Administrators can search and drill into resident conversations for their CivicPlus Agent. This makes it easier to understand what users are asking and how the agent is performing. Admins can also export filtered conversation results to a downloadable CSV file.
Who can use this feature?
View and Filter Conversations
Select AI Agents in the navigation menu and click Resident Agents
Click Actions and then Conversations next to the agent
Use the Search bar or the date filters to narrow results
View the conversations, including the sources cited and the confidence level of the agent
Export Conversations
Users can export conversation results based on the filters currently applied, including search keywords and date ranges. Exports run as a background job, so users can continue working while the CSV is generated. Processing time may vary based on the size of the export.
Important Notes
Exports are scoped to the user who created them, so one user cannot view or download another user’s export files.
Past exports are retained for 7 days and then automatically expire.
Exported files include conversation metadata and message-level data for the selected filtered results.
Click the Export Conversations button.
Click Export on the pop-up that displays the information that will be included.
A drawer displays recent exports, with the most current export shown at the top. Click Download on the applicable report.
The CSV will download to your device.