AI Manager
Monitor and control your AI agent in real-time
AI Manager#
Take control of your AI agent with real-time monitoring, conversation oversight, and intelligent automation triggers.
What is AI Manager?#
AI Manager is your command center for monitoring and managing your AI agent's conversations. It provides:
- Real-time visibility into ongoing conversations
- Confidence indicators showing how well the AI understands queries
- Manual takeover capability when human intervention is needed
- Automated triggers for intelligent conversation handling
- Conversation history for reviewing past interactions
Accessing AI Manager#
Navigate to your agent, then click AI Manager in the sidebar. You'll see these sections:
| Section | Purpose |
|---|---|
| Overview | AI status, language/personality config, notification channels |
| Chat History | Two-panel view of past conversations |
| Learned | Review AI-extracted triggers and patterns from training |
Follow-ups and escalation management have moved to the CRM section.
Overview Page#
The overview page is your starting point:
- AI Assistant Toggle: Enable or disable AI auto-responses
- Language and Personality: Configure communication style
- Notification Channels: Set up where alerts are sent
- Chat CTA: Quick link to open the AI Assistant chat panel
AI Assistant Panel#
Access the AI Assistant panel from anywhere in your dashboard by clicking the bot icon. It slides open from the right side and has two modes:
Chat Mode#
- Chat with your AI assistant for agent management
- Get quick insights: "How many leads today?", "Show unanswered questions"
- Markdown-formatted responses
History Mode#
- Browse recent conversations inline (up to 50)
- Quick preview without leaving your current page
- Switch back to chat mode anytime
Escalation Alerts#
Escalation alerts appear as inline messages in the assistant panel:
- Bold "Escalation Alert" header with customer name and intent
- Source channel indicator (Messenger, Instagram, etc.)
- Customer message quote
- Link to view the full conversation
Key Features#
Confidence Indicators#
Every message shows a confidence score:
| Color | Confidence | Meaning |
|---|---|---|
| Green | High (80-100%) | AI is responding well, no action needed |
| Yellow | Medium (50-79%) | Might need review |
| Red | Low (0-49%) | Human intervention suggested |
Manual Takeover#
When the AI needs help:
- Click any conversation in the chat view
- Click Take Over to pause AI responses
- Respond manually as a human agent
- Click Resume AI when ready to hand back control
Source Attribution#
See exactly which knowledge sources the AI used:
- File sources
- Q&A pairs
- Website content
- Text sources
This helps you understand and improve your knowledge base.
When to Use AI Manager#
| Scenario | Action |
|---|---|
| Launching a new agent | Monitor first 50-100 conversations |
| After adding knowledge | Verify AI uses new content correctly |
| Customer escalation | Take over sensitive conversations |
| Training improvement | Review low-confidence responses |
| Quality assurance | Spot-check random conversations |
Best Practices#
- Monitor new agents closely - Watch the first week of conversations
- Set up triggers - Automate notifications for low-confidence responses
- Review weekly - Check conversation history for patterns
- Improve continuously - Use insights to enhance your knowledge base
- Train your team - Ensure everyone knows how to take over when needed
Related Pages#
- Live Chat Monitoring - Monitor conversations in real-time
- Contacts & CRM - Manage follow-ups and escalations
- Training Your Agent - Improve AI responses
- Analytics - Measure performance