Your AI Agent runs conversations in the background, but you still need to see what's going on. A lead might be ready for hand-off, a conversation might need to be paused, or you might want to check how the agent handled a specific inquiry. The Conversations grid gives you a live view of every active thread — stage, status, product interest, location, and message count. You can open any conversation to read the full exchange and take action from the same place.

Conversations grid

To view a list of all sales agent conversations, open the Flex Admin Portal and go to AI Hub > Conversations.

In the grid, you can view the following information for each conversation:

Lead name
Conversation stage
Conversation status:
- Active
- Hand-off completed
- Shadow
Product – The product type the prospect is interested in.
Location
Number of messages in the conversation.
Lead email
Team size or capacity needed by the prospect.

Click the filter icon to add new columns and see more information for each conversation in the grid.

View a conversation

To view a conversation:

Open the Flex Admin Portal and go to AI Hub > Conversations.
Click View at the end of the row of the conversation you want to review.
On the right, you can see conversation details, including status, stage, date, and prospect information.
On the left, you can read the entire conversation, including all emails sent by the sales agent and the prospect.