Admin: Analytics

Monitor how well your knowledge system is performing: search quality, query trends, and usage analytics.

Check your knowledge base health in 10 seconds:

1

Open Analytics

Open Workspace in the header, then under Analyze choose Reports and switch to the Analytics tab (or press ⌘K and type "analytics")

2

Check Quality Score

Look at your Quality Score: aim for 85% or higher (green)

3

Review Query Trends

Scroll down to see Query Trends showing the most common searches and questions from your team over time.

If Dashboards is enabled for your organization, you get a customizable home base showing your own leads, pipeline, and knowledge activity, skinned with your brand colors and logo. It is a per-organization feature: a customer sees the Dashboards door only when it has been turned on for their organization. If you do not see it in navigation, it is not enabled for your org.

Leads by StatusA breakdown of your leads by pipeline stage, so you can see at a glance where things stand.
Recent LeadsYour most recent leads, newest first.
Lead VolumeLead volume over the last 30 days, so you can spot trends.

Alongside the lead widgets, Dashboards also carries the existing knowledge and activity widgets: knowledge stats, recent activity, quick actions, and alerts. You can create multiple dashboards, rearrange widgets, and share a dashboard with teammates.

The lead widgets are clickable. Click a status in Leads by Status, a name in Recent Leads, or a day in Lead Volume, and you go straight to the Leads page already filtered to that status, that lead, or that day. No extra searching required.

The Leads page itself is a searchable, filterable table: search by name, filter by status, and sort the columns to find what you need. Click any lead to open its detail panel on the right. The panel shows the lead's contact details, the answers they gave in the configurator, notes you can add or edit, and a status control you can update on the spot. Links from dashboard cards and notifications open the page pre-filtered, or with the lead already selected in the panel.

The Analytics tab in Reports helps you understand how well your knowledge system is performing. Think of it as a health checkup for your knowledge base: it shows you what is working well and what might need attention.

RAG QualityHow well searches and answers match your questions
Query TrendsWhat your team is searching for and how patterns change over time
Usage AnalyticsSearch volume, chat activity, and team engagement metrics

RAG stands for "Retrieval Augmented Generation". It is how your knowledge system finds and uses your documents to answer questions. This tab shows you how well that process is working with three key metrics.

Key Metrics:

Quality ScoreMeasures how accurately answers are based on your documents. Excellent (85%+): Highly accurate. Good (75-84%): Generally accurate. Fair (50-74%): Room for improvement. Needs Work (<50%): Consider adding more documents.
Trust / UncertaintyShows confidence level of responses. Lower uncertainty means more reliable answers.
PerformanceAverage response time. Fast (<3s) is ideal, Slow (>5s) may indicate need for optimization.

Below the summary metrics, a query history table shows every search and question. Filter by date range, quality level, or search type. Click any query to see the full retrieval details.

FiltersDate range, quality score threshold, query type (search vs. chat), confidence level
Query DetailsEach query shows the question asked, documents retrieved, confidence score, and response quality rating
Quality Score: 85%+Indicates highly accurate, document-grounded answers
Uncertainty: Below 10%Most responses are high-confidence
Response Time: Under 3 secondsFast enough for real-time use
Query Answer Rate: 90%+Most queries return confident, well-grounded answers
Add more documentsLow quality scores often mean the knowledge base doesn't have enough information on the topic.
Improve document qualityClean, well-structured documents extract better. Remove boilerplate and duplicates.
Settle duplicatesDuplicate entities confuse the graph. Answer the duplicate questions in the Brain Center.
Review low-confidence queriesSort by quality score to find problem areas, then add or improve relevant documents.
No data showingAnalytics require at least a few searches or chat queries to populate. Try asking some questions first.
Quality score suddenly droppedCheck if new documents were uploaded with poor content quality, or if entity conflicts are unresolved.
Query trends not updatingQuery trends update as new searches and questions are made. Allow a few days of activity for meaningful trend data to appear.
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