Insights Overview

See how your AI agent and website widget are performing in one place.

How to get there: Click Insights in the left menu.

Two views

Insights has two views. Switch between them using the toggle at the top of the page:

  • AI agent shows how your chatbot handles conversations, resolves customer requests, and captures contacts.
  • Website widget shows which pages drive engagement, conversations, contacts, and deals.

Choosing a business

If you have multiple businesses (domains), use the business selector to filter results to a specific business. Select "All businesses" to see combined results.

Choosing an agent

If you have multiple AI agents, use the agent selector to view a specific agent or "All agents" for combined results. When you select a specific business, the agent list filters to agents on that business.

Choosing a period

Use the period dropdown on the right to change the time range. Options include Today, Yesterday, This week, Last 7 days, Last 30 days, Last 90 days, Month to date, and Last month.

When you switch between AI agent and Website widget, your selected period carries over.

Inspecting conversations

Click an unresolved question or topic in AI agent Insights to open the matching Inbox view. Inbox is the single place for reading, filtering, and exporting conversations.

Exporting data

In Inbox, choose ··· → Export current view to download an Excel file with separate Conversations and Messages sheets. Internal notes are excluded. The Contacts page supports CSV export of contacts. For programmatic access, use the REST API.