<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
- A SiteGPT account on the Growth plan or above. See Plans and limits.
- 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.Test the chatbot with a message
Start a new conversation: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
--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