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Kashfy logs every conversation your AI agent has with patients — whether through WhatsApp or the website widget. The Conversations section gives your team full visibility into what was discussed and what actions the AI took.

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Viewing conversations

Navigate to Dashboard → Conversations to see a list of all patient conversations, sorted by most recent activity. Each row shows:
  • Patient name and phone number
  • Channel (WhatsApp or widget)
  • Last message preview
  • Last active timestamp
  • Number of bookings made in this conversation
Click any conversation to read the full chat.

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Conversation view

Inside a conversation, you see the full message-by-message exchange between the patient and the AI. You can see:
  • Exactly what the patient asked
  • Exactly what the AI responded
  • Any appointments that were booked or cancelled as part of the conversation
  • Timestamps for each message
Conversations are read-only from the dashboard — you cannot send messages or edit the AI’s responses after the fact. If you need to follow up with a patient, message them directly on WhatsApp.

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Filtering conversations

Use the filters at the top of the conversations list to narrow by:
  • Date range — find conversations from a specific period
  • Channel — WhatsApp only, widget only, or both
  • Doctor mentioned — conversations that resulted in a booking with a specific doctor
  • Has bookings — conversations that led to at least one appointment

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Why review conversations?

Reviewing AI conversations regularly helps you:
  • Catch gaps in the knowledge base — if the AI says “I don’t know” frequently about certain topics, add that info to the knowledge base or custom instructions
  • Spot misunderstandings — if patients seem confused by the AI’s responses, adjust the custom instructions
  • Audit AI behavior — verify the AI is following your clinic’s guidelines
  • Handle complaints — if a patient is unhappy about how a conversation went, the log gives you full context

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The AI’s conversation memory

The AI remembers the last 30 messages from each patient’s conversation history. This means:
  • Within a session, the AI knows the full context of the discussion
  • Returning patients who have a history will have that context available (up to 30 messages back)
  • Very old messages beyond 30 may not be referenced by the AI
If a patient complains that “the AI forgot something we discussed,” it may be because the conversation exceeded 30 messages. This is the current limit of the AI’s memory window.

Patients

View patient records and their full booking history.

AI Agent

Understand how the AI handles conversations.