Upside Agent Dashboard
Review conversation quality, lead performance, common questions, and recommended assistant improvements from real admin-only data.
Dashboard
Review filtered conversation quality, lead performance, and visitor topics.
Loading dashboard data...
Use this review to identify where the assistant is performing well, where conversations are weak, and what content, policy, or lead-capture rules should be improved.
Conversation volume over the selected date range.
Today's count may be partial.
Most common visitor themes, grouped from recent conversation intent data.
Recent leads captured from conversations. Status reflects chatbot capture and available CRM delivery status.
Brand And Contact
Launcher And Quick Questions
One question per line.
Assistant Style And Guardrails
Example: Clear, direct, informative, technical but approachable.
One example per line. These guide the assistant toward better qualification questions.
Editable Context
One note per line.
One note per line.
Operational Policies
One fact per line. Use this for practical operating facts like shipping origin, install coverage, or quote submission steps.
FAQ Answers
Context Blocks
Use context blocks for facts, policies, talking points, or temporary guidance that should influence answers even before knowledge is rebuilt.
Training Data CRUD
These admin training records are used directly by the agent retrieval layer. Use them for corrections, call-log lessons, approved answers, policies, and temporary guidance.
Read-only generated knowledge snapshot
Products
Knowledge Sources And Lead Messaging
One URL per line. After changing these, use Rebuild Knowledge.
Advanced JSON editor
Quality Control Review
Review chat transcripts, customer feedback, intents, and assistant responses. Mark conversations or individual turns as reviewed, needs fix, fixed, or ignored.