Keyda Chats, leads and summaries
Chats is where every conversation with your bot lands. This guide covers what you can do with one beyond reading it: see the photos and documents a visitor sent, give the chat a name, turn it into a lead, and have the AI summarise it — one chat at a time or a whole day, with a PDF to forward.
Photos and documents from visitors
A visitor can attach files to a message with the paperclip in the chat. A photo is described by the AI the moment it arrives — what it shows, any visible text, and codes, order numbers or amounts — and a document is read as text. The bot answers from that description using your knowledge, exactly as it would from a typed question.
When your knowledge does not cover what the visitor needs, the bot says so and tells them it has passed the file on. In Chats you see the file itself and a one-line note of what the AI understood, so a person can pick it up.
Photos (JPG, PNG, WebP or GIF) can be up to 5 MB each and documents (PDF, Word, plain text, CSV or Markdown) up to 10 MB; three files a message, ten a conversation, and 300 a day for the whole bot. The full table is in Limits and security.
Files are stored with the conversation and deleted with it — when the conversation expires on your retention window, or when you delete the business. They never count against your monthly answers.
To turn this off, switch off Install → Let visitors send photos and files. The paperclip disappears from the widget and uploads are refused.
Naming a chat
Open a chat and tap the pencil beside its title to give it a name; until then it is listed as Website visitor. A name also arrives on its own when a visitor gives one — in a welcome flow, or when they leave their details to talk to a person.
Marking a lead
A lead is a chat with a status — there is nothing separate to create. Open the chat and choose a status; a contact field and a note appear, and the chat is listed under Leads.
- New — worth following up, and nobody has yet.
- Contacted — you have called, messaged or replied.
- Qualified — they want what you sell and can buy it.
- Won — they bought or booked.
- Lost — they did not, or went quiet.
A chat also becomes a lead on its own in two cases: a welcome flow set to mark the chat when it finishes, and a visitor who leaves a phone number or email to talk to a person. The source is recorded on the lead, so you can tell the three apart.
Leads lists every chat with a status — name, contact, what they were interested in, the page they wrote from and when — and filters by status. Waiting on you is the shorter list of visitors who asked for a person and are still waiting; answer there and your reply appears in their own chat.
Export CSV on the Leads screen downloads the list you are looking at: name, contact, status, source, note, interest, page, first seen, last message and a link to the chat.
Summarising one chat
Summarise on any chat with at least two messages writes a short, factual report: a title, the visitor's intent and the outcome, sentiment, key facts, what the bot did, action items for you and for training, lead details, the questions that went unanswered, and a follow-up message ready to send — with a WhatsApp link when the contact is a phone number.
It is written in your bot's language, sticks to what the transcript says, and never copies card numbers, one-time codes or ID numbers into the report.
A summary is kept once written. New messages mark it stale; the old one stays readable and Refresh writes a new one.
Today's summary
Today's summary at the top of Chats digests a whole day: conversations, messages the bot answered and could not, hand-overs to a person, files, new leads and the busiest hour — then the top topics with an example each, the themes it kept failing on with a suggested fix, the leads worth chasing, action items and suggestions for training the bot.
Pick any date; the day runs midnight to midnight in your browser's time zone. The counts are always live. The written part is kept and marked stale when the counts move, and Regenerate refreshes it.
Download PDF on either summary gives you a real document with the same content, laid out for printing or forwarding. Every language your bot can speak prints correctly except Japanese, Korean and Chinese, whose characters do not render in the file — the summary on screen is unaffected.
Summaries have their own allowance of 40 a day per bot, separate from your answers. Reading an existing summary or downloading its PDF is free; only writing a new one counts.