AI Assistant
How do admins review AI chat history?
Use the admin Chats tab to inspect transcripts, tool calls, system prompts, and usage by user or chat type.
Quick answer
Open Admin, choose Chats, then page through results or filter by user and chat type. The tab can sort chats by updated time, created time, user, type, title, or run status.
Steps
- 1Open the Finance AI admin dashboard.
- 2Choose the Chats tab.
- 3Use the User filter to focus on one customer's chats.
- 4Use the Type filter to inspect a specific agent surface such as Web Chat, Mobile Chat, Onboarding, Nightly Sync, or Agent Eval.
- 5Change Sort, Direction, and Page size to move through older or grouped chat records.
- 6Expand a chat to inspect the transcript, optional tool calls, raw messages, system prompts, run status, and recent usage.
What chat type means
Admin chat type is derived from the chat's associated agent usage tag. This matches the cost dashboard buckets, so a chat can be filtered by the same product surface used for AI cost reporting.
Chats without agent usage can still appear in the all-chats view, but they do not show a specific chat type until an agent usage row exists for that chat.
What admins can inspect
Each chat row includes the customer email, chat type, message count, tool-call count, last updated time, and current run status. Expanding the row shows the transcript alongside run details, recent usage, raw message JSON, and the chat/onboarding system prompts.