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Selecting Open full conversation in the Insights Hub takes you to that conversation’s Analysis page (/genie-hub/conversations/:id). Conversations at the top returns to the list.

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At the top

  • Copy transcript — copies the full transcript, ready to paste into your preferred assistant to dig deeper.
  • Follow-up status — mark the conversation No follow-up needed, Needs follow-up (with an optional note), or Followed up.
  • The share button copies a link to this conversation.
  • Mark Reviewed — records that you’ve read it.
Below the Genie’s name, a strip shows the Channel, Date, Duration, Sentiment, and Satisfaction.

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Insights tab

The analysis, most important first:
  • Conversation summary — what the conversation was about, with its topics.
  • Insights Captured — the details your Genie collected. Edit insights changes what it listens for.
  • Insight funnel — how many of your capture fields were filled, shown as a capture rate.
  • Knowledge gaps detected — moments where the Genie hesitated, with what the caller asked. Add to knowledge base lets you supply the answer so it’s ready next time.
  • Chat Images — any images the customer shared.
  • Your notes — private notes on this conversation.
Alongside, a side column covers who it was and what to do:
  • Contact details — what the customer shared, with Open in Leads.
  • Improve your genie with this call — Coach this genie has Your Genie read the conversation and recommend changes.
  • Next steps — a suggestion based on how the conversation went, such as analyzing it, reviewing the welcome message after a very short call, or setting up insights when no lead details were captured.
  • Suggested follow-up — a drafted email you can open in your mail client.
Notes are private to you and are kept on the browser you wrote them in.

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Transcript tab

The full conversation, turn by turn.

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Actions tab

  • Analyze this conversation — run (or re-run) the analysis that produces the summary, topics, and captured details.
  • Email the report — send the summary, insights, and full transcript by email. It goes to the people set up to receive this Genie’s reports; if nobody is, it’s sent to you. The conversation must be analyzed first.

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Recordings

A recorded meeting uses the same page with an Overview & Analysis tab in place of Insights. It shows the summary plus Attendees, Decisions, Action Plan, Key Takeaways, and recommendations.

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If a conversation can’t be found

You’ll see Conversation not found — it doesn’t exist or you don’t have access to it. Select Back to Conversations.