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Conversation History

The Conversation History view provides access to all completed, escalated, and abandoned conversations. You can search by keyword, filter by channel and date range, and click into any conversation to review details. This view is useful for quality reviews, training, dispute resolution, and compliance auditing.

Navigate to the History tab in the sidebar to open this view. The tab requires the analytics.view permission.

A search box in the top-right corner of the header lets you find conversations by keyword. The search is debounced (300ms delay) and automatically resets to page 1 when the query changes.

TIP

The search matches against conversation content, customer identifiers, and AI-generated summaries. Use it to quickly locate a specific interaction when a customer reference number or topic is known.

Filters

A filter bar below the header provides three filter controls that can be combined.

Date Range

PresetRange
TodayCurrent calendar day
This WeekFrom the start of the current week to now
This MonthFrom the 1st of the current month to now
This YearFrom January 1st of the current year to now
CustomOpens start and end date pickers. Click Apply to run the custom range.

Channel Filter

OptionDescription
All ChannelsShow conversations from every channel
WhatsAppFilter to WhatsApp conversations only
VoiceFilter to voice call conversations only
Web ChatFilter to web chat widget conversations only
EmailFilter to email conversations only
SMSFilter to SMS conversations only

Status Filter

OptionDescription
AllShow all conversation statuses
ResolvedConversations completed successfully
EscalatedConversations handed off to a live agent
AbandonedConversations where the user stopped responding

Filters combine with AND logic. Changing any filter resets pagination to page 1 and triggers a fresh data fetch.

imageConversation history search interface showing keyword search box, filter bar with date range presets, channel dropdown, and status dropdown, summary stat cards, and paginated results table with customer, topic, channel badge, agent, duration, CSAT score, messages, outcome badge, and date columns
Conversation history search with filters

Summary Stats

When summary statistics are available, a row of stat cards appears above the conversation table.

CardDescription
TotalTotal number of conversations matching the current filters
ResolvedCount of conversations with a completed status
EscalatedCount of conversations that were escalated
Avg DurationAverage conversation duration across all matching records

Conversation Table

The main table lists conversations matching the current filters and search query.

ColumnDescription
CustomerCustomer avatar (initials), name, and a truncated conversation ID
TopicAI-generated summary, escalation reason, or sentiment label. Falls back to channel name if no summary is available.
ChannelColor-coded badge -- WhatsApp (green), Voice (orange), Web Chat (blue), Email (gray), SMS (green)
AgentName of the agent the conversation was escalated to, or "--" if the bot handled it entirely
DurationTotal conversation duration formatted as minutes and seconds (e.g., "4m 23s")
CSATCustomer satisfaction score out of 5 when available. Color-coded: green (4--5), amber (3), red (1--2). Displays "--" when no CSAT data exists.
MessagesTotal message count for the conversation
OutcomeStatus badge -- Resolved (green), Escalated (amber), or Abandoned (gray)
DateFormatted timestamp. Shows "Today" or "Yesterday" with time for recent conversations, or month/day with time for older ones.

Rows are clickable. Clicking a conversation row navigates to the full conversation detail view with the complete transcript, variables, and node execution path.

Pagination

When results exceed a single page (10 conversations per page), pagination controls appear below the table.

ElementDescription
Range indicatorShows which records are displayed (e.g., "Showing 1--10 of 247 conversations")
Previous / NextNavigate between pages. Disabled when on the first or last page.
Page numbersUp to 5 page number buttons centered around the current page. The active page is highlighted in blue.
Last pageWhen the total exceeds 5 pages, an ellipsis and last page button appear for quick navigation.

INFO

The conversation list fetches one page at a time from the API. Each page change triggers a new request, ensuring you always see fresh data even for active conversations that may have updated since the last fetch.

Empty State

When no conversations match the current filters, an empty state is displayed with a history icon and the message "No conversations found." Adjust your filters or date range to broaden the search.

Data Source

Conversation history data is fetched from the conversations API:

EndpointData Provided
conversationsApi.getAll()Paginated conversation list with filters
conversationsApi.getStats()Summary statistics (total, by status, average duration)

Both endpoints accept date range, channel, and status filter parameters.

  • Analytics Dashboard -- View aggregate performance metrics across all conversations
  • Quality & QA -- Review QA evaluations and scoring for specific conversations
  • Live Monitor -- Monitor active conversations in real time

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