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Conversation History

X21 automatically saves all your conversations and makes them searchable. Access your history to review past work, reuse successful prompts, or continue previous tasks.

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Opening History

Press Ctrl+H (or Cmd+H on Mac) to toggle the history panel. The panel slides in from the side showing your recent conversations.

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History Features

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Recent Conversations

Conversations display with:
  • Timestamp: “Just now”, “5m”, “2h”, “3d”, etc.
  • First message: Preview of the conversation
  • Workbook: Which file the conversation belongs to

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Search Conversations

Type in the search box to filter by keywords: 
Search: "sales analysis" → finds all conversations mentioning sales
Search: "pivot table" → finds pivot table discussions

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Scope Filtering

Choose conversation scope:
  • File: Current workbook only
  • All: Across all workbooks
Switch scope with the dropdown at the top of the history panel.

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Working with History

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Load a Conversation

  1. Open history panel
  2. Find the conversation
  3. Click to load it
  4. Previous messages appear
  5. Continue where you left off

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New Conversation

Click New Chat to start fresh:
  • Clears current conversation
  • Confirms if ongoing requests exist
  • Saves previous conversation automatically

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Search Tips

By content: 
formula
formatting
chart
By date (use relative terms): 
today
yesterday
last week
By sheet name: 
Sheet1
Sales
Report

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Best Practices

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Organize by Task

Start new conversations for different tasks:
  • One conversation per analysis project
  • New conversation for different data sets
  • Fresh start for unrelated work

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Name Your Conversations

While X21 doesn’t support manual naming, make your first message descriptive: 
✓ "Q1 2024 Sales Analysis for Regional Report"
✗ "Analyze this"
The first message becomes the conversation preview.

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Use Search Effectively

Find specific work: 
"revenue forecast Q2"
Find by tool used: 
"pivot table"
"VBA macro"

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Keyboard Shortcuts

  • Ctrl+H / Cmd+H: Toggle history
  • Escape: Close history panel
  • Arrow keys: Navigate conversations
  • Enter: Load selected conversation