Chat History

Overview

The Chat History section of your dashboard provides a complete record of all customer conversations. Use it to:

• Review conversations: See exactly what customers asked and how your agent responded
• Manage leads: View and edit captured lead information
• Track engagement: See which pages leads visited
• Follow up: Send email replies or transcripts
• Improve training: Identify questions your agent struggled with

Conversation List

The left sidebar shows all conversations for the selected AI agent:

• Lead name: Shows "New Chat" if no name was captured
• Last message preview: See the most recent message
• Timestamp: When the conversation occurred
• Online status: Green dot indicates visitor is currently online

Searching Conversations

Use the search bar to find specific conversations by:

• Lead name
• Email address
• Message content
• Company name

Search is instant and filters the conversation list as you type.

Message View

Click any conversation to view the full transcript:

• Message bubbles: Customer messages and agent responses
• Timestamps: When each message was sent
• Ratings: Thumbs up/down feedback from customers
• Real-time updates: New messages appear instantly

Lead Management

The footer bar shows lead information and quick actions:

Lead Profile

Click Lead Profile to view and edit:

• Contact tab: Name, email, phone, company, address
• Custom tab: Custom property/value pairs

Engagement Level

The colored indicator shows AI-assessed engagement:

• High (red): Strong interest, detailed questions
• Medium (orange): Moderate engagement
• Low (blue): Brief interaction

Activity Tracking

Click View Activity to see the lead's browsing history:

• Pages visited: Full URLs they viewed
• Page titles: What content they engaged with
• Timestamps: Chronological activity log
• Grouped by date: Easy to scan activity timeline

This data helps you understand what the lead was interested in, enabling more personalized follow-up.

Email Replies

Pro and Enterprise plans can send email replies directly from Chat History:

Direct Reply

Type a message in the reply box and click Send. The lead receives your message via email with the conversation context.

Email Transcript

Click Email Transcript to send the full conversation to:

• The lead (for their records)
• Your team (for review)
• Multiple recipients (comma-separated)

Shareable URLs

Every conversation has a unique URL that you can share:

• Direct links: Link to specific conversations
• Deep links: Link to specific messages within a conversation
• Team collaboration: Share URLs with colleagues

URLs follow the pattern:

/my/chat-history/[agentId]/chat/[chatUserId]

Add ?messageId=[id] to highlight a specific message.