Track Conversations and Manage Leads

The Chats page provides an overview of your AI Assistant’s interactions with visitors, while the Leads Tab helps you manage visitors who have converted into leads by providing contact information. This section gives you insights into chat performance and lead generation.

Chats

The Chats page is your primary hub for monitoring how your AI Assistant interacts with visitors and gathering valuable insights from these conversations.

• The chat list on the left is organized chronologically, with the most recent chats at the top.
• Chats appear here once a visitor completes their conversation with the AI Assistant.
• You can view more details by clicking the ‘Show details’ button in the top-right corner of a chat. This will display an auto-generated summary of the conversation, helping you quickly assess the outcome and performance of the chat.

Leads and Notifications

A visitor is converted into a lead once they provide any contact information during a chat. After the conversation is completed, you will receive a notification in your inbox, and the lead will be easy to find in the Leads tab within the chat list.

If the lead continues interacting with the Assistant and provides additional details, that information will be updated and displayed in the chat details.