Save a conversation
How to save a Prescient AI chat to the Library with a title, a description, and a visibility, and what the saved copy contains.
You save a conversation from the chat. The Library keeps a copy of the conversation as it is at that moment.
How do you save a conversation?
Section titled “How do you save a conversation?”-
In a Prescient AI chat, select Save to library in the page header.
The button is available after the chat has a message and while no answer is in progress.
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Check the Title.
When the chat contains a plan that can be tracked, the title starts as the name of that plan. For other chats the title starts as your first message. A chat with no plan and no typed message starts with the title Untitled conversation. Change it to a title that your team can recognize.
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Optional: type a Description that tells a reader what to know first.
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Select a Visibility.
Private keeps the item to you. Shared with your team lets each person in your workspace read it. Private is the default, and you can change the visibility later.
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Select Save.
A message confirms the save. Select Open in the message to go to the saved item.
What does the confirmation say?
Section titled “What does the confirmation say?”| Message | What it means |
|---|---|
| Saved to your library | The conversation is in the Library. |
| Saved as a project | The conversation is in the Library and contains a plan that can be tracked. |
| Saved as a project · tracking your goal | The conversation is in the Library and the weekly check-ins started. |
| Saved · this chat already tracks that goal | An earlier save of this chat tracks the same plan. The new save did not start a second set of check-ins. |
| Saved as a new version | The chat came from Run again with today's data. The save added a version to the item. |
| Saved, but goal tracking didn't start | The conversation is in the Library. The toast gives the reason why the check-ins did not start. |
If the chat contains a plan that is still running, and you keep the tracking selected, the confirmation says that the chat is saved as a project and that the check-ins start when the plan is ready.
What are the limits of a save?
Section titled “What are the limits of a save?”A title is necessary and has up to 120 characters. A description has up to 500 characters. A conversation of more than 1.5 MB cannot be saved. For each rule and each error message, see Library reference.
What if the chat contains a plan?
Section titled “What if the chat contains a plan?”If the chat contains a Media Forecaster plan that can be tracked, the dialog has the title Save as a project and one more option, to track the plan to its goal. The plan can be your plan or the plan of a teammate that you can open. See Track a goal.