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Recordings and Past Work

Find a recording or conversation, recover its evidence, and continue only when the old context is still relevant.

The detailed product views are documented in Recordings and Conversations.

Before You Start​

  • Know roughly when the work happened or which agent was used.
  • Decide whether you need a meeting transcript, a conversation, or both.
  • Start a new chat if the customer, permissions, or source boundary changed.

Follow The Steps​

  1. Find The Recording

    Click Recordings, find the meeting or voice note by name and duration, and confirm that its status is Completed. Click the first action button to the right of Completed to open the recording and inspect its transcript.

    Siesta AI Recordings list with a completed voice note and its action buttons
    Match the name and duration, then click the first action button to the right of Completed.
    Platform guide: Recording detail

  2. Open Conversations

    Click Conversations in the left navigation. Search for the subject, then open the thread that belongs to the same work. Use it when you need previous prompts, files, answers, approvals, or tool results.

    Siesta AI navigation with Conversations and a short list of previous chats
    Click Conversations in the left navigation when you need the complete history.
    Platform guide: Conversations

  3. Continue Or Start Fresh

    Continue in the open thread only for the same topic and source boundary. If old instructions, another customer, or stale data could influence the answer, click New Chat.

    Siesta AI Chat with an existing conversation open and the New Chat button visible
    Keep the current thread for the same work, or click New Chat for a clean context.
    Platform guide: Conversations

Try It​

Using this recording and the related conversation, list decisions, owners,
open questions, and the next action. Do not create or send anything.

Check The Result​

Each action item should trace back to the correct recording or conversation, with undecided points separated from confirmed decisions.

If It Does Not Work​

The most common problem is continuing a thread with stale context. Start a new chat and carry forward only the verified facts and links. Next, learn Choose Tasks AI Can Do Well.

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