Overview

The Intelligence portal is your window into how your copilots are performing in the real world. It turns raw interaction data into actionable insights, letting you identify knowledge gaps, track engagement, and continuously refine your system's expertise.

The portal is organized into three sections, with tabs in the top-left corner of the page: GPT, Reports, and Data.

GPT

The GPT section is the core of the Intelligence portal, where you monitor the effectiveness of your AI's conversations. It is broken into six tabs:

Tab	What it shows
Summary	A high-level dashboard of key metrics: volume (chats and questions, including a questions-over-time chart), engagement (active users over time, chats by role or language), quality (thumbs-up responses and feedback received), and technical detail (questions by copilot, references by type, and agent usage).
Details	A granular breakdown of every individual session, including date, user, question, answer, references used, and feedback provided.
Questions	Clusters similar questions together to reveal common inquiries across copilots and roles.
Answers	Clusters similar answers to help authors verify consistency and quality across responses.
Issues	A repository for negative interactions — thumbs-down responses, flagged content, and no-answer-found cases — for admin review.
References	Lists every resource in your library with how often each is used, helping identify the most and least valuable documentation.

Reports

The Reports section generates tailored analytics beyond the standard dashboard:

Multi-dimensional analysis: cross-reference data between sessions, resources, and copilots.
Granular filters: segment data by user, customer, copilot, or time period.
Strategic planning: use reports to justify content updates and demonstrate return on investment to stakeholders.

Reports show how technicians engage with tasks and resources across the platform — the total number of task sessions completed, the period in which they occurred, and their effectiveness — plus resource utilization broken down by copilot and time range.

Report type	Description
Total Sessions	The total number of task sessions initiated within the platform.
Total Resource Usage	The total number of times resources have been accessed.
Sessions Over Time	A trend graph of how many task sessions have been initiated over time, with a cumulative view of session growth.
Resources Over Time	A trend graph of how many resources have been accessed over time, with a cumulative total up to each point.
Sessions by Copilot	A pie chart breaking down task sessions by copilot, highlighting the top five copilots used.
Resources by Copilot	A pie chart showing resource usage distributed across copilots, highlighting the top five associated with resource views.
Sessions by Status	A color-coded pie chart showing the status of task sessions — how many were completed, initiated, active, or escalated for further support.
Sessions Escalated	A pie chart showing how many sessions required escalation to support, representing overall task resolution effectiveness. `True` means escalated; `False` means the task was completed.
Sessions by Solution	A bar chart showing which solutions successfully resolved sessions, based on the Finished outcome selected at the end of a task.
Resources by Resource	The most frequently accessed individual resources in your account.

Data

The Data tab provides a more comprehensive look at performance on your equipment. Where reports present visual summaries, data presents a spreadsheet. The spreadsheet is modifiable and covers users, customers, copilots, sessions, customer sessions, resources, customer resources, account activity, and account copilots. You can narrow it to a specific time frame and simplify it by choosing which columns to display.