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Managed AI

Managed AI - Admin Helpguide

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Introduction Of Managed AI > AI Agent Dashboard
  • Introduction Of Managed AI
    • AI Agent Dashboard
    • Shared AI Agents
    • Add New AI Agent
    • Managed AI Requests
  • Agent Management — Dashboard
    • Agent Management — Integrations
    • Agent Management — Playbooks
    • Agent Management — Ticket Management
    • Agent Management — Approvers
    • Agent Management — Channels
    • Agent Management — Repository
    • Agent Management — Try Agent
  • AI Training
    • AI Training Materials — Repository Detail
  • Captured Contacts
  • Integrations
  • Account Settings

AI Agent Dashboard



The main hub where you can view, filter, and manage all your AI Agents. Each agent card shows key performance metrics for the last 30 days.



What you can do here
  • Toggle between My AI Agents and Shared AI Agents tabs
  • Filter agents by Tags using the tag dropdown
  • Filter by agent type using the All Agents dropdown
  • Search for a specific agent by name using the Search Agent field
  • Click Request Managed AI to submit a managed agent request
  • Click Add New AI Agent to create a new agent
  • Click Manage Your AI Agent on any card to open that agent's management console
  • Click the -- menu on any agent card for quick actions
  • Switch agents using the Select Your AI Agent… dropdown in the top bar

Agent Card Metrics

Metric  Description  Agent Types 
Resolved Tickets  Tickets automatically resolved by AI in the last 30 days  IT Service Agent 
Active Playbooks  Number of enabled playbook automations  All types 
Active Approvals  Pending approval requests awaiting human sign-off  IT Service Agent 
Connected Channels  Number of communication channels linked  Custom Agent 
Platform Credentials  Number of connected platform credentials  Custom Agent 
Total Visitors  Unique visitors that interacted with the agent  Web / Sales agents 
Training Materials  Documents, URLs and images in the knowledge base  All types 
Queries Served  Total conversations handled  Web / Sales agents 
Avg Interaction Time  Average session duration per visitor  Web / Sales agents 
Total Generated Content  Pieces of content produced by the agent  Content Marketing 
Total Searched Keywords  SEO keyword lookups performed  SEO Page Finder 
Total Trained URLs  Web pages indexed into knowledge base  SEO Page Finder 


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