Export Custom Instructions, Chats and Assistants from PhoenixAI


Alert! PhoenixAI will be retired on December 18, 2026. On that date, PhoenixAI will be shut down, access will end, and your chats, projects, and files will no longer be available. Export your chats and project history before then. View export and setup instructions to get started with Claude Enterprise.

Once PhoenixAI is decommissioned, chats and assistants will no longer be available. To keep either, export it manually from PhoenixAI. 

Contents

Export Custom Instructions (optional) 

  1. Click the Profile icon in the top right-hand corner. 
  2. Select Settings.
  3. Choose Customize Chat.
  4. Under Custom Instructions, find the “How would you like PhoenixAI to respond?” field and copy its contents.
  5. Paste the copied text into a text editor such as Notepad or a word processor and save the file. You can then add these instructions to the custom instructions in Claude or another AI tool, now or later.

Chats

Finding Chats

Chats can be located using one of the following methods:

Search Function

  1. Click the search chats icon on the left-hand side bar.
    phoenixai-searchchatsicon.png


  2. Enter a search term. A list of potential results appears as you type.
    phoenixai-searchchatterm.png


  3. Click the chat thread to open it.
    phoenixai-searchchatterm-select.png

Note: If you can't find an older chat, click Load More at the bottom of the sidebar.

phoenixai-loadmore.png

Items Scheduled for Deletion in Next 30 Days Email Notification

If you've kept the deletion notification emails, each chat's direct link is available. Click the title link to open the chat.

phoenixai-chatdeletionemail.png

Exporting Chats

Once you find the chat, select the text from the first prompt to the last response, then copy and paste it into Word, Google Docs, or another word processor.

Do not use the Copy button at the bottom of a response, because it copies only the last output, not the entire chat. For longer chats, you can use the Scroll to Bottom button to select the full text: click and hold at the start of the text, and without releasing the mouse button, move the pointer over the Scroll to Bottom button and click it. The chat scrolls to the end while your selection stays active, so all the text is selected.

phoenixai-longchat-scrolltobottom.png

Note:

Assistants

You can export and back up your assistants from PhoenixAI using the export function.

Exporting Assistants

  1. Click the profile icon in the top right-hand corner.
  2. Click the Assistants icon.
  3. Search for your assistant using the search bar. A list of potential results appears as you type.
    phoenixai-assistantsearch.png

  4. Click the three horizontal dots next to the title, then select the Export option.
    phoenixai-exportassistant.png

  5. Your computer prompts you to save the file as JSON. You can open the JSON file using your preferred text editor such as Notepad to extract key information about your assistant.

 

Manual Upload Files

When exporting your assistant, knowledge files manually uploaded are not included. To get a listing of files that were manually uploaded, check the exported JSON file, which may contain the file listing. This isn’t guaranteed, though, as the listing may be missing for older assistants, such as ones where you were added as a co-owner.

  1. Export the assistant.
  2. Reimport the assistant.
  3. Click the imported label.
    phoenixai-reimported.png

  4. A list of files that were previously uploaded displays.
    phoenixai-filelist.png

Data Sources

Data sources cannot be exported and should be manually recreated in Claude when needed. Note that as of October 21, 2026, Box data sources are not supported in Claude.

Note: As a reminder, Claude Enterprise cannot be used for Protected Health Information (PHI) unless you are using the HIPAA-compliant environment.