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AI Chats Overview

Updated over 2 weeks ago

The AI Chats section helps you view and manage conversations handled by your AI assistant across all connected contacts and campaigns. It automatically logs chat interactions and makes it easy to review, follow up, or take action—right from your Unibox dashboard.

In this documentation, we’ll explain how to use the AI Chats page to monitor, respond to, and manage your automated interactions.

Let’s get started 🚀

Step 1: Log in to your account and click the Inbox icon from the left-hand sidebar.

Step 2: You will land on the Email Inbox page by default. Click the Type dropdown and select the AI Chats option.

This will take you to the AI Chats section, which displays the list of all conversations your AI has handled. Each entry includes:

Contact name and company (e.g., Alan John – Google).

Note: You can use the Search bar to find specific contacts or keywords.

Step 3: Click any contact from the list to view the full conversation. This will open a detailed view of the chat history on the right-hand side.

Step 4: Review the conversation thread. In the right panel, you’ll see:

  • Sender name and initials (e.g., Alan, jenis d)

  • Day and Date of each Chat

  • AI and user messages

  • Email History to view related email exchanges alongside the AI conversation.

Step 5: Use filters to narrow down your view. Located at the top-right of the page, filters let you refine results by:

Filter

Description

Mailbox

Select all or from a specific connected mailbox.

AI Campaign

View chats linked to a specific campaign.

Activate AI Chat Replies

Step 1: Go to your campaign and open the Options tab.

Step 2: Toggle Enable Automatic Replies to ON.

Your AI Agent will now automatically reply to emails and log those interactions in the AI Chats section.

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