Session Management
Organize and manage multiple research sessions.
Organize and manage multiple research sessions.
Research sessions help you organize DeFi investigations by topic, allowing you to maintain multiple research threads and easily return to previous work.
Each research session is a separate conversation thread with:
Sessions are stored client-side in your browser by default. Once you share a session, it's also saved to the Metalos database.
The first time you open Research Chat, a session is automatically created. The AI will suggest a title based on your first question.
Create a new session explicitly:
Click the session icon (folder icon) in the chat interface header.
This creates a fresh session with an empty conversation history.
Give it a descriptive title:
Add a brief description to help remember the session's purpose:
Click the session icon to view all your sessions.
Click any session to load its conversation history. The chat interface updates immediately with all previous messages.
Ask new questions in the context of that session. The AI maintains awareness of all previous conversation in that session.
The AI remembers the full context of each session, so you can reference previous findings without repeating questions.
Use descriptive, searchable names:
✅ Good Names:
❌ Bad Names:
Organize sessions by:
Purpose:
Time Period:
Project:
Attach relevant files to sessions:
In the chat interface, click the paperclip icon next to the input field.
Choose one or more files from your computer.
The AI can reference attached files when answering questions:
Based on the attached audit report, what are the main security concerns?
File attachments are stored client-side until you share the session. Large files (>10MB) may impact browser performance.
Track research tasks within sessions:
During your research, mention tasks you want to track:
Remind me to check the GitHub repo for recent commits
The AI will add this to the session's todo list.
Click the todo icon to see all tracked tasks for the session.
Check off todos as you complete them. The AI can also mark todos complete based on your conversation.
Each session automatically tracks:
View metadata by clicking the info icon on any session.
Navigate to your session list.
Find the session you want to delete.
Click the trash icon. You'll be asked to confirm.
Confirm to permanently delete the session and all its messages.
Deleting a session is permanent and cannot be undone. If the session was shared publicly, it will be removed from the community feed.
Current Limits:
If you reach message limits, consider:
Create a new session when:
Continue in the same session when:
Periodically review your sessions:
Before sharing a session:
If you want to migrate messages between sessions:
Call the session migration endpoint:
POST /api/chat/migrate-message
{
"messageId": "msg_123",
"targetSessionId": "session_456"
}
The AI maintains conversation context across migrations when messages are moved.
Session migration is typically handled automatically by the platform. Manual migration is rarely needed.