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Operations

Conversation Management

Help users organize work while keeping shared policies and retention expectations clear.

Key Steps

  • Use projects or folders to group related work.
  • Use search to find prior conversations without duplicating work.
  • Set expectations for sensitive prompts, retention, and sharing.

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Article Scope

This guide focuses on the operational steps needed to run Orchestris with team access, provider control, and predictable usage.

Organizing work

  • Create projects for departments, initiatives, or recurring workflows.
  • Use descriptive conversation titles so users can find work later.
  • Archive or close stale workspaces during regular cleanup.

Sharing expectations

  • Clarify which conversations may include sensitive business data.
  • Remind users that model availability depends on organization policy.
  • Use team guidance for prompts that produce external-facing output.

Support workflow

  • Capture conversation IDs or request IDs when reporting support issues.
  • Avoid sharing sensitive prompt content in support tickets unless approved.
  • Use usage reports to correlate conversation activity with provider errors.