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Sync limiter

Sync limiter lets you try out Quality Assurance with controlled conversation volumes. Test the platform without syncing your entire conversation history — sync a subset to learn the platform, build scorecards, and evaluate features.

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Trial/test accounts only. Use sync limiter to evaluate QA with controlled data volumes.

Why sync limiter matters​

When trying out QA:

  • Don't want 10k conversations on day 1 — start small, learn the platform
  • Want to test specific channels — sync only support team conversations first
  • Need to control costs — limit volume to your evaluation budget
  • Want quality over quantity — focus on understanding the tool

Sync limiter lets you do all this.

Sync modes​

Choose one mode that fits your evaluation:

Conversation count mode​

Cap total conversations synced per day (1–100), newest first.

Good for: Testing with a fixed daily volume.

How it works:

  • Set daily limit (e.g., "50 conversations per day")
  • System syncs the newest conversations first
  • Limit applies to all agents in account
  • Counter resets every 24 hours (UTC)
  • Once limit is reached, older conversations are not synced

Example: Set limit to 30/day, evaluate a small set each morning, build rubrics gradually.

Agent sync mode​

Manually select which agents' conversations to sync. All conversations from selected agents are synced; others skipped.

Good for: Testing with specific teams or departments.

How it works:

  • Click agents to include or exclude from sync
  • Sync is unlimited per selected agent
  • Useful for department-focused trials (e.g., "just the support team")
  • Add/remove agents anytime to shift focus

Example: Enable only 3 support agents, evaluate their conversations in detail, then add more agents later.

Switching modes​

  1. Go to Settings → Sync Limiter tab
  2. Choose a mode:
    • Conversation count — set daily limit (1–100)
    • Agent sync — select agents from list
  3. Save

Changes take effect immediately for new conversations.

Sync limiter configuration

How it works​

Daily reset (conversation count mode)​

The 24-hour sync window resets at midnight UTC. If your limit is 50/day:

  • Day 1: 50 newest conversations sync by 23:59 UTC
  • Day 2 (00:00 UTC): counter resets, next 50 sync
  • Older conversations: never synced if Day 1 limit was reached

Agent selection (agent sync mode)​

  • Selected agents: all conversations synced, unlimited volume
  • Unselected agents: no conversations synced
  • Switching agents: takes effect for new conversations only

Monitoring what synced​

  • Go to Settings → Details to check sync status and connection health
  • Open Conversations tab to see what was synced (filter by date to see recent sync)
  • Check Dashboard to count synced conversations in your evaluation period

Tips for trial evaluation​

Week 1: Use conversation count mode, set to 20/day. Learn the UI, build first categories & scorecard.

Week 2: Increase to 40/day. Start reviewing & scoring. Calibrate with examples.

Week 3: Switch to agent sync mode. Enable 2-3 more agents. Run coaching workflows.

Week 4: Test scheduled reports, dashboards, team uploads. Ready to decide on production tier.