Sharing process maps without sharing chat history

A key design principle in BA Copilot: when you copy a process map to a team space, the chat history stays behind.

Written By Jack Finnegan

Last updated 24 days ago

A key design principle in BA Copilot: when you copy a process map to a team space, the chat history stays behind.

This means you can:

  • Use AI to generate and iterate on a process map in your private space
  • Refine it through multiple rounds of conversation
  • Copy only the finished process map to a team space for stakeholders to view

Your colleagues see the polished result without the underlying AI conversation, drafts, or working notes.

How to share a process map:

  1. In your private space, open the process map you want to share.
  2. Click the Copy to independent process map button (in the diagram toolbar).
  3. Select the destination team space.
  4. The process map appears in the team space β€” without the chat.

Alternatively, use the action menu on the chat row in your space:

  1. Click the three-dot menu on the chat.
  2. Select Copy to space.
  3. Choose the destination team space.