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Conversations

Review conversations in the Inbox

Find, filter, and inspect visitor conversations, leads, and AI-detected attention signals.

1 min read

Where to do this in Chat4U
  1. Project
  2. Conversations

The project Conversations page is the inbox for visitor chats, leads, and attention signals. Select a row to inspect the full thread.

Look forConversationsFiltersKnowledge gaps
Open Chat4U

The Inbox is where a label becomes a real visitor story. Start with the task you need to perform, then read the complete exchange before you follow up, change content, or route a lead.

What needs your attention?

Choose a focused route instead of scanning every field.

Your review in three moves

  • Confirm the agent, source page, timing, and full message sequence.
  • Treat a summary, intent, or suggested action as a review cue—not an automatic action.
  • For a lead, use the approved CRM workflow; PII can be scrubbed from the conversation-linked record.
  • If analysis is Pending or Failed, review normally and avoid treating missing fields as negative signals.

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Deliver leads to Salesforce

Map the Chat4U form to Salesforce Lead fields and verify the record that arrives.

Triage attention signals and improve safely

Turn Inbox signals into reviewed, accountable follow-up and knowledge improvements.

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Your review in three moves