Read the suggested action, reply and AI rationale
Read the suggested action, reply draft and AI rationale separately. Verify prices, dates and policy details from the conversation itself.
Read the suggested action, reply draft and AI rationale separately. Verify prices, dates and policy details from the conversation itself. Confirm that the suggestion was not sent automatically and the agent keeps the final decision.
Before you start
- The correct date and line scope
- Access to analytics or Flow Monitoring
Step by step
Open Conversation Analysis → record details
Go to Conversation Analysis → record details from the main menu. Confirm that the selected record matches the task you are about to complete.
Read the suggested action, reply and AI rationale
Read the suggested action, reply draft and AI rationale separately. Verify prices, dates and policy details from the conversation itself.
Check the result
Confirm that the suggestion was not sent automatically and the agent keeps the final decision.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
