Tasks¶
In Studio, the Tasks view lists every conversation that has taken place with an AI Analyst. You can filter the list, export it as CSV, replay any conversation in full, and add a follow-up to it.
Availability
- Who can do this: members with the Edit capability in the active Workspace.
This page was previously called Traces
Earlier versions of the product called this view Traces. In the product it is now Tasks, and the list is headed Conversations.
Who can see conversations¶
Only members with the Edit capability in the current Workspace can open Tasks. They see every user's conversations with the analyst, whatever each conversation's sharing setting.
Members with only the Chat capability have no Monitoring view. In Explorer, they see their own conversations and any that are shared with them.
Note
When a user deletes a conversation in Explorer, it disappears from their Explorer history, but it still appears in Tasks and you can still replay it.
Open Tasks¶
- In Studio, go to AI Analysts and select the analyst you want to inspect.
- Click Monitoring in the analyst's header and select Tasks.
The page has two panels:
- Left panel: the Conversations list for this analyst.
- Right panel: the replay of the conversation you select. Until you select one, it reads Select a conversation to replay it.
The Conversations list¶
Conversations are sorted by most recent activity and grouped under a date header for the day they were last active. The first 25 conversations load. Click Load more at the bottom of the list to fetch older ones.
If the analyst has never been used, the list reads No conversations yet.
Each conversation in the list shows:
| Item | Description |
|---|---|
| User | The name and avatar of the user who owns the conversation |
| Time | When the conversation started, as a relative time (for example, "2 hours ago") |
| Title | A short title generated for the conversation. Until it is generated, the first question is shown instead. |
| Feedback | Thumbs-up and thumbs-down counts, shown only when the conversation has feedback |
| Turns | The number of questions and follow-ups in the conversation |
| Duration | The total run time of the conversation |
| Channel | An icon for where the conversation took place: Explorer, Slack, Teams or Studio test |
A lock icon marks a conversation migrated from the previous product. Migrated conversations are read-only. See Migrated conversations.
Filter the list¶
- Click the Filters icon in the Conversations header to open the filter panel.
-
Set one or more filters:
Filter What it does User Show conversations from one or more users. The default is All users. Channel Show conversations from Explorer, Slack or Teams. The default is Any. Scheduled insight Choose Scheduled only to show runs of Scheduled Insights, or Ad-hoc only to show conversations users started themselves. The default is All tasks. Feedback Show conversations with at least one Thumbs up or at least one Thumbs down. The default is Any. Duration (seconds) Enter a minimum, a maximum, or both, to filter by the conversation's total run time. Conversations with no recorded run time are hidden while a duration filter is on. Hide test runs Hide conversations run from the analyst's Test your analyst panel in Studio. Test runs are shown by default.
When the filter panel is closed, applied filters appear as chips under the header. Remove a single filter by removing its chip, or click the Clear all icon in the header to reset every filter. If nothing matches, the list reads No conversations match these filters.
Export the list¶
Click the Export icon in the Conversations header to download a CSV file named <analyst name>-conversations.csv.
The export includes every conversation that matches the current filters, not only the conversations loaded on screen. Studio test runs are included unless Hide test runs is ticked.
| Column | Contents |
|---|---|
| Owner | The user's display name |
| Title | The conversation title |
| Source | EXPLORER, SLACK, TEAMS or STUDIO (test run) |
| Status | running if any turn is still in progress. Otherwise success if the latest turn completed and failed if not (this includes cancelled turns) |
| Duration | Total run time, in milliseconds. Blank when no duration was recorded. |
| Turns | Number of questions and follow-ups |
| Thumbs Up | Number of thumbs-up ratings |
| Thumbs Down | Number of thumbs-down ratings |
| From Schedule | yes for Scheduled Insight runs, otherwise no |
| Started | When the first turn started |
| Updated | When the conversation was last active |
Replay a conversation¶
Click any conversation in the list to replay it in the right panel. The replay shows the conversation the same way Explorer does:
- The user's original question and every follow-up
- Every response from the AI Analyst, including its reasoning steps
- The feedback users gave and the details of each response
Charts and tables open in a panel on the right. If the conversation is still running, the replay updates live.
The page URL includes the selected conversation, so you can send a direct link to other members who have the Edit capability in the Workspace.
Continue a conversation¶
You can add a follow-up to any conversation from the replay, including another user's conversation.
- Select the conversation in the list.
- Optionally, turn on Plan mode in the composer. See Plan mode.
- Type your message in Continue this conversation… and press Enter, or click Send.
The analyst answers live. Your message is added to the user's existing conversation under your name, and it stays part of that conversation. To stop a running answer, click Stop.
Warning
A follow-up you send from Tasks goes into the user's own conversation, not a copy. If you only want to try a question yourself, use the Test your analyst panel instead. See Testing your AI Analyst.
Migrated conversations¶
Conversations migrated from the previous product are read-only for everyone, including members with Edit. In the list, they carry a lock icon. When you open one, the composer is replaced by this notice:
This conversation was migrated from the previous product. You can read it, but you can't send new messages. Start a new conversation to keep asking.
Troubleshooting¶
| Message | Likely cause | What to do |
|---|---|---|
| Could not load conversations. | The request failed, or you no longer have the Edit capability in this Workspace. | Reload the page. If it still fails, ask a member who holds both Manage members and Edit in this Workspace, or a member with the Manage members and access capability for the organization, to grant you Edit. |
| Could not load this conversation. | The request to load the replay failed, or the conversation was removed. | Reload the page, or select the conversation again. |
| This conversation could not be found. | The link points to a conversation that doesn't exist or belongs to another analyst. | Check the link, or select the conversation from the list. |
| No conversations match these filters. | The active filters exclude every conversation. | Remove filter chips, or click Clear all. |