Check your knowledge base health in 10 seconds:
Open Analytics
Open Workspace in the header, then under Analyze choose Reports and switch to the Analytics tab (or press ⌘K and type "analytics")
Check Quality Score
Look at your Quality Score: aim for 85% or higher (green)
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.
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 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:
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.
Query Trends shows the most common searches and AI questions from your team over time. Rising queries indicate growing interest or need. Queries with low answer rates indicate areas where content needs to be added or improved.