Chat History and Navigation
Your AI Assistant maintains separate chat histories for each case. Click the Conversations icon in the Casey toolbar to open your conversation list, grouped into Starred, Last 30 days, and Older. Click on any past conversation to reopen it and review the complete exchange, including AI responses and citations.
Use the search box at the top of the list to find a conversation by name. Turn on Search all cases to search your conversations in every case.
To clean up your history, click the ... menu next to any conversation and choose Delete to remove conversations that are no longer relevant. The same menu lets you Star a conversation to keep it at the top of the list, or Rename it.
Managing Conversations
Starting Fresh: Click the + (New chat) icon in the Casey toolbar to begin a new conversation while preserving your chat history.
Switching Cases: Click the Change case icon in the Casey toolbar, or the case name at the top of the conversation, to work on a different case without closing the chat window. Your conversations remain saved in their respective case histories.
Pop-out Window: Click the Open in new window icon in the Casey toolbar to pop the AI Assistant into its own separate window for easier multitasking and screen management.
Context Usage Management
Monitor your usage at the bottom of the chat interface, which shows both the AI credits used in the conversation and percentage of context used. Extended conversations consume more context as the AI maintains awareness of the full conversation history.
When context usage nears 100%, consider starting a new chat to optimize performance. The AI will still access all your case documents and data but with fresh conversational context.
Best Practices
Use specific, descriptive questions to make conversations easier to find later
Start new chats when shifting to different topics or case aspects
Regularly clean up conversation history by removing outdated discussions