Pulled automatically from your CareerLearning sign-in. Customers see this when you take over (e.g. "Carol joined"). Override it here if you'd like.
Pulled from your CareerLearning sign-in
Conversations
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Select a conversation
Pick a chat from the left to view the transcript and take over from the AI when a customer needs a human.
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Click Take over to pause the AI and reply directly.
Customer details
Email
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Name
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Phone
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Session
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Page
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Context
AI answer quality
AI answered incorrectlyFlag this so it shows in “Needs correction”
Knowledge base needs updatingCheck this so it shows in the KB review queue
Saved
Follow-up
Needs follow-upFlag this chat for someone to act on
Follow-up completedMark when it's been handled
Saved
Chat Analytics
Active
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AI + needs human + live
Resolved
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closed + archived
Follow-Up
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awaiting agent action
Needs Review
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after-hours & AI QA
Total chats
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AI couldn’t answer
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AI accuracy
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Contact capture
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Avg messages
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per chat
Chats over time
AI-resolved vs escalated to a human, by day
AI-resolved Escalated to a human
AI vs Human split
How conversations resolved
Top topics & questions
What customers ask about most
Busiest hours
When chats start (your local time)
Recent activity
Latest escalations, captures, and resolved chats
Takeovers & follow-ups
AI-to-agent and agent-to-agent handoffs, plus open follow-up workload — click any number to see the chats behind it
Needs correction
Chats a reviewer flagged as a wrong AI answer — fix the knowledge base, then check them off
Resolved & Archived Chats
Closed and archived sessions within the selected date range — click any row to review the transcript
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Admin: Clean Up Test Data
Permanent — no undo
Remove old closed & archived sessions from the spreadsheet — use before go-live to clear test chats
Sheet Structure Reference ▸
ChatLog tab — one row per session
session_idUnique session ID from the widgetchat_started_date_timeISO timestamp when chat openedcustomer_nameName captured by AIcustomer_emailEmail captured by AIcustomer_phonePhone captured by AIpageURL of the page the chat started onchat_logFull transcript — newline-delimited, prefixed: Customer: / AI: / Agent[Name]:handoffTRUE when customer triggered a handoff requesthandoff_reasonReason text submitted by customerstatusafter-hours · agent-handled · (blank = AI only)agent_nameLast agent who repliedreplyLast reply text (for email notifications)email_providedEmail from the handoff formname_providedName from the handoff formai_flagged_incorrectTRUE when agent marks AI answer as wrongcorrection_noteWhat the correct answer should have beencorrection_reviewedTRUE when KB fix is confirmedreviewed_byAgent who reviewed the correctionreviewed_atISO timestamp of reviewkb_update_neededTRUE if knowledge base needs updatingkb_updatedTRUE once KB has been updatedfollowup_neededTRUE when agent flags for sales/tech follow-upfollowup_noteWhat the follow-up is aboutfollowup_doneTRUE when follow-up is completedfollowup_done_noteResolution notefollowup_done_byAgent who completed the follow-upfollowup_done_atISO timestamp of completionowner_changesCount of agent-to-agent handoffs
Sessions tab — one row per session (live mode tracking)
session_idMatches ChatLog session_idmodeai · live · needs · review · followup · closed · archivedagent_nameAgent currently owning the sessioncustomer_msgsJSON array of customer message textsagent_msgsJSON array of agent message textsupdated_atISO timestamp of last mode/agent changeowner_historyJSON array of {from, to, ts} ownership changes
Presence tab · Settings tab
agent_name · online · updated_atPresence: one row per agent, heartbeat every 2 minkey · valueSettings: key=ai_chat_enabled, value=true/false
AI System Test Plan
Work through each test before go-live. Mark Pass or Fail and add a note if something needs fixing.
0 / 0 passed
Customer Service Playbook
Your quick-reference while chatting. Search a phrase, or scan by section. Owners: Kenya = sales · Support Team = account/access · Agent = you (live human help).
DEMO MODE — showing sample data. Set CONFIG.mock = false + your Cloudflare Worker URLs to go live.
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Before you close this chat
Quick check — this keeps the queue accurate and the team informed.
Chat reviewedI've read the transcript and it was handled correctly.
Knowledge base needs updatingThe AI's answer was off — flag for KB review.