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The Conversations dashboard gives you visibility into every AI agent conversation happening in your HighLevel account — what’s being said, how leads are being handled, and which conversations are converting. Conversations are synced automatically every night. New conversations from HighLevel appear in WisePilot within 24 hours. After sync, conversations are scored for quality and outcomes are classified. See Automation & Data Freshness for the full schedule. Navigate to CRM → Conversations in the sidebar.

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Dashboard Overview

The main view shows a filterable list of all conversations with key data at a glance:
ColumnDescription
ContactLead name and contact details
AgentWhich AI agent handled the conversation
OutcomeBooked, qualified, nurture, lost, or escalated
MessagesNumber of messages exchanged
DurationHow long the conversation lasted
SourceWhich content/CTA originated this lead (attribution data)
DateWhen the conversation occurred

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Conversation Detail

Click any conversation to see the full detail view:

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Transcript

The complete message history between the AI agent and the contact. Each message shows:
  • Sender (agent or contact)
  • Timestamp
  • Message content

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Outcome Classification

How the conversation ended:
OutcomeMeaningNext Step
BookedAppointment scheduledFollow up to confirm
QualifiedLead meets criteria but didn’t bookEnter nurture sequence
NurtureInterested but not readyEnter nurture sequence
LostDisengaged or disqualifiedReview for pattern insights
EscalatedHanded off to human agentHuman takes over

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Attribution Data

If the lead came through a tracked CTA:
  • Content asset — Which page they visited
  • CTA clicked — Which call to action they engaged with
  • Attribution ID — The cr_attrib that links this conversation to the content funnel
This tells you not just “a lead booked” but “a lead who read the pricing page and clicked ‘Talk to Sales’ booked.”

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Contact Information

HighLevel contact details including:
  • Name, email, phone
  • Custom fields (including cr_attrib)
  • Contact tags and pipeline stage
  • Team member assignment

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Filtering

Narrow conversations using:
  • Agent — Focus on a specific AI agent’s conversations
  • Outcome — Show only booked conversations, only lost, etc.
  • Date range — This week, this month, custom range
  • Team member — Filter by assigned team member
  • Source — Filter by originating content asset or CTA

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Conversion Funnel

The dashboard includes a visual conversion funnel showing:
  1. Total conversations initiated
  2. Engaged — Multi-turn conversations (contact replied at least once)
  3. Qualified — Conversations that reached qualification criteria
  4. Booked — Conversations resulting in appointments
Each transition shows the drop-off percentage. A steep drop between “Engaged” and “Qualified” may indicate the agent isn’t asking the right qualifying questions. A drop between “Qualified” and “Booked” suggests the booking CTA or scheduling flow needs work.

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Taking Action

FindingAction
Low engagement rateReview agent prompt — is the opening message compelling?
High “lost” rate from a specific sourceThe content/CTA may be attracting the wrong audience — adjust targeting
Conversations are long but don’t convertAgent may be looping. Simplify the prompt and add clearer decision paths.
One agent outperforms othersCompare prompts and replicate the winner’s patterns
For deeper analysis, see the Conversation Intelligence and Conversation Impact reports.