Skip to main content

Past chats in Neo

Added November 2026

The questions you ask Neo are kept by date. Open Past chats to look back at an earlier day, read what you asked and what Neo answered, and pick the conversation up again.


Open Past chats​

  • On the web — open the Neo panel and choose Past chats.
  • On mobile — open Neo and tap Past chats.

You see a list of the days you asked Neo something, newest first. Each day shows how many questions you asked that day, for example "3 questions". The most recent days are labelled Today and Yesterday. If the list is long, choose Show older to see earlier days.

If you haven't asked Neo anything yet, the list says: No past chats yet. Questions you ask Neo are kept here by date.


Open a day​

Choose a day to see that day's questions, each followed by Neo's answer. When Neo saved a document for you, the answer says so in plain words:

  • Invoice INV-12 saved as a draft — Neo created the draft after you confirmed it.
  • Invoice INV-12 updated — Neo changed an existing document after you confirmed it.
  • Changes saved. — Neo saved your changes to a document.

A draft that was only proposed shows the tag Draft — not saved from here on the web (Draft (view only, not saved from here) on mobile). Past chats is for reading; to create or change anything, go back to Neo.

Use Chat (web) or Back (mobile) to return, or Past chats to go back to the list of days.


Continue in chat​

Choose Continue in chat on a day to go back to the Neo chat box and carry on from where that day left off. It does not reload that day's messages into the chat.

Neo only remembers your most recent messages, not a whole day or an old chat. The note under the button says it: Neo only remembers your most recent messages. Mention anything from this day you want it to use. So when you continue, repeat the details you want Neo to work with, such as the customer or the document number.


Good to know​

  • Time zone. Days follow your browser's time zone on the web and your phone's time zone on mobile, so a late-night question lands on the day you remember. If the time zone can't be read, days are shown in UTC and a note tells you so. On mobile, check your phone's Date & time settings.
  • Older chats. At the bottom of the list you'll see: Chats from before history was turned on aren't shown.
  • Your access. Past chats shows your own questions in the business unit you are working in, and is available wherever Neo is available on your plan.
  • If something doesn't load, the screen says so and offers Retry.