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Conversation History

The Conversation History view lets you review past agent-customer interactions along with the suggestions that Agent Assist provided. Use it to audit assist quality, investigate escalations, and understand how the RAG pipeline performed for specific conversations.

Browsing Conversations

imageConversation history list showing date, agent, duration, messages, suggestions, and feedback columns
Browsing past conversations in the history view

The conversation list shows all past conversations with key metadata:

ColumnDescription
Date/TimeWhen the conversation started
AgentThe agent who handled the conversation
DurationTotal conversation length
MessagesNumber of messages exchanged
SuggestionsNumber of assist suggestions delivered
FeedbackSummary of agent feedback (accepted/rejected counts)

Filtering

Narrow the conversation list using these filters:

  • Date range: Select a start and end date
  • Agent: Filter by a specific agent
  • Queue: Filter by CCaaS queue
  • Has feedback: Show only conversations where the agent provided feedback

Transcript Viewer

imageTranscript viewer showing chat-style message layout with inline suggestion cards and feedback indicators
Reviewing a conversation transcript with inline suggestions

Clicking a conversation opens the transcript viewer, which displays the full conversation in a chat-style layout. Messages are rendered with markdown support, preserving formatting such as lists, code blocks, and links.

Agent Assist suggestions appear inline alongside the conversation, showing:

  • The suggested answer text
  • Whether the agent accepted or rejected the suggestion
  • The timestamp of the suggestion relative to the customer message

Search Log Viewer

The search log viewer shows every RAG query that was executed during the conversation. For each query:

FieldDescription
Query textThe text sent to the vector search (may differ from the raw customer message after preprocessing)
Knowledge baseWhich KB was searched
Results returnedNumber of chunks that met the similarity threshold
Processing timeEnd-to-end latency for the search and answer generation

Source Citations

Each suggestion includes source citations linking back to the document chunks that were used to generate the answer. Citations display:

DetailDescription
Document nameThe source document filename
Chunk excerptA preview of the matched chunk text
Relevance scoreThe cosine similarity score between the query and the chunk
Page/sectionLocation within the source document, when available

TIP

Low relevance scores on accepted suggestions may indicate that your similarity threshold is set appropriately but the knowledge base content could be improved. Use these insights to refine your documents.

Exporting Data

Conversation transcripts and search logs can be exported as CSV or JSON for offline analysis. Use the export button at the top of the conversation detail view.

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