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Documentation Index

Fetch the complete documentation index at: https://developers.nlpearl.ai/llms.txt

Use this file to discover all available pages before exploring further.

Post-Chat cover
Post-Chat cover

What is a Post-Chat?

In NLPearl, a post-chat is a structured summary generated after each conversation handled by Pearl. It centralizes all key information captured before, during, and after the conversation to ensure full traceability, improve quality, and support human follow‑up when needed.

What Does the Post-Chat Include?

A post-chat provides multiple key sections to review and analyze the outcome of a conversation:

Chat ID

A unique identifier for each conversation, displayed at the top right of the page. It allows you to quickly reference or search for a specific conversation across the system.

Conversation Details

This section summarizes the essential metadata captured during the conversation, including participant details, conversation status, timing, and performance metrics.
RefSectionDescription
Header InformationDisplays the participants of the conversation (the user and the channel used). Also includes the name of the Pearl used and the status of the conversation (e.g. “Chat Successful”).
Conversation MetricsShows the duration of the conversation and the number of messages exchanged, along with the final conversation status (e.g. Completed, Closed, No Response).
TimestampLocated on the right-hand side, this shows the exact date and time the conversation took place.

Chat Status
The technical status of the conversation (whether the user engaged or not). Possible values include:
StatusDescription
In ChatThe conversation is currently ongoing.
CompletedThe conversation was conducted and ended normally.
ClosedThe conversation was closed, either manually or automatically after inactivity.
No ResponseThe conversation was started but the user never replied.
Chat Status refers to the lifecycle-level result of the conversation, such as whether the user engaged, the conversation completed, or it was closed without a response.

Conversation Status
Indicates the outcome of the conversation from a business or process perspective. Possible values include:
StatusDescription
Chat SuccessfulThe conversation achieved its expected outcome.
Not SuccessfulThe conversation failed to meet its objective.
CompletedThe conversation was conducted and finalized, regardless of outcome.

Important distinctions about Conversation Status:
  • The difference between Successful, Not Successful, and Complete depends on whether a Success Definition was configured when creating the Pearl:
    • If a Success Definition was configured:
      • Successful → the Success Definition criteria were met during the conversation.
      • Not Successful → the conversation did not meet the Success Definition criteria.
    • If no Success Definition was configured:
      • Complete → the conversation was completed without any Success Definition evaluation.
For more information on Success Definitions, see How to Create a Pearl – Step 4: Flow Configuration.

Tags
The list of tags defined during the last step of the Pearl creation process. These tags represent key topics or categories you chose when setting up the Pearl configuration.
For more information on setting up tags, see How to Create a Pearl – Step 4: Flow Configuration.

Events
A log of the actions triggered by Pearl during the conversation. Each event includes a timestamp and details about the action.
Possible event types include:
Event TypeDescription
Conversation Handed OffThe conversation was handed off to a human agent or another destination.
APIAn API was triggered during the conversation.
Email SentAn email was sent during the conversation.
Events Log
The Event Log provides a chronological view of all actions triggered by Pearl during the conversation. Each entry includes the action type (such as API call, email sent, or hand off), the execution status, and contextual data. This section allows users to review the flow of automated operations, verify that each action was successfully executed, and understand the resulting outputs in detail.
Sentiment Analysis
An automatic classification of the customer’s tone and emotional state throughout the conversation. Possible sentiment values include:
Sentiment ValueDescription
PositiveThe conversation was clearly positive in tone and emotion.
Slightly PositiveThe overall tone was mostly positive, with minor neutral moments.
NeutralThe sentiment was balanced or emotionless.
Slightly NegativeThe tone leaned slightly negative, but not strongly so.
NegativeThe conversation had a clearly negative emotional tone.

Transcript

A full text version of the conversation between the customer and Pearl. Always available. Useful for:
  • Reviewing the interaction
  • Auditing purposes
  • Training and improvement

Conversation Information

This section displays structured variables captured before or during the conversation, corresponding to the dynamic data collected through the Pearl configuration.
Examples:
  • Delivery type
  • Selected options (e.g. “Dessert: Cheesecake”)
  • Customer preferences
Variables displayed here are based on those defined in your Pearl configuration.
You can learn more about creating variables in the Pearl here.

Human Takeover

At any point, a human agent can step in and take over the conversation directly from the post-chat page. When a takeover happens, Pearl stops replying and the agent answers the customer in real time, while the full context (transcript, variables, and events) remains available. This is useful when:
  • The customer explicitly asks to speak with a human
  • The request falls outside what Pearl is configured to handle
  • A sensitive or high-value conversation needs a personal touch
A takeover does not close the conversation. Pearl simply stops responding so the human agent can reply, and everything stays logged in the post-chat for full traceability.

Summary

Unlike voice post-calls, a summary is not generated automatically for a post-chat. Instead, you generate it on demand, directly from the conversation, and you can do so even while the chat is still ongoing. A summary is a concise, human‑readable recap of the conversation, generated by Pearl. It includes:
  • What the customer requested
  • What was confirmed or declined
  • The overall outcome of the interaction
Each summary generation costs 2 credits. Since it is triggered manually, you only spend credits when you actually need a recap.

Why the Post-Chat Matters

Traceability

Every conversation leaves a documented trace for accountability.

Faster Follow‑Up

Helps support and operations teams follow up efficiently with customers.

Quality & Analytics

Enables continuous improvement through quality review, sentiment tracking, and conversation analysis.

Auditing & Compliance

Provides an auditable record of AI-driven conversations to meet regulatory or internal policy needs.

By consolidating all these elements, the Post-Chat Activities page provides a complete overview of each AI-handled conversation, ensuring transparency, traceability, and actionable insights for your team.