Audit Trail, verification sessions and compliance evidence
Filter staff and system actions, inspect verification sessions and understand redaction, deduplication and retained account history.
Guides in this workflow
Select the exact setup, Inbox, verification, automation, portal, audit or troubleshooting action you need.
Open the Audit Trail
Review general module actions and verification-session evidence.
Filter audit records by account
Choose All accounts or one permitted account and apply the filter.
Filter audit records by staff member
Choose All staff or one staff member.
Filter by action text
Enter part of an action name to narrow the general audit rows.
Read a general audit row
Review date, account, staff/system actor, action, conversation, IP and redacted context.
Understand the 500-row audit limit
The general audit page returns a bounded recent set rather than an unlimited export.
Review verification sessions
Read started time, session ID, account, conversation, status, matched contact, attempts and events.
Understand the 250-session verification limit
The verification panel returns a bounded recent set.
Review verification event sequences
Follow prompt, reply classification, retry, verification, automation and manual-review events within one session.
Understand staff, system and contact actors
Audit evidence distinguishes authenticated staff actions, connector/system actions and contact-driven workflow events.
Understand audit context redaction
Sensitive key names and long/binary values are removed or shortened before storage/display.
Understand audit context size limits
Context is bounded to protect storage and the interface; individual strings are truncated to a controlled maximum.
Understand audit-event deduplication
Repeated connector or workflow evidence with the same identity is prevented from creating misleading duplicates.
Review account access changes
See before/after View, Reply, Convert and Manage values recorded when the matrix changes.
Review account deletion evidence
Confirm who deleted the account and that retained operational history remains available.
Review portal and customer-history views
Inspect recorded access to verified history and protected media.
Review CRM conversion evidence
Find Task, Ticket or Lead creation identifiers associated with a conversation.
Understand the absence of a built-in audit export
The supplied Audit Trail is an on-screen bounded review; it does not expose a dedicated CSV/PDF export action.