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AgentLive agentClick to rename

Your live-agent name

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.

Chat Analytics

Active
AI + needs human + live
Resolved
closed + archived
Follow-Up
awaiting agent action
Needs Review
after-hours & AI QA
Total chats
AI couldn’t answer
AI accuracy
Contact capture
Avg messages
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 widget chat_started_date_timeISO timestamp when chat opened customer_nameName captured by AI customer_emailEmail captured by AI customer_phonePhone captured by AI pageURL of the page the chat started on chat_logFull transcript — newline-delimited, prefixed: Customer: / AI: / Agent[Name]: handoffTRUE when customer triggered a handoff request handoff_reasonReason text submitted by customer statusafter-hours · agent-handled · (blank = AI only) agent_nameLast agent who replied replyLast reply text (for email notifications) email_providedEmail from the handoff form name_providedName from the handoff form ai_flagged_incorrectTRUE when agent marks AI answer as wrong correction_noteWhat the correct answer should have been correction_reviewedTRUE when KB fix is confirmed reviewed_byAgent who reviewed the correction reviewed_atISO timestamp of review kb_update_neededTRUE if knowledge base needs updating kb_updatedTRUE once KB has been updated followup_neededTRUE when agent flags for sales/tech follow-up followup_noteWhat the follow-up is about followup_doneTRUE when follow-up is completed followup_done_noteResolution note followup_done_byAgent who completed the follow-up followup_done_atISO timestamp of completion owner_changesCount of agent-to-agent handoffs
Sessions tab — one row per session (live mode tracking)
session_idMatches ChatLog session_id modeai · live · needs · review · followup · closed · archived agent_nameAgent currently owning the session customer_msgsJSON array of customer message texts agent_msgsJSON array of agent message texts updated_atISO timestamp of last mode/agent change owner_historyJSON array of {from, to, ts} ownership changes
Presence tab · Settings tab
agent_name · online · updated_atPresence: one row per agent, heartbeat every 2 min key · 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.

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.