The Chat Panel — Monitor, Analyze, and Manage Your Leads

~8 minutes read

---

---

​

Introduction

Your AI agents are having conversations, qualifying leads, and collecting data around the clock. But where does all of that information live? How do you see who’s been talking to your agents, what they said, and whether they’re worth a follow-up call? That’s what the chat panel is for. It’s your dashboard at irelia.ai/leads — the single place where every conversation, every lead, and every piece of collected data comes together. Think of it as your sales team’s mission control. From here, you can browse all your leads in a filterable table, click into any conversation to read the full transcript, review the data your agent gathered, and even jump in to chat with a lead yourself when the situation calls for a human touch. By the end of this article, you’ll know how to: ✅ Read and interpret the leads table — what each column means and why it matters
✅ Understand how leads, agents, and chats relate to each other
✅ Filter and sort your leads to find exactly who you’re looking for
✅ Open a lead’s detail view to see their conversation, qualification status, and collected data
✅ Take over a conversation from your AI agent and chat as a human

​

📋 The Leads Table

When you open the chat panel, you see a table listing all your leads. Each row gives you a quick snapshot of a conversation — who the lead is, which agent handled them, how interested they are, and when the last message was exchanged. Here’s what each column tells you:

​

🔗 One Lead, Multiple Chats

Here’s a concept that’s worth understanding early: a single lead can have multiple chats, and each chat has its own stats. This happens because three entities work together in Irelia:

• Lead — the person (identified by their phone number or social profile)
• Agent — the AI agent configured for a specific purpose
• Chat — a conversation between one lead and one agent

Every time a lead talks to a different agent, a new chat is created. That chat has its own qualification status, interest score, goal tracking, and message count — all independent from the lead’s other chats.

​

The +N Indicator

When a lead has chatted with multiple agents, you’ll see a small +N circle next to the agent name in the table. The number tells you how many additional chats exist for that lead beyond the one currently displayed. Click the +N badge to see a list of all agents this lead has chatted with, each representing a different chat. Select a different agent from the list, and the row’s stats update in place — qualification status, interest score, goal, messages, everything switches to reflect the selected chat.

​

🔍 Filtering and Sorting

As your leads grow, you’ll want to zoom in on specific subsets. The filter bar at the top of the chat panel gives you several ways to narrow down what you see.

​

Search

At the very top, there’s a search bar where you can type a lead’s name or phone number to find them instantly. This is the fastest way to locate a specific person.

​

Filters

You can combine multiple filters at once to build very specific views of your leads: To remove a filter, unselect the specific filter or click the X button next to it in the filter bar.

​

Sorting

The Sort by control lets you change the order of your leads. You can sort by:

• Last interaction — when the most recent message was exchanged (default)
• Creation date — when the lead first appeared in Irelia

Both options can be sorted ascending (oldest first) or descending (newest first).

​

👤 The Lead Detail View

Click on any lead’s name in the table to open their detail view. This is where you go from a quick glance to a deep dive — seeing the full picture of a specific lead and their conversation. The detail view is split into three areas: a lead sidebar on the left, a data panel in the center, and a conversation panel on the right.

​

Chat Overview

The center panel shows key stats and metadata for the selected chat:

​

Collected Data

Your AI agents don’t just chat — they gather information. Every piece of data your agent was configured to collect (budget, company size, timeline, pain points, or whatever custom variables you defined) is stored and accessible here. To view collected data, click the database icon (the list/table icon) next to the lead’s name at the top of the center panel. Each variable shows two values:

• ✅ AI summary — A clean, categorized interpretation of what the lead said (e.g., “The company handles about 100 clients per month”)
• Raw answer — The lead’s exact words from the conversation (e.g., “intorno ai 100”)

This dual view is useful when you need both a quick takeaway and the original context. The AI summary is great for scanning; the raw answer is there when precision matters — like passing exact quotes to your sales team.

​

Conversation History

The right panel shows the full chat transcript between your agent and the lead. You can read every message, see timestamps, and follow the entire conversation flow. If the lead has messaged on multiple channels (e.g., WhatsApp and Facebook), you’ll see channel tabs at the top of the conversation panel. Click a tab to switch between the conversation history on each channel.

​

💬 Taking Over a Conversation

Sometimes a conversation needs a human. Maybe the lead asked a complex question, the deal is high-value, or the situation is sensitive. Whatever the reason, you can disable your AI agent and take over the conversation yourself — directly from the chat panel.

​

How to Disable the AI

Look for the AI button in the top-right corner of the conversation panel (the robot icon). Click it to toggle the AI off. Once the AI is disabled:

• Your agent stops responding to that lead’s messages
• A text input field appears at the bottom of the conversation panel
• You can type and send messages as yourself — the lead sees them just like any normal message

​

The 24-Hour Window (WhatsApp)

If you’re taking over a WhatsApp conversation, there’s an important rule to know: WhatsApp Business API has a 24-hour messaging window. You can only send free-form messages to a lead if their last message to you was less than 24 hours ago. Here’s what this means in practice: Template messages are pre-approved message formats you’ve already created in your agent settings. They allow you to re-open the conversation outside the 24-hour window — for example, a follow-up reminder or a special offer.

​

❓ FAQs