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The Conversations page is a real-time log of all customer interactions across your organization. Use it to find, review, and audit conversations without digging through individual contacts or boards. Conversations Each row is a single conversation, created whenever a new interaction occurs. A conversation starts when a contact initiates an inbound action — replying to a campaign, or calling in — and ends when a disposition is applied to close it.

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Getting there

Go to Conversations in the left-hand sidebar. Navigation Conversations update in real time. Refresh the page to pull in the latest activity.

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Voice and Text tabs

The page is split into two tabs, because a phone call and a text thread aren’t reviewed the same way.
  • Voice: phone calls, including every call handled by your Voice AI agent. Voice conversations carry the richest data — a recording, a transcript, an AI-generated summary, and the full set of Conversation Metrics such as Category, Booking Status, and Handling.
  • Text: SMS and email conversations, including those handled by your AI text agents. Text conversations show the message thread and the disposition that closed it out, but not the voice-specific metrics.
Conversation Metrics are currently available for Voice AI conversations only. Text AI conversations show the conversation record and its disposition.
Within either tab, use the Agent Type filter to separate AI (chatbot) conversations from human-handled ones.

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Using the filters

Narrow the log down to the conversations you actually care about. Search by contact name, phone number, or email. Click Add filter to see more options. You can filter by:
  • Organization
  • Workspace
  • Agent
  • Agent Type — AI (chatbot) or human
  • Date range
  • Flagged — show only conversations with an active, unresolved flag. See Flagging a Call.
A few filter combinations worth saving for your daily review:
  • Voice + AI + Flagged — the calls your team has reported a problem on.
  • Voice + AI + Booking Status: Not booked — bookable calls the agent didn’t close, which is where most coaching opportunities live.
  • Voice + AI + Handling: Transferred — calls the agent handed off, to check whether it should have handled them itself.

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Downloading your results

Use the download button in the bottom right of the page to export the current results as a CSV. Whatever filters and search terms you have applied carry over, so you can narrow the log down first and export exactly the set you want.