CEO.ai

Saving Conversations

Preserve your work and explore multiple paths by creating savepoints at any stage—experiment freely while maintaining the ability to return to earlier states.

Conversations with AI agents can branch in many directions—sometimes you want to explore different approaches, test alternative solutions, or simply preserve important work before making changes. CEO.ai's conversation saving feature lets you create savepoints at any stage, enabling you to experiment freely while maintaining the ability to return to earlier states and explore different paths.

Why Save Conversations?

Preserve Valuable Work

Protect against:

  • • Browser crashes
  • • Accidental navigation
  • • Connection issues
  • • Accidental deletions

Build a knowledge base of successful solutions and decision processes.

Enable Exploration

Branch without risk:

  • • Try approach A, save, then try B
  • • Experiment with parameters
  • • Test alternative implementations
  • • Explore "what if" scenarios

Compare alternatives by saving multiple versions.

Create Decision Points

Document evolution:

  • • After initial design discussion
  • • After architecture decisions
  • • After implementation
  • • After refinements

Track reasoning and evolution of requirements.

How Conversation Saving Works

Save Points Are Snapshots

When you save a conversation, you're creating a snapshot of the conversation state at that exact moment, including:

  • All messages up to that point

    Your prompts and agent responses

  • Conversation context

    The full history that informs future responses

  • Configuration

    RAG mode settings, agent selection

  • Metadata

    Timestamp, agent used, conversation title (if applicable)

Important concept: Saves are point-in-time captures. If you continue the conversation after saving, the saved version remains unchanged—it preserves the state when you clicked save.

Non-Linear Conversation Paths

Saving enables branching conversation trees:

Initial Question  
    ↓  
First Response  
    ↓  
[SAVE POINT A] ← You can return here  
    ↓  
Continue → Try Approach 1 → Result 1  
    ↓  
[Load Save Point A]  
    ↓  
Continue → Try Approach 2 → Result 2  
    ↓  
[Load Save Point A]  
    ↓  
Continue → Try Approach 3 → Result 3

This pattern lets you explore multiple solutions without losing your starting point.

Saving a Conversation

Step 1: Reach Your Desired Save Point

Continue your conversation until you reach a state you want to preserve.

Good times to save:

After Important Outputs

  • • Agent provides working solution
  • • Receive architectural guidance
  • • Key design decisions made
  • • Complex code generated

Before Branching Explorations

  • • About to try risky refactor
  • • Compare different approaches
  • • Test alternative implementations
  • • Explore "what if" scenarios

At Natural Milestones

  • • Feature implementation complete
  • • Problem diagnosed
  • • Initial prototype working
  • • Documentation drafted

Before Major Changes

  • • Pivoting to different approach
  • • Changing requirements
  • • Trying experimental ideas
  • • Potentially destructive changes

Step 2: Click Save Conversation

Locate the Save Conversation button on the conversation interface.

Important timing: You must save the conversation while at the stage you want to preserve.

Correct:

  1. 1. Agent provides response you want to save
  2. 2. You immediately click "Save Conversation"
  3. 3. That response and everything before it is saved

Incorrect:

  1. 1. Agent provides response
  2. 2. You continue conversation with follow-up
  3. 3. Agent provides another response
  4. 4. You click "Save Conversation"
  5. 5. Save includes the follow-up (not just the original point)

Step 3: Confirmation

After clicking Save Conversation:

  • You'll see a confirmation message indicating the save was successful
  • The conversation remains open and active
  • You can continue from this point if desired
  • The save is immediately available for later retrieval

💡 Important Note

The conversation doesn't close when you save—you can keep working and save again later at a different point.

Strategic Saving Patterns

🌳

Pattern 1: Branching Exploration

Use case: Compare different implementation approaches

Workflow:

  1. 1. Discuss problem with agent
  2. 2. Agent suggests approach
  3. 3. SAVE: "Problem Analysis"
  4. 4. Continue: "Implement using approach A (REST API)"
  5. 5. Review REST implementation
  6. 6. Load: "Problem Analysis"
  7. 7. Continue: "Implement using approach B (GraphQL)"
  8. 8. Review GraphQL implementation
  9. 9. Compare both, choose best

Benefit: Explored both options without losing either implementation

📈

Pattern 2: Progressive Refinement

Use case: Iteratively improve a solution while preserving working versions

Workflow:

  1. 1. Generate initial solution
  2. 2. SAVE: "v1 - Basic Implementation"
  3. 3. Continue: "Add error handling"
  4. 4. SAVE: "v2 - With Error Handling"
  5. 5. Continue: "Optimize performance"
  6. 6. SAVE: "v3 - Performance Optimized"
  7. 7. Continue: "Add comprehensive tests"
  8. 8. SAVE: "v4 - Production Ready"

Benefit: Each working version preserved; can revert if later changes introduce issues

📚

Pattern 3: Learning and Documentation

Use case: Document your learning process

Workflow:

  1. 1. Ask: "Explain concept X"
  2. 2. SAVE: "Initial Explanation"
  3. 3. Continue: "Can you elaborate on aspect Y?"
  4. 4. SAVE: "Deep Dive - Aspect Y"
  5. 5. Continue: "Show practical examples"
  6. 6. SAVE: "Complete Learning Journey - Concept X"

Benefit: Create structured learning materials you can reference later

🛡️

Pattern 4: Before Risky Changes

Use case: Protect working code before experimental changes

Workflow:

  1. 1. Build working feature
  2. 2. SAVE: "Working Implementation - Backup"
  3. 3. Continue: "Refactor this to use [new pattern]"
  4. 4. If refactor works: Great!
  5. 5. If refactor breaks: Load backup, try different approach

Benefit: Safety net for experimentation

Best Practices for Saving

Save Early, Save Often

Don't wait until "done":

  • Save after each significant output
  • Create checkpoints during long conversations
  • Preserve intermediate states

Minimal cost to saving:

Saves are typically free or low-cost. Better to have saves you don't need than need saves you don't have.

Use Descriptive Names

If the platform allows naming saved conversations:

❌ Non-descriptive:

  • • "Conversation 1"
  • • "Save 2024-01-15"
  • • "Untitled"

✅ Descriptive:

  • • "User Auth API - JWT Implementation"
  • • "Database Schema Design - E-commerce"
  • • "Performance Optimization - React App"
  • • "Bug Fix - Memory Leak Investigation"

💡 Include version numbers for iterations:

  • • "Dashboard Component v1 - Basic"
  • • "Dashboard Component v2 - With Charts"
  • • "Dashboard Component v3 - Responsive"

Troubleshooting

Save Button Not Appearing

Possible causes:

  • • Not yet at a saveable point (no conversation started)
  • • Platform issue—try refreshing
  • • Permissions issue—verify account status
Save Failed

If save doesn't complete:

  • • Check internet connection
  • • Verify sufficient storage quota
  • • Try again
  • • Contact support if persistent
Can't Find Saved Conversation

Troubleshooting steps:

  • • Check Saved Conversations or History section
  • • Use search function if available
  • • Check filters (date range, agent type, etc.)
  • • Verify you're logged into correct account
  • • Contact support for recovery assistance
Accidentally Continued Without Saving

If you continued but meant to save first:

  • • Save the current state (includes unwanted continuations)
  • • Load that save
  • • Navigate back through conversation history
  • • If platform allows, save at an earlier point
  • • Otherwise, start new conversation from the point you wanted

Frequently Asked Questions

Can I save at any point in a conversation?

Yes, click Save Conversation whenever you want to preserve the current state.

How many times can I save the same conversation?

Typically unlimited — save as many versions as you need.

Do saves consume credits?

No, saving is free.

Can I export saved conversations?

While you can export individual outputs within a conversation the conversation export is not yet available. For now you can copy / paste or request this feature if it's important.

Do saved conversations expire?

Conversations are saved long term with no expiration policy at this time.

Can I share saved conversations with others?

You can once the multi-user team feature is available. Let us know if this feature is a priority for you.

Creating Agent Conversations

Start conversations to save

Retrieving Conversations

Load and continue from saved conversations

Finding Your Agents

Select the right agent for your conversation

MultiTask Projects

When to use projects vs saved conversations

Pro Tip

Develop a saving habit early. Click Save Conversation after every significant output, before every branch, and at natural milestones. The few seconds it takes to save can save you hours of rework if something goes wrong. Think of saves as free insurance for your valuable AI-assisted work—use them liberally!