Viewing Conversation History

Introduction

The WPiko Chatbot plugin provides a comprehensive interface for viewing and managing conversation history. This feature allows you to review past interactions between users and the chatbot, helping you gain insights into user queries and chatbot performance.

Accessing the Conversation History

1. Log in to your WordPress admin panel.
2. Navigate to the WPiko Chatbot menu in the sidebar.
3. Click on the “Conversations” tab.

Understanding the Conversation List

The conversation history is displayed in a table format with the following columns:

• User: Displays either the username for logged-in users or “Guest” for anonymous users.
• Last User Message: Shows the most recent message sent by the user in the conversation.
• Last Activity: Indicates the date and time of the last interaction in the conversation.
• Type: Specifies whether the conversation used the Direct API or Assistant API.
• User Email: Shows the email address of the user if available.
• Actions: Provides options to view or delete individual conversations.

Viewing Detailed Conversations

To view the full details of a specific conversation:

1. Locate the conversation you want to view in the list.
2. Click on the “View” link in the Actions column.
3. A new tab or window will open, displaying the entire conversation transcript.

The transcript includes:

• Timestamps for each message
• Clear distinction between user and bot messages
• Any error messages that occurred during the conversation

Conversation Filtering

To help you find specific conversations:

1. Use the date filter at the top of the page to narrow down conversations within a specific time range.
2. Enter a start date and/or end date in the provided fields.
3. Click “Filter” to apply the date range filter.
4. To reset the filter, click the “Reset” button.

Bulk Actions

For efficient management of multiple conversations:

1. Use the checkboxes on the left side of each conversation row to select multiple conversations.
2. Use the “Select All” checkbox at the top of the list to select all conversations on the current page.
3. Choose “Delete Selected” from the “Bulk Actions” dropdown menu to remove multiple conversations at once.
4. Click the “Apply” button to execute the bulk delete action.

Downloading User Emails

To export a list of all user emails from the conversations:

1. Locate the “Download Emails” button at the bottom of the conversation list.
2. Click the “Download Emails” button.
3. A CSV file containing all unique user email addresses will be downloaded automatically.

Important notes about the email download feature:

• This action downloads ALL unique user emails from the entire conversation history, regardless of any filters or selections applied to the conversation list.
• The downloaded file will be in CSV format, which can be opened with spreadsheet software like Microsoft Excel or Google Sheets.
• Ensure that your use of these email addresses complies with relevant privacy laws and regulations, such as GDPR if applicable.

Pagination and Display Options

To customize your view of the conversation history:

1. Use the pagination controls at the bottom of the list to navigate through multiple pages of conversations.
2. Adjust the number of conversations displayed per page by selecting a value from the “Conversations per page” dropdown menu.

Tips for Effective Conversation Management

• Regularly review conversations to identify common user queries or issues.
• Use the date filter to focus on recent conversations or to investigate issues reported during a specific time period.
• Utilize the bulk delete option to remove old or irrelevant conversations and maintain a manageable database size.
• Use the “Download Emails” feature periodically for backup purposes or to build a mailing list of chatbot users (ensuring compliance with privacy laws).

By effectively using these conversation management and email download features, you can gain valuable insights into user interactions, improve your chatbot’s performance, maintain a clean conversation database, and have a backup of user contact information when needed.