backend/alembic/versions/048_add_chat_conclusion_fields.py

@@ -0,0 +1,36 @@
+"""Add conclusion fields to assistant_chats.
+
+Revision ID: 048
+Revises: 047
+Create Date: 2026-03-05
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+revision: str = "048"
+down_revision: str = "047"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "assistant_chats",
+        sa.Column("conclusion_outcome", sa.String(20), nullable=True),
+    )
+    op.add_column(
+        "assistant_chats",
+        sa.Column("conclusion_summary", sa.String, nullable=True),
+    )
+    op.add_column(
+        "assistant_chats",
+        sa.Column("concluded_at", sa.DateTime(timezone=True), nullable=True),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("assistant_chats", "concluded_at")
+    op.drop_column("assistant_chats", "conclusion_summary")
+    op.drop_column("assistant_chats", "conclusion_outcome")

backend/alembic/versions/049_add_survey_response_management_fields.py

@@ -0,0 +1,31 @@
+"""Add is_read and archived_at to survey_responses.
+
+Revision ID: 049
+Revises: 048
+Create Date: 2026-03-05
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+revision: str = "049"
+down_revision: str = "048"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "survey_responses",
+        sa.Column("is_read", sa.Boolean(), nullable=False, server_default="false"),
+    )
+    op.add_column(
+        "survey_responses",
+        sa.Column("archived_at", sa.DateTime(timezone=True), nullable=True),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("survey_responses", "archived_at")
+    op.drop_column("survey_responses", "is_read")

backend/app/api/endpoints/admin_survey.py

@@ -4,10 +4,11 @@ import io
 import logging
 from datetime import datetime, timedelta, timezone
 from typing import Annotated, Any
+from uuid import UUID
 
-from fastapi import APIRouter, Depends
+from fastapi import APIRouter, Body, Depends, HTTPException, status
 from fastapi.responses import StreamingResponse
-from sqlalchemy import select
+from sqlalchemy import select, update, delete
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.api.deps import require_admin
@@ -96,6 +97,7 @@ async def list_survey_invites(
 async def list_survey_responses(
     db: Annotated[AsyncSession, Depends(get_db)],
     current_user: Annotated[User, Depends(require_admin)],
+    include_archived: bool = False,
 ):
     """List all survey responses with summary stats."""
     stmt = (
@@ -103,11 +105,15 @@ async def list_survey_responses(
         .outerjoin(SurveyInvite, SurveyResponse.invite_id == SurveyInvite.id)
         .order_by(SurveyResponse.created_at.desc())
     )
+    if not include_archived:
+        stmt = stmt.where(SurveyResponse.archived_at.is_(None))
+
     result = await db.execute(stmt)
     rows = result.all()
 
     one_week_ago = datetime.now(timezone.utc) - timedelta(days=7)
     this_week = 0
+    unread = 0
     responses: list[SurveyResponseDetail] = []
 
     for survey_resp, invite_name in rows:
@@ -119,19 +125,168 @@ async def list_survey_responses(
                 responses=survey_resp.responses,
                 source=source,
                 invite_name=invite_name,
+                is_read=survey_resp.is_read,
+                archived_at=survey_resp.archived_at,
                 created_at=survey_resp.created_at,
             )
         )
         if survey_resp.created_at >= one_week_ago:
             this_week += 1
+        if not survey_resp.is_read:
+            unread += 1
 
     return SurveyResponseListResponse(
         responses=responses,
         total=len(responses),
         this_week=this_week,
+        unread=unread,
     )
 
 
+@router.put("/survey-responses/{response_id}/read", status_code=200)
+async def mark_response_read(
+    response_id: UUID,
+    db: Annotated[AsyncSession, Depends(get_db)],
+    current_user: Annotated[User, Depends(require_admin)],
+):
+    """Mark a survey response as read."""
+    result = await db.execute(
+        select(SurveyResponse).where(SurveyResponse.id == response_id)
+    )
+    resp = result.scalar_one_or_none()
+    if not resp:
+        raise HTTPException(status_code=404, detail="Response not found")
+
+    resp.is_read = True
+    await db.commit()
+    return {"id": str(resp.id), "is_read": True}
+
+
+@router.put("/survey-responses/{response_id}/unread", status_code=200)
+async def mark_response_unread(
+    response_id: UUID,
+    db: Annotated[AsyncSession, Depends(get_db)],
+    current_user: Annotated[User, Depends(require_admin)],
+):
+    """Mark a survey response as unread."""
+    result = await db.execute(
+        select(SurveyResponse).where(SurveyResponse.id == response_id)
+    )
+    resp = result.scalar_one_or_none()
+    if not resp:
+        raise HTTPException(status_code=404, detail="Response not found")
+
+    resp.is_read = False
+    await db.commit()
+    return {"id": str(resp.id), "is_read": False}
+
+
+@router.put("/survey-responses/{response_id}/archive", status_code=200)
+async def archive_response(
+    response_id: UUID,
+    db: Annotated[AsyncSession, Depends(get_db)],
+    current_user: Annotated[User, Depends(require_admin)],
+):
+    """Archive a survey response."""
+    result = await db.execute(
+        select(SurveyResponse).where(SurveyResponse.id == response_id)
+    )
+    resp = result.scalar_one_or_none()
+    if not resp:
+        raise HTTPException(status_code=404, detail="Response not found")
+
+    resp.archived_at = datetime.now(timezone.utc)
+    await db.commit()
+    return {"id": str(resp.id), "archived_at": resp.archived_at.isoformat()}
+
+
+@router.put("/survey-responses/{response_id}/unarchive", status_code=200)
+async def unarchive_response(
+    response_id: UUID,
+    db: Annotated[AsyncSession, Depends(get_db)],
+    current_user: Annotated[User, Depends(require_admin)],
+):
+    """Unarchive a survey response."""
+    result = await db.execute(
+        select(SurveyResponse).where(SurveyResponse.id == response_id)
+    )
+    resp = result.scalar_one_or_none()
+    if not resp:
+        raise HTTPException(status_code=404, detail="Response not found")
+
+    resp.archived_at = None
+    await db.commit()
+    return {"id": str(resp.id), "archived_at": None}
+
+
+@router.delete("/survey-responses/{response_id}", status_code=204)
+async def delete_response(
+    response_id: UUID,
+    db: Annotated[AsyncSession, Depends(get_db)],
+    current_user: Annotated[User, Depends(require_admin)],
+):
+    """Permanently delete a survey response."""
+    result = await db.execute(
+        select(SurveyResponse).where(SurveyResponse.id == response_id)
+    )
+    resp = result.scalar_one_or_none()
+    if not resp:
+        raise HTTPException(status_code=404, detail="Response not found")
+
+    await db.delete(resp)
+    await db.commit()
+
+
+@router.post("/survey-responses/bulk", status_code=200)
+async def bulk_action_responses(
+    db: Annotated[AsyncSession, Depends(get_db)],
+    current_user: Annotated[User, Depends(require_admin)],
+    action: str = Body(...),
+    ids: list[str] = Body(...),
+):
+    """Bulk action on survey responses. Actions: mark_read, mark_unread, archive, delete."""
+    from uuid import UUID as _UUID
+
+    uuids = []
+    for id_str in ids:
+        try:
+            uuids.append(_UUID(id_str))
+        except ValueError:
+            continue
+
+    if not uuids:
+        raise HTTPException(status_code=400, detail="No valid IDs provided")
+
+    if action == "mark_read":
+        await db.execute(
+            update(SurveyResponse)
+            .where(SurveyResponse.id.in_(uuids))
+            .values(is_read=True)
+        )
+    elif action == "mark_unread":
+        await db.execute(
+            update(SurveyResponse)
+            .where(SurveyResponse.id.in_(uuids))
+            .values(is_read=False)
+        )
+    elif action == "archive":
+        await db.execute(
+            update(SurveyResponse)
+            .where(SurveyResponse.id.in_(uuids))
+            .values(archived_at=datetime.now(timezone.utc))
+        )
+    elif action == "delete":
+        await db.execute(
+            delete(SurveyResponse)
+            .where(SurveyResponse.id.in_(uuids))
+        )
+    else:
+        raise HTTPException(status_code=400, detail=f"Unknown action: {action}")
+
+    await db.commit()
+    return {"action": action, "count": len(uuids)}
+
+
 # Question IDs in survey order, used for CSV export columns.
 QUESTION_IDS = [
     "prereqs",

backend/app/api/endpoints/assistant_chat.py

@@ -35,6 +35,8 @@ from app.schemas.assistant_chat import (
     ChatUpdateRequest,
     RetentionSettingsResponse,
     RetentionSettingsUpdate,
+    ConcludeChatRequest,
+    ConcludeChatResponse,
 )
 from app.schemas.copilot import SuggestedFlow
 from app.services import assistant_chat_service
@@ -203,6 +205,67 @@ async def post_message(
     )
 
 
+@router.post("/chats/{chat_id}/conclude", response_model=ConcludeChatResponse)
+@limiter.limit("10/minute")
+async def conclude_chat(
+    request: Request,
+    chat_id: UUID,
+    data: ConcludeChatRequest,
+    current_user: Annotated[User, Depends(get_current_active_user)],
+    db: Annotated[AsyncSession, Depends(get_db)],
+    _: None = Depends(require_engineer_or_admin),
+):
+    """Conclude a chat session and generate ticket-ready summary."""
+    _require_ai_enabled()
+
+    result = await db.execute(
+        select(AssistantChat).where(
+            AssistantChat.id == chat_id,
+            AssistantChat.user_id == current_user.id,
+        )
+    )
+    chat = result.scalar_one_or_none()
+    if not chat:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Chat not found")
+
+    if chat.concluded_at:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail="Chat already concluded",
+        )
+
+    if chat.message_count < 2:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail="Chat must have at least one exchange before concluding",
+        )
+
+    try:
+        summary = await assistant_chat_service.generate_conclusion_summary(
+            chat=chat,
+            outcome=data.outcome,
+            notes=data.notes,
+        )
+    except Exception as e:
+        logger.exception("Failed to generate conclusion summary: %s", e)
+        raise HTTPException(
+            status_code=status.HTTP_502_BAD_GATEWAY,
+            detail="Failed to generate summary. Please try again.",
+        )
+
+    now = datetime.now(timezone.utc)
+    chat.conclusion_outcome = data.outcome
+    chat.conclusion_summary = summary
+    chat.concluded_at = now
+    await db.commit()
+
+    return ConcludeChatResponse(
+        summary=summary,
+        outcome=data.outcome,
+        concluded_at=now,
+    )
+
+
 @router.patch("/chats/{chat_id}", response_model=ChatDetailResponse)
 async def update_chat(
     chat_id: UUID,

backend/app/api/endpoints/survey.py

@@ -14,7 +14,7 @@ from app.core.email import EmailService
 from app.core.rate_limit import limiter
 from app.models.survey_invite import SurveyInvite
 from app.models.survey_response import SurveyResponse
-from app.schemas.survey import SurveyInviteStatus, SurveySubmission, SurveySubmissionResponse
+from app.schemas.survey import SurveyEmailCopyRequest, SurveyInviteStatus, SurveySubmission, SurveySubmissionResponse
 
 logger = logging.getLogger(__name__)
 
@@ -88,3 +88,79 @@ async def submit_survey(
     await db.commit()
 
     return SurveySubmissionResponse(id=str(response.id))
+
+
+# Question metadata for formatting email copy
+_QUESTION_LABELS = {
+    "prereqs": "Q1. Before you start troubleshooting, what info do you need?",
+    "verify_fix": "Q2. After you apply a fix, how do you verify it actually worked?",
+    "steps_at_a_time": "Q3. How many steps do you prefer to see at once?",
+    "first_step": "Q4. \"Internet is down.\" What's your FIRST move?",
+    "junior_mistake": "Q5. Most common mistake junior engineers make?",
+    "pivot": "Q6. When do you stop pursuing one theory and pivot?",
+    "scenario_approach": "Q7. First 3 diagnostic steps for this ticket.",
+    "scenario_deeper": "Q8. Server pings fine, you can RDP in. What next?",
+    "doc_pct": "Q9. Percentage of steps you actually document?",
+    "go_to_commands": "Q10. Top 3 go-to PowerShell commands?",
+    "secret_weapon": "Q11. Secret weapon command/tool/technique?",
+    "gotcha": "Q12. Issue where the obvious diagnosis was WRONG?",
+    "hard_rules": "Q13. Which rules do you follow?",
+    "prioritization": "Q14. Rank factors by diagnostic priority.",
+    "detail_level": "Q15. How specific should AI suggestions be?",
+    "ai_personality": "Q16. What makes an AI feel like a useful colleague?",
+}
+
+_QUESTION_ORDER = [
+    "prereqs", "verify_fix", "steps_at_a_time", "first_step", "junior_mistake",
+    "pivot", "scenario_approach", "scenario_deeper", "doc_pct", "go_to_commands",
+    "secret_weapon", "gotcha", "hard_rules", "prioritization", "detail_level", "ai_personality",
+]
+
+
+@router.post("/survey/email-copy")
+@limiter.limit("5/hour")
+async def email_survey_copy(
+    request: Request,
+    data: SurveyEmailCopyRequest,
+    db: Annotated[AsyncSession, Depends(get_db)],
+):
+    """Email a copy of survey responses to the respondent."""
+    from uuid import UUID as _UUID
+
+    try:
+        resp_id = _UUID(data.response_id)
+    except ValueError:
+        raise HTTPException(status_code=400, detail="Invalid response ID")
+
+    result = await db.execute(
+        select(SurveyResponse).where(SurveyResponse.id == resp_id)
+    )
+    response = result.scalar_one_or_none()
+    if not response:
+        raise HTTPException(status_code=404, detail="Response not found")
+
+    # Build formatted responses for the email
+    answers = response.responses or {}
+    formatted_lines = []
+    for qid in _QUESTION_ORDER:
+        label = _QUESTION_LABELS.get(qid, qid)
+        val = answers.get(qid)
+        if isinstance(val, list):
+            answer_str = ", ".join(str(v) for v in val)
+        elif val is not None:
+            answer_str = str(val)
+        else:
+            answer_str = "(no answer)"
+        formatted_lines.append(f"{label}\n{answer_str}")
+
+    try:
+        await EmailService.send_survey_copy_email(
+            to_email=data.email,
+            respondent_name=response.respondent_name,
+            formatted_responses="\n\n".join(formatted_lines),
+        )
+    except Exception:
+        logger.exception("Failed to send survey copy email to %s", data.email)
+        raise HTTPException(status_code=502, detail="Failed to send email. Please try again.")
+
+    return {"message": "Email sent"}

backend/app/core/config.py

@@ -84,6 +84,9 @@ class Settings(BaseSettings):
     AI_MODEL_GEMINI: str = "gemini-2.5-flash"
     AI_MODEL_ANTHROPIC: str = "claude-haiku-4-5-20251001"
 
+    # MCP (Model Context Protocol) integrations
+    ENABLE_MCP_MICROSOFT_LEARN: bool = True
+
     # Embedding / RAG
     VOYAGE_API_KEY: Optional[str] = None
     EMBEDDING_MODEL: str = "voyage-3.5"

backend/app/core/email.py

@@ -354,6 +354,70 @@ class EmailService:
             logger.exception("Failed to send survey notification email")
             return False
 
+    @staticmethod
+    async def send_survey_copy_email(
+        to_email: str,
+        respondent_name: str | None,
+        formatted_responses: str,
+    ) -> bool:
+        """Send a copy of survey responses to the respondent."""
+        if not settings.email_enabled:
+            logger.warning("Email not sent — RESEND_API_KEY not configured")
+            return False
+
+        try:
+            import resend
+            import html as html_mod
+
+            resend.api_key = settings.RESEND_API_KEY
+
+            safe_name = html_mod.escape(respondent_name or "there")
+            safe_responses = html_mod.escape(formatted_responses).replace("\n", "<br>")
+            subject = "Your FlowPilot Survey Responses"
+
+            email_html = f"""<!DOCTYPE html>
+<html><head><meta charset="utf-8"><meta name="viewport" content="width=device-width"></head>
+<body style="margin:0;padding:0;background:#101114;font-family:'Inter',Helvetica,Arial,sans-serif;">
+<table width="100%" cellpadding="0" cellspacing="0" style="background:#101114;padding:40px 0;">
+<tr><td align="center">
+<table width="560" cellpadding="0" cellspacing="0" style="background:#14161a;border:1px solid rgba(255,255,255,0.06);border-radius:16px;">
+  <tr><td style="padding:40px 40px 24px;text-align:center;">
+    <h1 style="margin:0;color:#f8fafc;font-size:24px;font-weight:600;">Resolution<span style="color:#06b6d4;">Flow</span></h1>
+    <p style="margin:8px 0 0;color:#5a6170;font-size:14px;">Your Survey Responses</p>
+  </td></tr>
+  <tr><td style="padding:0 40px 24px;">
+    <p style="margin:0;color:#8891a0;font-size:16px;line-height:1.6;">
+      Hi {safe_name}, here's a copy of your FlowPilot survey responses for your records.
+    </p>
+  </td></tr>
+  <tr><td style="padding:0 40px 32px;">
+    <div style="background:rgba(0,0,0,0.3);border:1px solid rgba(255,255,255,0.06);border-radius:12px;padding:24px;">
+      <p style="margin:0;color:#e0e0e0;font-size:13px;line-height:1.8;">{safe_responses}</p>
+    </div>
+  </td></tr>
+  <tr><td style="padding:0 40px 32px;">
+    <p style="margin:0;color:#5a6170;font-size:12px;text-align:center;">
+      Thank you for your contribution to FlowPilot research.
+    </p>
+  </td></tr>
+</table>
+</td></tr>
+</table>
+</body></html>"""
+
+            resend.Emails.send({
+                "from": settings.FROM_EMAIL,
+                "to": [to_email],
+                "subject": subject,
+                "html": email_html,
+            })
+            logger.info("Survey copy email sent to %s", to_email)
+            return True
+
+        except Exception:
+            logger.exception("Failed to send survey copy email to %s", to_email)
+            return False
+
     @staticmethod
     async def send_survey_invite_email(
         to_email: str,

backend/app/models/assistant_chat.py

@@ -49,6 +49,15 @@ class AssistantChat(Base):
     pinned: Mapped[bool] = mapped_column(
         Boolean, nullable=False, default=False
     )
+    conclusion_outcome: Mapped[Optional[str]] = mapped_column(
+        String(20), nullable=True
+    )
+    conclusion_summary: Mapped[Optional[str]] = mapped_column(
+        String, nullable=True
+    )
+    concluded_at: Mapped[Optional[datetime]] = mapped_column(
+        DateTime(timezone=True), nullable=True
+    )
     created_at: Mapped[datetime] = mapped_column(
         DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
     )

backend/app/models/survey_response.py

@@ -2,7 +2,7 @@
 import uuid
 from datetime import datetime, timezone
 
-from sqlalchemy import Column, DateTime, ForeignKey, String, Text
+from sqlalchemy import Boolean, Column, DateTime, ForeignKey, String, Text
 from sqlalchemy.dialects.postgresql import JSONB, UUID
 
 from app.core.database import Base
@@ -17,4 +17,6 @@ class SurveyResponse(Base):
     ip_address = Column(String(45), nullable=True)
     user_agent = Column(Text, nullable=True)
     invite_id = Column(UUID(as_uuid=True), ForeignKey("survey_invites.id"), nullable=True)
+    is_read = Column(Boolean, nullable=False, default=False)
+    archived_at = Column(DateTime(timezone=True), nullable=True)
     created_at = Column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)

backend/app/schemas/assistant_chat.py

@@ -1,5 +1,5 @@
 """Pydantic schemas for standalone AI assistant chat."""
-from typing import Optional, Any
+from typing import Optional, Any, Literal
 from uuid import UUID
 from datetime import datetime
 from pydantic import BaseModel, Field
@@ -57,3 +57,14 @@ class RetentionSettingsResponse(BaseModel):
 class RetentionSettingsUpdate(BaseModel):
     chat_retention_days: Optional[int] = Field(None, ge=1, le=365)
     chat_retention_max_count: Optional[int] = Field(None, ge=10, le=10000)
+
+
+class ConcludeChatRequest(BaseModel):
+    outcome: Literal["resolved", "escalated", "paused"]
+    notes: Optional[str] = Field(None, max_length=2000)
+
+
+class ConcludeChatResponse(BaseModel):
+    summary: str
+    outcome: str
+    concluded_at: datetime

backend/app/schemas/survey.py

@@ -46,6 +46,12 @@ class SurveyInviteStatus(BaseModel):
     status: str
 
 
+class SurveyEmailCopyRequest(BaseModel):
+    """Request to email a copy of responses to the respondent."""
+    email: str = Field(..., max_length=255)
+    response_id: str
+
+
 class SurveyResponseDetail(BaseModel):
     """Full survey response returned to admin."""
     id: str
@@ -53,6 +59,8 @@ class SurveyResponseDetail(BaseModel):
     responses: dict[str, Any]
     source: str
     invite_name: Optional[str]
+    is_read: bool = False
+    archived_at: Optional[datetime] = None
     created_at: datetime
 
 
@@ -61,3 +69,4 @@ class SurveyResponseListResponse(BaseModel):
     responses: list[SurveyResponseDetail]
     total: int
     this_week: int
+    unread: int

backend/app/services/assistant_chat_service.py

@@ -2,37 +2,224 @@
 
 Provides persistent conversation history for general IT questions
 with semantic search over the team's flow library.
+
+Uses Anthropic prompt caching to reduce cost on multi-turn conversations:
+- The static system prompt is cached (ephemeral, 5-min TTL)
+- The conversation history prefix is cached via a breakpoint on the
+  last existing message before the new user input
+
+Optionally connects to Microsoft Learn via Anthropic's MCP connector
+for real-time documentation lookups (controlled by ENABLE_MCP_MICROSOFT_LEARN).
 """
 import logging
-from typing import Optional, Any
+from typing import Any
 from uuid import UUID
 
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.ai_provider import get_ai_provider
+from app.core.config import settings
 from app.models.assistant_chat import AssistantChat
 from app.services.rag_service import search as rag_search, build_rag_context, extract_suggested_flows
 
 logger = logging.getLogger(__name__)
 
-ASSISTANT_SYSTEM_PROMPT = """You are a Senior Systems and Network Engineer with 15+ years of experience working in Managed Service Provider (MSP) environments. You specialize in:
-- Windows Server, Active Directory, Group Policy, and Hybrid Identity (Entra ID)
-- Networking (TCP/IP, DNS, DHCP, VPN, firewall troubleshooting, Cisco/Fortinet)
-- Virtualization (VMware, Hyper-V) and cloud platforms (Azure, AWS, M365)
-- Endpoint management, RMM tools, and PSA platforms (ConnectWise, Datto, Kaseya)
-- PowerShell scripting and automation
+ASSISTANT_SYSTEM_PROMPT = """\
+You are ResolutionFlow Assistant — an expert IT systems engineer embedded in a \
+troubleshooting platform built for Managed Service Provider (MSP) teams.
 
-When answering:
-- Be direct and actionable — MSP engineers need fast, practical answers
-- Include specific commands, paths, and config values when relevant
-- Mention potential risks or gotchas before suggesting changes
-- If a relevant troubleshooting flow exists in the team's library, reference it
-- Keep responses concise but thorough — prefer bullet points and code blocks
-- Format code with proper markdown code blocks
+## Your Role
+You are a senior peer helping fellow MSP engineers solve problems fast. You have \
+deep expertise across the MSP technology stack:
+- Windows Server, Active Directory, Group Policy, Hybrid Identity (Entra ID / Azure AD)
+- Networking: TCP/IP, DNS, DHCP, VPN, firewalls (Cisco, Fortinet, Meraki, SonicWall)
+- Virtualization: VMware vSphere, Hyper-V, Proxmox
+- Cloud platforms: Microsoft 365, Azure, AWS
+- Endpoint management, RMM tools, and PSA platforms (ConnectWise, Datto, Kaseya, NinjaRMM)
+- PowerShell scripting and automation
+- Security: MFA, Conditional Access, EDR, backup/DR
+
+## How to Answer
+- **Be direct and actionable.** Engineers are mid-ticket — give them the answer, \
+not a lecture. Lead with the fix, then explain why.
+- **Include specifics.** Exact commands, registry paths, config values, port numbers. \
+Vague advice wastes time.
+- **Warn before you wreck.** If a step could cause downtime, data loss, or a lockout, \
+say so upfront — before the command.
+- **Use structured formatting.** Bullet points for steps, code blocks for commands, \
+bold for key terms. Engineers scan, they don't read essays.
+- **Say when you're unsure.** If you don't know the exact answer, say so. Suggest \
+where to verify (vendor docs, a specific KB article) rather than guessing.
+
+## Using the Team's Flow Library
+Your team has built troubleshooting flows in ResolutionFlow. When relevant flows \
+appear in the context below, reference them by name so the engineer can launch them \
+directly. Prefer the team's proven flows over ad-hoc instructions when they exist.
+
+## Using Microsoft Learn Documentation
+You have access to Microsoft's official documentation via Microsoft Learn. Use it when:
+- The question involves exact cmdlet syntax, API parameters, or configuration steps
+- You need to verify current Microsoft/Azure behavior or requirements
+- No team flow covers the topic and vendor-specific detail would help
+Do NOT use Microsoft Learn for every question — only when official docs add real value.
+
+## Boundaries
+- Stay focused on IT infrastructure, systems administration, and MSP operations.
+- If a question is clearly outside your domain, say so briefly and redirect.
+- Never fabricate error codes, KB article numbers, or CLI flags. If unsure, say so.
 """
 
 
+async def _call_ai(
+    system_base: str,
+    rag_context: str,
+    history: list[dict[str, Any]],
+    new_message: str,
+    max_tokens: int = 4096,
+) -> tuple[str, int, int]:
+    """Call the AI with prompt caching when using Anthropic.
+
+    Caching strategy:
+    - System prompt base: cached (stable across all turns)
+    - RAG context: NOT cached (changes per query)
+    - Conversation history prefix: cached via breakpoint on last
+      existing message (stable — only new user message is uncached)
+    """
+    if settings.AI_PROVIDER == "anthropic" and settings.ANTHROPIC_API_KEY:
+        return await _call_anthropic_cached(
+            system_base, rag_context, history, new_message, max_tokens
+        )
+
+    # Fallback: generic provider (Gemini, etc.)
+    from app.core.ai_provider import get_ai_provider
+
+    system_prompt = system_base + rag_context
+    messages = history + [{"role": "user", "content": new_message}]
+    provider = get_ai_provider()
+    return await provider.generate_text(
+        system_prompt=system_prompt,
+        messages=messages,
+        max_tokens=max_tokens,
+    )
+
+
+async def _call_anthropic_cached(
+    system_base: str,
+    rag_context: str,
+    history: list[dict[str, Any]],
+    new_message: str,
+    max_tokens: int,
+) -> tuple[str, int, int]:
+    """Call Anthropic with prompt caching on system prompt and history.
+
+    Uses structured system blocks so the static base prompt is cached
+    independently from the per-query RAG context. Optionally connects
+    to Microsoft Learn via MCP for real-time documentation lookups.
+    """
+    import anthropic
+
+    client = anthropic.AsyncAnthropic(
+        api_key=settings.ANTHROPIC_API_KEY,
+        timeout=settings.AI_REQUEST_TIMEOUT_SECONDS,
+    )
+
+    # System prompt as structured blocks:
+    # Block 1: static base prompt (cached)
+    # Block 2: RAG context (changes per query, not cached)
+    system_blocks: list[dict[str, Any]] = [
+        {
+            "type": "text",
+            "text": system_base,
+            "cache_control": {"type": "ephemeral"},
+        },
+    ]
+    if rag_context:
+        system_blocks.append({"type": "text", "text": rag_context})
+
+    # Build messages with cache breakpoint on conversation history
+    messages: list[dict[str, Any]] = []
+    for msg in history:
+        messages.append({"role": msg["role"], "content": msg["content"]})
+
+    # Place cache breakpoint on the last history message so the entire
+    # conversation prefix is cached across turns
+    if messages:
+        last = messages[-1]
+        messages[-1] = {
+            "role": last["role"],
+            "content": [
+                {
+                    "type": "text",
+                    "text": last["content"],
+                    "cache_control": {"type": "ephemeral"},
+                }
+            ],
+        }
+
+    # Add the new user message (uncached — it's new each turn)
+    messages.append({"role": "user", "content": new_message})
+
+    # MCP server config (optional — controlled by settings)
+    mcp_servers = anthropic.NOT_GIVEN
+    tools = anthropic.NOT_GIVEN
+
+    if settings.ENABLE_MCP_MICROSOFT_LEARN:
+        mcp_servers = [
+            {
+                "type": "url",
+                "url": "https://learn.microsoft.com/api/mcp",
+                "name": "microsoft-learn",
+            }
+        ]
+        tools = [
+            {
+                "type": "mcp_toolset",
+                "mcp_server_name": "microsoft-learn",
+            }
+        ]
+
+    response = await client.beta.messages.create(
+        model=settings.AI_MODEL_ANTHROPIC,
+        max_tokens=max_tokens,
+        system=system_blocks,
+        messages=messages,
+        mcp_servers=mcp_servers,
+        tools=tools,
+        betas=["mcp-client-2025-11-20"],
+    )
+
+    # Extract text from response — MCP responses can have multiple block
+    # types (text, mcp_tool_use, mcp_tool_result). We join all text blocks.
+    text_parts = []
+    mcp_tools_used = []
+    for block in response.content:
+        if hasattr(block, "text"):
+            text_parts.append(block.text)
+        if getattr(block, "type", None) == "mcp_tool_use":
+            mcp_tools_used.append(getattr(block, "name", "unknown"))
+
+    text = "\n".join(text_parts) if text_parts else ""
+
+    usage = response.usage
+    input_tokens = usage.input_tokens
+    output_tokens = usage.output_tokens
+
+    # Log MCP tool usage
+    if mcp_tools_used:
+        logger.info("MCP tools used: %s", ", ".join(mcp_tools_used))
+
+    # Log cache performance
+    cache_read = getattr(usage, "cache_read_input_tokens", 0) or 0
+    cache_creation = getattr(usage, "cache_creation_input_tokens", 0) or 0
+    if cache_read or cache_creation:
+        logger.info(
+            "Anthropic cache: read=%d creation=%d input=%d output=%d",
+            cache_read, cache_creation, input_tokens, output_tokens,
+        )
+
+    return text, input_tokens, output_tokens
+
+
 def _auto_title(message: str) -> str:
     """Generate a short title from the first user message."""
     title = message.strip()[:100]
@@ -41,6 +228,117 @@ def _auto_title(message: str) -> str:
     return title
 
 
+CONCLUSION_SYSTEM_PROMPT = """\
+You are a ticket documentation specialist for MSP (Managed Service Provider) teams. \
+Your job is to transform an AI troubleshooting conversation into clean, professional \
+ticket notes that can be pasted directly into a PSA/ticketing system (ConnectWise, \
+Autotask, HaloPSA, etc.).
+
+## Output Format
+
+Generate a structured summary using this exact format:
+
+**Subject:** [One-line summary of the issue]
+
+**Outcome:** {outcome_label}
+
+**Problem Description:**
+[2-3 sentence summary of the original problem]
+
+**Steps Taken:**
+1. [Step] — [Result/finding]
+2. [Step] — [Result/finding]
+(list all troubleshooting steps from the conversation)
+
+**Current Status:**
+[Where things stand now — what was resolved, what remains]
+
+{notes_section}
+
+**Key Findings:**
+- [Important discovery or configuration detail]
+- [Any relevant error codes, settings, or values identified]
+
+{resume_section}
+
+## Rules
+- Be concise but thorough — these notes will be read by another engineer
+- Include specific technical details (commands run, error messages, config values)
+- Use plain text formatting (no HTML) — bold with ** is fine
+- Do NOT include conversational filler, greetings, or meta-commentary
+- Extract ALL actionable steps from the conversation, in chronological order
+- If the conversation identified root cause, state it clearly
+"""
+
+
+async def generate_conclusion_summary(
+    chat: "AssistantChat",
+    outcome: str,
+    notes: str | None = None,
+) -> str:
+    """Generate a ticket-ready summary from a concluded chat conversation."""
+    outcome_labels = {
+        "resolved": "Resolved",
+        "escalated": "Escalated",
+        "paused": "Paused — To Be Continued",
+    }
+    outcome_label = outcome_labels.get(outcome, outcome)
+
+    notes_section = ""
+    if notes:
+        notes_section = f"\n**Engineer Notes:**\n{notes}\n"
+
+    resume_section = ""
+    if outcome == "paused":
+        resume_section = (
+            "\n**Next Steps (for resumption):**\n"
+            "- [What needs to happen next]\n"
+            "- [Any pending actions or follow-ups]\n"
+        )
+    elif outcome == "escalated":
+        resume_section = (
+            "\n**Escalation Details:**\n"
+            "- [Reason for escalation]\n"
+            "- [Recommended next steps for receiving team/tier]\n"
+        )
+
+    # Build the conversation transcript for the AI
+    transcript_lines = []
+    for msg in chat.messages:
+        role_label = "ENGINEER" if msg["role"] == "user" else "AI ASSISTANT"
+        transcript_lines.append(f"[{role_label}]: {msg['content']}")
+
+    transcript = "\n\n".join(transcript_lines)
+
+    prompt = (
+        f"Outcome: {outcome_label}\n\n"
+        f"{'Engineer Notes: ' + notes if notes else '(No additional notes)'}\n\n"
+        f"--- CONVERSATION TRANSCRIPT ---\n\n{transcript}\n\n"
+        f"--- END TRANSCRIPT ---\n\n"
+        f"Generate the ticket notes now. Replace all placeholder brackets with actual content from the conversation. "
+        f"The notes_section placeholder should be: {notes_section or '(omit this section)'}\n"
+        f"The resume_section placeholder should be filled based on the conversation context."
+    )
+
+    system_with_vars = CONCLUSION_SYSTEM_PROMPT.replace(
+        "{outcome_label}", outcome_label
+    ).replace(
+        "{notes_section}", notes_section or ""
+    ).replace(
+        "{resume_section}", resume_section
+    )
+
+    content, _, _ = await _call_ai(
+        system_base=system_with_vars,
+        rag_context="",
+        history=[],
+        new_message=prompt,
+        max_tokens=2048,
+    )
+
+    return content
+
+
 async def create_chat(
     user_id: UUID,
     account_id: UUID,
@@ -90,22 +388,20 @@ async def send_message(
         limit=8,
     )
 
-    # Build system prompt
-    system_prompt = ASSISTANT_SYSTEM_PROMPT + build_rag_context(rag_results)
+    rag_context = build_rag_context(rag_results)
 
     # Build messages for AI
-    ai_messages = []
+    ai_messages: list[dict[str, Any]] = []
     for msg in chat.messages:
         if msg["role"] in ("user", "assistant"):
             ai_messages.append({"role": msg["role"], "content": msg["content"]})
-    ai_messages.append({"role": "user", "content": message})
 
-    # Call AI
-    provider = get_ai_provider()
-    ai_content, input_tokens, output_tokens = await provider.generate_text(
-        system_prompt=system_prompt,
-        messages=ai_messages,
-        max_tokens=4096,
+    # Call AI with prompt caching (Anthropic) or generic provider
+    ai_content, input_tokens, output_tokens = await _call_ai(
+        system_base=ASSISTANT_SYSTEM_PROMPT,
+        rag_context=rag_context,
+        history=ai_messages,
+        new_message=message,
     )
 
     # Update chat

frontend/src/api/admin.ts

@@ -38,6 +38,8 @@ export interface SurveyResponseDetail {
   responses: Record<string, string | string[]>
   source: 'invite' | 'direct'
   invite_name: string | null
+  is_read: boolean
+  archived_at: string | null
   created_at: string
 }
 
@@ -45,6 +47,7 @@ export interface SurveyResponseListResponse {
   responses: SurveyResponseDetail[]
   total: number
   this_week: number
+  unread: number
 }
 
 export const adminApi = {
@@ -175,10 +178,22 @@ export const adminApi = {
     api.post<SurveyInviteResponse>('/admin/survey-invites', data).then(r => r.data),
 
   // Survey Responses
-  listSurveyResponses: () =>
-    api.get<SurveyResponseListResponse>('/admin/survey-responses').then(r => r.data),
+  listSurveyResponses: (includeArchived = false) =>
+    api.get<SurveyResponseListResponse>('/admin/survey-responses', { params: { include_archived: includeArchived } }).then(r => r.data),
   exportSurveyResponsesCsv: () =>
     api.get('/admin/survey-responses/export', { responseType: 'blob' }).then(r => r.data),
+  markResponseRead: (id: string) =>
+    api.put(`/admin/survey-responses/${id}/read`).then(r => r.data),
+  markResponseUnread: (id: string) =>
+    api.put(`/admin/survey-responses/${id}/unread`).then(r => r.data),
+  archiveResponse: (id: string) =>
+    api.put(`/admin/survey-responses/${id}/archive`).then(r => r.data),
+  unarchiveResponse: (id: string) =>
+    api.put(`/admin/survey-responses/${id}/unarchive`).then(r => r.data),
+  deleteResponse: (id: string) =>
+    api.delete(`/admin/survey-responses/${id}`),
+  bulkActionResponses: (action: string, ids: string[]) =>
+    api.post('/admin/survey-responses/bulk', { action, ids }).then(r => r.data),
 }
 
 export default adminApi

frontend/src/api/assistantChat.ts

@@ -4,6 +4,8 @@ import type {
   ChatListItem,
   ChatMessageResponse,
   RetentionSettings,
+  ConcludeChatRequest,
+  ConcludeChatResponse,
 } from '@/types/assistant-chat'
 
 export const assistantChatApi = {
@@ -54,6 +56,14 @@ export const assistantChatApi = {
     const response = await apiClient.patch<RetentionSettings>('/assistant/retention', data)
     return response.data
   },
+
+  async concludeChat(chatId: string, data: ConcludeChatRequest): Promise<ConcludeChatResponse> {
+    const response = await apiClient.post<ConcludeChatResponse>(
+      `/assistant/chats/${chatId}/conclude`,
+      data
+    )
+    return response.data
+  },
 }
 
 export default assistantChatApi

frontend/src/components/assistant/ConcludeSessionModal.tsx

@@ -0,0 +1,421 @@
+import { useState, useEffect } from 'react'
+import {
+  X,
+  CheckCircle2,
+  ArrowUpRight,
+  Pause,
+  Loader2,
+  Copy,
+  Check,
+  RefreshCw,
+  ClipboardList,
+  Sparkles,
+} from 'lucide-react'
+import { cn } from '@/lib/utils'
+import { MarkdownContent } from '@/components/ui/MarkdownContent'
+
+type ConclusionOutcome = 'resolved' | 'escalated' | 'paused'
+
+interface ConcludeSessionModalProps {
+  isOpen: boolean
+  onClose: () => void
+  onConclude: (outcome: ConclusionOutcome, notes: string) => Promise<string>
+  onResumeNew: (summary: string) => void
+  chatTitle: string
+}
+
+const OUTCOMES: { value: ConclusionOutcome; label: string; description: string; icon: typeof CheckCircle2; color: string; bg: string; border: string }[] = [
+  {
+    value: 'resolved',
+    label: 'Resolved',
+    description: 'Issue has been fixed or answered',
+    icon: CheckCircle2,
+    color: 'text-emerald-400',
+    bg: 'bg-emerald-400/10',
+    border: 'border-emerald-400/30',
+  },
+  {
+    value: 'escalated',
+    label: 'Escalate',
+    description: 'Needs to be handed off or escalated',
+    icon: ArrowUpRight,
+    color: 'text-amber-400',
+    bg: 'bg-amber-400/10',
+    border: 'border-amber-400/30',
+  },
+  {
+    value: 'paused',
+    label: 'Paused',
+    description: 'Continuing later — saving progress',
+    icon: Pause,
+    color: 'text-blue-400',
+    bg: 'bg-blue-400/10',
+    border: 'border-blue-400/30',
+  },
+]
+
+type ModalStep = 'select-outcome' | 'add-notes' | 'summary'
+
+export function ConcludeSessionModal({
+  isOpen,
+  onClose,
+  onConclude,
+  onResumeNew,
+  chatTitle,
+}: ConcludeSessionModalProps) {
+  const [step, setStep] = useState<ModalStep>('select-outcome')
+  const [outcome, setOutcome] = useState<ConclusionOutcome | null>(null)
+  const [notes, setNotes] = useState('')
+  const [summary, setSummary] = useState('')
+  const [generating, setGenerating] = useState(false)
+  const [copied, setCopied] = useState(false)
+  const [error, setError] = useState<string | null>(null)
+
+  // Reset state when modal opens
+  useEffect(() => {
+    if (isOpen) {
+      setStep('select-outcome')
+      setOutcome(null)
+      setNotes('')
+      setSummary('')
+      setGenerating(false)
+      setCopied(false)
+      setError(null)
+    }
+  }, [isOpen])
+
+  const handleOutcomeSelect = (selected: ConclusionOutcome) => {
+    setOutcome(selected)
+    setStep('add-notes')
+  }
+
+  const handleGenerate = async () => {
+    if (!outcome) return
+    setGenerating(true)
+    setError(null)
+
+    try {
+      const result = await onConclude(outcome, notes)
+      setSummary(result)
+      setStep('summary')
+    } catch {
+      setError('Failed to generate summary. Please try again.')
+    } finally {
+      setGenerating(false)
+    }
+  }
+
+  const handleCopy = async () => {
+    try {
+      await navigator.clipboard.writeText(summary)
+      setCopied(true)
+      setTimeout(() => setCopied(false), 2000)
+    } catch {
+      // Fallback
+      const textarea = document.createElement('textarea')
+      textarea.value = summary
+      document.body.appendChild(textarea)
+      textarea.select()
+      document.execCommand('copy')
+      document.body.removeChild(textarea)
+      setCopied(true)
+      setTimeout(() => setCopied(false), 2000)
+    }
+  }
+
+  const handleResumeNew = () => {
+    onResumeNew(summary)
+    onClose()
+  }
+
+  if (!isOpen) return null
+
+  const selectedOutcome = OUTCOMES.find(o => o.value === outcome)
+
+  return (
+    <div className="fixed inset-0 z-50 flex items-center justify-center">
+      {/* Backdrop */}
+      <div
+        className="absolute inset-0 bg-black/60 backdrop-blur-sm"
+        onClick={onClose}
+      />
+
+      {/* Modal */}
+      <div
+        className="relative w-full max-w-2xl mx-4 glass-card-static overflow-hidden animate-in fade-in zoom-in-95 duration-200"
+        style={{
+          maxHeight: 'calc(100vh - 4rem)',
+          display: 'flex',
+          flexDirection: 'column',
+        }}
+      >
+        {/* Header */}
+        <div
+          className="flex items-center justify-between px-6 py-4 border-b shrink-0"
+          style={{ borderColor: 'var(--glass-border)' }}
+        >
+          <div className="flex items-center gap-3">
+            <div className="w-9 h-9 rounded-xl bg-primary/10 flex items-center justify-center">
+              <ClipboardList size={18} className="text-primary" />
+            </div>
+            <div>
+              <h2 className="text-base font-heading font-semibold text-foreground">
+                Conclude Session
+              </h2>
+              <p className="text-xs text-muted-foreground truncate max-w-[300px]">
+                {chatTitle}
+              </p>
+            </div>
+          </div>
+          <button
+            onClick={onClose}
+            className="p-2 rounded-lg hover:bg-[rgba(255,255,255,0.06)] text-muted-foreground hover:text-foreground transition-colors"
+          >
+            <X size={18} />
+          </button>
+        </div>
+
+        {/* Step indicator */}
+        <div
+          className="px-6 py-3 border-b shrink-0 flex items-center gap-2"
+          style={{ borderColor: 'var(--glass-border)' }}
+        >
+          {(['select-outcome', 'add-notes', 'summary'] as ModalStep[]).map((s, i) => (
+            <div key={s} className="flex items-center gap-2">
+              {i > 0 && (
+                <div
+                  className={cn(
+                    'w-8 h-px',
+                    step === s || (i === 1 && step === 'summary') || (i === 2 && step === 'summary')
+                      ? 'bg-primary/40'
+                      : 'bg-[rgba(255,255,255,0.06)]'
+                  )}
+                />
+              )}
+              <div
+                className={cn(
+                  'w-6 h-6 rounded-full flex items-center justify-center text-[0.6875rem] font-label font-medium transition-colors',
+                  step === s
+                    ? 'bg-gradient-brand text-[#101114]'
+                    : (i < ['select-outcome', 'add-notes', 'summary'].indexOf(step))
+                    ? 'bg-primary/20 text-primary'
+                    : 'bg-[rgba(255,255,255,0.06)] text-muted-foreground'
+                )}
+              >
+                {i + 1}
+              </div>
+              <span
+                className={cn(
+                  'text-xs font-label',
+                  step === s ? 'text-foreground' : 'text-muted-foreground'
+                )}
+              >
+                {s === 'select-outcome' ? 'Outcome' : s === 'add-notes' ? 'Notes' : 'Summary'}
+              </span>
+            </div>
+          ))}
+        </div>
+
+        {/* Content */}
+        <div className="flex-1 overflow-y-auto px-6 py-5">
+          {/* Step 1: Select Outcome */}
+          {step === 'select-outcome' && (
+            <div className="space-y-3">
+              <p className="text-sm text-muted-foreground mb-4">
+                How did this session end?
+              </p>
+              {OUTCOMES.map(o => {
+                const Icon = o.icon
+                return (
+                  <button
+                    key={o.value}
+                    onClick={() => handleOutcomeSelect(o.value)}
+                    className={cn(
+                      'w-full flex items-center gap-4 p-4 rounded-xl border transition-all text-left',
+                      'hover:scale-[1.01] active:scale-[0.99]',
+                      'bg-[rgba(255,255,255,0.02)] border-[rgba(255,255,255,0.06)]',
+                      'hover:border-[rgba(255,255,255,0.12)] hover:bg-[rgba(255,255,255,0.04)]'
+                    )}
+                  >
+                    <div className={cn('w-10 h-10 rounded-xl flex items-center justify-center', o.bg)}>
+                      <Icon size={20} className={o.color} />
+                    </div>
+                    <div>
+                      <span className="text-sm font-semibold text-foreground block">{o.label}</span>
+                      <span className="text-xs text-muted-foreground">{o.description}</span>
+                    </div>
+                  </button>
+                )
+              })}
+            </div>
+          )}
+
+          {/* Step 2: Add Notes */}
+          {step === 'add-notes' && selectedOutcome && (
+            <div className="space-y-4">
+              {/* Selected outcome badge */}
+              <div className="flex items-center gap-2">
+                <div className={cn('px-3 py-1.5 rounded-lg flex items-center gap-2 text-xs font-label', selectedOutcome.bg, selectedOutcome.border, 'border')}>
+                  <selectedOutcome.icon size={14} className={selectedOutcome.color} />
+                  <span className={selectedOutcome.color}>{selectedOutcome.label}</span>
+                </div>
+                <button
+                  onClick={() => setStep('select-outcome')}
+                  className="text-xs text-muted-foreground hover:text-foreground transition-colors"
+                >
+                  Change
+                </button>
+              </div>
+
+              <div>
+                <label className="font-label text-[0.625rem] uppercase tracking-[0.1em] text-muted-foreground block mb-2">
+                  Additional Notes (optional)
+                </label>
+                <textarea
+                  value={notes}
+                  onChange={e => setNotes(e.target.value)}
+                  placeholder={
+                    outcome === 'resolved'
+                      ? 'Any additional context about the resolution...'
+                      : outcome === 'escalated'
+                      ? 'Reason for escalation, who to assign to...'
+                      : 'What still needs to be done, where you left off...'
+                  }
+                  rows={4}
+                  className="w-full resize-none rounded-xl border bg-card text-foreground text-sm placeholder:text-muted-foreground px-4 py-3 focus:outline-none focus:border-[rgba(6,182,212,0.3)]"
+                  style={{ borderColor: 'var(--glass-border)' }}
+                />
+              </div>
+
+              {error && (
+                <div className="text-sm text-rose-400 bg-rose-400/10 border border-rose-400/20 rounded-lg px-4 py-2">
+                  {error}
+                </div>
+              )}
+            </div>
+          )}
+
+          {/* Step 3: Summary */}
+          {step === 'summary' && (
+            <div className="space-y-4">
+              {/* Outcome badge */}
+              {selectedOutcome && (
+                <div className={cn('px-3 py-1.5 rounded-lg inline-flex items-center gap-2 text-xs font-label', selectedOutcome.bg, selectedOutcome.border, 'border')}>
+                  <selectedOutcome.icon size={14} className={selectedOutcome.color} />
+                  <span className={selectedOutcome.color}>{selectedOutcome.label}</span>
+                </div>
+              )}
+
+              {/* Generated summary */}
+              <div
+                className="rounded-xl border p-5 bg-[rgba(255,255,255,0.02)]"
+                style={{ borderColor: 'var(--glass-border)' }}
+              >
+                <div className="flex items-center justify-between mb-3">
+                  <span className="font-label text-[0.625rem] uppercase tracking-[0.1em] text-muted-foreground flex items-center gap-1.5">
+                    <Sparkles size={10} className="text-primary" />
+                    Generated Ticket Notes
+                  </span>
+                </div>
+                <div className="prose-sm text-foreground">
+                  <MarkdownContent content={summary} className="text-[0.8125rem] leading-relaxed" />
+                </div>
+              </div>
+            </div>
+          )}
+        </div>
+
+        {/* Footer actions */}
+        <div
+          className="px-6 py-4 border-t shrink-0 flex items-center justify-between gap-3"
+          style={{ borderColor: 'var(--glass-border)' }}
+        >
+          {step === 'select-outcome' && (
+            <>
+              <div />
+              <button
+                onClick={onClose}
+                className="px-4 py-2 rounded-[10px] text-sm text-muted-foreground hover:text-foreground bg-[rgba(255,255,255,0.04)] border border-[rgba(255,255,255,0.06)] hover:border-[rgba(255,255,255,0.12)] transition-all"
+              >
+                Cancel
+              </button>
+            </>
+          )}
+
+          {step === 'add-notes' && (
+            <>
+              <button
+                onClick={() => setStep('select-outcome')}
+                className="px-4 py-2 rounded-[10px] text-sm text-muted-foreground hover:text-foreground bg-[rgba(255,255,255,0.04)] border border-[rgba(255,255,255,0.06)] hover:border-[rgba(255,255,255,0.12)] transition-all"
+              >
+                Back
+              </button>
+              <button
+                onClick={handleGenerate}
+                disabled={generating}
+                className="flex items-center gap-2 bg-gradient-brand text-[#101114] font-semibold text-sm rounded-[10px] px-5 py-2.5 hover:opacity-90 active:scale-[0.97] transition-all disabled:opacity-50"
+              >
+                {generating ? (
+                  <>
+                    <Loader2 size={15} className="animate-spin" />
+                    Generating...
+                  </>
+                ) : (
+                  <>
+                    <Sparkles size={15} />
+                    Generate Summary
+                  </>
+                )}
+              </button>
+            </>
+          )}
+
+          {step === 'summary' && (
+            <>
+              <div className="flex items-center gap-2">
+                {outcome === 'paused' && (
+                  <button
+                    onClick={handleResumeNew}
+                    className="flex items-center gap-2 px-4 py-2.5 rounded-[10px] text-sm font-medium text-blue-400 bg-blue-400/10 border border-blue-400/20 hover:bg-blue-400/15 transition-all"
+                  >
+                    <RefreshCw size={14} />
+                    Resume in New Chat
+                  </button>
+                )}
+              </div>
+              <div className="flex items-center gap-2">
+                <button
+                  onClick={handleCopy}
+                  className={cn(
+                    'flex items-center gap-2 px-4 py-2.5 rounded-[10px] text-sm font-semibold transition-all',
+                    copied
+                      ? 'bg-emerald-400/15 text-emerald-400 border border-emerald-400/30'
+                      : 'bg-gradient-brand text-[#101114] hover:opacity-90 active:scale-[0.97]'
+                  )}
+                >
+                  {copied ? (
+                    <>
+                      <Check size={15} />
+                      Copied!
+                    </>
+                  ) : (
+                    <>
+                      <Copy size={15} />
+                      Copy to Clipboard
+                    </>
+                  )}
+                </button>
+                <button
+                  onClick={onClose}
+                  className="px-4 py-2.5 rounded-[10px] text-sm text-muted-foreground hover:text-foreground bg-[rgba(255,255,255,0.04)] border border-[rgba(255,255,255,0.06)] hover:border-[rgba(255,255,255,0.12)] transition-all"
+                >
+                  Done
+                </button>
+              </div>
+            </>
+          )}
+        </div>
+      </div>
+    </div>
+  )
+}

frontend/src/pages/AssistantChatPage.tsx

@@ -1,10 +1,11 @@
 import { useState, useEffect, useRef, useCallback } from 'react'
-import { Sparkles, Send, Loader2 } from 'lucide-react'
+import { Sparkles, Send, Loader2, Flag } from 'lucide-react'
 import { assistantChatApi } from '@/api/assistantChat'
 import { toast } from '@/lib/toast'
 import { ChatSidebar } from '@/components/assistant/ChatSidebar'
 import { ChatMessage } from '@/components/assistant/ChatMessage'
-import type { ChatListItem, AssistantChatMessage as ChatMessageType } from '@/types/assistant-chat'
+import { ConcludeSessionModal } from '@/components/assistant/ConcludeSessionModal'
+import type { ChatListItem, AssistantChatMessage as ChatMessageType, ConclusionOutcome } from '@/types/assistant-chat'
 import type { SuggestedFlow } from '@/types/copilot'
 
 interface MessageWithMeta extends ChatMessageType {
@@ -17,6 +18,7 @@ export default function AssistantChatPage() {
   const [messages, setMessages] = useState<MessageWithMeta[]>([])
   const [input, setInput] = useState('')
   const [loading, setLoading] = useState(false)
+  const [showConclude, setShowConclude] = useState(false)
   const messagesEndRef = useRef<HTMLDivElement>(null)
   const inputRef = useRef<HTMLTextAreaElement>(null)
 
@@ -120,6 +122,55 @@ export default function AssistantChatPage() {
     }
   }
 
+  const handleConclude = async (outcome: ConclusionOutcome, notes: string): Promise<string> => {
+    if (!activeChatId) throw new Error('No active chat')
+    const response = await assistantChatApi.concludeChat(activeChatId, { outcome, notes: notes || undefined })
+    // Update chat in sidebar to show concluded status
+    setChats(prev =>
+      prev.map(c =>
+        c.id === activeChatId
+          ? { ...c, concluded_at: response.concluded_at, conclusion_outcome: outcome }
+          : c
+      )
+    )
+    return response.summary
+  }
+
+  const handleResumeNew = async (summary: string) => {
+    try {
+      const chat = await assistantChatApi.createChat()
+      setChats(prev => [
+        { id: chat.id, title: chat.title, message_count: 0, pinned: false, created_at: chat.created_at, updated_at: chat.updated_at },
+        ...prev,
+      ])
+      setActiveChatId(chat.id)
+      setMessages([])
+
+      // Send the summary as the first message to prime the new chat
+      const resumePrompt = `I'm continuing a previous troubleshooting session. Here's where we left off:\n\n${summary}\n\nPlease review this context and help me continue from where we stopped.`
+      setInput('')
+      setMessages([{ role: 'user', content: resumePrompt }])
+      setLoading(true)
+
+      const response = await assistantChatApi.sendMessage(chat.id, resumePrompt)
+      setMessages(prev => [
+        ...prev,
+        { role: 'assistant', content: response.content, suggestedFlows: response.suggested_flows },
+      ])
+      setChats(prev =>
+        prev.map(c =>
+          c.id === chat.id
+            ? { ...c, message_count: 2, title: resumePrompt.slice(0, 100), updated_at: new Date().toISOString() }
+            : c
+        )
+      )
+    } catch {
+      toast.error('Failed to create resume chat')
+    } finally {
+      setLoading(false)
+    }
+  }
+
   const handleKeyDown = (e: React.KeyboardEvent) => {
     if (e.key === 'Enter' && !e.shiftKey) {
       e.preventDefault()
@@ -189,18 +240,32 @@ export default function AssistantChatPage() {
                   onChange={e => setInput(e.target.value)}
                   onKeyDown={handleKeyDown}
                   placeholder="Ask about IT, networking, troubleshooting..."
-                  rows={1}
+                  rows={3}
                   className="flex-1 resize-none rounded-xl border bg-card text-foreground text-sm placeholder:text-muted-foreground px-4 py-3 focus:outline-none focus:border-[rgba(6,182,212,0.3)]"
                   style={{ borderColor: 'var(--glass-border)' }}
                   disabled={loading}
                 />
-                <button
-                  onClick={handleSend}
-                  disabled={!input.trim() || loading}
-                  className="bg-gradient-brand text-[#101114] p-3 rounded-xl hover:opacity-90 active:scale-[0.97] transition-all disabled:opacity-40"
-                >
-                  <Send size={18} />
-                </button>
+                <div className="flex flex-col gap-2">
+                  <button
+                    onClick={handleSend}
+                    disabled={!input.trim() || loading}
+                    className="bg-gradient-brand text-[#101114] p-3 rounded-xl hover:opacity-90 active:scale-[0.97] transition-all disabled:opacity-40"
+                    title="Send message"
+                  >
+                    <Send size={18} />
+                  </button>
+                  {messages.length >= 2 && (
+                    <button
+                      onClick={() => setShowConclude(true)}
+                      disabled={loading}
+                      className="p-3 rounded-xl border text-muted-foreground hover:text-amber-400 hover:border-amber-400/30 hover:bg-amber-400/10 transition-all disabled:opacity-40"
+                      style={{ borderColor: 'var(--glass-border)' }}
+                      title="Conclude session"
+                    >
+                      <Flag size={18} />
+                    </button>
+                  )}
+                </div>
               </div>
             </div>
           </>
@@ -225,6 +290,15 @@ export default function AssistantChatPage() {
           </div>
         )}
       </div>
+
+      {/* Conclude Session Modal */}
+      <ConcludeSessionModal
+        isOpen={showConclude}
+        onClose={() => setShowConclude(false)}
+        onConclude={handleConclude}
+        onResumeNew={handleResumeNew}
+        chatTitle={chats.find(c => c.id === activeChatId)?.title ?? 'Chat'}
+      />
     </div>
   )
 }

frontend/src/pages/SurveyPage.tsx

@@ -1,5 +1,5 @@
 import { useState, useCallback, useRef, useEffect } from 'react'
-import { useSearchParams } from 'react-router-dom'
+import { useSearchParams, useNavigate } from 'react-router-dom'
 import { BrandLogo } from '@/components/common/BrandLogo'
 
 // ── Survey Data Types ──
@@ -147,6 +147,12 @@ export default function SurveyPage() {
   const [isSubmitting, setIsSubmitting] = useState(false)
   const [isComplete, setIsComplete] = useState(false)
   const [submitError, setSubmitError] = useState('')
+  const [emailInput, setEmailInput] = useState('')
+  const [emailSending, setEmailSending] = useState(false)
+  const [emailSent, setEmailSent] = useState(false)
+  const [emailError, setEmailError] = useState('')
+  const [responseId, setResponseId] = useState<string | null>(null)
+  const navigate = useNavigate()
 
   const [searchParams] = useSearchParams()
   const token = searchParams.get('t')
@@ -203,6 +209,8 @@ export default function SurveyPage() {
         const errData = await res.json().catch(() => null)
         throw new Error(errData?.detail || `Submission failed (${res.status})`)
       }
+      const data = await res.json()
+      setResponseId(data.id)
       setIsComplete(true)
       window.scrollTo({ top: 0, behavior: 'smooth' })
     } catch (err) {
@@ -257,9 +265,20 @@ export default function SurveyPage() {
               <svg width="28" height="28" viewBox="0 0 24 24" fill="none" stroke="#06b6d4" strokeWidth="2.5"><path d="M20 6L9 17l-5-5"/></svg>
             </div>
             <h2 className="font-heading text-2xl font-bold mb-2.5">Already Submitted</h2>
-            <p className="text-muted-foreground text-sm max-w-[440px] mx-auto leading-relaxed">
+            <p className="text-muted-foreground text-sm max-w-[440px] mx-auto leading-relaxed mb-3">
               {inviteName ? `Thanks ${inviteName} — y` : 'Y'}our response has already been recorded. We appreciate your time!
             </p>
+            <p className="text-sm text-muted-foreground/70 max-w-[400px] mx-auto leading-relaxed mb-8">
+              You can safely close this browser window now.
+            </p>
+            <div className="glass-card-static p-5 max-w-[400px] mx-auto text-center">
+              <p className="text-xs text-muted-foreground leading-relaxed">
+                Have feedback unrelated to the survey?{' '}
+                <a href="mailto:feedback@resolutionflow.com" className="text-primary hover:underline font-medium">
+                  feedback@resolutionflow.com
+                </a>
+              </p>
+            </div>
           </div>
         </div>
       </div>
@@ -385,13 +404,86 @@ export default function SurveyPage() {
             <div className="w-16 h-16 mx-auto mb-5 rounded-full flex items-center justify-center" style={{ background: 'rgba(52, 211, 153, 0.1)' }}>
               <svg width="28" height="28" viewBox="0 0 24 24" fill="none" stroke="#34d399" strokeWidth="2.5"><path d="M20 6L9 17l-5-5"/></svg>
             </div>
-            <h2 className="font-heading text-2xl font-bold mb-2.5">Done — Thank You!</h2>
-            <p className="text-muted-foreground text-sm max-w-[440px] mx-auto mb-7 leading-relaxed">
-              Your answers will directly shape how FlowPilot troubleshoots. We truly appreciate your time and expertise.
+            <h2 className="font-heading text-2xl font-bold mb-2.5">Response Submitted!</h2>
+            <p className="text-muted-foreground text-sm max-w-[440px] mx-auto mb-8 leading-relaxed">
+              Your answers will directly shape how FlowPilot troubleshoots. Would you like a copy of your responses?
             </p>
+
+            {/* Email a copy */}
+            <div className="glass-card-static p-6 max-w-[420px] mx-auto mb-5">
+              <p className="font-label text-[0.625rem] uppercase tracking-[0.1em] text-muted-foreground mb-3">
+                Email a copy to yourself
+              </p>
+              {!emailSent ? (
+                <div className="flex gap-2">
+                  <input
+                    type="email"
+                    value={emailInput}
+                    onChange={e => setEmailInput(e.target.value)}
+                    placeholder="your@email.com"
+                    className="flex-1 rounded-[9px] px-3.5 py-2.5 text-sm text-foreground placeholder:text-[#5a6170] focus:outline-none"
+                    style={{ background: 'rgba(16, 17, 20, 0.6)', border: '1px solid var(--glass-border)' }}
+                    onFocus={e => { e.currentTarget.style.borderColor = 'rgba(6, 182, 212, 0.4)' }}
+                    onBlur={e => { e.currentTarget.style.borderColor = 'var(--glass-border)' }}
+                    disabled={emailSending}
+                  />
+                  <button
+                    onClick={async () => {
+                      if (!emailInput.trim() || !responseId) return
+                      setEmailSending(true)
+                      setEmailError('')
+                      try {
+                        const apiUrl = import.meta.env.VITE_API_URL || 'http://localhost:8000'
+                        const res = await fetch(`${apiUrl}/api/v1/survey/email-copy`, {
+                          method: 'POST',
+                          headers: { 'Content-Type': 'application/json' },
+                          body: JSON.stringify({ email: emailInput.trim(), response_id: responseId }),
+                        })
+                        if (!res.ok) {
+                          const err = await res.json().catch(() => null)
+                          throw new Error(err?.detail || 'Failed to send')
+                        }
+                        setEmailSent(true)
+                      } catch (err) {
+                        setEmailError(err instanceof Error ? err.message : 'Failed to send email')
+                      } finally {
+                        setEmailSending(false)
+                      }
+                    }}
+                    disabled={!emailInput.trim() || emailSending}
+                    className="inline-flex items-center gap-2 px-5 py-2.5 rounded-[9px] text-sm font-semibold bg-gradient-brand text-[#101114] transition-all duration-150 hover:opacity-90 active:scale-[0.97] disabled:opacity-40 disabled:cursor-not-allowed whitespace-nowrap"
+                  >
+                    {emailSending ? (
+                      <>
+                        <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" className="animate-spin"><path d="M21 12a9 9 0 1 1-6.219-8.56"/></svg>
+                        Sending...
+                      </>
+                    ) : 'Send'}
+                  </button>
+                </div>
+              ) : (
+                <div className="flex items-center justify-center gap-2 py-2 text-sm text-emerald-400">
+                  <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2"><path d="M20 6L9 17l-5-5"/></svg>
+                  Email sent! Check your inbox.
+                </div>
+              )}
+              {emailError && (
+                <p className="text-xs text-rose-400 mt-2">{emailError}</p>
+              )}
+            </div>
+
+            {/* Copy + Finish buttons */}
             <div className="flex gap-2.5 justify-center flex-wrap">
-              <button onClick={copyAll} className="inline-flex items-center gap-2 px-6 py-3 rounded-[10px] text-sm font-semibold bg-gradient-brand text-[#101114] shadow-lg shadow-primary/20 transition-all duration-150 hover:opacity-90 active:scale-[0.97]">
-                Copy Responses to Clipboard
+              <button onClick={copyAll} className="inline-flex items-center gap-2 px-5 py-2.5 rounded-[10px] text-sm font-semibold transition-all duration-150 text-muted-foreground hover:text-foreground" style={{ background: 'rgba(255,255,255,0.04)', border: '1px solid rgba(255,255,255,0.06)' }}>
+                <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2"><rect x="9" y="9" width="13" height="13" rx="2"/><path d="M5 15H4a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h9a2 2 0 0 1 2 2v1"/></svg>
+                Copy to Clipboard
+              </button>
+              <button
+                onClick={() => navigate('/survey/thank-you')}
+                className="inline-flex items-center gap-2 px-6 py-2.5 rounded-[10px] text-sm font-semibold bg-gradient-brand text-[#101114] shadow-lg shadow-primary/20 transition-all duration-150 hover:opacity-90 active:scale-[0.97]"
+              >
+                Finish
+                <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2"><path d="M5 12h14"/><path d="M12 5l7 7-7 7"/></svg>
               </button>
             </div>
           </div>

frontend/src/pages/SurveyThankYouPage.tsx

@@ -0,0 +1,76 @@
+import { BrandLogo } from '@/components/common/BrandLogo'
+
+export default function SurveyThankYouPage() {
+  return (
+    <div className="min-h-screen bg-background text-foreground">
+      {/* Atmosphere orbs */}
+      <div className="pointer-events-none fixed inset-0 z-0 overflow-hidden" aria-hidden="true">
+        <div
+          className="absolute"
+          style={{ top: '-200px', left: '-100px', width: '600px', height: '600px', borderRadius: '50%', background: 'radial-gradient(circle, rgba(6, 182, 212, 0.12) 0%, rgba(6, 182, 212, 0.03) 40%, transparent 70%)', filter: 'blur(80px)' }}
+        />
+        <div
+          className="absolute"
+          style={{ bottom: '-150px', right: '-100px', width: '500px', height: '500px', borderRadius: '50%', background: 'radial-gradient(circle, rgba(52, 211, 153, 0.08) 0%, rgba(52, 211, 153, 0.02) 40%, transparent 70%)', filter: 'blur(80px)' }}
+        />
+      </div>
+
+      {/* Top bar */}
+      <div className="sticky top-0 z-50" style={{ backdropFilter: 'blur(20px)', WebkitBackdropFilter: 'blur(20px)', background: 'rgba(16, 17, 20, 0.85)', borderBottom: '1px solid var(--glass-border)' }}>
+        <div className="mx-auto flex max-w-[680px] items-center justify-between gap-3 px-5 py-3.5">
+          <a href="https://resolutionflow.com" target="_blank" rel="noreferrer" className="flex items-center gap-2.5 text-sm font-heading font-bold text-muted-foreground no-underline">
+            <BrandLogo size="sm" />
+            <span>Resolution<span className="text-gradient-brand">Flow</span></span>
+          </a>
+        </div>
+      </div>
+
+      <div className="relative z-10 mx-auto max-w-[680px] px-5">
+        <div className="text-center pt-[120px] animate-fade-in-up">
+          {/* Success icon */}
+          <div className="w-20 h-20 mx-auto mb-6 rounded-full flex items-center justify-center" style={{ background: 'rgba(52, 211, 153, 0.1)', border: '1px solid rgba(52, 211, 153, 0.15)' }}>
+            <svg width="36" height="36" viewBox="0 0 24 24" fill="none" stroke="#34d399" strokeWidth="2">
+              <path d="M20 6L9 17l-5-5"/>
+            </svg>
+          </div>
+
+          <h1 className="font-heading text-[clamp(24px,4vw,32px)] font-extrabold leading-tight mb-3">
+            Thank You!
+          </h1>
+          <p className="text-[15px] text-muted-foreground max-w-[460px] mx-auto leading-relaxed mb-3">
+            Your response has been recorded. Your expertise will directly shape how FlowPilot thinks about troubleshooting.
+          </p>
+          <p className="text-sm text-muted-foreground/70 max-w-[400px] mx-auto leading-relaxed mb-10">
+            You can safely close this browser window now.
+          </p>
+
+          {/* Divider */}
+          <div className="mx-auto w-12 h-px mb-10" style={{ background: 'var(--glass-border)' }} />
+
+          {/* Feedback callout */}
+          <div
+            className="glass-card-static p-6 text-center max-w-[480px] mx-auto"
+          >
+            <div className="flex items-center justify-center gap-2 mb-3">
+              <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="#06b6d4" strokeWidth="2">
+                <path d="M21 15a2 2 0 0 1-2 2H7l-4 4V5a2 2 0 0 1 2-2h14a2 2 0 0 1 2 2z"/>
+              </svg>
+              <span className="font-label text-[0.625rem] uppercase tracking-[0.1em] text-primary font-semibold">
+                Have Feedback?
+              </span>
+            </div>
+            <p className="text-sm text-muted-foreground leading-relaxed">
+              If you have any feedback unrelated to the survey, we'd love to hear from you at{' '}
+              <a
+                href="mailto:feedback@resolutionflow.com"
+                className="text-primary hover:underline font-medium"
+              >
+                feedback@resolutionflow.com
+              </a>
+            </p>
+          </div>
+        </div>
+      </div>
+    </div>
+  )
+}

frontend/src/pages/VerifyEmailPage.tsx

@@ -7,15 +7,11 @@ import { cn } from '@/lib/utils'
 export function VerifyEmailPage() {
   const [searchParams] = useSearchParams()
   const token = searchParams.get('token')
-  const [status, setStatus] = useState<'loading' | 'success' | 'error'>('loading')
-  const [errorMessage, setErrorMessage] = useState('')
+  const [status, setStatus] = useState<'loading' | 'success' | 'error'>(token ? 'loading' : 'error')
+  const [errorMessage, setErrorMessage] = useState(token ? '' : 'No verification token provided')
 
   useEffect(() => {
-    if (!token) {
-      setStatus('error')
-      setErrorMessage('No verification token provided')
-      return
-    }
+    if (!token) return
 
     authApi.verifyEmail(token)
       .then(() => setStatus('success'))

frontend/src/pages/admin/SurveyResponsesPage.tsx

@@ -1,8 +1,24 @@
-import { useState, useEffect } from 'react'
+import { useState, useEffect, useCallback } from 'react'
 import { adminApi, type SurveyResponseDetail, type SurveyResponseListResponse } from '@/api/admin'
 import { PageHeader } from '@/components/admin'
-import { ChevronDown, Download, User, Link2, Loader2 } from 'lucide-react'
+import {
+  ChevronDown,
+  Download,
+  User,
+  Link2,
+  Loader2,
+  Eye,
+  EyeOff,
+  Archive,
+  ArchiveRestore,
+  Trash2,
+  CheckSquare,
+  Square,
+  MoreHorizontal,
+  Circle,
+} from 'lucide-react'
 import { cn } from '@/lib/utils'
+import { toast } from '@/lib/toast'
 
 const QUESTIONS: { id: string; num: string; text: string; type: 'mc' | 'mc-multi' | 'range' | 'text' | 'rank' }[] = [
   { id: 'prereqs', num: '1', text: 'Before you start troubleshooting, what info do you need?', type: 'mc-multi' },
@@ -70,7 +86,7 @@ function AnswerDisplay({ value, type }: { value: string | string[] | undefined;
 function ExpandedDetail({ response }: { response: SurveyResponseDetail }) {
   return (
     <tr>
-      <td colSpan={6} className="p-0">
+      <td colSpan={8} className="p-0">
         <div
           className="px-6 py-5"
           style={{
@@ -106,25 +122,57 @@ function ResponseRow({
   response,
   index,
   isExpanded,
+  isSelected,
   onToggle,
+  onSelect,
+  onMarkRead,
+  onArchive,
+  onDelete,
 }: {
   response: SurveyResponseDetail
   index: number
   isExpanded: boolean
+  isSelected: boolean
   onToggle: () => void
+  onSelect: () => void
+  onMarkRead: () => void
+  onArchive: () => void
+  onDelete: () => void
 }) {
   const answeredCount = QUESTIONS.filter((q) => {
     const val = response.responses[q.id]
     return val !== undefined && val !== null && val !== '' && !(Array.isArray(val) && val.length === 0)
   }).length
 
+  const [showMenu, setShowMenu] = useState(false)
+
   return (
     <>
       <tr
-        className="border-b border-border/50 hover:bg-[rgba(255,255,255,0.02)] transition-colors cursor-pointer"
-        onClick={onToggle}
+        className={cn(
+          'border-b border-border/50 transition-colors cursor-pointer',
+          !response.is_read && 'bg-primary/[0.03]',
+          'hover:bg-[rgba(255,255,255,0.02)]'
+        )}
       >
-        <td className="px-4 py-3 w-8">
+        {/* Checkbox */}
+        <td className="px-2 py-3 w-8" onClick={e => { e.stopPropagation(); onSelect() }}>
+          {isSelected ? (
+            <CheckSquare className="h-4 w-4 text-primary cursor-pointer" />
+          ) : (
+            <Square className="h-4 w-4 text-muted-foreground/40 cursor-pointer hover:text-muted-foreground" />
+          )}
+        </td>
+
+        {/* Unread dot */}
+        <td className="px-1 py-3 w-6" onClick={onToggle}>
+          {!response.is_read && (
+            <Circle className="h-2.5 w-2.5 fill-primary text-primary" />
+          )}
+        </td>
+
+        {/* Expand chevron */}
+        <td className="px-2 py-3 w-8" onClick={onToggle}>
           <ChevronDown
             className={cn(
               'h-4 w-4 text-muted-foreground transition-transform',
@@ -132,11 +180,11 @@ function ResponseRow({
             )}
           />
         </td>
-        <td className="px-4 py-3 font-label text-xs text-muted-foreground">{index + 1}</td>
-        <td className="px-4 py-3 text-sm text-foreground">
+        <td className="px-4 py-3 font-label text-xs text-muted-foreground" onClick={onToggle}>{index + 1}</td>
+        <td className={cn('px-4 py-3 text-sm', !response.is_read ? 'text-foreground font-medium' : 'text-foreground')} onClick={onToggle}>
           {response.respondent_name || <span className="text-muted-foreground italic">Anonymous</span>}
         </td>
-        <td className="px-4 py-3">
+        <td className="px-4 py-3" onClick={onToggle}>
           {response.source === 'invite' ? (
             <span className="inline-flex items-center gap-1.5 rounded-full px-2 py-0.5 font-label text-[0.625rem] uppercase tracking-wider bg-primary/10 text-primary">
               <User className="h-3 w-3" />
@@ -152,16 +200,57 @@ function ResponseRow({
             </span>
           )}
         </td>
-        <td className="px-4 py-3 font-label text-xs text-muted-foreground">
+        <td className="px-4 py-3 font-label text-xs text-muted-foreground" onClick={onToggle}>
           {new Date(response.created_at).toLocaleDateString('en-US', {
             month: 'short',
             day: 'numeric',
             year: 'numeric',
           })}
         </td>
-        <td className="px-4 py-3 text-sm text-muted-foreground">
+        <td className="px-4 py-3 text-sm text-muted-foreground" onClick={onToggle}>
           {answeredCount} / {QUESTIONS.length}
         </td>
+        {/* Actions */}
+        <td className="px-3 py-3 w-10 relative">
+          <button
+            onClick={e => { e.stopPropagation(); setShowMenu(!showMenu) }}
+            className="p-1.5 rounded-lg hover:bg-[rgba(255,255,255,0.06)] text-muted-foreground hover:text-foreground transition-colors"
+          >
+            <MoreHorizontal className="h-4 w-4" />
+          </button>
+          {showMenu && (
+            <>
+              <div className="fixed inset-0 z-40" onClick={() => setShowMenu(false)} />
+              <div
+                className="absolute right-3 top-full z-50 mt-1 w-44 rounded-xl py-1 shadow-xl"
+                style={{ background: 'rgba(24, 26, 31, 0.95)', border: '1px solid var(--glass-border)', backdropFilter: 'blur(16px)' }}
+              >
+                <button
+                  onClick={() => { onMarkRead(); setShowMenu(false) }}
+                  className="flex w-full items-center gap-2.5 px-3 py-2 text-xs text-muted-foreground hover:text-foreground hover:bg-[rgba(255,255,255,0.04)] transition-colors"
+                >
+                  {response.is_read ? <EyeOff className="h-3.5 w-3.5" /> : <Eye className="h-3.5 w-3.5" />}
+                  {response.is_read ? 'Mark Unread' : 'Mark Read'}
+                </button>
+                <button
+                  onClick={() => { onArchive(); setShowMenu(false) }}
+                  className="flex w-full items-center gap-2.5 px-3 py-2 text-xs text-muted-foreground hover:text-foreground hover:bg-[rgba(255,255,255,0.04)] transition-colors"
+                >
+                  {response.archived_at ? <ArchiveRestore className="h-3.5 w-3.5" /> : <Archive className="h-3.5 w-3.5" />}
+                  {response.archived_at ? 'Unarchive' : 'Archive'}
+                </button>
+                <div className="my-1 border-t" style={{ borderColor: 'var(--glass-border)' }} />
+                <button
+                  onClick={() => { onDelete(); setShowMenu(false) }}
+                  className="flex w-full items-center gap-2.5 px-3 py-2 text-xs text-rose-400 hover:bg-rose-500/10 transition-colors"
+                >
+                  <Trash2 className="h-3.5 w-3.5" />
+                  Delete
+                </button>
+              </div>
+            </>
+          )}
+        </td>
       </tr>
       {isExpanded && <ExpandedDetail response={response} />}
     </>
@@ -174,20 +263,24 @@ export default function SurveyResponsesPage() {
   const [error, setError] = useState<string | null>(null)
   const [expandedId, setExpandedId] = useState<string | null>(null)
   const [exporting, setExporting] = useState(false)
+  const [selectedIds, setSelectedIds] = useState<Set<string>>(new Set())
+  const [showArchived, setShowArchived] = useState(false)
+
+  const fetchData = useCallback(async () => {
+    try {
+      const result = await adminApi.listSurveyResponses(showArchived)
+      setData(result)
+    } catch {
+      setError('Failed to load survey responses')
+    } finally {
+      setLoading(false)
+    }
+  }, [showArchived])
 
   useEffect(() => {
-    const fetchData = async () => {
-      try {
-        const result = await adminApi.listSurveyResponses()
-        setData(result)
-      } catch {
-        setError('Failed to load survey responses')
-      } finally {
-        setLoading(false)
-      }
-    }
+    setLoading(true)
     fetchData()
-  }, [])
+  }, [fetchData])
 
   const handleExport = async () => {
     setExporting(true)
@@ -206,6 +299,112 @@ export default function SurveyResponsesPage() {
     }
   }
 
+  const handleMarkRead = async (id: string, currentlyRead: boolean) => {
+    try {
+      if (currentlyRead) {
+        await adminApi.markResponseUnread(id)
+      } else {
+        await adminApi.markResponseRead(id)
+      }
+      setData(prev => prev ? {
+        ...prev,
+        unread: prev.unread + (currentlyRead ? 1 : -1),
+        responses: prev.responses.map(r => r.id === id ? { ...r, is_read: !currentlyRead } : r),
+      } : prev)
+    } catch {
+      toast.error('Failed to update read status')
+    }
+  }
+
+  const handleArchive = async (id: string, currentlyArchived: boolean) => {
+    try {
+      if (currentlyArchived) {
+        await adminApi.unarchiveResponse(id)
+        setData(prev => prev ? {
+          ...prev,
+          responses: prev.responses.map(r => r.id === id ? { ...r, archived_at: null } : r),
+        } : prev)
+      } else {
+        await adminApi.archiveResponse(id)
+        if (!showArchived) {
+          setData(prev => prev ? {
+            ...prev,
+            total: prev.total - 1,
+            responses: prev.responses.filter(r => r.id !== id),
+          } : prev)
+        } else {
+          setData(prev => prev ? {
+            ...prev,
+            responses: prev.responses.map(r => r.id === id ? { ...r, archived_at: new Date().toISOString() } : r),
+          } : prev)
+        }
+      }
+      toast.success(currentlyArchived ? 'Response unarchived' : 'Response archived')
+    } catch {
+      toast.error('Failed to update archive status')
+    }
+  }
+
+  const handleDelete = async (id: string) => {
+    if (!confirm('Permanently delete this response? This cannot be undone.')) return
+    try {
+      await adminApi.deleteResponse(id)
+      setData(prev => prev ? {
+        ...prev,
+        total: prev.total - 1,
+        responses: prev.responses.filter(r => r.id !== id),
+      } : prev)
+      setSelectedIds(prev => { const next = new Set(prev); next.delete(id); return next })
+      toast.success('Response deleted')
+    } catch {
+      toast.error('Failed to delete response')
+    }
+  }
+
+  const handleBulkAction = async (action: string) => {
+    if (selectedIds.size === 0) return
+    if (action === 'delete' && !confirm(`Permanently delete ${selectedIds.size} response(s)?`)) return
+
+    try {
+      await adminApi.bulkActionResponses(action, Array.from(selectedIds))
+      setSelectedIds(new Set())
+      fetchData()
+      toast.success(`${action.replace('_', ' ')} applied to ${selectedIds.size} response(s)`)
+    } catch {
+      toast.error('Bulk action failed')
+    }
+  }
+
+  const toggleSelect = (id: string) => {
+    setSelectedIds(prev => {
+      const next = new Set(prev)
+      if (next.has(id)) next.delete(id)
+      else next.add(id)
+      return next
+    })
+  }
+
+  const toggleSelectAll = () => {
+    const responses = data?.responses ?? []
+    if (selectedIds.size === responses.length) {
+      setSelectedIds(new Set())
+    } else {
+      setSelectedIds(new Set(responses.map(r => r.id)))
+    }
+  }
+
+  // Auto-mark as read when expanding
+  const handleExpand = (id: string) => {
+    const newId = expandedId === id ? null : id
+    setExpandedId(newId)
+    if (newId) {
+      const resp = data?.responses.find(r => r.id === newId)
+      if (resp && !resp.is_read) {
+        handleMarkRead(newId, false)
+      }
+    }
+  }
+
   if (loading) {
     return (
       <div className="flex items-center justify-center py-20">
@@ -230,18 +429,33 @@ export default function SurveyResponsesPage() {
         title="Survey Responses"
         description={`${data?.total ?? 0} total responses collected`}
         action={
-          <button
-            onClick={handleExport}
-            disabled={exporting || responses.length === 0}
-            className="inline-flex items-center gap-2 rounded-[10px] bg-[rgba(255,255,255,0.04)] border border-[rgba(255,255,255,0.06)] px-4 py-2 text-sm font-medium text-foreground transition-colors hover:border-[rgba(255,255,255,0.12)] disabled:opacity-50"
-          >
-            {exporting ? (
-              <Loader2 className="h-4 w-4 animate-spin" />
-            ) : (
-              <Download className="h-4 w-4" />
-            )}
-            Export CSV
-          </button>
+          <div className="flex items-center gap-2">
+            {/* Archive toggle */}
+            <button
+              onClick={() => setShowArchived(!showArchived)}
+              className={cn(
+                'inline-flex items-center gap-2 rounded-[10px] px-3 py-2 text-xs font-medium transition-colors border',
+                showArchived
+                  ? 'bg-primary/10 text-primary border-primary/20'
+                  : 'bg-[rgba(255,255,255,0.04)] text-muted-foreground border-[rgba(255,255,255,0.06)] hover:border-[rgba(255,255,255,0.12)]'
+              )}
+            >
+              <Archive className="h-3.5 w-3.5" />
+              {showArchived ? 'Showing Archived' : 'Show Archived'}
+            </button>
+            <button
+              onClick={handleExport}
+              disabled={exporting || responses.length === 0}
+              className="inline-flex items-center gap-2 rounded-[10px] bg-[rgba(255,255,255,0.04)] border border-[rgba(255,255,255,0.06)] px-4 py-2 text-sm font-medium text-foreground transition-colors hover:border-[rgba(255,255,255,0.12)] disabled:opacity-50"
+            >
+              {exporting ? (
+                <Loader2 className="h-4 w-4 animate-spin" />
+              ) : (
+                <Download className="h-4 w-4" />
+              )}
+              Export CSV
+            </button>
+          </div>
         }
       />
 
@@ -269,14 +483,82 @@ export default function SurveyResponsesPage() {
             {data?.this_week ?? 0}
           </p>
         </div>
+        <div className="glass-card-static px-5 py-4 flex-1">
+          <p className="font-label text-[0.625rem] uppercase tracking-[0.1em] text-muted-foreground mb-1">
+            Unread
+          </p>
+          <p className={cn(
+            'text-2xl font-heading font-bold',
+            (data?.unread ?? 0) > 0 ? 'text-primary' : 'text-foreground'
+          )}>
+            {data?.unread ?? 0}
+          </p>
+        </div>
       </div>
 
+      {/* Bulk actions bar */}
+      {selectedIds.size > 0 && (
+        <div
+          className="flex items-center gap-3 rounded-xl px-4 py-2.5"
+          style={{ background: 'rgba(6, 182, 212, 0.08)', border: '1px solid rgba(6, 182, 212, 0.15)' }}
+        >
+          <span className="text-sm text-primary font-medium">
+            {selectedIds.size} selected
+          </span>
+          <div className="flex-1" />
+          <button
+            onClick={() => handleBulkAction('mark_read')}
+            className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-medium text-muted-foreground hover:text-foreground hover:bg-[rgba(255,255,255,0.06)] transition-colors"
+          >
+            <Eye className="h-3.5 w-3.5" />
+            Mark Read
+          </button>
+          <button
+            onClick={() => handleBulkAction('mark_unread')}
+            className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-medium text-muted-foreground hover:text-foreground hover:bg-[rgba(255,255,255,0.06)] transition-colors"
+          >
+            <EyeOff className="h-3.5 w-3.5" />
+            Mark Unread
+          </button>
+          <button
+            onClick={() => handleBulkAction('archive')}
+            className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-medium text-muted-foreground hover:text-foreground hover:bg-[rgba(255,255,255,0.06)] transition-colors"
+          >
+            <Archive className="h-3.5 w-3.5" />
+            Archive
+          </button>
+          <button
+            onClick={() => handleBulkAction('delete')}
+            className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-medium text-rose-400 hover:bg-rose-500/10 transition-colors"
+          >
+            <Trash2 className="h-3.5 w-3.5" />
+            Delete
+          </button>
+          <button
+            onClick={() => setSelectedIds(new Set())}
+            className="px-3 py-1.5 rounded-lg text-xs font-medium text-muted-foreground hover:text-foreground hover:bg-[rgba(255,255,255,0.06)] transition-colors"
+          >
+            Clear
+          </button>
+        </div>
+      )}
+
       {/* Table */}
       <div className="glass-card-static overflow-hidden">
         <table className="w-full">
           <thead>
             <tr className="border-b border-border/50">
-              <th className="px-4 py-3 w-8" />
+              <th className="px-2 py-3 w-8">
+                <button onClick={toggleSelectAll} className="text-muted-foreground/40 hover:text-muted-foreground">
+                  {selectedIds.size > 0 && selectedIds.size === responses.length ? (
+                    <CheckSquare className="h-4 w-4 text-primary" />
+                  ) : (
+                    <Square className="h-4 w-4" />
+                  )}
+                </button>
+              </th>
+              <th className="px-1 py-3 w-6" />
+              <th className="px-2 py-3 w-8" />
               <th className="px-4 py-3 text-left font-label text-[0.625rem] uppercase tracking-[0.1em] text-muted-foreground">
                 #
               </th>
@@ -292,13 +574,14 @@ export default function SurveyResponsesPage() {
               <th className="px-4 py-3 text-left font-label text-[0.625rem] uppercase tracking-[0.1em] text-muted-foreground">
                 Answered
               </th>
+              <th className="px-3 py-3 w-10" />
             </tr>
           </thead>
           <tbody>
             {responses.length === 0 ? (
               <tr>
-                <td colSpan={6} className="px-4 py-12 text-center text-sm text-muted-foreground">
-                  No survey responses yet.
+                <td colSpan={9} className="px-4 py-12 text-center text-sm text-muted-foreground">
+                  {showArchived ? 'No archived responses.' : 'No survey responses yet.'}
                 </td>
               </tr>
             ) : (
@@ -308,9 +591,12 @@ export default function SurveyResponsesPage() {
                   response={response}
                   index={index}
                   isExpanded={expandedId === response.id}
-                  onToggle={() =>
-                    setExpandedId(expandedId === response.id ? null : response.id)
-                  }
+                  isSelected={selectedIds.has(response.id)}
+                  onToggle={() => handleExpand(response.id)}
+                  onSelect={() => toggleSelect(response.id)}
+                  onMarkRead={() => handleMarkRead(response.id, response.is_read)}
+                  onArchive={() => handleArchive(response.id, !!response.archived_at)}
+                  onDelete={() => handleDelete(response.id)}
                 />
               ))
             )}

frontend/src/router.tsx

@@ -11,6 +11,7 @@ import {
 // Public pages
 const SharedSessionPage = lazy(() => import('@/pages/SharedSessionPage'))
 const SurveyPage = lazy(() => import('@/pages/SurveyPage'))
+const SurveyThankYouPage = lazy(() => import('@/pages/SurveyThankYouPage'))
 
 // Standalone auth pages
 const VerifyEmailPage = lazy(() => import('@/pages/VerifyEmailPage'))
@@ -108,6 +109,15 @@ export const router = createBrowserRouter([
     ),
     errorElement: <RouteError />,
   },
+  {
+    path: '/survey/thank-you',
+    element: (
+      <Suspense fallback={<PageLoader />}>
+        <SurveyThankYouPage />
+      </Suspense>
+    ),
+    errorElement: <RouteError />,
+  },
   {
     path: '/share/:shareToken',
     element: (

frontend/src/types/assistant-chat.ts

@@ -34,4 +34,17 @@ export interface RetentionSettings {
   chat_retention_max_count: number | null
 }
 
+export type ConclusionOutcome = 'resolved' | 'escalated' | 'paused'
+
+export interface ConcludeChatRequest {
+  outcome: ConclusionOutcome
+  notes?: string
+}
+
+export interface ConcludeChatResponse {
+  summary: string
+  outcome: ConclusionOutcome
+  concluded_at: string
+}
+
 export type { SuggestedFlow }