Conversations

Conversations (also called threads) are the core interaction unit in AgentPress. Each conversation represents a complete exchange between a user and an agent. This guide covers how to view, manage, and understand conversation data.

Conversation Structure

Threads

A thread is a single conversation with these properties:

• Name: Auto-generated from the first message or manually set
• Agent: Which agent handled the conversation
• User: Who started the conversation
• Message Count: Total messages in the thread
• Last Activity: When the most recent message was sent
• Created Date: When the conversation started

Messages

Each message in a conversation has:

• Role: Who sent it (user, assistant, or system)
• Content: The message text and any attachments
• Timestamp: When it was sent
• Type: Format of the content

Message Roles:

• User: Messages from the human
• Assistant: Responses from the agent
• System: Internal system messages (usually hidden)

Message Types:

• Text: Plain text messages
• Image: Attached images
• File: Document attachments
• Tool Invocation: Tool/function calls made by the agent
• Reasoning: AI reasoning steps (for compatible models)

Viewing Conversations

Conversations List

Navigate to Conversations in your admin console to see all conversations.

What You’ll See:

• Conversation name
• Agent that handled it
• User who started it
• Message count
• Last activity time

Filtering Conversations

Narrow down the list with filters:

• Search: Find conversations by name
• Agent: Show only conversations with a specific agent
• User: Show only conversations from a specific user
• Date Range: Filter by when conversations occurred
• Exclude Guests: Hide conversations from guest users

Pagination

Conversations are paginated for performance. Navigate between pages or adjust the page size (up to 100 conversations per page).

Conversation Details

Click any conversation to view the full thread.

Message Display

Messages are shown in chronological order with:

• Sender indicator (user or agent)
• Message content with formatting preserved
• Timestamps
• Tool calls and their results (when applicable)
• File and image previews

Thread Information

The header shows:

• Conversation name (editable)
• Agent name and avatar
• User information
• Message count
• Duration

Linked Data

Conversations may link to:

• Leads: If a lead was captured from this conversation
• Email Thread: If this conversation originated from email

How Conversations Are Named

When a conversation starts, AgentPress automatically generates a name based on the first few messages. This uses AI to create a concise, descriptive title.

You can rename any conversation by clicking on the name and editing it.

Conversation Analytics

The Analytics section provides insights into conversation patterns:

Volume Metrics

• Conversations per day/week/month
• Peak activity times
• Trend analysis

Length Metrics

• Average messages per conversation
• Conversation duration
• Completion rates

Agent Performance

• Conversations by agent
• Response times
• User satisfaction

Status Tracking

Conversations are tracked by status:

• Active: Ongoing conversation
• Completed: Conversation finished
• Abandoned: User stopped responding

Message Limits

Users may have message limits based on their plan or configuration. When limits apply:

• Users see their remaining messages
• Limits reset on a scheduled basis
• Administrators can configure limit policies

Searching Conversations

Full-Text Search

AgentPress indexes message content for fast searching. Search finds:

• Keywords in message text
• Conversation names
• User and company information

Search Tips

• Use specific terms for better results
• Search is case-insensitive
• Partial matches are supported

Managing Conversations

Renaming

Click the conversation name to edit it. This is useful for:

• Adding context for later reference
• Categorizing by topic
• Making conversations easier to find

Deleting

Delete conversations you no longer need. Deleting a conversation:

• Removes all messages in the thread
• Unlinks from any associated leads (lead data remains)
• Cannot be undone

Exporting

Use the API to export conversation data for:

• Compliance and auditing
• Training and analysis
• CRM integration

Email Conversations

If you’ve configured email integration, conversations can originate from email:

• Email threads appear as conversations
• Email metadata is preserved (subject, sender, recipients)
• Replies are threaded with the original conversation
• Agent responses can be sent back via email

Best Practices

Regular Review

Periodically review conversations to:

• Understand how users interact with agents
• Identify common questions or issues
• Find opportunities to improve agent prompts

Use Filters Effectively

When reviewing large volumes:

• Filter by agent to focus on specific use cases
• Filter by date to see recent activity
• Exclude guests if focusing on authenticated users

Name Important Conversations

Rename conversations that contain:

• Important customer interactions
• Issues that need follow-up
• Examples for training or documentation

Monitor Analytics

Watch for:

• Declining completion rates
• Increasing abandoned conversations
• Unusual volume spikes

Conversation Privacy

Data Handling

• Conversations are stored securely in your database
• Access is restricted to organization members with appropriate permissions
• Users can only see conversations they participated in (unless admin)

Retention

• Conversations are retained indefinitely by default
• Configure retention policies as needed for compliance
• Deleted conversations are permanently removed

Summary

Conversations are the foundation of your agent interactions. Understanding and managing them effectively helps you deliver better experiences and gain insights into how your agents are performing.