Understanding AI Action Logging and Filtering in Conversations

About AI Action Logging

AI Action Logging provides a transparent record of automated actions performed by AI Employees during conversations with your contacts. Each time a bot triggers an action, a detailed log entry is added to the conversation thread, giving you complete visibility into your automation's activity.

Key Benefits

This feature enhances your control and understanding of AI-driven interactions in several important ways:

• See exactly when AI Employees update contact fields or trigger workflows
• Simplify troubleshooting by reviewing automated actions in context
• Filter conversations to focus only on bot-initiated events
• Identify appointments booked by bots through automatic source tagging
• Improve accountability and confidence in your automation processes

Using AI Action Logs and Filters

Viewing AI Action Logs

AI Action Logs appear directly within your conversation threads in the CRM. When you open the Conversations panel and review messages, you'll see timestamped entries for actions like "Workflow triggered by Bot," "Contact field updated by AI Employee," or "Bot Stopped." Each log is clearly marked with an "AI Employee" label.

Filtering for AI Actions

To view only the automated activities within a conversation:

1. Open the Conversations panel in your CRM
2. Click the Filter icon in the top-right corner
3. Select "AI Action Logs" from the dropdown menu
4. The panel will now display only messages involving bot-triggered actions

This filter helps you quickly audit bot behavior without scrolling through the entire conversation history.

Appointment Source Tagging

When an AI Employee schedules an appointment during a conversation, the appointment is automatically tagged with the source "Conversations AI." This makes it easy to distinguish between appointments booked by bots versus those scheduled manually by your team members.

Frequently Asked Questions

What types of bot actions are logged?

The system currently logs workflow triggers, contact field updates, and bot stop commands initiated by AI Employees.

Where do AI Action Logs appear?

They appear as part of the conversation stream in the Conversations panel, labeled with the responsible AI Employee.

Can I export these logs?

Currently, there is no direct export feature for AI Action Logs. You can capture the information manually through screenshots or by copying the relevant data.

Does this work with all bots?

This functionality applies specifically to bots created using Conversations AI and AI Employees within the CRM.

Next Steps

To get the most from these features:

• Test AI Action Logs by reviewing conversations where bots are active
• Use the filter to verify that your automations are working as intended
• Check your calendar appointments to confirm "Conversations AI" source tagging is applied correctly
• Combine log reviews with workflow reporting to optimize your automation strategies