Opening the drawer
In the rail on the left of the agent’s canvas, click Conversations. The drawer opens on the right.The list
Each card is one conversation:- Title — a short summary written by the platform (e.g. “Inquiry regarding SSO support in Acme Pro vs. Enterprise”). Until there is one, the card shows who the conversation is with.
- Participant — who’s on the other end (a name, an email, a phone number, or a stand-in such as Anonymous (a1b2c3)), under the title.
- Channel — the icon on the left: widget, email, Slack, phone and so on.
- Goal — what the person wanted, or else their last message.
- Status — In progress, Ended, Failed, Cancelled or Queued.
- Test — the conversation came from the Test drawer.
- Outcome — when it’s over, a short note on how it ended, for example Visitor left, Caller hung up, No reply, timed out, Reply not delivered or Couldn’t start.
- Duration and time — how long it ran (from the start to the last message) and when it last moved. Hover for the message count.
Filters and search
Three menus above the list narrow it down:
Clear resets all three. Search conversations… matches the participant and the platform’s summary of the conversation.
Some filters are applied to the most recent conversations first, and the list loads older ones as needed. If nothing matches yet, it says No matches in the latest N conversations.
The transcript
Click a card to open the conversation. Back returns to the list where you left it. The header shows who the conversation is with, its channel, status, Test tag, outcome and duration. If the conversation started with Initial Parameters, a Parameters block under the header lists each value and where it came from — Start (the Start Conversation form or a workflow), Embed code or Page URL (the website widget). Values from the embed code or the page URL are marked, because visitors can change them. Next comes the platform’s summary of the conversation: the person’s goal, Key facts and Open questions. What you see per turn:- The person’s message on the right, in the accent colour, as in the Test drawer.
- The agent’s reply on the left, with the name of the actor that answered. Click the name to show that actor on the canvas: the drawer closes and the actor’s panel opens.
- Why? under a reply, when the platform recorded a reason for it. See Why a reply happened.
- Tool calls — a pill per call with the tool’s name and how long it took. A failed call is red. Click a pill to see the arguments, the result and any error.
- Hook runs — centred rows; click one for its details.
- Delivery status — for replies sent on a channel, a check when it was delivered, or Delivery failed with the reason.
Why a reply happened
Click Why? under a reply to see what the platform wrote down about it:- The router’s reason, when it answered directly, asked a question, or handed the conversation to an actor.
- An actor finishing its task, with its reason.
- A reply blocked by the safety check.
- A turn that failed, with the error.
Actions
Common things you’ll do here
Find why a conversation went sideways
Find why a conversation went sideways
Filter to Real only and Failed, or search for the person. Open the conversation, read the turns, and open Why? under the replies that look wrong.Look for:
- Handoffs that picked the wrong actor (fix activation prompts).
- Tool calls with wrong arguments (open the pill; fix actor instructions).
- An actor that finished too early (fix its Definition of Done).
Confirm outbound delivery
Confirm outbound delivery
For email, Slack and Teams channels, each reply has a delivery status. If it says Delivery failed, the integration connection probably hit an error — check the connection’s status.
End a stuck conversation
End a stuck conversation
Some conversations linger — the user never replied, but it’s still In progress. Open it and click Stop.
Replay a problem case in Test mode
Replay a problem case in Test mode
Found a real conversation that exposed a routing bug? Click Replay in Test. Send the first message, compare, edit the prompts, and retest. Deploy when it’s fixed.
Privacy and retention
- Conversations are stored per workspace and visible to workspace members.
- Phone calls are stored as text transcripts only — no audio is retained.
- Test sessions live alongside real ones with the Test tag. They’re never delivered to real channels.
Next
Test an agent
Replay a problem case in the sandbox.
Deploy an agent
Take edits live after debugging.
