<thread-id> in its help. On this page it is YOUR_CONVERSATION_ID.
This page shows the common path for each task. For every option, see the command reference: Conversations, Messages, Tags, and Leads.
Before you start
- The Growth plan or above, on your own account or on the account that owns the chatbot. See Which plan applies.
- The CLI installed and logged in. See Install and log in. The default access from
sitegpt loginis enough for the tasks on this page. - Your chatbot ID. Run
sitegpt chatbots listto find it.
Find conversations
--statusisall,open, orresolved. The default isall.--modeisAIorAGENT(human mode).--escalated,--important, and--readtaketrueorfalse.--querysearches the conversation text.--tagfilters by tag ID.--include-emptyalso lists conversations with no messages.
--json when a script or an AI agent reads the result.
Check that it works: The CLI lists the matching conversations. If none match, it prints No conversations found.
Read a conversation
1
Get the summary
2
Read the messages
--limit can be from 1 to 500. The default is 100. If there are more messages, the CLI prints Next cursor. Pass it with --cursor to get the next part.--json, each message also has sources. This is the content that SiteGPT gave the AI for the answer, not the links that the answer cites. See Message sources.
Test the chatbot with a message
Start a new conversation:--json shows your away message in awayMessage. If the conversation reached its message limit, the command fails with MESSAGE_LIMIT_REACHED. Start a new conversation.
Check that it works: The CLI prints Started conversation with the IDs, then the chatbot answer.
Resolve, star, or mark a conversation as read
unresolve, star, unstar, read, and unread. To star a conversation is to mark it as important.
Check that it works: The CLI prints resolve applied to conversation YOUR_CONVERSATION_ID. conversations get shows Resolved: yes.
Hand a conversation to your team
--message sets the text of that message. If you leave it out, SiteGPT uses a default text.
The command fails if the conversation is resolved. It also fails if a team member has taken it over and it is not already escalated. See Conversations and handoff.
Check that it works: The CLI prints Escalated conversation YOUR_CONVERSATION_ID. conversations get shows Escalated: yes.
Release a conversation to the AI
--json, switched is then false. --message works as for escalate. The command fails on a resolved conversation.
Check that it works: The CLI prints switch-to-ai applied to conversation YOUR_CONVERSATION_ID. conversations get shows Mode: AI.
Update the visitor details
--name and --phone need --email in the same command. conversations update can also change the title, the mode, the tags, and the states. See Conversations.
Check that it works: The CLI prints Updated conversation YOUR_CONVERSATION_ID. conversations get shows the new visitor email.
Act on many conversations at once
1
Do a dry run
2
Run the action
Run the same command without
--dry-run.star, unstar, resolve, unresolve, mark-read, mark-unread, and delete. You can pass up to 100 conversation IDs. delete needs --yes.
Check that it works: The CLI prints the action and the number of conversations, for example resolve applied to 2 conversations.
Delete a conversation
Deleted conversation YOUR_CONVERSATION_ID.
Tag conversations
Tags belong to a chatbot, so every tag command needs--chatbot.
1
Create a tag
sitegpt tags list --chatbot YOUR_CHATBOT_ID.2
Add the tag to a conversation
--tag replaces all tags on the conversation. To keep the other tags, pass them too. Repeat --tag for each tag.sitegpt conversations list --chatbot YOUR_CHATBOT_ID --tag YOUR_TAG_ID lists the conversation.
Rate or edit a message
Rate a message asPOSITIVE, NEGATIVE, or NEUTRAL:
Updated reaction for message YOUR_MESSAGE_ID. or Edited message YOUR_MESSAGE_ID.
Find leads
A lead is the contact details that a visitor gives in the chat. See Manage leads.--status is all, open, or archived. The default is all. --query searches the name, email, and phone. --important true lists starred leads.
To see one lead, run sitegpt leads get --chatbot YOUR_CHATBOT_ID YOUR_LEAD_ID.
Check that it works: The CLI lists the matching leads. If none match, it prints No leads found.
Update, star, or archive a lead
unarchive, star, and unstar.
Check that it works: sitegpt leads get --chatbot YOUR_CHATBOT_ID YOUR_LEAD_ID shows the new name and Archived: yes.
Act on many leads at once
archive, unarchive, star, unstar, and delete. A dry run prints the action and the lead IDs and changes nothing. It does not contact SiteGPT. Run the command again without --dry-run to apply it. delete needs --yes.
Check that it works: The CLI prints the action and the number of leads, for example archive applied to 2 leads.
Delete a lead
Deleted lead YOUR_LEAD_ID.
Related
- Support operations playbook
- Review conversations
- Command reference: Conversations, Messages, Tags, Leads