A consistent operating routine helps users identify visitor needs, Lead opportunities, Agent-quality problems, and Knowledge gaps before they become recurring issues.
Start with Dashboard and review current Conversation, Lead, Agent, Source, and recent activity information.
Open Inbox and review newly captured Leads. Use Search, filters, sorting, and individual Lead records to identify contacts needing follow-up.
Prioritize Conversations requiring human attention. When the applicable controls are available, Claim the Conversation, review the complete thread, Reply, add an Internal Note, Transfer, or return the Conversation to the AI Agent.
Confirm important Agents are in the expected state, required Knowledge Sources are indexed, significant changes have been tested, and website installation settings remain correct.
Check Sources for Pending, Crawling, Indexed, or Failed states. Preview extracted content and Reindex when the underlying material has legitimately changed.
Use Analytics and Content Gaps to identify repeated visitor questions the Agent cannot answer well. Improve Knowledge or create an appropriate Curated Answer, then test again in Playground.
When editing controls are available, periodically review Workflows, Curated Answers, Behavior Triggers, and Calls to Action to confirm they still reflect the intended visitor experience.
Review Conversations, Messages, Leads, conversion performance, Agents, Pages, and Content Gaps together. Avoid making decisions from a single metric without the surrounding operational context.
Confirm urgent visitor Conversations have been handled, important Leads reviewed, failed Sources investigated, and significant Agent changes tested.