Navigating the Inbox menu

The inbox menu is where you will see the conversation history and what's happening in the background inside each. Let's go through one example use case and conversation and review all the features and capabilities.

Searching conversations

Use the search bar to search for specific keywords. Then hit enter to see a list of conversations.

Filter by date

Filter by your desired time frames. To reset the date and select a new starting date, double click on your desired day.

Filter by channel and labels

If your chatbot is deployed in multiple channels like a link, website, Make, or others, you can filter by individual ones or multiple.

After you create conversation labels inside the Customizations tab, the AI will assign those topics automatically during each chat, which you can then filter.

Export data

You can choose to export collected data from your define variables and form or the whole chat history from the selected period. Click on the "More" button and select one.

A download of a .xlsx file will start.

Enter debug mode

You can toggle on the debug mode and revise specific answers that you might find they are not reflecting the correct response from the AI. They will then be added to your Sources.

Debug mode also allows you to see which is the active agent at each step of the conversation, as well as the collected variables, labels, and intent.

Here is an example from a Dentist chatbot:

You can scroll down and up in the conversation and track each step how it evolves.

Show conversation details

Click on the info icon and see a detailed overview of the form data, variables collected, and tags, as well as the conversation id and total messages. It's a good way to make sure your variables and tags are well defined so that the AI collects the data accordingly. If it isn't, we recommend you review your variable definitions inside Customizations > User data management.