With AI Action Logging and Filtering, you can have better transparency and control over automated actions inside the Conversations panel. This article will walk you through how to leverage these features to enhance your understanding of how bots are interacting with your contacts, and how these logs and filters can improve your workflow and troubleshooting capabilities.
Key Features and Benefits:
Complete Transparency: AI Action Logging provides detailed visibility into every automated action triggered by bots, such as workflow executions and field updates. This allows you to see exactly how the AI is interacting with your customers, ensuring transparency in the automation process.
Efficient Troubleshooting: The logs simplify the process of troubleshooting and auditing bot activities. With clear log entries for every bot action, you can quickly pinpoint any issues or inconsistencies in your automation workflows.
Filter AI Actions for Better Tracking: You can filter out unnecessary messages to focus exclusively on AI-driven events, helping to reduce clutter in your conversation threads and enabling faster, more accurate analysis.
Improved Operational Visibility: The ability to track bot interactions helps improve accountability and operational visibility. By seeing the behind-the-scenes actions, you can ensure that your bots are functioning as expected.
Appointment Source Tagging: When a bot schedules an appointment, the system tags it as “Conversations AI,” providing clear insights into which appointments are driven by bots, and helping track automation performance more effectively.
How to Use AI Action Logs & Filters:
Here are easy steps to use the AI Action Logs and Filter for tracking bot behavior in your Conversations panel:
1. Accessing the Conversations Panel: Open the Conversations panel in your account to start reviewing your conversations and interactions.
2. Reviewing Log Entries: In the conversation threads, you will see AI-triggered actions like:
“Workflow Triggered”
“Contact field updated”
“Stop Bot”
These log entries will appear alongside regular messages, clearly marked as AI-driven actions.
3. Filtering AI Action Logs: To view only AI actions:
Click on the Filter icon in the top-right corner of the Conversations panel.
Select “AI Action Logs” from the dropdown menu.
The panel will then display only messages involving AI-triggered actions, making it easier to focus on automated interactions.
Appointment Source Tagging:
One notable feature is the automatic tagging of appointments booked by bots. Each appointment made by an AI bot during a conversation will be tagged with “Conversations AI.” This provides better visibility into how automated processes are influencing your appointment scheduling and allows you to:
Distinguish bot-driven appointments from human-booked ones
Track the performance of your AI-driven campaigns
Easily segment and report on appointments based on their source
Pro Tips:
Use Filters for Cleaner Conversations: If you’re managing multiple conversations, using the AI Action Log Filter can greatly simplify your view by isolating bot-triggered actions. This is especially helpful when auditing multiple workflows or troubleshooting issues.
Track AI Performance: Regularly check the appointment source tags to monitor the effectiveness of your AI-driven campaigns. This helps you understand how well your bots are performing and which interactions are automated versus manual.
Audit with Confidence: The AI Action Logging feature makes it easier to audit your bot’s actions. If anything goes wrong, you’ll have a clear, timestamped record of the bot’s activities, allowing for faster problem-solving.
Frequently Asked Questions
Q: Where can I find AI Action Logs?
AI Action Logs are displayed directly in the Conversations panel as part of the conversation thread, clearly marked with the AI Employee responsible for the action.
Q: Is it possible to filter AI Action Logs from other messages?
Yes, you can filter out AI Action Logs by selecting the “AI Action Logs” filter from the dropdown in the Conversations panel.
Q: What types of bot actions are logged?
The logged actions include workflow triggers, contact field updates, and bot stop commands.
Q: Does this feature work with all bots or just Conversations AI?
This functionality is specifically designed for bots created using Conversations AI.
Q: What does the "Conversations AI" tag mean on appointments?
The “Conversations AI” tag indicates that the appointment was booked automatically by a bot, rather than manually by a user or staff member.
Q: Can I export the AI Action Logs?
Currently, there is no direct export feature. However, you can take screenshots or manually copy the log data for your records.