What it does
Every conversation Stand handles — whether your AI took it, you took it, or another rep on your team took it — is stored, searchable, and replayable from the History page. You can filter by who handled it (you, AI, your team) and by what was captured (email, phone, any contact). Click any row to read the full transcript with handoff cards, timestamps, and any feedback that was filed.
You also get email reports — daily, weekly, or monthly — summarizing what happened across your account.
When it helps
You woke up to a busy night. Open History, set Type → AI, scan what your stand-in handled while you slept.
You're QA-ing your AI. Filter to AI-handled chats from the last week and read transcripts. Spot patterns where the agent struggles. Update the training prompt.
A lead came in two weeks ago. Find them by filtering for "has email," sort by date, scan rows.
Your manager asks "what's chat doing for us?" Set the date range, count rows, point at the captured-contact filter.
Something went wrong in a chat. Open the transcript, click "Report conversation," write what happened. We use it to improve.
How to use it
- 01
Open History
Sidebar → History. You see a paginated grid of every session your account has ever handled.
- 02
Sort and resize
Drag column edges to resize. Click headers to sort. Use arrow keys to walk rows — the selected row is the one whose detail you'll see when you press Enter.
- 03
Filter by who handled it
Type filter:
- Human — sessions handled by you or another rep
- AI — sessions handled entirely by your stand-in
- My team — every session in your org (owner view)
- 04
Filter by captured info
Contact filter:
- Has email — at least one email captured
- Has phone — at least one phone captured
- Any contact — name, email, or phone captured
Filters compose. Type → AI + Contact → Has email = every email-captured AI conversation.
- 05
Read a transcript
Click any row. You see:
- The full conversation, including system cards for handoffs and follow-up flags
- Captured contact info
- Metadata: assigned rep, start time, duration
- 06
Report a conversation
On the session detail view, click Report conversation. Write what was off — wrong answer, broken tone, anything. Submitting attaches the full transcript and your written reason.
- 07
Get email reports
Set up daily, weekly, or monthly summary emails from your profile preferences. They include chat counts, contact-capture rates, and links to the highlight conversations.
- 08
Business plan: AI analytics
On the Business plan, the AI analyzes your full chat history with an LLM and surfaces patterns: common questions, where conversations break down, suspected lead quality. Exportable as reports.
Try it on your site. Free, forever.
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