Overview

Overview is the first page you see for a company. It shows a built-in dashboard of your assistant's activity. You can also ask a question in plain words, get a new view that answers it, and save that view for yourself or your team. Every view runs on live data each time you open it.

What you see

• View bar at the top. The first chip is Overview, the built-in view. Your saved views follow. Pinned views show a star and come first. Views shared with the team carry a team badge.
• Range picker in the top right: 24h, 7d or 30d. The default is 7 days.
• The view itself: a row of numbers at the top, then charts and tables below.
• Ask bar fixed at the bottom of the page, with a few suggested questions under it.

The built-in Overview shows:

• Conversations, Tool calls and Errors.
• Questions answered, for companies without the commerce capability.
• Searches and Checkouts, for companies with the commerce capability.
• Activity over time, Top tools and Conversations by channel.
• For commerce companies, also a funnel that shows where customers drop off on the way to checkout, and Top searches.

How to ask for a new view

1. Type a question in the ask bar, for example "Which tools are slowest?". You can also click one of the suggested questions.
2. Click Ask. The button shows Thinking… while the view is built.
3. The new view appears with a preview chip in the view bar and a banner that says it is live data, not saved yet.
4. Click Save as view to keep it, or Discard to drop it.

If the question can't be turned into a view, an error appears above the ask bar. Try rephrasing the question.

How to save a view

1. In the preview banner, click Save as view.
2. Enter a Name. It starts with the title the view was given.
3. Choose Private (only you see it) or Shared with team (everyone in your organization sees it).
4. Click Save. The view opens and appears in the view bar.

How to manage a saved view

1. Click the view's chip in the view bar.
2. Under the view bar you see the question it was built from, and these actions:
   • Pin or Unpin: moves the view to the front of the view bar.
   • Share with team or Make private: changes who can see it.
   • Rename: gives it a new name.
   • Delete: removes it after you confirm.

You can pin any view you can see. Only the person who created a view sees Share with team, Make private, Rename and Delete.

Good to know

• Views are never stored as numbers. Each one re-runs on live data when you open it.
• The range picker applies to saved views too, so you can look at a saved view over a different period.
• Pinning is shared. If you pin a team view, it moves to the front for everyone who can see it.