Review

Conversations and leads

Review visitor conversations, source references, context, image attachments, contacts, and captured leads.

Docs sectionsConversations

Overview Account setup Dashboard Create AI Agent AI Agent settings Train knowledge Test and publish Widget setup Platform embeds WordPress Webflow Shopify Wix Squarespace Framer Google Tag Manager BigCommerce Bubble Carrd Custom HTML Conversations Analytics Billing Team and roles Notifications Support Security Admin monitoring Developer integrations API reference Troubleshooting

Conversation archive

Conversation rows show status, preview, visitor context, page URL, country, device, browser, and lead state without loading full transcripts.

Review

Transcripts

Full transcripts show visitor and assistant messages, source references, visitor context, session details, captured leads, and saved image attachments.

Contacts

Leads and contacts

Captured leads

Review saved contact details and update lead status from the contacts page.

Conversation context

Use the transcript to understand why the lead was captured.

Training

Training follow up

Turn common unanswered questions into manual Q&A or stronger source content. Analytics links can prefill training follow up questions.

Next doc

AI Agent analytics

Use AI Agent analytics for conversations, leads, response time, usage, cost estimates, unanswered questions, source references, and training gaps.