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
| Status | Description |
|---|---|
| AI Handling | AI is actively responding to customer queries |
| Pending Human | Customer requested human agent or AI escalated |
| Human Assigned | Human agent has taken over the conversation |
| Resolved | Conversation 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:- Open a Conversation - Click to view message history
- Type Your Response - Use the message input at the bottom
- Attach Files (Optional) - Upload files to send with your message
- 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
- Find the Message - Locate the AI response to revise
- Click Revise Answer - Opens the revision modal
- Edit the Response - Modify the AI’s answer
- Save as Q&A (Optional) - Check the box to add to training data
- 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
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:- Open the conversation
- Click the mode toggle button
- Select AI or Manual mode
- Mode changes apply immediately
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:- Click on customer info
- Edit the email field
- 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:- Open the conversation
- Select new status from dropdown
- 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
- Respond promptly when customers request human help
- Be clear and professional in manual messages
- Switch back to AI mode when appropriate
- Always save good revised answers as Q&A pairs
- This improves future AI responses automatically
- Build your knowledge base from real interactions
- 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