Reviewing AI Conversations
Read every message exchanged between the AI and your prospects.
REVIEWING AI CONVERSATIONS
The Conversations tab and the lead detail page both give you access to the full AI conversation transcript.
WHERE TO FIND TRANSCRIPTS
- •Conversations tab — shows all conversations, newest first, searchable
- •Lead detail page — shows the transcript for that specific lead
WHAT YOU WILL SEE
Each conversation shows alternating messages from the AI (labeled "AI") and the prospect (labeled with their name once captured). Timestamps are shown for each message.
USING TRANSCRIPTS TO IMPROVE YOUR PROFILE
Read through conversations where prospects asked questions the AI answered poorly. These reveal gaps in your service description. Updating your service description with the missing information will improve future conversations immediately.
GOOD TO KNOW
Conversations are read-only. You cannot edit or delete individual messages. The full conversation record is preserved for your reference and for compliance purposes.
Can I reply directly to a prospect through the dashboard?
Not through the chat interface. Use the phone number or email captured in the lead to reach out directly, or enable the AI SDR for automated follow-up.
How long are conversation transcripts retained?
Indefinitely for active subscribers.