If you and your team use the CRM’s AI chat tool on mobile, your chat history is now easier to manage and more private. Instead of seeing everyone’s past AI conversations in a shared account, you’ll only see the chats you started, which makes it faster to find what you need and keeps team conversations separate.

📌 Why This Matters

When several team members use the same business account, shared chat history can get messy fast. You may have to scroll through conversations that are not yours, and that can create privacy concerns for your business. With this update, each user sees only their own AI chat sessions on mobile, helping your team stay organized and reducing the chance of viewing the wrong conversation.

✨ What’s New

• Your history only: The mobile chat history list now shows only the AI conversations started by your user account.
• Better privacy for teams: Teammates using the same business account won’t see each other’s saved AI sessions.
• Faster chat lookup: You can quickly return to your own previous conversations without sorting through unrelated threads.
• Auto-refresh by user or account: If you switch business locations or sign in as another user, chat history updates to match that account correctly.
• Mobile behavior matches desktop: Access to AI chat history now works more consistently across devices.

🛠️ How to Use It

1. Step 1: Open the AI chat tool from your mobile app’s main navigation, dashboard, or quick action button.
2. Step 2: Tap the history icon in the AI chat header to open your chat history.
3. Step 3: Choose one of your previous conversations to continue where you left off.
4. Step 4: If you switch to another business location or another team member signs in on the device, let the history refresh so the correct chat list appears.

📱 Good to Know

• History only: This applies to the chat history list and does not change live chats or new messages.
• User-based visibility: Each logged-in user sees only the sessions connected to their own account within the current business account.
• Switching accounts: History clears and reloads when account context changes, helping avoid incorrect results.
• Empty list behavior: If the app is still loading your user or account context, you may see an empty history instead of partial or inaccurate chats.
• Availability: This is available on iOS and Android.

💡 Pro Tip

If your team uses AI to draft replies, brainstorm offers, or answer customer questions, keeping each person’s chat history separate makes it easier to reuse great ideas faster and turn them into real sales conversations.