Skip to main content
Chats shows every WhatsApp conversation your campaigns are having. Open it from the sidebar, or jump straight to one lead’s conversation from the Leads table.

​
Finding a conversation

  • Search by lead.
  • Filter to one campaign or view all of them.
  • Filter to unread only.
Search covers the page you are currently on rather than every conversation you have ever had, which is why the conversation you want may be on another page when a campaign has run for a long time.

​
Reading a conversation

Select a conversation to see the full exchange. The header shows:
  • The lead’s status — Ready, Active, Processing, Qualified, Stopped or Error.
  • Key information: every answer collected so far, with the ones you marked required flagged, and Not provided against the ones still missing.
  • When the last message was.
This panel is the fastest way to see why a conversation stalled — the missing required answer is usually the reason.

​
Taking over from the AI

Every conversation is handled either by the AI or by a human, and the header shows which.
  • Stop AI conversation hands it to you. The AI assistant stops replying and you take over.
  • Continue AI conversation gives it back.
While the conversation is yours, type in the message box and reply directly. The lead sees one continuous WhatsApp conversation and cannot tell where the handover happened.
Taking over is the right move when a lead asks something your funnel was not built for. If it keeps happening, that is worth fixing in the campaign — Coach spots exactly this pattern and proposes wording that handles it.