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The Conversations page is your command center for understanding what's happening on your website. Every conversation between a visitor and your AI agent is captured here — complete with the visitor's information, qualification data, and the full transcript. Think of it as a real-time feed of your most engaged website visitors.
To access it, click Chat in your dashboard sidebar.
The main view shows all your conversations in reverse chronological order (newest first). Each conversation card displays:
Visitor persona — the role detected during the conversation (e.g., "VP of Sales," "CTO"), or blank if the visitor didn't share their title
Qualification score — the 0-100 score based on signals like pain points, email capture, and demo requests
Company domain — the company identified from the visitor's email address (e.g., acmecorp.com)
Message count — how many messages were exchanged, which tells you how engaged the conversation was
Status — where the conversation stands: active (still in progress), handed off (score reached threshold and your team was notified), or archived (manually filed away)
This at-a-glance view lets you quickly scan for hot leads. A conversation with a high score, a clear persona, and a known company domain is worth reading. A 2-message conversation with no persona detected can probably wait.
When you have hundreds of conversations, finding the right ones matters. Kilo gives you several ways to narrow the list:
Search by email — type a visitor's email to find their conversation instantly. Useful when a sales rep says, "I just talked to someone from Acme — can you pull up what they discussed with our AI?"
Search by company — enter a company name or domain to find all conversations from that organization.
Search by persona — filter for specific roles, like "CTO" or "Head of Marketing," to see conversations from your target buyers.
Filter by score range — set a minimum and maximum score to focus on qualified leads (e.g., show only conversations scoring 60 or above).
Filter by status — view only active, handed-off, or archived conversations.
Filter by date — narrow to a specific time period, like this week or this month.
Tip: A powerful daily habit is to filter by score 50+ and check for any conversations that haven't been handed off yet. This catches leads that are close to your threshold but might deserve a manual review.
Click any conversation to open the full transcript. You'll see every message between the visitor and your AI agent, including:
The exact questions the visitor asked
The answers the AI provided (and which knowledge base pages it referenced)
Any assets shared (documents, videos, images)
The qualification data captured in your chosen framework
This transcript is invaluable for sales prep. Before a rep calls a prospect, they can read exactly what the prospect cares about, what questions they asked, and what pain points they described — all in the prospect's own words.
Once you've reviewed a conversation and taken action (or decided it's not relevant), you can archive it to keep your main list clean.
Open the conversation.
Click the archive button.
The conversation moves out of the main list.
Archived conversations aren't deleted — they're just hidden from the default view. You can always access them by filtering for "archived" status.
Need to share a conversation with a colleague who doesn't have Kilo access, or want to save it to your CRM notes? You can export any conversation as a formatted transcript.
Open the conversation.
Click the export button.
The transcript downloads as a clean, readable format you can share via email, paste into a CRM note, or attach to a Slack thread.
Example use case: Your SDR qualified a lead through Kilo. Before the AE's first call, the SDR exports the transcript and attaches it to the CRM deal record. The AE walks into the call fully briefed.
Each plan includes a set number of conversations per billing period:
Free trial — 100 conversations
Starter — 300 conversations per month
Growth — 1,500 conversations per month
A "conversation" is counted when a visitor sends their first message. Follow-up messages within the same conversation don't count as additional conversations.
When you approach your limit (80%), you'll receive a warning via email and Slack. At 100%, the widget pauses until you either purchase a top-up pack or your billing cycle resets.
Common question: "What happens to active conversations when I hit my limit?" Active conversations that are already in progress can continue — the limit only prevents new conversations from starting. This ensures visitors who are mid-conversation aren't cut off.
Conversation Management
Managing Conversations
The Conversations page is your command center for understanding what's happening on your website. Every conversation between a visitor and your AI agent is captured here — complete with the visitor's information, qualification data, and the full transcript. Think of it as a real-time feed of your most engaged website visitors.
To access it, click Chat in your dashboard sidebar.
Conversation list
The main view shows all your conversations in reverse chronological order (newest first). Each conversation card displays:
This at-a-glance view lets you quickly scan for hot leads. A conversation with a high score, a clear persona, and a known company domain is worth reading. A 2-message conversation with no persona detected can probably wait.
Searching and filtering
When you have hundreds of conversations, finding the right ones matters. Kilo gives you several ways to narrow the list:
Tip: A powerful daily habit is to filter by score 50+ and check for any conversations that haven't been handed off yet. This catches leads that are close to your threshold but might deserve a manual review.
Reading a conversation
Click any conversation to open the full transcript. You'll see every message between the visitor and your AI agent, including:
This transcript is invaluable for sales prep. Before a rep calls a prospect, they can read exactly what the prospect cares about, what questions they asked, and what pain points they described — all in the prospect's own words.
Archiving conversations
Once you've reviewed a conversation and taken action (or decided it's not relevant), you can archive it to keep your main list clean.
Archived conversations aren't deleted — they're just hidden from the default view. You can always access them by filtering for "archived" status.
Exporting transcripts
Need to share a conversation with a colleague who doesn't have Kilo access, or want to save it to your CRM notes? You can export any conversation as a formatted transcript.
Example use case: Your SDR qualified a lead through Kilo. Before the AE's first call, the SDR exports the transcript and attaches it to the CRM deal record. The AE walks into the call fully briefed.
Conversation limits
Each plan includes a set number of conversations per billing period:
A "conversation" is counted when a visitor sends their first message. Follow-up messages within the same conversation don't count as additional conversations.
When you approach your limit (80%), you'll receive a warning via email and Slack. At 100%, the widget pauses until you either purchase a top-up pack or your billing cycle resets.
Common question: "What happens to active conversations when I hit my limit?" Active conversations that are already in progress can continue — the limit only prevents new conversations from starting. This ensures visitors who are mid-conversation aren't cut off.