ISMS Copilot Docs

Conversations and history

Multi-turn in the open widget; partner console inbox for review when history is enabled.

What works today

While a visitor keeps the Assistants widget open, they get multi-turn Q&A. Follow-up questions stay in the same thread so the assistant can use earlier turns in that session.

Transcripts for partner embed traffic are stored on our side in partner-isolated tables (for operations, metering, and legal process).

Partner console inbox

Workspace owners can open Conversations in the Assistants console at platform.ismscopilot.com/embed when history is enabled on that environment:

  • List recent conversations (visitor embed by default; optional playground tests)
  • Open a full transcript (text)
  • Download one conversation as plain text
  • Delete one conversation (confirm; moderation holds may block delete)

Public visitor chats expire about 30 days after last activity. Identified (JWT) conversations are kept until you delete them or complete offboarding.

What is not available yet

GapMeaning
Visitor history sidebarNo list of past chats for the end visitor after close/reload
Resume after reloadA new open starts a fresh conversation in the widget UI
Full-text search / bulk exportInbox is chronological; download is single-thread only

Identified vs public installs

  • Public key installs: short-lived public sessions; multi-turn while open; 30-day retention.
  • Identified JWT installs: stronger end-user isolation; no auto-TTL today; still no visitor resume UI.

Do not market embed as a full white-label chat product with visitor-side history until those surfaces ship. Partners review transcripts in the console; visitors get multi-turn Q&A in the open widget.

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