> For the complete documentation index, see [llms.txt](https://aibotkit.gitbook.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://aibotkit.gitbook.io/documentation/chatbot-editor/conversation-history.md).

# Conversation History

The Conversations tab is where you review every interaction visitors have had with your chatbot. You can read full message threads, filter by channel, search for specific visitors, export data, and manage leads -- all in one place.

***

## Where to Find Conversations

1. Log into your [AI Bot Kit dashboard](https://app.aibotkit.io).
2. Open any chatbot.
3. Click the **Conversations** tab (speech-bubble icon) in the left sidebar.

<figure><img src="/files/iEqeIFjnOOnAmxj8hVsm" alt=""><figcaption></figcaption></figure>

***

## Conversations Tab

This is the default view. It shows a list of all visitor conversations.

### Conversation List

Each row shows:

| Element               | Meaning                                                             |
| --------------------- | ------------------------------------------------------------------- |
| **Green dot**         | Live -- last message arrived less than 2 minutes ago                |
| **Channel icon**      | Where the conversation happened (Website, WhatsApp, Telegram, etc.) |
| **Visitor name**      | The name they entered in the lead form, or "Guest" with an ID       |
| **"Human" chip**      | AI is turned off -- you're in live chat / human takeover mode       |
| **"Quote" chip**      | The visitor submitted a quotation request                           |
| **Message count**     | Total messages in the conversation                                  |
| **Timestamp**         | When the last message was sent                                      |
| **Green dot (right)** | Unread -- new messages since you last opened this thread            |

<figure><img src="/files/bfK9hItxnQugeV8kHegL" alt=""><figcaption></figcaption></figure>

### Search Conversations

Type a visitor's name, email, or message content into the search box. Results update automatically after you stop typing.

### Filter by Channel

Click the funnel icon inside the search box to filter conversations:

| Filter                | Shows                                     |
| --------------------- | ----------------------------------------- |
| **All Conversations** | Every conversation across all channels    |
| **Human Takeover**    | Only conversations where AI is turned off |
| **WhatsApp**          | Only WhatsApp conversations               |
| **Instagram**         | Only Instagram DM conversations           |
| **Telegram**          | Only Telegram conversations               |
| **Discord**           | Only Discord conversations                |
| **Google Chat**       | Only Google Chat conversations            |
| **Slack**             | Only Slack conversations                  |

Only channels that are actually connected to your chatbot appear in the filter menu.

### Reading a Conversation

Click any conversation row to open the full message thread. On desktop, it opens in the right panel. On mobile, it opens a detail view with a back button.

The conversation viewer shows:

* Full chat history with timestamps
* Visitor's lead form details (if submitted)
* **AI toggle switch** -- turn AI on/off for this session
* **Reply box** -- type and send messages as the bot owner (when AI is off)

{% hint style="info" %}
Unread conversations are marked with a green dot. Opening a conversation automatically marks it as read.
{% endhint %}

### Export Conversations

Click the **Export** button to download all conversations as an Excel file (.xlsx). The export includes visitor details, messages, timestamps, and channel information.

### Pagination

If you have many conversations, use the **Previous / Next** buttons at the bottom of the list to navigate pages.

***

## Leads Tab

Click the **Leads** tab (users icon) to see everyone who submitted your chatbot's contact form.

### Leads Table

| Column    | Description                          |
| --------- | ------------------------------------ |
| **Name**  | Visitor's name from the lead form    |
| **Email** | Visitor's email address              |
| **Phone** | Visitor's phone number (if provided) |
| **Date**  | When the lead was submitted          |
| **Chat**  | Link to view the full conversation   |

### Export Leads

Click **Export Leads** to download all leads as an Excel file (.xlsx).

{% hint style="info" %}
**Plan Requirement:** The Leads tab is available on **paid plans only**. Free plan users see a preview with an upgrade prompt.
{% endhint %}

***

## Tips

* **Check for the green live dot.** If a visitor is actively chatting, you'll see it immediately.
* **Use Human Takeover filter.** Quickly find conversations where someone on your team took over.
* **Search by phone number.** For WhatsApp conversations, search the phone number to find a specific visitor.
* **Export regularly.** Back up conversations and leads weekly for your records.
* **Enable contact form.** If the Leads tab is empty, make sure your contact form is turned on in **ACTIONS → Lead Capture**.

***

## Troubleshooting

**I don't see any conversations**

* Make sure your chatbot is published and embedded on a website or connected to a channel.
* New conversations appear in real time -- refresh the page if needed.

**The Leads tab says "Upgrade to view"**

* Lead capture is a paid feature. Upgrade to Basic, Essential, or Business to access leads.

**I can't find a specific conversation**

* Use the search box to filter by visitor name or message content.
* Check the channel filter -- the conversation might be on WhatsApp or another channel.

***

## Related Topics

* [Live Chat & Human Takeover](/documentation/chatbot-editor/live-chat.md) -- Take over conversations in real time
* [APPEARANCE: Interface](/documentation/chatbot-editor/step-3-interface.md) -- Configure greeting and fallback messages
* [ACTIONS](/documentation/chatbot-editor/step-4-actions.md) -- Set up lead capture, email notifications, and webhooks


---

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