This article explains how the new AI Action Logging and Filtering features enhance transparency and tracking for AI interactions inside the Conversations panel. With these updates, you can better understand, audit, and manage how AI Employees (bots) interact with your leads and customers.

TABLE OF CONTENTS

• What is AI Action Logging in Conversations?
• Key Benefits of AI Action Logging & Filtering
• How To Use AI Action Logs & Filters
• AI Action Logs
• AI Action Log Filter
• Appointment Source Tagging
• Frequently Asked Questions
• Next Steps

What is AI Action Logging in Conversations?

AI Action Logging provides visibility into automated actions triggered by AI bots during conversations with leads and customers. This feature adds traceable log entries for each bot-initiated action, helping users better understand and manage AI automation.

Key Benefits of AI Action Logging & Filtering

Gain deeper insight into how bots are operating within your conversations, helping you maintain better control and clarity over automations.

    •    Provides transparency on AI-triggered actions like field updates or workflow triggers.

    •    Simplifies troubleshooting and auditing of bot activity.

    •    Enables users to filter and review only AI-driven events.

    •    Clearly tags bot-booked appointments with their source.

    •    Improves operational visibility and accountability within Conversations AI.

    •    Builds confidence in the automation process by showing behind-the-scenes actions.

How To Use AI Action Logs & Filters

Learn how to view and filter the new AI log entries directly in your Conversations panel to better track bot behavior.

    1.    Open the Conversations Panel in your HighLevel account.

    2.    Review conversation threads. AI actions such as:

    •    “Workflow triggered by Bot”

    •    “Contact field updated by AI Employee”

    •    “Bot Stopped”

will now appear as log entries.

    3.    To filter by AI Action Logs:

    •    Click the Filter icon in the top-right corner of the Conversations panel.

    •    Choose “AI Action Logs” from the dropdown.

    •    The panel will display only the messages involving bot-triggered actions.

AI Action Logs

AI Action Logs capture and display when a bot performs an automation task during a conversation. These logs make it easy to verify when and how the bot is interacting with the contact.

Types of actions logged include:

    •    Workflow triggered

    •    Contact field updated

    •    Stop bot command

These logs appear chronologically in the conversation thread, marked by an “AI Employee” label for clarity.

AI Action Log Filter

The AI Action Log Filter allows you to narrow down the conversation to show only automated bot activities. This provides a cleaner view when troubleshooting or auditing AI behavior.

Use this feature to:

    •    Verify if a bot triggered the intended automation.

    •    Isolate only AI actions without scrolling through unrelated messages.

    •    Understand exactly what steps were taken automatically during a conversation.

Appointment Source Tagging

Now when a bot books an appointment during a conversation, the appointment will automatically be tagged with the source “Conversations AI.” This creates more visibility into where your appointments are coming from and helps with tracking automation performance.

Benefits include:

    •    Knowing which bookings are driven by bots vs. human users.

    •    Improved attribution and performance tracking of bot campaigns.

    •    Easier segmentation or follow-up reporting based on source.

Frequently Asked Questions

Q: Where do AI Action Logs appear?

They appear directly in the Conversations panel as part of the conversation stream, labeled with the AI Employee responsible.

Q: Can I filter AI Action Logs from other messages?

Yes. Use the “AI Action Logs” filter from the filter dropdown in the Conversations panel.

Q: What kind of bot actions are currently logged?

The logs include workflow triggers, contact field updates, and bot stop commands.

Q: Will this work with all bots or just Conversations AI?

This functionality applies specifically to bots created using Conversations AI and AI Employees.

Q: What does the “Conversations AI” source mean on appointments?

It identifies that the appointment was booked automatically by a bot, not manually by a user or staff member.

Q: Can I export these logs?

At this time, there is no direct export feature. You can take screenshots or manually copy the data for record-keeping.

Next Steps

    •    Head to the Conversations panel and test the AI Action Logs in a live or test conversation.

    •    Use the new filter to review recent bot actions and verify automations are working as intended.

    •    Check your calendar or appointment views to see if “Conversations AI” sources are being tagged correctly.

    •    Continue optimizing your bots by pairing logs with Workflow reporting and contact automation.

Let me know if you’d like me to export this to a document or help source screenshots to match the placements!