How to View your Conversations

Conversica Revenue Digital Assistant’s™ conversations are designed to encourage natural engagement with your customers, always working towards your desired business outcomes. 

Conversations are represented as a series of exchanges, or building blocks, which help you to understand the conversation flow, key settings, and possible actions. 

To help you visualize each conversation’s flow and function, Conversica displays your Conversations within your Dashboard.  

There are two Conversation Views:

• Compact View (default)  - provides a simplified version of the conversation's flow. From this view, you can quickly understand the conversation’s flow and function.
• Expanded View  - provides a complete road map for each conversation. Use this view to see the responses for each exchange and identify how each piece of the conversation fits together.

Jump to: 

• How to View your Conversations
• How to View Conversations in More Detail
• How to View the Campaigns/Client Lists Mapped to a Conversation
• How to Search for a Specific Campaign
• How to Search for a Specific Conversation
• How to Edit your Conversations
• How to View Conversation Performance Reporting

How to View your Conversations 

To see all of the assistants, skills, and conversations available to you and which campaigns/client lists they’ve been mapped to, follow these steps:

1. From the Conversica Dashboard, go to the navigation bar at the top of the screen and click Conversations. Here you will see your assistants and their skills. 
2. Click on a skill to see your conversations associated with the skill. 
3. Click the information icon to see a description of each skill or conversation.

4. Click the conversation to enter the Conversation View. 

How to View Conversations in More Detail

To view the complete road map for each conversation and to understand the different pathways it can take depending on how the lead responds, use the Expanded View. 

1. From the Conversica Dashboard, go to the navigation bar at the top of the screen and click Conversations. 
2. Click the conversation to enter the Conversation View. 
3. Select the Expand View icon. 

4. Click the pin icon on the Assistant message to track the path that the conversation will use (or follow). 

How to View the Campaigns/Client Lists Mapped to a Conversation

1. From the Conversica Dashboard, go to the navigation bar at the top of the screen and click Conversations. 
2. If you have multiple campaigns/client lists mapped to a Conversation, click the Select Campaign drop-down to see the campaigns/client lists that have previously been mapped. 

How to Search for a Specific Contact List

1. From the Conversica Dashboard, go to the navigation bar at the top of the screen and click Conversations. 
2. Click the Select Contact List drop-down.
   1. Enter the name of the campaign you are searching for to narrow the results.

a. To assist in your search, filter by Active, Inactive, or All campaigns.

4. Click the contact list to open the Conversation view.

How to Search for a Specific Conversation

It’s easy to find a specific conversation by using the search bar. 

1. From the Conversica Dashboard, go to the navigation bar at the top of the screen and click Conversations. 
2. Enter the name of the conversation in the Search for a conversation field. 
3. Narrow your search by:
   1. Using the Filter By: Assistant drop-down or Skill drop-down
   2. Using the Sort By: drop-down

You can learn more about our Enhanced User Experience with Assistant Centric UI in this article. 

How to Edit your Conversations

The Conversation Editor is designed to enable you to easily customize your conversations to reflect your unique use-case. For more details, follow the instructions in our Customizing Conversations in the Conversation Editor article. 

How to View Conversation Performance Reporting

Want to know how your conversation is performing? Conversica makes it easy to access custom reports for a specific conversation.

1. From the Conversica Dashboard, go to the navigation bar at the top of the screen and click Conversations.
2. Hover over the conversation and click View Report. 
3. You will be directed to the custom report for this conversation where you can see how the conversation has performed over time.