Rapidflare Admins
Admin User Guide
Admin Features
This section is a guide for Rapidflare Admins. Rapidflare Admins help manage your Rapidflare account, train and deploy copilots and overall help get the best out of Rapidflare. Rapidflare Admins get access to the Rapidflare Dashboard, where they can do administrative tasks, configuration and tuning of copilots, or get access to conversations, analytics and more!
Conversation History
You can access the history of all conversations your enterprise had with the copilot via the Copilots
> History
navigation link. You can view the history for a given time range. Various time range filters are available to help you zoom in or out to a time range.
You can page through the list of conversations, filter by feedback, user ID, and other attributes. You can sort and filter by various columns such as timestamp, user ID, feedback and number of messages.
You can click on the Excerpt
column to bring up a past conversation from history.
Reviewing Feedback
In the history view, you can easily review feedback provided by users. Since feedback is at an individual message level, we roll up individual message feedback up to each conversation, and visualize the summary in the table. Here are some scenarios
- If a conversation has 1 or more messages with thumbs-up feedback, we summarize the conversation's feedback as "Good".
- If a conversation has 1 or more messages with thumbs-down feedback, we summarize the conversation's feedback as "Bad".
- If a conversation has 1 or more messages with thumbs-down feedback and 1 or more messages with thumbs-up feedback, we summarize the conversation's feedback as "Mixed".
- If a conversation has no messages with thumbs-up or thumbs-down feedback, we summarize the conversation's feedback as "None".
You can also quickly review comments provided with the feedback ratings by hovering over the icon presented representing one of the scenarios above. You will see a bulleted list of comments provided, if any.
Exporting history
You can export history by clicking on the Export
button and choose the format preferred. We currently support exporting conversation history in Excel, JSON, Markdown and HTML formats. If you would like other history export in other formats, please get in touch with us at support@rapidflare.ai.
Demo
Here's a video demo illustrating conversation history and history export.
Sharing a conversation
You can share a conversation by clicking on the Share icon. This creates a link that can be shared. There are 4 modes of sharing a conversation:
Share via URL: You can always share the conversation with others within your enterprise, by sharing this link (or just grab it off of the browser bar when you are in the
Converse
view). Only authenticated users into the dashboard will be able to view and interact with the Copilot using this link.Share via Email: This option lets you share the conversation with specific email addresses, sending them a notification that includes the conversation link and your custom message. Only authenticated users into the dashboard will be able to access and interact with the conversation through this method as well. Note: The conversation link shared via this method will expire 30 days after being generated.
Share via Hubspot: This option lets you share the conversation by plugging in the URL in your CRM like Hubspot. Using this you can add more qeury paramters like email, firstname and lastname to share personalized links. All users that the link is shared with will be able to view the conversation. Authenticated is not required. Therefore this should be used with caution. Note: The conversation link shared via this method will expire 30 days after being generated.
Share with anyone: This option lets you share the conversation with anyone who has access to the link. Authenticated is not required. Therefore this should be used with caution. Note: The conversation link shared via this method will expire 30 days after being generated.
Sharing a copilot
You can share your Copilot with others in your enterprise by clicking the . This will open a modal with two options: Share via URL
and Share via Email
.
- Share via URL: You can always share the copilot with others within your enterprise, by sharing this link (or just grab it off of the browser bar when you are in the
Converse
view). Only authenticated users into the dashboard will be able to view and interact with the Copilot using this link. - Share via Email: This option lets you share the Copilot with specific email addresses, sending them a notification that includes the Copilot link and your custom message. Only authenticated users into the dashboard will be able to access and interact with the Copilot through this method as well. Note: The copilot link shared via this method will expire 30 days after being generated.
Analytics
You can view analytics for conversations for a given time range from the Analytics
navigation link.
Admins can access detailed analytics on the new revamped Analytics page. Admins can select a time range for which key usage statistics (conversation, message, user counts and averages), daily trends (for users, conversations, messages), breakdowns (feedback, references for copilots answers) and leaderboards (top conversationalists) can be found. Clicking on various elements in the charts, links back to the conversation history page where admins can review the actual conversations that contributed to those analytics
Here's a video demo illustrating analytics:
Configuration
You can configure how your copilot experience looks like by setting name, description, placeholder text, and logo image of your choice. You can also change colors such as background, accent color and text color to match your brand's theme, using the Configure
navigation link.
You can also choose to show custom starter prompts to your user's and define additional guidelines for our AI copilot to follow while responding to your users.
Here's a video demo illustrating copilot configuration:
API keys
You can manage your API keys from Copilots » Configure » Security. You can create new API keys, disable existing ones, and set expiry dates for them. The API keys you create here can be used to initialize your copilot widget as described here.
Here's a video demo illustrating creating/updating/deleting your own API keys.