Right now, the Saved Conversation feature pulls the full conversation history from GHL, including automated emails—even if "email" isn't an enabled channel for that lead in the job flow. This can cause confusion when reviewing the saved summary, especially for teams like ours where email is handled entirely by the client, not the bot.

Suggested Improvement:

Only include communication from channels that are actively enabled in the job flow (e.g. SMS, DM, live chat). If the bot isn’t managing emails, email messages shouldn’t be pulled into the saved summary. This would make the saved conversation more accurate and easier to follow.

Why it matters:

Prevents confusion when reading through saved conversations

Keeps the summary relevant to the bot’s actual interactions

Avoids misrepresenting what the bot did vs what a human did

This would help teams better understand how the bot is performing without needing to mentally filter out unrelated channels.

If this would help your workflow too, give it an upvote!