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Welcome to the Circuitry.AI dashboard! This page provides a unified view of your account, so you can view information summaries and see your Advisors' performance at a high level.

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Creating an Advisor is the first step in your Decision Intelligence journey. Choose a Service Advisor to help your Service and Support teams troubleshoot and resolve customer issues in record time.

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View the total number of conversations managed by your Advisors. This metric helps you gauge the reach and impact of your Advisors.

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View recent customer interactions at a glance. A particular conversation catch your eye? You can click on it to view its full conversation log.

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Get an overview of how customers rate their conversations with your Advisors. Tracking these ratings helps identify strengths and areas for improvement.

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Monitor how customers have been engaging with your Advisors.

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Next, let’s take a look at the Advisors in your account.

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This page shows all the Advisors in your account. You can use different Advisors for a variety of use cases such as customer support assistance, internal enablement, support for service teams, and more.

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You can personalize your Advisor to fit your company's brand, test its capabilities, and deploy it when you're confident in its performance.

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Let's start by looking at how you can converse with your Advisor.

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Welcome to the chat interface! This is where you can chat with your Advisor and test its responses.

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Expand the interface for a more immersive experience. This is particularly useful for internal sales teams using the Advisor.

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The widget view is great for websites because it allows users to get quick assistance from the Advisor without navigating away from their other tasks.

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When asking the Advisor a question, you can choose one of the prompts or type in your own question.

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If the Advisor doesn't have enough information from the first question, it will ask for additional information.

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The Advisor’s answer is tailored to the information provided about the lawn mower being gas-powered.

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You can view the sources the Advisor used to create the answer. This allows you to easily verify the information and understand the basis of the Advisor’s answers.

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For each Advisor response, you can give it a thumbs up or down, depending on how you feel about the quality of the response. If you’re an admin on the account, you can also add an Expert answer to add your personal knowledge to the Advisor.

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Now, let’s look at the conversations your customers are having with your Advisors.

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Here, you’ll see a list of all the conversations between your Advisors and customers. You can see which Advisor it was, as well as information about the customer, the interaction date, and the how the customer rated the interaction.

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You can choose a time and date to filter your results.

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You can search for a specific conversation. The title is defined as the first question asked and a combination of keywords used during a conversation.

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You can click the eye icon to view the full conversation. When you view a conversation, you can see which responses were given a thumbs up or down. You can also see the source the Advisor used for its answers.

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Let’s check out your Advisors' knowledge bases next.

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Here, you can see each Advisor’s knowledge base and basic information about each.

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To see more information about a particular knowledge base, you can click View Knowledge.

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You can use the Knowledge Base to see all the knowledge you’ve uploaded to your Advisor. This is a great way to get a high-level view of your uploaded data.

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Upload the knowledge you want the Advisor to use. You can upload several different formats, such as PDFs, CSVs, and URLs.

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This status lets you know if your Advisor has been trained on that document

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For each knowledge source you can: view the source, unlink it, delete it, or add metadata to it.

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