Home at a glance
- The band at the top says the agent’s state in one sentence, with one button.
- Needs you lists anything that waits for a person, each with a link.
- This month against your plan shows how many assists and chat messages are used and how many your plan includes.
- What the agent did shows five figures for the last 7 days, each compared with the 7 days before.
- Latest activity lists assists, chats and nudges across your tenants, newest first.
What the Home page shows
Your agent’s state
The band at the top says the agent’s state in one sentence, with one button.
While the agent is on, the second line says how many sources it answers from and when you last published.
Needs you
Under the band, Needs you lists anything that waits for a person, each with a link: an unfinished Setup step, a failed crawl, a re-crawl waiting for Publish, usage nearing your plan, an invite about to expire, or a card problem. You can Hide or Show the list.This month against your plan
Your plan’s name and period, and for assists and chat messages: how many are used, how many your plan includes, and a projection once there is enough of the month to go on. Use Add assists or Add chat messages to buy a pack on Settings → Billing and usage.Last 7 days: What the agent did
Five figures for the last 7 days, each compared with the 7 days before:- People helped refers to people who started at least one assist.
- Assists started
- Finished refers to the share of assists started that the agent took to the end.
- Conversations
- Messages refers to chat messages, as your plan counts them.
Assists per day and how they ended
A bar a day for the last 7 days, split by how each assist ended.Latest activity
Assists, chats and nudges across your tenants, newest first, with a link into Audience. A nudge shows what came of it. See Nudges.Check it works
Once Setup is done and the agent is on, the band reads “On for …” and Needs you has no Setup lines. The figures fill in as people use the agent in your app.Troubleshooting
- The band says “Off: no docs published.” although you added sources. This is because a source counts only once it is published. Press Publish in the bar at the top.
- The figures stay at zero. Assists count once HelpAlive completes their first step, and chat messages when the agent answers. Tests never count. See Limits and usage.
Next
Controls
Turn the agent on and choose who gets it.
Audience and Reports
Who used the agent, and how it went.
Limits and usage
How we count, and what happens at a limit.