Skip to content

Customer Chat View All

Menu Location: AI menu > Conversations section > "View all..."

Last Updated: 2026-07-26

Overview

The AI Conversations "view all" page lists AI chat conversations across your whole customer base, newest first. It's a companion to Customer Chat, the single-customer chat tool: use this page to browse past conversations rather than start a new one.

Primary Functions:

  • Browse recent AI chat conversations across all customers
  • Jump into a specific customer's conversation history
  • Reopen ("Load") a past conversation to continue it

Page Layout

The page is a single table, no search bar, filters, or stats panel.

Conversation List

Each row shows:

  • Created - date and time the conversation was started
  • Customer Account - the customer's ID, last name, and first name (linked to filter the list to just that customer, plus an external-link icon to their account page)
  • Summary - a short summary of the conversation
  • Length - the conversation's length (message count)
  • Load conversation - opens that conversation in Customer Chat

The list shows the most recent 500 conversations, ordered newest first. There is no pagination, sorting control, search, or filtering by admin, date, status, or topic.

Viewing Conversations

All Customers

Opening "View all..." from the AI menu shows the most recent 500 conversations across every customer.

One Customer

Clicking a customer's name in the list (or arriving here from that customer's own chat) filters the table to just that customer's conversations. In this filtered view you'll also see:

  • Goto Customer - returns to that customer's account page (customer_info.php)
  • Start New Chat - opens a fresh Customer Chat conversation for that customer

Opening a Conversation

Click Load conversation on any row to open it in the Customer Chat interface, where you can read the full exchange and continue it.

Common Use Cases

Find Previous Research About a Customer

If someone already chatted with the AI about a customer, you can find that conversation instead of re-asking the same questions.

Steps:

  1. Open AI Conversations "View all..."
  2. Click that customer's name to filter to their conversations (or open the list from their account page)
  3. Load the conversation to see what was already covered, and continue it if useful

Review Recent AI Usage

Steps:

  1. Open AI Conversations "View all..."
  2. Scan the Created column for recent activity and the Summary column for what was discussed

Troubleshooting

Cannot Find an Expected Conversation

The list only shows the 500 most recent conversations across all customers. If a conversation is older than that, filter to the specific customer (click their name, or open the list from their account page) to find it regardless of age.

  • Customer Chat - the single-customer conversation interface this page's rows open into
  • Customer Detail - main customer account page (customer_info.php)

For additional help, contact your system administrator or Kiva Logic support.