Conversations
Sign in and open Conversations to read visitor chats. Open a conversation to see its transcript. Archive removes it from the default list without deleting it. Turn on Show archived to find it again and choose Unarchive.
Leads
Open Leads to review captured contact details and conversation summaries. Export leads and conversations as CSV when you need a spreadsheet. A lead stays saved when its conversation is deleted.
Business knowledge
Use Knowledge to add and update the business information the assistant uses. Keep hours, service areas, prices and booking links accurate. Only add information you want visitors to receive.
Unanswered questions
Open Unanswered questions to review questions the assistant could not answer. Add the correct answer to your knowledge so future visitors can receive it.
Monthly report
Monthly results emails summarize conversations, leads and common questions. Check your report settings and recipient addresses. If voice is enabled, the report also includes phone calls.
Archive and delete
Archive is reversible. Delete conversation permanently removes the conversation and its messages after confirmation, keeping captured leads. Delete call clears its transcript, recording link and summary and hides the call, keeping leads and billing records.
Transcript retention
Your settings show the account's retention period. Each nightly cleanup removes expired chat messages and call transcripts, recording links and summaries. Leads and accounting records are kept. An expired chat shows Transcript deleted after N days. Contact Fix8 if you need a different retention period.