Conversation History
Learn how to view, search, filter, and export your chatbot's conversation history and leads.
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
Log into your AI Bot Kit dashboard.
Open any chatbot.
Click the Conversations tab (speech-bubble icon) in the left sidebar.
Conversations Tab
This is the default view. It shows a list of all visitor conversations.
Conversation List
Each row shows:
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
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:
All Conversations
Every conversation across all channels
Human Takeover
Only conversations where AI is turned off
Only WhatsApp conversations
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)
Unread conversations are marked with a green dot. Opening a conversation automatically marks it as read.
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
Name
Visitor's name from the lead form
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).
Plan Requirement: The Leads tab is available on paid plans only. Free plan users see a preview with an upgrade prompt.
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 -- Take over conversations in real time
APPEARANCE: Interface -- Configure greeting and fallback messages
ACTIONS -- Set up lead capture, email notifications, and webhooks
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