Academy/Get Your Agent Live in 3 Weeks/Week 3: Run It Day to Day
PlaybookWeek 3 of 3

Week 3: Run It Day to Day

Live in your inbox — filter conversations, step in when you want, fix answers the agent actually gave, and read the full history for each customer.

AAssistantLabs Team
Academy
5 min read Updated Jul 2026

Get to know your inbox

Your agent is live and answering on its own now — so day to day, this is where you live: the inbox. Every conversation from every channel lands here — WhatsApp, Instagram, Messenger, email, your website — tagged and sorted by the agent, so you can see what needs you at a glance.

Inbox
All conversations99
Unread40
Assigned to me13
Resolved1
Channels
WhatsApp76
Messenger5
Instagram10
Email1
Website4
LabelsAuto
Paying customer36
Needs rep18
Urgent3
Lead3
Not interested1
Training1
All conversations99
M
Maya R.Jul 19
…nd your website link
Test
D
Daniel K.Jul 19
No problem — we got your…
SupportNeeds repLead
8
N
Noa B.Jul 19
Got the recording —…
Paying customerNeeds rep
4A
R
Ron A.Jul 15
Got it — we can sort…
SupportComplaintPaying customer
A
One inbox for every channel — filtered by the sidebar, tagged by the agent.

The sidebar filters everything: unread, the ones assigned to you, by channel, or by the tags the agent adds on its own — paying customer, lead, needs a rep, urgent. The Auto pill marks the tags the agent applies automatically, so your lists stay organized without anyone sorting by hand.

Step in when you want

The agent runs on its own, but every conversation is yours to take over. Open one and you see exactly what it said — and you can jump in.

Auto-reply offAssignDaniel K.
WhatsApp · 054-123-4567
D
My number got disconnected from your system. It looks like it dropped.
11:41
AI
The number was disconnected because the linked WhatsApp device stopped being used. To reconnect: go to Settings → Channels, remove the old link and re-add the number.
11:42
Edit response
Hi! We're in meetings until ~13:00 — I'll call you right after.
11:42
TagsSupport×Needs rep×Lead×+ Tag
Type a message…
Auto-reply off (orange) — the agent pauses while you handle it. The green button means the agent is answering.

The Auto-reply button at the top says whether the agent is handling this chat. Switch it off — or just send a message yourself — and the agent steps back. It won't reply again until you turn it back on. That's the whole take-over: no separate mode, no handoff dance.

And it's the same edit-response you used in Week 1 — only now from real conversations. Spot an AI answer that's a little off? Hit Edit response under it, correct it, and it becomes a training proposal, exactly like before.

Edit response
Your fix is saved and helps the agent improve future chats
Corrected answerRestore original
Of course — within 14 days of delivery, as long as the item is unworn.
Instructions for the agent(optional)
Always mention the 14-day window when answering about returns.
Instructions teach the agent to phrase more accurate answers next time.
Customer
online
Do you accept returns?
Answer given
I think so, but it's best to check with us.
Corrected answer
Of course — within 14 days of delivery, as long as the item is unworn.
The customer won't get this answer again
CancelSave answer
Training Improvement proposals
Improvement proposals
After each chat the agent flags answers it could have given better and proposes a precise fix. Approve one and your agent gets smarter.
You have 1 proposal waiting for approval
Approving a proposal updates the agent instantly.
Approve all
All1PendingApprovedRejected
ProposalChangesDetectedStatus
Missing rule
Return window not stated
Do you accept returns?
1 changeTodayRejectApprove
The agent keeps learning from every new conversation
Your fix lands in the same Training tab from Week 1 — approve it and it applies everywhere.
Tip: Sent a reply yourself? The agent stays off for that chat until you switch Auto-reply back on — so you can finish the conversation without it jumping back in.

The customer's history

Open the info panel on any conversation and you get the whole history — who the customer is, how many times they've talked to you, and a timeline of everything that happened.

Info panelView details
DDaniel K.054-123-4567
16
Messages
1
Conversations
12.07
Customer since
ActivitiesContact
AWrite a note…
Today
Talked to her — sending a quote tomorrow morning.
You2:32 PM
Status changedResolved
System2:30 PM
Auto-reply turned off
WhatsApp1:05 PM
Label addedlead
CRM12:58 PM
Conversation started
WhatsApp12:41 PM
Every tag, note, and automation on the contact — with where it came from.

Every tag the agent added, every note your team wrote, every automation that fired — each with a source badge (the channel, or CRM) and a time. Add your own notes and the timeline keeps the record, so whoever picks up the conversation next knows the story.

🎉

That's the whole system — you're set.

Your agent answers on its own, you step in when it matters, and every conversation keeps its full history. In three weeks you've gone from a blank assistant to a business that runs itself.

See the full 3-week playbook
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