your previous conversations are listed with:
  1. The conversation title.
  2. The date of the most recent message.
Conversations are shown with the newest activity first.

Reopening a conversation

Select a conversation from the history panel to open it in the AI Sidebar.
You can then continue the conversation from where you left off.

Conversations across devices

Conversations are tied to your account.
This means they remain available when you:
  1. Refresh the CRM.
  2. Navigate to another CRM page.
  3. Close and reopen the Sidebar.
  4. Use another device.

Deleting conversations

You can delete individual conversations when you no longer need them.
Deleting a conversation removes it from your conversation history.
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When to use conversation history

Conversation history is particularly useful when:
  1. You need to revisit an analysis
  2. You want to continue work from a previous day
  3. You need to find a previous request
  4. You want to review how an entity was created
  5. You need to return to a previous workflow
  6. You want to pause a scheduled report