Insights Tab

The Insights view in the Solutions tab charts where a copilot's solutions come from and how they are distributed.

The Insights view within the Solutions tab gives an analytical overview of the data behind your solutions. While individual solution entries focus on the what, the Insights dashboard shows the where and how — the origin, type, and distribution of your knowledge base.

To open it, click the lightbulb icon in the rail on the left of the Solutions tab in the Copilots portal.

The Insights view of the Solutions tab, with the Sources Processed, Artifact Types, Artifact Sources, Reference Types, and Categories (Top 7) charts.

The Insights view of the Solutions tab

The Charts

ChartWhat it shows
Sources ProcessedThe imported source records, grouped by the outcome of processing — for example, Skipped.
Artifact TypesThe number of solutions of each type: Troubleshooting, Procedure, FAQ, and Reference.
Artifact SourcesWhere the solutions came from — for example, User for solutions created in InSkill.
Reference TypesThe kinds of supporting material used to ground your solutions.
Categories (Top 7)The seven categories with the most solutions.

Click the expand icon at the top right of a chart to view it full size.

Why These Insights Matter

By monitoring these charts, administrators can keep their copilots accurate, balanced, and up to date:

  • Identify data gaps: if the Categories chart shows very few solutions for a product line, prioritize importing support data for that area.
  • Check the mix of solution types: a knowledge base made almost entirely of one type — for example, troubleshooting — may need procedures or reference content added.
  • Track import value: Sources Processed and Artifact Sources show how much of your knowledge base comes from imported support data compared with solutions written by your team.

For how solutions are generated and scored, see Importing Solutions.