Mark old AI Agent conversations as "Reviewed" in the "Optimize" reporting section for Fin AI Agent | Community
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Mark old AI Agent conversations as "Reviewed" in the "Optimize" reporting section for Fin AI Agent

Related products:Fin & AI
  • June 20, 2025
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Trevor
Innovator ✨
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It would be great to have a feature in the "Analyze" portion of Fin AI Agent, to mark that I've "Reviewed" a conversation. Or maybe even leave notes for myself and other managers to see outside of the context of the conversation, only in the context of the “Fin Performance” or “Optimize.” Thinking like UI green check marks I can select when I’ve reviewed something, or flag a conversation to revisit and work on later. 


We've been reviewing all of our Fin "sent to teammate" to see how we can get more of those resolutions from Fin. Sometimes the answer is perfect, and the customer just doesn't read... And I'd like to somehow notate that I've "Reviewed" a conversation so I don't review it again in the future