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Conversations Review

Use Dashboard → Conversations as your source of truth.

Insights should always be validated against real transcripts before decisions are finalized.

What you can do here​

  • filter by assistant, topic, status, and date range
  • sort for triage (Smart, Newest, Longest)
  • open full conversation detail
  • export conversation CSV on eligible plans

Triage workflow that scales​

  1. Start with Unanswered and Downvoted counts.
  2. Open the highest-signal conversations first.
  3. Capture the root confusion in one sentence.
  4. Map each issue to content, UX, or product fix type.
  5. Link the issue to an owner in your existing tracker.

What to capture during review​

  • user intent in plain language
  • where the assistant response broke down
  • which source/instruction change would have prevented it

Permission and scope behavior​

Conversations access is permission- and assistant-scope-aware.

If you select an assistant outside your scope, Sol Helps returns explicit guidance instead of silently failing.