A workspace with a purpose
Keep related conversations and references in the right workspace. Give sessions clear titles so you can find them later. A useful history starts with information you can recognise and correct.
Bring the right references
Attach documents you are allowed to use and review extracted text before relying on it. File size and extraction limits protect the application; they do not guarantee that every complex document will preserve its layout or meaning.
Keep export and deletion separate
History, exports and backups have different lifetimes. Plan retention for each copy. If another operator hosts the workspace, ask how that operator handles retention and recovery before uploading sensitive references.