> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/gumu-co-pilot-for-sage-crm/user-guide/new-chat-recent-chats-and-end-chat.md).
# New Chat, Recent Chats, and End Chat
The Co-Pilot menu provides controls for managing conversations. Click the three-dot menu in the Co-Pilot header to display the options.
Figure 4. Co-Pilot header menu showing New Chat, Recent Chats, and End Chat.
Menu Option
Usage
New Chat
Starts a fresh conversation without continuing the current chat.
Recent Chats
Provides access to recent Co-Pilot conversations.
End Chat
Ends the current conversation.
## Recommended Usage
· Use concise and specific prompts to improve the relevance of the response.
· Include the company, customer, opportunity, lead, or other record context when required.
· Use Quick Actions for commonly used, predefined operations.
· Use Insert Records when you need to create a supported CRM record from Co-Pilot.
· Use History to revisit earlier conversations.
· Use New Chat when starting a request that is unrelated to the current conversation.
· Always verify important CRM information before taking business action.
| Support: If a prompt returns no results or an expected Quick Action is not available, verify the Co-Pilot configuration, Sage CRM permissions, and the data available to the current user. |
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