Q Insight saves your chats automatically, so you can return to any previous analysis. This article explains how to manage chats through the menu, find a conversation in history, copy an answer and rate its quality.
In short: the ⋮ menu in the Q Insight header → "Create a new chat", "Request history", "Delete chat", "Using the AI Assistant", "Learn more about Assistant AI". Under each answer there are 👍, 👎 and "Copy" buttons.
The Q Insight menu
| # | Element | What it does |
|---|---|---|
| 1 | Expand | Opens the chat in a large window over the feed. |
| 2 | ⋮ | Opens the menu. |
| 3 | "Create a new chat" | Starts a new conversation from scratch. The previous chat is saved in history. |
| 4 | "Request history" | A list of your previous chats. |
| 5 | "Delete chat" | Deletes the current chat (appears when a chat is open). Confirmation is required. |
| 6 | "Using the AI Assistant" | Shows your request limit. Learn more in the article "Q Insight Limits and How to Increase Them". |
| 7 | "Learn more about Assistant AI" | Opens a help article in a new tab. |
How to create a new chat
- Click ⋮ → "Create a new chat" (in the large window — the ⊕ button).
- An empty chat with hints and example requests opens.
- Before asking a question, check the feed filters — the new analysis is performed on the current selection.
Create a new chat for each new topic or selection — this way answers won't mix the context of different conversations.
How to find a previous chat in history
- Click ⋮ → "Request history" (in the large window — the clock button (3)).
- In the list (1), each chat is labeled with its first question, with the date next to it (for example, "today").
- Click a chat to open it. You can continue the conversation — ask a new follow-up question.
Buttons in the large window: ⊕ — new chat (2), clock — history (3), trash can — delete the current chat (4), collapse — return to the panel next to the feed (5), ⋮ — menu (6).
If you haven't asked any questions yet, the history will say "You have no chats".
How to copy an answer
- Under the Q Insight answer, find three icons: 👍, 👎 and "Copy" (two sheets).
- Click "Copy" — the answer text is copied to the clipboard, and a short notification appears at the bottom of the screen.
- Paste the text into a report, presentation or email (Ctrl+V / Cmd+V).
How to rate an answer
Click 👍 if the answer is useful, or 👎 if it isn't. This way you mark how useful the answer was to you.
How to delete a chat
- Open the chat you want to delete.
- Click ⋮ → "Delete chat" (in the large window — the trash can icon).
- In the "Are you sure you want to delete this chat?" window, click "Delete" or "Cancel".
A deleted chat disappears from history. If you may need the answer, copy it before deleting.
How to use the results
- insert key conclusions into weekly reports or dashboards;
- share insights with your team in a messenger or by email;
- use the points as arguments in internal presentations.
Q Insight can make mistakes: the AI builds the answer based on the text of publications, but does not always interpret the context correctly. Check key conclusions, figures and quotes directly in the feed.
Frequently asked questions
Are chats saved automatically?
Yes. All chats are saved in "Request history" until you delete them. Chats are personal: your colleagues in the workspace cannot see them.
Can I continue an old chat?
Yes. Open it in history and write a new question.
If you need more help, write to the support chat or contact your manager.
