Viewing & Managing Conversations

Access and manage all your text-based conversations with your AI assistants.

Accessing Conversations

1. Navigate to Conversations (chat) in your sidebar
2. View the list of all conversations
3. The badge shows your total conversation count

Conversations Table

The conversations table displays:

Type: Badge showing "Test", "Web widget", or "WhatsApp"

Last Messages: Preview of recent messages in the conversation

Variables: Variables collected during the conversation

Message Count: Number of messages exchanged

Cost: Total cost of the conversation

Assistant: Which assistant handled the conversation

Started: When the conversation started

Last Activity: Last message timestamp

Filtering Conversations

Use filters to find specific conversations:

By Type

Filter by conversation source:

• Test: Only test chat sessions
• Web widget: Only website widget conversations
• WhatsApp: Only WhatsApp Business conversations

By Assistant

Select specific assistant to view only their conversations.

By Date Range

Use the date range picker to filter conversations by creation date:

• Last 7 days
• Last 30 days
• Last 90 days
• Custom date range

Viewing Conversation Details

Click on any conversation to view complete details:

Info Section

View conversation details and metrics:

• Type: Badge showing source (Test, Web widget, or WhatsApp)
• Assistant: Which assistant handled the conversation
• Customer Identifier: Phone number (for WhatsApp) or session ID
• Total Messages: All messages in conversation
• User Messages: Messages that incurred charges
• Total Cost: Cost of the conversation
• Created At: When conversation started
• Updated At: Last activity timestamp

Messages Section

Complete conversation timeline showing:

• User messages and assistant responses
• Message content and timestamps
• Chronological conversation flow

Variables Section

Variables collected during the conversation:

• Pre-chat form data
• Variable names and values

Managing Conversations

Deleting Conversations

Remove unwanted conversation records:

1. Select conversation(s) from the table
2. Click the delete action
3. Confirm deletion

Bulk Actions

Manage multiple conversations at once:

• Select multiple conversations using checkboxes
• Apply bulk delete to clean up test conversations

Sorting

Click column headers to sort conversations:

• Sort by creation date (newest/oldest first)
• Sort by cost (highest/lowest)
• Sort by message count
• Sort by last update

Best Practices

• Review conversations regularly to improve assistant responses
• Delete test conversations to keep data clean
• Monitor conversation costs and token usage
• Use filters to find specific conversation types

Next Steps

• Set up web widget to collect more conversations
• Connect WhatsApp Business for messaging conversations
• Use test chat to test improvements
• Review conversation data regularly to improve assistant performance