Introduction to Records

Records are pages within each project (workspace) that expose detailed operational logs, allowing for the investigation of specific events and monitoring the activity of the workspace.

What are Records?

Records are detailed pages that complement the analytics dashboard, providing granular access to specific events and activities of the workspace. While the dashboard offers an aggregated view through graphs and metrics, Records allow for the investigation of each individual event.

Through the Records, you can:

• Investigate specific events: Access detailed information about conversations, evaluations, and executions.
• Monitor activity: Track platform usage at an operational level.
• Analyze quality: Identify patterns, issues, and opportunities for improvement.
• Audit actions: Have complete traceability of workspace activities.

Accessing the Records

To access the Records:

1. Navigate to the Projects section in the side menu.
2. Select the desired project.
3. In the project's side menu, you will find the records options just below Dashboard:
   • Conversations
   • Response Evaluations
   • Metrics and Events

Period Filters

All records share the same period filters as the Dashboard:

• 30 Days: View data from the last 30 days.
• 6 Months: View data from the last 6 months.

This allows for cross-analysis between different types of records and the Dashboard, facilitating the investigation of events and trends.

Conversations

The Conversations section lists all conversations held by the users of the workspace.

What you will find:

• Complete list of conversations: All interactions with the workspace assistants.
• Detailed information: For each conversation, you will see:
  • Assistant used
  • Participants in the conversation
  • Start and end date and time
  • Duration of the conversation
  • Status (active, completed, etc.)
• Full view: When opening a conversation, you can:
  • See the complete message history
  • Visualize the context and prompts used
  • Export logs for auditing and analysis

Use Cases:

• Audit: Track all user interactions.
• Usage Analysis: Understand how the assistants are being used.
• Support: Access specific conversations to assist users.
• Continuous Improvement: Identify usage patterns and user needs.

Response Evaluation

The Response Evaluation section centralizes all feedback given by users regarding the assistants' responses.

What you will find:

• Positive and negative feedback: Ratings with 👍 (positive) and 👎 (negative).
• Complete context: For each evaluation, you will see:
  • The prompt sent by the user
  • The response generated by the assistant
  • Additional user comments (when available)
  • Date and time of the evaluation
  • Assistant used
• Aggregated analysis: Visualize satisfaction trends and feedback patterns.

Use Cases:

• Quality Improvement: Identify responses that need enhancement.
• Gap Identification: Discover questions that assistants cannot answer well.
• Prompt Optimization: Use feedback to adjust prompts and settings.
• Training: Identify areas where assistants need more knowledge.

Metrics and Events

The Metrics and Events section chronologically records all executions and operational events of the workspace.

What you will find:

• Chronological log: Events ordered by date and time.
• Types of recorded events:
  • Assistant executions
  • File uploads
  • Knowledge source synchronizations
  • Calls to MCP servers
  • Other system events
• Details of each event:
  • User responsible for the action
  • Execution time
  • Status (success, error, etc.)
  • Error messages (when applicable)
  • Resources used

Use Cases:

• Operational Monitoring: Track the health of the workspace in real time.
• Incident Investigation: Identify the root cause of problems.
• Performance Optimization: Identify slow or problematic operations.
• Usage Analysis: Understand which resources are most utilized.
• Security Audit: Track all actions performed in the workspace.

Integration with the Dashboard

Records work in conjunction with the Dashboard:

• Dashboard: Provides an aggregated view and trends through graphs.
• Records: Provide specific details and allow for deep investigation.

Use the Dashboard to identify trends and patterns, and the Records to investigate specific events and understand the detailed context.

Next Steps

• Explore the different sections of records available.
• Use the period filters to analyze different time intervals.
• Combine information from the Dashboard with the Records for comprehensive analyses.
• Export data when necessary for external analyses or audits.