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Customers 5 min read Every plan (leads on every plan, their contact details on Starter+; Knowledge Gaps and CSV export on Growth and Pro)

Read conversations, follow up leads and fill knowledge gaps

Every chat is saved with the sources behind each answer. Find conversations, follow up the leads your assistant captured, and teach it the questions it couldn't answer.

You'll need
An assistant that's had a few chats
Time
Ten minutes a week
Where
Your assistant → Conversations, Leads, Gaps

Ten minutes a week with your conversations is the best investment you can make in your assistant. You'll see what customers really ask, follow up the people who want to buy, and close the gaps in what it knows.

Read your conversations

Open Conversations. The list on the left shows each chat's first question, when it happened, how many messages it had, the visitor's language and a Lead badge where someone left their details. Pick one to read the whole thing on the right, including the page the visitor was on and the device they used.

Under each answer you'll see whether it was answered from your knowledge and the sources it used, so you can tell at a glance whether it got something right for the right reason.

The Conversations tab with a list of chats and one transcript open, showing a captured lead and the sources of an answer
Every chat with its sources. A captured lead appears at the top of the transcript.

Find the ones that matter

  • Unanswered: chats with a question it couldn't answer.
  • Leads: chats where a visitor left their details.
  • Negative: chats with a thumbs down on an answer.
  • Playground tests: your own test chats, kept apart from customers'.

Use Search messages to find any word in any chat, and Export CSV to download them for a spreadsheet.

Follow up your leads

Every lead is emailed to you the moment it arrives, and listed under Leads with the person's details, what they need, the page they were on and when. Press Chat to read the conversation that led to it.

Track each one with its status: New, Contacted, Won or Lost. Reply fast; speed wins deals.

The Leads tab with two leads, their details, page, status and the Chat button
Leads with their status. Bookings & leads in the sidebar shows them across all your assistants.

No leads yet? New assistants start on Smart lead capture; one that is set to Off never asks for details until you choose Subtle, Always or Smart. See tone, house rules and lead capture.

Fill your Knowledge Gaps

Gaps lists every question your assistant couldn't answer from your knowledge in the last 90 days, with the most-asked first. For each one:

  1. Read the question

    Check it's something customers should be able to get an answer to.

  2. Add an answer

    Write the answer right there. It becomes a custom answer and your assistant knows it next time, instantly.

  3. Or dismiss it

    Not relevant (a spam message, a question for another business)? Dismiss it and it's gone from the list.

The Knowledge Gaps tab showing no gaps
"No gaps — nice!" is what you're aiming for: every question so far was answered from your knowledge.

Prefer email? Switch on the weekly digest under Profile and every Monday you'll get a summary of what your assistant did last week.

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