Features
Turn each thing the bot can do on or off — applies to chat and phone
When a feature is off, the bot declines that kind of request right away — before asking for any information. Use this to launch gradually.
Phone: transfer / escalation number
When a call needs a person — the caller asks for one, the 3-in-90-days credit limit is hit, a disabled feature is requested, or the agent can't resolve it — the phone agent transfers the call to this number. Leave blank to disable transfers.
Requires Deploy → Phone to take effect on calls.
Chat changes take effect immediately (customers may need to reload the widget). Phone changes require a Deploy → Phone to update the assistant.
Import / Export
Back up your configuration or load a saved one
Export saves all your training — identity, knowledge, FAQs, and behavior rules — to a file on your computer. Import loads a previously exported file back in.
Agent Identity
Pricing
Delivery Info
Extra Knowledge
Frequently Asked Questions
Drag FAQs into folders to organize
Tone Sliders
Agent Rules
Custom Instructions
Add specific rules one at a time
No custom instructions yet.
Chat History
All customer conversations with AI grading
No chats yet.
From
To
Channel
Courier
By Reason
Reports that got a credit or redelivery
Resolution
How interactions ended
All Outcomes
Includes ineligible / referred
Lookup Friction
Account-find success by method
By Courier
Damaged vs not-received
Conversations by Label
Chat topics
Trend Over Time
Reports handled per day
Notes: Analytics cover interactions since event logging went live (they don't back-fill older history). "Reports" counts only interactions that received a credit or redelivery. "Referred to CS" reflects outcomes where the bot pointed the customer to a human; a caller simply asking for a rep mid-call is handled on the phone side and isn't counted here. "Conversations by label" is captured for chat; phone/website interactions appear mainly as missed-delivery.
Redelivery Requests
Submitted redeliveries — export the current week's CSV for the courier
No redelivery requests this week.
Credit Log
Billing extensions issued for missed deliveries
No credits issued yet.
Failed Redeliveries
A redelivery was on file, but the customer said it still never arrived
None recorded.
Call Logs
Phone call recordings, transcripts, and summaries
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Website Form Submissions
Missed-delivery reports submitted through the website form
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