Overview
Track all customer interactions through chat sessions, emails, and phone interactions in one central location.
Navigate to Logs in the left-hand menu to view customer activities and system events.
Customer Activities
View all customer interactions including:
- Chat Sessions - Complete conversation transcripts
- Email interactions - Email exchanges with customers
- Phone interactions - Phone call logs
Chat Sessions
Each chat session shows:
- Timestamp - When the conversation occurred
- Lead status - Whether a lead was created from the session
- Contact information - Customer name, email, and phone (when provided)
Viewing Session Details
Click on any chat session to view:
Session Information:
- Date and time of interaction
- Session ID
- Customer name (if provided)
Contact Details:
- Name
- Email address
- Phone number
Leads Created:
- Shows if a new lead was generated from the conversation
- Links to the lead record
Conversation History:
- Complete transcript of the chat
- All messages between customer and AI assistant
- Message feedback (thumbs up/down) if provided
Filtering Activities
Use the filter options to find specific interactions:
- All time - View all historical sessions
- All Statuses - Filter by session status or outcome
- Search - Search by contact name, email, or session details
System Events
Switch to the System Events tab to view:
- Integration sync logs
- System notifications
- Error reports
- Configuration changes
Review chat sessions regularly to identify common questions and improve your AI Playbook responses.
Privacy & Data
Customer conversation data is stored securely and used only for your dealership operations. This data helps you:
- Track customer inquiries
- Follow up on leads
- Improve AI assistant responses
- Analyze customer needs
