BotIntelli — All Chats User Guide

This guide explains All Chats: how to see your chat sessions, filter and sort them, open a conversation, and start a new chat.

What Is All Chats?

All Chats is the list of your chat sessions. Each session is a conversation with one participant (an assistant, agent, or workflow). You can open any session to continue the conversation or start a new chat.

Where to Find It

Sidebar: Chats → All Chats.
URL: https://app.botintelli.com/dashboard?view=all-chats.

Complete User Journey

Step 1: Open All Chats

You see a list (or table) of chat sessions. Each row may show:
- Title or preview of the conversation.
- Participant name (assistant, agent, or workflow).
- Type (assistant / agent / workflow).
- Last message or snippet.
- Last message date/time.
- User (if you see other users’ chats and have permission).

Step 2: Filter and Sort

Filter by participant: Use a dropdown to show “All” or a specific assistant/agent/workflow. Only sessions with that participant appear.
Filter by date: If a date filter exists, set a range to narrow the list.
Sort: Use column headers or a sort control to sort by title, participant, date, or type (e.g. newest first).

Step 3: Open a Session

Click a row (or “Open” on the session). The Chat Interface opens with that session loaded—same participant and message history. You can continue the conversation.

Step 4: Start a New Chat

Click New chat (or “Start new chat”). You may be taken to the Chat view and asked to choose an assistant, agent, or workflow from the dropdown; once selected, you type and send the first message.

Step 5: Workflow Sessions (If Applicable)

Sessions with workflow as the participant may represent workflow runs. Opening them shows the conversation for that run. The list may show workflow name and execution context.

Input Fields and Actions

Element	What to do
Participant filter	Choose “All” or a specific assistant/agent/workflow to filter sessions.
Date filter	Set date range to filter by last message (if available).
Sort	Sort by title, participant name, last message date, or type.
Session row	Click to open that chat session.
New chat	Start a new conversation; then select participant in the Chat view.

Tips and Troubleshooting

Session missing: It may have been deleted or you may lack permission; try refreshing or adjusting filters.
Wrong participant in chat: After opening, use the participant dropdown in the Chat Interface to switch.
Empty list: Start a new chat from Assistants or New chat; sessions appear here after you send messages.

Quick Reference

Goal	Action
See all sessions	Open All Chats from Chats.
Open a conversation	Click the session row.
Filter by bot/workflow	Use participant filter.
New conversation	New chat → choose participant in Chat view.

For the conversation UI (sending messages, attachments), see the Chat Interface guide. For creating and managing assistants/agents, see the Assistants guide.