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Conversations overview

Conversations are the unit of Zubby. Every interaction between a shopper and the agent — whether or not it led to a sale — is captured as a conversation record. This page explains the data model, what you can do with it, and how to find the conversations that matter.

The data model

EntityWhat it is
ConversationThe whole thread, scoped to one shopper session. Has a status, starting page, language, channel.
MessageA single turn — shopper input or AI reply. Stores text, citations, and any tool calls.
Tool callA function the AI invoked: search products, get order status, etc. Stores arguments + raw output.
CitationA reference back to a product, KB entry, or external page that backed an AI sentence.
OutcomeResolved, abandoned, handed off, conversion attributed, negative feedback. Used in analytics and to surface gaps.

Conversation lifecycle

  1. Started — the shopper opened the widget or received the welcome message.
  2. Active — at least one shopper message exchanged. Maximum 30 minutes of inactivity before the session is closed.
  3. Closed — naturally ended (shopper left, AI completed the task) or auto-closed by timeout.
  4. Handed off — escalated to a human; tracked as a separate ticket in the inbox until resolved.

Sessions vs. customers

A single customer can have many conversations across visits. Identity stitching links them under the same shopper profile so you can see history end-to-end. Anonymous sessions stay anonymous until the shopper provides an email (in chat or at checkout).

Scoring

Every conversation is scored on five axes after it closes:

  • Helpfulness — did the AI move the shopper toward an outcome?
  • Citation strength — did the AI back its answers with strong sources?
  • Confidence calibration — when the AI was confident, was it correct? When it hedged, was it right to hedge?
  • Tone fit — did the AI sound on-brand?
  • Outcome — handed off, conversion attributed, abandoned.

Scores feed the analytics dashboard and the weekly review (see Analytics).

Finding conversations

The inbox supports rich filters and full-text search across messages and citations. Common saved views:

  • Handed-off conversations from the last 24 hours.
  • Low-confidence answers needing review.
  • Conversations that led to a conversion.
  • Negative-feedback conversations.

Detailed inbox guide: Inbox.

Privacy

Conversation messages are encrypted at rest. PII (emails, phone numbers) is automatically redacted from logs and analytics views unless you have explicit access. Conversations are retained for 12 months by default; this is configurable per workspace from Settings → Privacy → Retention.

API

Conversations are readable via the REST API. You can list with cursor pagination, fetch a single conversation’s full transcript and tool calls, and subscribe to conversation events via outbound webhooks.

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Still stuck? Contact support with the URL of this page (/docs/conversations).

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