Dashboard features

Getting started with our Dashboard

• Dashboard feature highlights
• Replace an existing reply
• Create a Template Reply
• Create an intent
• Access the Dialogue Builder

Dialogue Builder

• Escalate chats with escalation blocks
• Escalation strategy and flow
• Access the Dialogue Builder
• Dialogue Builder explained
• Carousels
• Conditional Blocks explained

Content

• Out of Hours reply explained
• How to copy dialogues between bots using Template Replies
• Test your dialogues using "Test Bot"
• Template Replies explained
• When to use template replies
• System Replies explained

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Content Entities

• Content entities explained
• How to create content entities
• RegEx collection
• Recipe: Sanitize Personal Identifiable Information (PII) data with content entities

SSO (Single Sign-On)

• Set up SAML-based SSO (Single Sign-On) for Google
• Set up SAML-based SSO (Single Sign-On) for Okta

Conversation Logs

• Add labels
• Content Coverage Analysis explained
• Filters in Conversation Logs
• Why am I getting the technical problem message?

Training Center

• Impact Report explained
• Create an Impact Report
• Using Impact report to train the bot
• Intent Training explained
• Current Expressions
• AI Suggested Messages

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Analytics

• Analytics explained - Ticket Automation
• Analytics explained - Chat Automation
• Deflection Rate vs. Bot Handled Rate
• Does deflection rate include conversations end with the default reply?

Settings

• Actions and Events explained
• CRM integrations - Available features
• Opening Hours explained
• Activating languages and replies
• Translate and build replies
• Add languages

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User Management

• User roles explained
• Logging in to ultimate.ai's Dashboard
• Managing users