Review conversations

Who this is for: Owners and Admins.

Open the conversation list

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

Path: Home / Conversations

Each row shows:

• Trainee email and session name
• Date and duration
• Message count
• Score (if evaluated) or Not analysed
• Trend vs. the rep’s previous evaluated session

Click a row to open Conversation Details.

Scroll to the bottom and click Load more if your team has many sessions.

Conversation detail report

Use this view for coaching conversations:

1. Session report — Quick narrative of the call.
2. How the call scored — Rubric breakdown with strengths and gaps.
3. What to do next — Keep / Start / Stop coaching actions.
4. Curated resources — Suggested follow-up material.
5. Full transcript — Turn-by-turn dialogue with inline notes.

Run or re-run analysis

If the session shows Pending analysis or Not analysed on the list:

1. Open the conversation.
2. Click Analyse now.

Use Re-run analysis if the report failed to display correctly.

Coaching workflow tip

1. Sort mentally by low scores or negative trends on the list.
2. Open the detail view and read What to do next with the rep.
3. Replay key transcript moments using Try: suggestions.
4. Track improvement on Team performance.

If something goes wrong

• Couldn’t load more sessions — Refresh and try Load more again.
• See Troubleshooting.