Session History

Browse, search, and analyze past conversation sessions. The Session History view provides comprehensive access to all completed, failed, and cancelled sessions with powerful search and filtering capabilities, bulk export options, and configurable data retention policies.

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Session History page

Browsing

Paginated list with sortable columns and quick preview

Search across messages, metadata, and session attributes

Advanced Filters

Multi-dimensional filtering with saved filter presets

Export Options

Export sessions in CSV, JSON, or PDF with customizable fields

Data Retention

Configurable retention policies with automated archival

Session Detail

Full conversation transcripts with metadata and events

Browsing Session History

The Session History view presents a paginated, sortable table of all past sessions. Each row represents a completed, failed, or cancelled conversation with key attributes displayed for quick scanning. Click any row to open the full session detail view.

Default View

By default, sessions are displayed in reverse chronological order (most recent first) with 50 sessions per page. The table columns include Session ID, Agent, Channel, Status, Start Time, Duration, and Message Count.

Column Customization

Choose which columns to display by clicking the columns button. Drag and drop to reorder columns. Column preferences are persisted per user across sessions.

Sorting

Click any column header to sort ascending or descending. Multi-column sorting is supported by holding Shift while clicking additional column headers.

Quick Preview

Hover over a session row to see a tooltip with the first and last few messages of the conversation, providing context without opening the full detail view.

Pagination Navigation

The history view supports multiple navigation modes to efficiently browse large datasets.

Navigation Modes:

  • Standard Pagination: Page numbers with Previous/Next buttons, configurable page size (25, 50, 100)
  • Infinite Scroll: Continuous loading as you scroll down. Toggle in view preferences.
  • Jump to Date: Navigate directly to sessions from a specific date using the calendar picker.
  • Go to Page: Direct page number input for quick navigation to specific pages.

Session Detail View

Click any session in the history list to open the detail view, which provides a complete record of the conversation with all associated data.

Conversation Transcript

Complete message history with timestamps, sender identification (user/agent/channel), message type, and delivery status. Messages are displayed in chronological order with clear visual separation between user and agent messages.

Session Metadata

Full metadata including session ID, agent configuration at time of conversation, channel details, custom metadata key-value pairs, tags, and organization context. Metadata is displayed in a structured key-value format with support for nested objects.

Event Timeline

Chronological list of all events that occurred during the session: connection events, status changes, errors, interventions, handoffs, and system notifications. Each event includes type, timestamp, and contextual data.

Performance Metrics

Per-session metrics including total duration, average response time, token usage, number of messages exchanged, first response time, and any error counts. Metrics are calculated and displayed at the bottom of the detail view.

Session Detail API

Retrieve full session details programmatically using the GET /sessions/{id}endpoint. The response includes all metadata, messages, and events associated with the session.

The search functionality indexes all session data including messages, metadata, and system events. Search results are displayed in the history table with matching terms highlighted.

Search Capabilities

Message Search

Search across all messages in a session. Supports exact phrase matching with quotes and fuzzy search for approximate matches.

Metadata Search

Search custom metadata key-value pairs. Use dot notation for nested fields.

Session ID Search

Search for specific sessions by full or partial session ID. Partial matches return all sessions with matching prefixes.

Advanced Query Syntax

Combine search terms with boolean operators and field-specific queries.

Search Syntax Reference

SyntaxDescriptionExample
"exact phrase"Exact phrase match"shipping address"
term1 AND term2Both terms must matchrefund AND cancelled
term1 OR term2Either term must matchbug OR error
-termExclude sessions containing term-test -debug
field: valueField-specific searchagent_id: agent_123
term*Wildcard / prefix matchship*

Search API

The search functionality is backed by a dedicated search API endpoint that supports the full query syntax.

Filters

Apply multiple filters simultaneously to narrow down session history. Filters can be combined with search queries for precise results. Active filters are displayed as removable badges above the results table.

Filter Options

Date Range

Filter by session start date. Preset ranges include: Last 24 hours, Last 7 days, Last 30 days, Last 90 days, This Year, and Custom range with date picker.

Agent & Channel

Filter by one or more agents and channels. Multi-select dropdowns with search-as-you-type for large agent lists.

Status & Type

Filter by session status (Completed, Failed, Cancelled) and session type (Chat, Voice, Video). Multiple selections allowed per category.

Performance Filters

Filter sessions by performance metrics: duration range, message count range, response time thresholds, and token usage.

Saved Filter Presets

Save frequently used filter combinations as named presets. Presets are stored per-user and synchronized across devices. Each preset stores all active filter values and the current sort configuration.

Example Presets:

  • Failed Sessions Today: Status = Failed, Date = Today, sort by started_at desc
  • WhatsApp Last Week: Channel = WhatsApp, Date = Last 7 days
  • High Duration: Duration > 10 minutes, Status = Completed
  • Monthly Compliance: All completed sessions for current month

Filter Scope

Filters apply to the current search query and pagination state. When you change filters, pagination resets to page 1. The total count in the pagination footer updates to reflect the filtered result set.

Export Options

Export session data in multiple formats for external analysis, compliance reporting, or data migration. Exports respect all active filters and can be customized to include specific fields and date ranges.

Export Formats

CSV Export

Session metadata in comma-separated format. Includes all visible columns plus optional extended fields. Compatible with Excel, Google Sheets, and data analysis tools. Supports Unicode for international character sets.

JSON Export

Complete session data in JSON format including all messages, metadata, and events. Ideal for programmatic processing, integration with external systems, and data archival. Supports pretty-print and minified output.

PDF Report

Formatted PDF report suitable for printing or sharing. Includes session summary, conversation transcript, and key metrics. Customizable with organization branding and logo.

HTML Export

Self-contained HTML file with styled conversation view. Includes all CSS inline for offline viewing. Supports embedded images and file attachments as base64.

Export Configuration

Before exporting, configure the following options to customize the output.

Export Options:

  • Field Selection: Choose which fields to include in the export
  • Include Messages: Toggle inclusion of full message history
  • Include Metadata: Include custom metadata in the export
  • Date Range: Set the time period for the export
  • File Naming: Custom filename pattern with date/time variables
  • Compression: Optionally compress JSON/CSV exports as gzip

Export via API

Trigger exports programmatically using the export API endpoint. Exports are processed asynchronously and delivered via webhook or download URL.

Large Exports

Exports with more than 10,000 sessions are processed asynchronously and may take several minutes. You will receive a notification when the export is ready for download. Maximum export size is 500 MB per file.

Data Retention

8bit-ai provides configurable data retention policies to help you manage storage costs and comply with data privacy regulations. Retention policies can be set at the organization level with optional overrides per agent.

Retention Periods

TierDefault RetentionConfigurable RangeData Included
Free7 days7 - 30 daysMetadata + Messages
Pro90 days30 - 365 daysMetadata + Messages + Events
EnterpriseUnlimitedCustomFull data including transcripts

Retention Actions

When a session reaches the end of its retention period, the following actions occur based on the configured policy.

Archive

Session data is compressed and moved to cold storage. Archived sessions can be restored on demand but have higher retrieval latency. Metadata (session ID, status, timestamps) remains searchable.

Delete

Session data is permanently deleted from all storage tiers. Deletion is irreversible. A deletion log entry is created for audit purposes. Deletion occurs during the daily maintenance window.

Configuration Example

Configure retention policies via the dashboard settings or the API.

Compliance Considerations

For organizations subject to regulatory compliance (GDPR, HIPAA, FINRA), we recommend setting retention policies that meet your specific requirements. Enterprise plans include custom retention policies with legal hold capabilities.