Chat Organization & Management

Keep your conversations organized with Veila's powerful folder system, sorting options, and management tools. Learn how to structure your chats for maximum productivity and easy retrieval.

Folder System

Creating Folders

Basic Folder Creation

1. Click "+ New Folder" in the left sidebar
2. Type a descriptive name (e.g., "Work Projects", "Learning", "Creative Writing")
3. Press Enter to create the folder
4. The folder appears in your sidebar, ready for use

Nested Folders (Subfolders)

1. Right-click on any existing folder or use the three-dots menu
2. Select "Create Subfolder" from the dropdown
3. Name your subfolder and press Enter
4. Unlimited nesting - create as many levels as you need

Managing Folders

Renaming Folders

1. Click the three dots next to any folder
2. Select "Rename" from the menu
3. Edit the name inline and press Enter
4. Changes save automatically

Deleting Folders

1. Click the three dots next to the folder
2. Select "Delete" from the menu
3. Confirm deletion - this action cannot be undone
4. Chats are preserved - they move back to the main chat list

⚠️ Warning: Deleting a folder also deletes all subfolders and chats within it. This action is permanent.

Expanding/Collapsing Folders

• Click the arrow icon next to folder names to expand or collapse
• Collapsed folders hide their contents for a cleaner sidebar
• Expansion state is remembered across sessions

Organizing Chats with Drag & Drop

Moving Chats to Folders

Drag and Drop Method

1. Click and hold any chat in the sidebar
2. Drag it over a folder name
3. Release when the folder highlights (blue or green highlight)
4. The chat moves instantly into the folder

Visual Feedback

• Blue highlight: Valid drop target
• Red highlight: Invalid drop target (e.g., moving a folder into its own subfolder)
• Drag cursor: Shows you're in drag mode

Moving Folders

1. Drag folders just like chats
2. Create nested structures by dropping folders onto other folders
3. Reorganize your hierarchy anytime
4. Circular dependencies prevented - can't move a parent into its child

Bulk Organization

• Select multiple chats (coming soon)
• Right-click for context menu with move options
• Drag from search results to organize filtered chats

Sorting Options

Latest Sorting (Default)

Organizes chats by most recent activity:

For Individual Chats

• Most recent conversations appear at the top
• Automatic ordering based on last message time
• Real-time updates when you send/receive messages

For Folders

• Folders sorted by their most recent chat activity
• Active projects automatically rise to the top
• Inactive folders settle toward the bottom

Custom Sorting

Take full control of your chat organization:

Enabling Custom Sort

1. Use the sorting dropdown in the sidebar
2. Select "Custom" from the options
3. Drag handles appear next to each chat and folder

Custom Ordering Features

• Drag to reorder chats within folders
• Manual priority for important conversations
• Persistent ordering - your arrangement is saved
• Per-folder ordering - each folder maintains its own custom order

Custom Sort Best Practices

📂 Current Projects (top priority)
  💬 Client Alpha - Website Redesign
  💬 Marketing Campaign Planning
  💬 Q4 Budget Review

📂 Learning & Development
  💬 JavaScript Advanced Concepts
  💬 AI/ML Study Notes
  
📂 Archive (bottom, for reference)
  💬 Completed Project Notes
  💬 Old Research

Advanced Organization Features

Chat Naming Strategies

Automatic Naming

• Veila auto-generates chat titles from your first exchange
• Smart titles based on conversation content
• Context-aware naming captures the essence of your chat

Manual Naming Best Practices

Good Examples:
✅ "Website Redesign - User Research"
✅ "Python Tutorial - Data Structures"
✅ "Travel Planning - Japan 2024"

Avoid:
❌ "New Chat"
❌ "Chat 1", "Chat 2"
❌ Single words without context

Sidebar Customization

Resizable Sidebar

1. Hover over the right edge of the sidebar
2. Cursor changes to a resize handle
3. Drag left or right to adjust width
4. Your preference is saved automatically

Sidebar Width Tips

• Narrow sidebar: More space for chat content
• Wide sidebar: See longer chat names and folder structure
• Optimal width: Balance between organization and chat space

Search and Filtering

Finding Specific Chats

• Scroll through your organized folders
• Use folder structure to narrow down location
• Visual scanning made easier with good naming

Folder-Based Filtering

• Collapse unused folders to focus on active projects
• Expand relevant sections when working on specific topics
• Organized structure makes finding chats intuitive

Organizational Workflows

Project-Based Organization

Structure by Work Areas

📂 Work
  📂 Current Projects
    📂 Project Alpha
      💬 Planning Session
      💬 Technical Requirements
      💬 Design Discussions
    📂 Project Beta
      💬 Research Phase
      💬 Implementation Notes
  📂 Admin & Meetings
    💬 Weekly Team Sync
    💬 Performance Reviews

📂 Personal
  📂 Learning
    💬 New Skills Development
    💬 Course Notes
  📂 Creative
    💬 Writing Projects
    💬 Ideas & Brainstorming

Topic-Based Organization

Structure by Subject Matter

📂 Technology
  📂 Programming
    💬 Python Help
    💬 JavaScript Questions
  📂 AI & Machine Learning
    💬 LLM Research
    💬 Model Comparisons

📂 Writing & Content
  📂 Blog Posts
    💬 Tech Articles
    💬 Personal Essays
  📂 Creative Writing
    💬 Story Development
    💬 Character Building

Temporal Organization

Structure by Time/Priority

📂 This Week
  💬 Urgent: Client Presentation
  💬 Follow-up: Meeting Notes

📂 This Month
  💬 Research: Market Analysis
  💬 Planning: Next Quarter

📂 Someday/Maybe
  💬 Ideas: Future Projects
  💬 References: Useful Information

Maintenance & Best Practices

Regular Organization

Weekly Cleanup

1. Review active chats - move completed ones to archive folders
2. Rename generic titles with descriptive names
3. Organize new chats into appropriate folders
4. Delete obsolete conversations you no longer need

Monthly Review

1. Assess folder structure - does it still work for you?
2. Archive old projects to keep active areas clean
3. Consolidate similar chats if you have duplicates
4. Update naming conventions as your work evolves

Backup Considerations

Your Organization is Encrypted

• Folder structure is part of your encrypted data
• Naming and organization are private and secure
• Cross-device sync preserves your organization
• Account-based storage means it's tied to your login

Performance Tips

Optimal Organization

• Reasonable folder depth (3-4 levels maximum)
• 10-20 chats per folder for easy scanning
• Descriptive but concise names
• Regular cleanup prevents clutter

Sidebar Efficiency

• Collapse unused sections for better performance
• Keep active folders expanded for quick access
• Use custom sorting only when needed (latest is faster)

Troubleshooting Organization Issues

Drag & Drop Not Working

1. Make sure you're clicking and holding on the chat/folder name
2. Check for valid drop targets (blue/green highlighting)
3. Try refreshing the page if drag functionality is unresponsive
4. Use context menus as an alternative to drag & drop

Missing Chats After Organization

1. Check all folders - chats might be nested deeper than expected
2. Look in subfolders if you have nested structures
3. Try different sorting modes to see if chats appear
4. Refresh the page to reload the chat list

Folder Structure Problems

1. Too deep nesting can be hard to navigate - consider flattening
2. Empty folders might be confusing - delete or add content
3. Similar folder names can cause confusion - use distinct names

Next Steps

Now that you know how to organize your chats:

1. Understand credits and billing - Manage your usage and costs
2. Explore settings - Customize your chat experience
3. Learn about support options - Get help when you need it
4. Review chat basics - Refresh core functionality

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