Documentation ›Your AI agent
AI decisions
AI decisions in the menu — for managers and admins. One list of everything the AI decided without a person: how it read each conversation (a sale, a service request, a question or not an inquiry; whether the business failed the customer; whether a colleague is still needed), the cards it filed and the ones it did not, conversations it closed as «thanks», tasks it opened, calls it transferred and leads it handed out. Every row says why in one line and links to the conversation, the card and the contact.
Start with the filters a sceptic asks for. No card — conversations the AI did not file; Not an inquiry — what it set aside as spam, wrong numbers or offers to you; AI handled alone — answered with nobody involved; Needs a person and Handed to a person — who needed a colleague and where they went; Business failed them — late results, missing documents, double charges, said calmly or not; Assigned — which colleague got which lead and by which rule. Each filter shows how many it holds for 7 or 30 days.
«I disagree». Under any reading, pick what it really was and whether a person was needed. Your reading is kept next to the AI's, counted toward the AI's accuracy and recorded in the action journal. It does not move the card — open the card to change it.
AI automation at the top lists what the AI does on its own, how often each action happened in the last 7 days, and a switch for each (admins): taking a chat that ends with «thanks» off «Needs reply», opening a task when a quiet chat still needs a person, opening a «Call back» task after a call that needed one, and closing a question the AI answered completely. Switch an action off and the AI keeps reading every conversation — the list below still shows what it would have decided, so you can watch first and switch on what you trust.
A lead for interest without a booking. In a business that takes bookings, «asked the price, never booked» is money nobody follows up. With this switch on, a conversation in which a person wanted to buy — asked the price of a service for themselves, when they can come — and ended without a booking becomes a lead, handed to one of your people the way every new lead is, with a «Call back» task on it due within the hour in your working time. Nothing is created for a person who already has an open lead or an upcoming appointment. New accounts start with it on; a business where people simply walk in can switch it off. Every lead it opened is in the list below under Leads.