Conversations

In simple words

Conversations is part of Website. Every chat and call, logged and searchable. This guide takes you through it in 7 short steps.

Where it fits in your work — Grow. Forms feed the CRM; offers, wallet credits, push notifications and the AI chatbot bring visitors back.

Before you start

• You need to be signed in to your company's workspace. Website appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Conversations belongs to AI on your website in Website. Every chat and call, logged and searchable.

Step by step

1. 1

   Step 1

   Open Website

   Sign in and open the Website panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Conversations”

   In the left menu, click “Conversations”. The “Conversations” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Message text, session or visitor ID”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Device
   • Source Page
   • From
   • To
5. 5

   Step 5

   Read the list

   Each row shows:

   • Conversation
   • Visitor
   • Device
   • Source
   • Msgs
   • Started
   • Last activity
6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Export CSV
   • Msgs
   • Started
   • Last activity
7. 7

   Step 7

   Done

   Every chat and call, logged and searchable.

Tips

• You can use more than one filter together (Device, Source Page, From) to see exactly the records you want.
• The search box accepts: Message text, session or visitor ID. Start typing and the list narrows down.
• Use “Export CSV” to download what you see, for example to share it or keep a copy.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Website → Open “Conversations” → Find what you need → Narrow the list → Read the list → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Every form submission becomes a lead.

• SEO

  SEO tools read and drive the site.

• AI Assistants

  The website chatbot uses your knowledge base.

• Client & Student Portal

  Rewards and referrals extend into the portal.

What you will see on this screen

These are the parts of the Conversations screen, exactly as they appear in the product.

Why use Website

Website replaces website builder, cms & marketing tools, on the same login and the same data.

• Change your website any day — no developer needed
• Forms feed your CRM directly
• Offers, coupons, referrals and wallet credits built in
• AI chatbot and voice AI answer visitors around the clock

Who uses Website

• Marketing & content

  Edit pages and blog posts, run offers and campaigns.

• Designers

  Pick and customise themes, menus and the footer.

• Approvers

  Review pages waiting to be published.

• Customer-facing teams

  Review chatbot and voice conversations.

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