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Conversation todos and investigation plans

Atlas Verified help: CH-010

Summary

Conversation todos and investigation plans explains how this part of Atlas Verified works, where it appears in the product, and why a user would open it during daily compliance or trade operations. Use it to understand the purpose of the dashboard Atlas column or Intelligence → Chat History, the records it connects to, and the next workflow a user is likely to need.

Before you begin

Steps

  1. Sign in and open the dashboard Atlas column or Intelligence → Chat History.

  2. Locate the main module for Conversation todos and investigation plans using the sidebar or Intelligence menu.

  3. Scan tabs and sub-panels named in this article; open one record to see typical fields and actions.

  4. Use Get Help (Atlas Agent) if a control is missing from your plan (GS-010).

Expected result

You know where Conversation todos and investigation plans lives in the app, what the feature does, and which tabs or related records matter for your role.

Tips

  • Ask follow-up questions in the same thread to narrow results.

  • Keep the related shipment, supplier, document, or organization open while you work.

Common issues

  • Wrong organization — Switch in the header (AT-008).

  • Persistent errors — See Troubleshooting (TS-012) or category TS articles.

Related articles

  • CH-001

  • CH-002

  • CH-003

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