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Guides

Your conversations

Read what your assistant has been saying, see what it did each turn, and know the moment it needs you.

Everything your assistant has said, everywhere it lives, is in the Conversations tab of your assistant.

The list

Each conversation shows where it happened — web chat, Slack, Telegram, Microsoft Teams, your own software — with a preview of the last thing said, how many messages there are, and when it was last active. Conversations needing you are marked, and the count sits on the tab itself.

Open one to read the whole exchange.

What it did, turn by turn

Beside the replies are short notes of what your assistant actually did that turn:

Note What happened
Searched your documents It went looking in the documents you added
Saved: your title It collected details and filed them
Asked for a human It handed the conversation over to you
Read a web page It opened a page someone linked to
Used: your action It called one of the actions you set up

These are the best explanation of a reply you did not expect. An answer that missed something in your handbook, with no “Searched your documents” beside it, means the question did not look like a document question — which is usually fixed by adding a fact.

When it needs you

You decide when your assistant should stop and fetch you, and what it should tell the person while they wait. It hands over when it cannot help, when someone asks for a person, or when someone is upset.

Three things then happen: the conversation is marked as needing you, the count on the tab goes up, and you get a notification. The notification says which assistant and where — never what was said.

When you have dealt with it, mark the conversation resolved and the flag clears.

What leaves a conversation

Very little. The notification that tells you a conversation needs you carries the assistant’s name and the place it happened, and nothing else — no words from the conversation, and none of the details it collected. Those stay in your assistant, where you go to read them.

Next: Sharing an assistant with your team.

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