How to Manage CometAI Conversations

This document explains how to organize and manage your conversations in Comet AI. It covers creating folders, moving and sorting conversations, renaming items, searching, deleting, and archiving conversations and folders. Use these features to keep your workspace organized and efficient.

Table of Contents

This document explains how to organize and manage your conversations in CometAI. It covers creating folders, moving and sorting conversations, renaming items, searching, deleting, and archiving conversations and folders. Use these features to keep your workspace organized and efficient.

• Create Folders
• Organize Folders/Conversations
  • Search Content
  • Relocate Conversations
  • Sort Folders & Conversations
  • Rename Folders & Conversations
  • View Monthly costs (MTD)
  • Cleaning Empty Conversations
  • Delete Conversations
  • Archive Folders & Conversations
    • Archive Folders by Age

Create Folders

• Open Comet AI and log in.
• On the left sidebar, click the Folder icon.

          Figure 1: Screenshot of the Comet AI platform’s left sidebar menu. The "Create Folder” button is highlighted with a red box.

• Enter a name for the new folder in the pop-up window.
• Click OK to create the folder.

          Figure 2: Screenshot of the pop-up window where users enter the name of the folder they wish to create.

Organize Folders/Conversations

Search Content

• Enter your Search term in the Search box on the left or right sidebar.
• Relevant conversations will appear as you type.

Relocate Conversations

• Click and hold the Conversation you want to move.
• Drag the Conversation to the desired folder or location.

Sort Folders & Conversations

• Open the Chats Menu.
• From the Chats tab in the left sidebar, locate Conversations.

 

Figure 3: Screenshot of the Comet AI platform’s left sidebar menu. The "Conversations” section is highlighted with a red box.

           Figure 4: Screenshot of the Comet AI platform’s left sidebar menu. The kebab menu is highlighted with a red box, showing the expanded ‘Folders’ and ‘Sort’ options, including ‘Name’ and              ‘Date’.

• Click the More options icon (indicated by the red box in the image above) to the right of “Conversations.”
• Hover your cursor over Folders > Sort.
• Choose a "Sort Option":
  • Select either:
    • Name - Sort folders alphabetically (A–Z).
    • Date - Sort folders by most recent activity.
  • The list of folders will automatically update to reflect the selected sort order.

Rename Folders & Conversations

• Hover over any item that supports renaming.
• Click the Pencil icon that appears.

        Figure 5: Screenshot of the Comet AI platform’s left sidebar menu. The pencil icon is highlighted with a red box.

• Enter the New name.
• Click the Check mark to Save or X to Cancel.

View Monthly costs (MTD)

You can view your monthly costs on the platform by checking the MTD Cost in the top bar, as shown in the image below:

Notes:

• MTD Cost represents your Month-To-Date spending.

• If you are unable to see this display, start a new chat and ask a question to refresh the interface.

Cleaning Empty Conversations

1. Open the Chats tab in the left sidebar.
2. Locate the Conversations heading.
3. Click the kebab (three-dot icon) to the right of Conversations (figure 4).
4. In the dropdown, select Clean (trash can icon).
   • This action deletes all empty conversations saved on your device.

Note (Known Issue):

Currently, Clean only affects locally stored conversations. It does not remove empty conversations saved in the cloud. To clear those, select the conversation, click its trash can icon (figure 6), then confirm by clicking the checkmark or pressing Enter (figure 7).

Delete Conversations

• Hover over the Conversation you want to Delete.
• Click the trashcan icon that appears (indicated by the red box in the image below).

Figure 6: Screenshot of the Comet AI platform’s left sidebar menu. The trash can icon is highlighted with a red box.

• To complete the action, click the checkmark to confirm deletion (or press Enter on your keyboard), or click ‘X’ to cancel (the image below shows these two options highlighted by a red box).

            Figure 7: Screenshot of the checkmark and cancel buttons highlighted with a red box.

Archive Folders and Conversations

• In the Chats tab, scroll below your list of chats.
• Click Show Archived Folders.
  • This will display any folders that have been archived.
  • The button will change to "Hide Archived Folders" if you want to collapse the list again.

           Figure 8: Screenshot of the “Show Archived Folders” button located in the Comet AI platform’s left sidebar menu.

           Figure 9: Screenshot of the “Hide Archived Folders” button located in the Comet AI platform’s left sidebar menu.

Archive Folders by Age

• Click the More options icon (three dots) next to “Show Archived Folders.”
• Select Archive folders older than:
  • Choose from the dropdown:
    • 7 days
    • 14 days
    • 30 days
    • 60 days
    • 90 days
• Folders older than the selected number of days will be Archived.