Accessing Conversations
- Go to Conversations in the sidebar
- Select an agent from the dropdown
- Browse conversations in the list
- Title — Auto-generated from the first message
- Channel — Widget, email, or API
- Timestamp — When the conversation occurred
- Confidence — How confident the agent was
Conversation Details
Click any conversation to see:Messages
The full message history between user and agent, including:- User messages (questions)
- Agent responses
- Confidence scores per response
- Feedback (thumbs up/down)
- Human responses (if escalated)
Form Submissions
If the user submitted any forms during the conversation:- Which form was submitted
- The data they provided
- Submission status
- Timestamp
Metadata
- Conversation ID
- User ID (if identified)
- Channel source
- Start and end times
Filtering Conversations
Find specific conversations using filters:By Feedback
| Filter | Shows |
|---|---|
| Thumbs Up | Conversations with positive feedback |
| Thumbs Down | Conversations with negative feedback |
By Channel
Filter by source:- Widget — Website chat widget
- Email — Email channel responses
- API — Direct API integrations
By Confidence
Filter by response confidence level:- High — 80-100% confidence
- Medium — 60-79% confidence
- Low — Below 60% confidence
Common Workflows
Weekly Review Routine
- Filter by Thumbs Down
- Review each negative-feedback conversation
- Identify what went wrong:
- Missing information → Add to knowledge base
- Incorrect response → Update documentation
- Poor formatting → Adjust system prompt
- Make improvements and track changes
Finding Training Data
- Filter by Low Confidence
- Look for common question patterns
- Add missing content to knowledge base
- Monitor if confidence improves
Monitoring Channels
- Filter by Email channel
- Review auto-responses sent
- Check confidence on each response
- Adjust email threshold if needed
Message Feedback
Users can provide feedback on responses:| Feedback | Meaning |
|---|---|
| 👍 Thumbs Up | Response was helpful |
| 👎 Thumbs Down | Response was unhelpful |
Where Feedback Appears
- Conversations — Filter by feedback
- Analytics — Feedback trends over time
- Message level — Each message shows its feedback
Using Feedback Data
Feedback helps you:- Prioritize improvements — Fix thumbs-down patterns first
- Validate changes — Did thumbs-up increase after updates?
- Train the team — Show examples of good/bad responses
Human Responses
When agents escalate to humans (via email or takeover):- Messages are marked with “Human Response” badge
- Human responses are excluded from confidence calculations
- You can review how humans handled edge cases
Deleting Conversations
To delete a conversation:- Open the conversation
- Click the Delete button
- Confirm deletion
When to Delete
- Test conversations
- Spam or irrelevant messages
- Privacy/compliance requests
- Duplicate conversations
Exporting Conversations
Via API
Export conversation data programmatically:Bulk Export
For large exports:Understanding User Journeys
Conversations reveal how users interact:Common Patterns
- Quick answers — Single question, immediate resolution
- Multi-turn — Follow-up questions to drill down
- Form completion — Questions leading to form submission
- Escalation — Complex issues handed to humans
Identifying Issues
Look for:- Repeated questions — User didn’t get answer first time
- Abandoned conversations — User left without resolution
- Low confidence chains — Multiple uncertain responses
- Form drop-offs — Started but didn’t complete forms
Best Practices
Review Regularly
Check conversations weekly to stay on top of issues
Follow Feedback
Prioritize fixing thumbs-down patterns
Track Patterns
Note recurring questions and topics
Update Content
Add missing info to knowledge base