What are Persistent and Shared Conversations?

We're excited to introduce two powerful features that make working with XO even better: Persistent Conversations and Shared Conversations. These updates transform how you interact with AI, both individually and as a team.

Persistent Conversations: Save Your XO History

Your conversations with XO are now saved automatically. Just like a messaging app, you can close a chat and return to it later with all the context intact - XO can reference everything discussed in that specific conversation.

How It Works

• Start any conversation with XO
• Close your browser, take a break, or start a different conversation
• Come back hours or days later - continue the same conversation thread
• XO has access to the full chat history from that specific conversation, so you can pick up right where you left off
• Just like other chatbots and other AI assistants, but tailored for you, or your team workflow

Key Benefits

• Conversation continuity - Pick up exactly where you left off in any chat
• Context preservation - No need to re-explain what you were discussing
• Smart organization - Conversations automatically get meaningful names based on your topics
• Full control - Rename or delete conversation threads whenever you need
• Works everywhere - Available for both personal chats and team discussions (see shared conversations below)

Important Note

Each conversation is independent - XO only knows what was discussed in that specific chat thread. 

Real-World Use Cases

• Multi-session coaching: Start a private conversation about managing a challenging team member, leave for a week, then return to continue strategizing without re-explaining the entire situation.
• Building on previous insights: Go to the previous conversation "XO, last time you helped me understand how to work best with Sarah's Order 5 style. Now I need help preparing feedback for her on this creative project, where I found her too hands-on."
• Complex project planning: Develop a project plan over multiple sessions - "Let's continue refining the timeline we started last time, considering the team dynamics we discussed."
• Ongoing 1:1 preparation: Maintain a dedicated conversation thread for each direct report - automatically bring in meeting transcripts and ask "Based on these interactions about Jake, how should I adjust my coaching approach given what we've discussed before?"
• Learning journeys: Take a deep dive into understanding team dynamics across multiple sessions without losing context between conversations
• Reference past strategies: "What was that conflict resolution approach you suggested for the Ideas 5 vs Order 5 clash on this team?" - instantly find and apply previous advice

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Shared Conversations: Real-Time Team Collaboration

Transform team collaboration with behavioral science-powered AI. Think of it as a chatbot meets Slack, but with a crucial difference: XO understands every team member's behavioral traits, decision-making patterns, and interpersonal preferences. Instead of generic AI responses, your team gets insights tailored to how you actually work together.

Why This Changes Everything

Unlike generic AI tools, XO understands your team's Wethos Styles—how each person processes information, communicates, makes decisions, and collaborates. This means when your team works with XO together, you're not just getting AI assistance, you're getting insights tailored to your specific team dynamics and working styles.

Two Flexible Modes

Ask WethosXO

• WethosXO will respond to your message
• XO's response is visible to the entire team
• Perfect for getting AI input during discussions

Send Message to Team

• Regular team message without XO
• XO stays quiet and doesn't respond
• Switch back to XO mode anytime you need AI help

Key Features

• Living team knowledge base - Shared conversations become an evolving repository where behavioral insights deepen over time
• Maintain accountability - Ensure everyone on the team follows through on tasks and utilize XO as a way to create and reference documented decisions
• True async collaboration - Team members anywhere can catch up instantly via XO summaries and contribute meaningfully without scrolling through everything
• Transparent behavioral insights - Everyone sees the same analysis of team dynamics with XO's reasoning, building shared understanding, psychological safety and AI literacy
• Compound value over time - Weeks of discussions build context; new members onboard faster
• Flexible XO control - Toggle between "Ask WethosXO" for AI input and "Send Message to Team" for regular chat
• No more copy-paste workflows - Integrated AI collaboration that everyone can see and build upon

Real-World Use Cases

• Sprint retrospectives: "XO, review our team's messages from this past week and identify communication patterns we should improve."
• Collective decision-making: "XO, analyze the pros and cons of these three vendor options, considering our team's diverse working styles" - everyone sees the same analysis, preventing cherry-picked AI insights
• Real-time conflict resolution: When tension arises, ask "XO, help us understand why our Order 5 and Ideas 5 members are talking past each other on this issue" - neutral AI mediation visible to all
• Transparent task allocation: "XO, based on our team's behavioral styles, who would thrive with each of these project components?" - removes bias and politics from assignments
• Shared learning moments: "XO, explain why that last brainstorming session felt chaotic" - team learns together about their dynamics in the moment
• Unified onboarding: New team member joins the conversation - "XO, give Taylor a quick overview of how our team works best together based on our styles"
• Crisis alignment: "XO, we have 30 minutes to decide. Based on our team composition, what's the fastest way to reach consensus?" - everyone follows the same playbook

Using Documents in Shared Team Context

Transform static files into dynamic team intelligence. When you upload documents to your team space, they can be referenced as part of your shared conversation context, allowing XO to provide insights that combine your team's behavioral dynamics with your actual work materials.

How It Works

• Upload documents directly to your team or project space
• In shared conversations, reference any document and XO automatically understands the context
• XO can analyze documents through the lens of your team's working styles

Powerful Use Cases

• Strategic planning: Upload your roadmap and ask "Based on our team's traits, how should we adjust these timelines?"

• Document review: "XO, summarize the product spec and identify which sections need input from other team members"
• Meeting prep: Upload agenda and materials, then ask "Given our team dynamics, what discussion points might cause friction?"
• Onboarding acceleration: Upload team handbooks and ask XO to create a personalized onboarding plan based on the new hire's working style
• Project retrospectives: Upload project documents and ask "Considering our behavioral patterns, what do you think contributed to the delays in Phase 2?"

Why This Matters

Unlike generic AI document analysis, XO understands:

• How team members will interpret and process information differently
• Which team members should review specific sections based on their strengths
• How to present information in ways that resonate with your team's composition
• Where behavioral friction might arise during project implementation

Best Practices

• Name documents clearly so team members can easily reference them in conversations
• Use shared conversations to discuss documents transparently - everyone benefits from XO's analysis
• Build on previous document discussions - XO remembers the context from earlier in the conversation
• Combine multiple documents for richer insights: "Compare the Q3 plan with the Q4 results, considering our team's tendency to over-commit"

This feature turns your team's documents from static information into living resources that gain value through the combination of persistent conversation history, shared team access, and behavioral intelligence.

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Managing Your Conversations

Stay organized across all your XO interactions. With conversations happening in multiple contexts, WethosAI makes it easy to find and manage your chat history.

Access Your Conversations

• Left Nav WethosXO → Conversations: View all your individual, private conversations with XO in one place

• Team → WethosXO tab → Conversations: Access both shared team conversations and your private chats within that team context

• User Profiles →Wethos XO tab → Conversations: Find conversations specific to that team member (these remain private to you)

Organization Features

• Auto-naming: XO automatically names conversations based on content for easy identification
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  Rename for clarity: Customize conversation names to match your workflow
  • In private conversations: Full control to rename anytime
  • In shared conversations: Only the creator can rename

• Active status indicators: See which shared conversations are currently live within that particular team and which are public

• Chronological ordering: Most recent conversations appear first within various contexts

Privacy & Permissions

• Your private conversations: Always remain private from other users across all contexts ( Left Nav WethosXO, team spaces, user profiles)
• Shared conversations: Visible to all members within that particular team , with edit and delete permissions for creators only
• User profile conversations: Private coaching about specific team members that other team members cannot see

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Getting Started

For Persistent Conversations:

1. Start chatting with XO as you normally would, whether in the left nav WethosXO, on a team member’s page, or within a team context (shared or not)
2. Your conversation thread saves automatically
3. Return anytime to continue that specific conversation

For Shared Conversations:

💡 Pro Tips

• Control the flow: In shared conversations, switch modes to manage when XO participates 
• Catch up quickly: In shared conversations, ask XO to summarize key points, decisions, or action items
• Be proactive: Create dedicated conversation threads for recurring topics (weekly 1:1 prep, project planning, etc.)
• Stay organized: Use descriptive names that will help you find the conversations later

Privacy & Context

• Each conversation is independent - XO only has context from within that specific conversation
• XO doesn't learn or remember information about you across different conversations
• Think of it like separate email threads - each one contains its own history
• Your personal conversations in XO are not visible to other team members
• Conversations with XO on other users' profiles are private to you - other users cannot access them
• Your employer/admin does not have visibility into private conversations or team conversations they’re not a part of

Breakdown of Conversation Context & Visibility

 

Context	Type of Session	Visibility
Home	Solo with XO	Private to the user
My Profile	Solo with XO	Private to the user
Another user’s profile	Solo with XO	Private to the user
Calendar	Solo with XO	Private to the user
My Team	Solo with XO	Private to the user
My Team	Shared with XO	Shared among the members of the team
Project Team	Solo with XO	Private to the user
Project Team	Shared with XO	Shared among the members of the team

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These features make WethosAI more collaborative and user-friendly, helping you maintain context across conversations while enabling seamless team collaboration with AI assistance.