Conversations and leads
Review conversation history, captured leads and notifications.
5 guides
Guides in this category
View conversation history
Open Conversations for a website to read transcripts, status and handoff details.
Review captured leads
Find visitor contact details in Leads with the conversation that produced them.
Understand conversation status
Read whether a session is with the AI, waiting for a human or completed.
Lead capture not appearing
Fix a missing lead form when capture is off, rules never trigger or Preview was skipped.
Email notifications
Control which workspace events email your team — leads, alerts and account notices.