Viewing Chat Conversations
Monitor your AI's performance by reviewing conversation history.
Accessing Conversations
- Go to Chat Widget in your dashboard
- Click Conversations tab
- Browse or search conversations
Conversation List
Each conversation shows:
- Date/time started
- Visitor info (if captured)
- Status (lead captured, in progress, closed)
- Message count
- Page URL where conversation started
Conversation Detail
Click a conversation to see:
- Full message history
- Captured contact information
- Lead data (email, name, phone, company)
- Timestamp for each message
Filtering Conversations
Filter by:
- Date range - Last 7 days, 30 days, custom
- Status - Lead captured, no capture, in progress
- Has email - Only show captured leads
What to Look For
Successful patterns:
- How did the AI close?
- What objections did visitors raise?
- How many messages before capture?
Areas to improve:
- Where do visitors drop off?
- What questions stump the AI?
- Are objection responses working?
Using Insights
Based on conversation review:
- Update business description if AI lacks knowledge
- Adjust persistence if it's too soft/aggressive
- Add to restrictions if AI says something wrong
- Modify CTA if close rate is low
- Update quick replies based on common questions
Privacy Note
Conversation data is:
- Only visible to your organization
- Not shared with other Site2CRM customers
- Deletable upon request
- Subject to your data retention policies