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The Activity section displays all conversations between customers and your AI Agent. Monitor interactions in real-time, send manual messages, revise AI responses, and manage conversation statuses.

Conversations Overview

Conversation List

Each conversation shows:
  • Customer Information - Email address and name (when provided)
  • Status Badge - Current conversation state
  • Message Count - Total messages in the conversation
  • Last Message Time - Most recent activity timestamp
  • Mode Indicator - Whether conversation is in AI or Manual mode

Conversation Status

StatusDescription
AI HandlingAI is actively responding to customer queries
Pending HumanCustomer requested human agent or AI escalated
Human AssignedHuman agent has taken over the conversation
ResolvedConversation has been closed

Viewing Conversations

Message Display

Click any conversation to view the full message history:
  • Customer Messages - Questions and inputs from the customer
  • AI Responses - Automatic replies from your agent
  • Human Messages - Manual responses from team members
  • Timestamps - When each message was sent
  • Delivery Status - Message delivered and read indicators

Message Details

For AI responses, you can view:
  • AI Model Used - Which AI model generated the response
  • Tokens Used - Number of tokens consumed
  • Tool Calls - If AI used any tools or functions
  • Attachments - Files shared in the conversation

Sending Manual Messages

Take over any conversation and respond manually:
  1. Open a Conversation - Click to view message history
  2. Type Your Response - Use the message input at the bottom
  3. Attach Files (Optional) - Upload files to send with your message
  4. Send - Click send or press Enter

File Attachments

  • Upload files alongside your messages
  • Supported formats vary by file type
  • Files are accessible to customers in the conversation
Manual messages are sent immediately and appear in real-time for the customer.

Revising AI Responses

Improve AI answers and save them as training data:

How to Revise

  1. Find the Message - Locate the AI response to revise
  2. Click Revise Answer - Opens the revision modal
  3. Edit the Response - Modify the AI’s answer
  4. Save as Q&A (Optional) - Check the box to add to training data
  5. Submit - Save your changes

Saving as Q&A Pair

When you check “Save as Q&A Pair”:
  • The original question becomes the Q&A question
  • Your revised answer becomes the Q&A answer
  • The pair is automatically added to your Sources
  • Future similar questions will use your improved response
This creates a feedback loop where you continuously improve your agent based on real interactions.

Conversation Modes

AI Mode

  • Agent automatically responds using training data
  • No human intervention required
  • Best for routine questions and high volumes

Manual Mode

  • All messages wait for human response
  • AI does not reply automatically
  • Best for sensitive or complex cases

Toggling Mode

Switch any conversation between modes:
  1. Open the conversation
  2. Click the mode toggle button
  3. Select AI or Manual mode
  4. Mode changes apply immediately
Switching to Manual mode stops AI responses. The customer will wait for a human reply.

Real-Time Features

Live Updates

Conversations update in real-time using WebSocket connections:
  • New Message Notifications - Sound alert when messages arrive
  • Typing Indicators - See when customer or AI is typing
  • Delivery Confirmations - Know when messages are delivered and read
  • Unread Badge - Track unread conversations

Sound Notifications

Enable browser notifications to hear when:
  • New conversations start
  • Customers send messages
  • Human attention is required

Customer Information

View Customer Details

Side panel shows:
  • Email address
  • Name (if provided)
  • Conversation history
  • Total messages

Edit Customer Email

Update customer email if needed:
  1. Click on customer info
  2. Edit the email field
  3. Changes save automatically

Conversation Management

Mark as Read

  • Conversations marked as read when you open them
  • Unread badge clears automatically
  • Helps track which conversations need attention

Update Status

Change conversation status:
  1. Open the conversation
  2. Select new status from dropdown
  3. Options: AI Handling, Pending Human, Human Assigned, Resolved

Resolve Conversations

Mark conversations as resolved when complete:
  • Removes from active conversation list
  • Can still access in resolved view
  • Helps organize workflow

Message Pagination

  • 50 Messages Per Page - Loads in chunks for performance
  • Load More - Scroll to top to load older messages
  • Total Count - Shows total messages in conversation

Best Practices

Monitoring Conversations
  • Check Activity regularly to catch AI errors early
  • Review AI responses for accuracy and tone
  • Use revised answers to improve training data
Manual Responses
  • Respond promptly when customers request human help
  • Be clear and professional in manual messages
  • Switch back to AI mode when appropriate
Revising Answers
  • Always save good revised answers as Q&A pairs
  • This improves future AI responses automatically
  • Build your knowledge base from real interactions
Status Management
  • Keep statuses updated for team coordination
  • Resolve conversations when complete
  • Use Manual mode for sensitive topics

Keyboard Shortcuts

  • Enter - Send message
  • Shift + Enter - New line in message

What’s Next?