{"versionId":"47e849d3-0584-4f74-3a42-08df0c79a5fb","articleId":"297b1731-2954-4045-f73e-08df0dff43c1","title":"Coming soon: Manage conversation compaction","tags":["Models","System admin","Threads","Using Theta Assist","Admin and setup"],"content":"<html><head></head><body><p>Conversation compaction replaces older parts of a long conversation with a summary. This helps keep replies faster and cheaper, while still letting the assistant continue with the important context.</p>\n<p>In Theta Assist, you can choose when compaction happens, set the threshold, and review how summaries are created for different model providers.</p>\n<div class=\"mce-toc\">\n<h2>Quick links</h2>\n<ul>\n<li><a href=\"#open-the-settings\">Open the settings</a></li>\n<li><a href=\"#choose-a-compaction-mode\">Choose a compaction mode</a>\n<ul>\n<li><a href=\"#ask-before-compacting\">Ask before compacting</a></li>\n<li><a href=\"#compact-automatically\">Compact automatically</a></li>\n<li><a href=\"#never-compact\">Never compact</a></li>\n</ul>\n</li>\n<li><a href=\"#set-the-compaction-threshold\">Set the compaction threshold</a></li>\n<li><a href=\"#understand-summary-creation\">Summary creation</a>\n<ul>\n<li><a href=\"#openai-models\">OpenAI models</a></li>\n<li><a href=\"#claude-models\">Claude models</a></li>\n<li><a href=\"#app-summariser\">App summariser</a></li>\n</ul>\n</li>\n<li><a href=\"#how-compaction-saves-money\">How compaction saves money</a></li>\n<li><a href=\"#how-the-threshold-is-measured\">How the threshold is measured</a></li>\n<li><a href=\"#which-models-compact-natively\">Which models compact natively</a></li>\n<li><a href=\"#what-happens-if-a-conversation-switches-models\">What happens if a conversation switches models</a></li>\n<li><a href=\"#what-users-see\">What users see</a></li>\n<li><a href=\"#when-users-get-a-choice\">When users get a choice</a></li>\n<li><a href=\"#scheduled-jobs-and-batch-runs\">Scheduled jobs and batch runs</a></li>\n<li><a href=\"#can-compaction-lose-information\">Can compaction lose information?</a></li>\n<li><a href=\"#related-notes\">Related notes</a></li>\n</ul>\n</div>\n<h2 id=\"open-the-settings\">Conversation compaction settings</h2>\n<p>Use these settings to control how long conversations are compacted in Theta Assist. You must be a system admin to access these settings.</p>\n<ol>\n<li>Go to <strong>Admin &gt; Configuration &gt; Settings</strong>.</li>\n<li>Open <strong>Conversation Compaction</strong>.</li>\n</ol>\n<p>You can then choose a compaction mode, set a threshold, and review how summaries are created.</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/pasted_image_article_manage-conversation-compaction_98f3ec11-d0f1-46e3-82e8-62ddcdf0b86f.png\" width=\"800\"></div>\n<p>&nbsp;</p>\n<h2 id=\"choose-a-compaction-mode\">Choose a compaction mode</h2>\n<p>The compaction mode setting controls whether users are prompted before compaction happens.</p>\n<h3 id=\"ask-before-compacting\">Ask before compacting</h3>\n<p>When a conversation reaches the threshold, interactive threads show a banner asking the user whether to compact the conversation. Scheduled or batch (unattended)&nbsp;jobs compact automatically because nobody is there to respond to the banner.</p>\n<h3 id=\"compact-automatically\">Compact automatically</h3>\n<p>When a conversation reaches the threshold, compaction happens automatically without asking.</p>\n<h3 id=\"never-compact\">Never compact</h3>\n<p>Compaction is turned off. Conversations are not compacted automatically, and the manual <strong>Compact conversation</strong> action is not available in the thread menu.</p>\n<h2 id=\"set-the-compaction-threshold\">Set the compaction threshold</h2>\n<p>The <strong>Compaction threshold</strong> sets how much of the model's context window can be used before compaction starts or is suggested.</p>\n<ol>\n<li>Enter a value from <strong>10</strong> to <strong>95</strong>.</li>\n<li>Save your changes.</li>\n</ol>\n<p>The threshold is measured as a percentage of the current model's context window.</p>\n<p>For example, if a model has a 400,000-token context window and the threshold is set to 60%, compaction is triggered at 240,000 input tokens.</p>\n<p>There is also a 20,000-token minimum floor, so small-window models are not compacted on every turn.</p>\n<h2 id=\"understand-summary-creation\">Summary creation</h2>\n<p>The <strong>Summary creation</strong> section explains how summaries are created for different model providers.</p>\n<h3 id=\"openai-models\">OpenAI models</h3>\n<p>Newer OpenAI models, including <strong>GPT-5.4 and later</strong>, support native compaction. These models are marked with a <strong>Native compaction</strong> badge on the <strong>Models</strong> page.</p>\n<p>For these models, compaction happens on OpenAI's servers using OpenAI's own prompt. The resulting summary can only be read by OpenAI, so the conversation must stay on OpenAI models after compaction. You can't switch to other providers after compaction.</p>\n<p>Older OpenAI models do not support native compaction. They use the <strong>App summariser</strong> instead, like other models.</p>\n<p>There is nothing to configure here.</p>\n<h3 id=\"claude-models\">Claude models</h3>\n<p>Claude models marked as supporting server-side compaction on the <strong>Models</strong> page are summarised by Anthropic using its default prompt.</p>\n<p>These summaries are plain text, so the conversation can still move to other models afterwards.</p>\n<p>If a Claude conversation is below Anthropic's minimum size for server-side compaction, the <strong>App summariser</strong> is used instead.</p>\n<p>There is nothing to configure here.</p>\n<h3 id=\"app-summariser\">App summariser</h3>\n<p>Models without provider-side compaction are summarised by the app. An auxiliary model rewrites the older history using the summariser prompt shown on this page.</p>\n<p>The summariser model is chosen on the <strong>Auxiliary AI Models</strong> tab.</p>\n<p>You can edit the summariser prompt or restore the default prompt if needed.</p>\n<h2 id=\"how-compaction-saves-money\">How compaction saves money</h2>\n<p>Providers charge for every token sent to the model. Each new reply re-sends the conversation history, so the cost of a conversation grows as the thread gets longer.</p>\n<p>OpenAI also charges a higher rate for replies whose input crosses the model's long-context boundary.</p>\n<p>Compaction keeps the replayed history smaller, which helps keep replies cheaper and below that higher-cost boundary.</p>\n<h2 id=\"how-the-threshold-is-measured\">How the threshold is measured</h2>\n<p>Each reply reports how many input tokens were used in its final model call. Theta Assist compares that number with the current model's context window from the model catalogue.</p>\n<p>This means the threshold is always judged against the model being used at that moment.</p>\n<h2 id=\"which-models-compact-natively\">Which models compact natively</h2>\n<p>Only some models support provider-side compaction.</p>\n<ul>\n<li>Newer OpenAI models, including <strong>GPT-5.4 and later</strong>, support OpenAI server-side compaction.</li>\n<li>Only Claude models flagged for server-side compaction are summarised by Anthropic.</li>\n<li>All other models, including older OpenAI models, use the <strong>App summariser</strong>.</li>\n</ul>\n<p>These capabilities are shown by badges on the <strong>Models</strong> page.</p>\n<p>The outcome is the same either way: older history is replaced by a summary. The main differences are who writes the summary and whether the conversation can move to another provider afterwards.</p>\n<h2 id=\"what-happens-if-a-conversation-switches-models\">What happens if a conversation switches models</h2>\n<p>Summaries written by the app or by Anthropic are plain text. This means the conversation can move between providers afterwards, and the new model reads the summary like any other message.</p>\n<p>The exception is OpenAI native compaction. OpenAI's summary is encrypted and can only be read by OpenAI, so once one exists, the model picker only offers OpenAI models for that conversation.</p>\n<p>Which compaction route is used depends on the model in use when compaction happens.</p>\n<p>Because the threshold is measured against the current model's context window, switching to a smaller-window model can make the compaction banner appear sooner.</p>\n<h2 id=\"what-users-see\">What users see</h2>\n<p>In <strong>Ask before compacting</strong> mode, a banner appears when the conversation crosses the threshold.</p>\n<p>After compaction, a small <strong>Conversation compacted</strong> marker shows where compaction happened. The summary can be viewed from its info icon.</p>\n<p>Older messages stay visible on screen. They are simply no longer re-sent to the model.</p>\n<h2 id=\"when-users-get-a-choice\">When users get a choice</h2>\n<p>In <strong>Ask before compacting</strong> mode, users get a choice on interactive threads only. The conversation is not compacted unless the user confirms it.</p>\n<p>In <strong>Compact automatically</strong> mode, compaction happens silently.</p>\n<p>A manual <strong>Compact conversation</strong> action is available in the thread menu unless the mode is <strong>Never compact</strong>.</p>\n<h2 id=\"scheduled-jobs-and-batch-runs\">Scheduled jobs and batch runs</h2>\n<p>Scheduled and agentic jobs compact automatically in both <strong>Ask before compacting</strong> and <strong>Compact automatically</strong> modes. This prevents long-running work from stopping just because nobody is available to respond to a banner.</p>\n<p>Batch items run as one-shot tasks with no growing conversation history, so compaction does not apply to them.</p>\n<h2 id=\"can-compaction-lose-information\">Can compaction lose information?</h2>\n<p>After compaction, the model continues from the summary instead of the original older turns. This means fine detail from older messages can drop out of the model's working memory.</p>\n<p>The original messages are not deleted and remain visible on screen.</p>\n<p>Messages with file attachments are never folded away. If a message covered by a summary is deleted, the original messages covered by that summary are brought back into play.</p>\n<h2 id=\"related-notes\">Related notes</h2>\n<p>Use the summariser prompt to control how app-created summaries are written.</p>\n<p>Use <strong>Auxiliary AI Models </strong>(also a tab in the Settings section) to choose the model used by the App summariser:<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/pasted_image_article_manage-conversation-compaction_78085301-ee6c-4972-bb70-88617c7d7ac3.png\" width=\"800\"></div><br><br><br></p>\n<p>&nbsp;</p></body></html>","description":"Learn how conversation compaction works and how to configure it in Theta Assist.","isMarkdown":false,"publishedOnUtc":"2026-09-09T01:43:19.3527623","modifiedOnUtc":"2026-09-08T23:16:51.3924308"}