Documentation

Browse sections and articles

View index

Conversations

Conversations is where you see all the chats between your agent and travelers. You access it from the inbound agent (Agents → your agent).

Conversations is where you see all the chats between your agent and travelers. You access it from the inbound agent (Agents → your agent).

What you see

  • The list of conversations on the left and the full transcript on the right.
  • Each message with its time and who wrote it (the traveler or the agent).
  • In the conversation panel: contact data (phone, channel, first message, last activity), the files and links that were exchanged (photos, audio, documents), and the linked opportunities with their summary and trip data. From there a sales rep can "Take" an opportunity.

The view is read-only: Conversations is for reviewing and understanding the conversation, not for replying to the traveler. Replying is the agent's job, and when a person is needed, it hands off to the sales rep through their WhatsApp.

Qualification at a glance

The header of each conversation shows qualification signals: the temperature (hot, warm, cold, or discarded), the type of interlocutor when it's not a traveler (vendor, press, job seeker, after-sales), the score of the hottest opportunity, and a notice if the lead is "untaken".

Feedback to the agent

You can rate each agent response with 👍 or 👎. The 👍 is saved instantly; the 👎 opens a box to indicate how serious it was and leave a comment. That feedback is used to improve the agent. On numbers in coexistence mode (a sales rep's WhatsApp), feedback doesn't apply, because there the person is the one replying, not the AI.

Who has access

The whole team can see the conversations. The Owner and the Admin also see the Summary and Configuration tabs and the agent's metrics.