Chat Log
Use the Chat log tab to inspect individual conversations handled by an agent. It’s invaluable for QA, support follow-up, and training improvements.Getting Started
- Open Insights and select an agent.
- Choose a date range at the top of the Chat log tab (e.g., Today, Last 7 Days, custom).
- Scroll the transcript list to view interactions chronologically.
Transcript Details
Each entry includes:- Timestamp: When the conversation began.
- Channel: Chat, voice, embed, etc.
- Outcome Flags: Indicators such as unattended sessions or escalations.
- Preview Snippet: First few lines of the conversation for quick scanning.
Export Options
Export Conversations
Downloads every transcript in the filtered range—ideal for archival or in-depth analysis.
Export Unattended
Generates a report containing only sessions where the agent didn’t resolve the user’s request. Useful for training targets.
Best Practices
- Weekly QA Reviews: Have subject-matter experts read a sample of transcripts to ensure quality stays high.
- Tag Knowledge Gaps: Annotate sessions where the agent lacked information, then add sources via Add Content.
- Monitor Unattended Chats: Frequent unattended conversations suggest tuning the agent instructions or connecting additional tools.
- Share Feedback: Distribute notable transcripts to product and content teams to highlight wins or issues.
Troubleshooting
- Missing Conversation: Expand the date range or confirm the user spoke with the correct agent.
- Large Exports Timing Out: Narrow the window (e.g., export a week at a time) or upgrade your plan’s export limits.
- Privacy Concerns: Mask sensitive data before sharing exports externally, or use the Privacy tab to limit access.
