Review conversations

Who this is for: Owners and Admins.

Open the conversation list

From the dashboard, click Conversation Review, or use the app menu.

Conversation Review list

Each row shows: trainee, session name, date, duration, messages, score or Not analysed, and trend.

Click a row for more details. To see older conversations, click Load more at the bottom.

Conversation detail report

Conversation detail — score, rubric, coaching, transcript

  1. Session report — summary
  2. How the call scored — rubric
  3. What to do next — coaching
  4. Curated resources — materials
  5. Full transcript — transcript

If Not analysed: open the conversation and click Analyse now.

Coaching workflow tip

Low scores → open details → discuss Start doing with the rep → track progress in Performance Overview.