Admin user guide

Admin features

This section is a guide for Rapidflare Admins. Rapidflare Admins help manage your Rapidflare account, train and deploy agents 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 agents, or get access to conversations, analytics and more!

Conversation history

You can access the history of all conversations your enterprise had with the agent via the `Agents` > `History` navigation link. You can view the history for a given time range, page through the list of conversations, filter by feedback, user ID, and other attributes. You can click on the `Title` column to bring up a past conversation from history.

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 `Title` 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, PDF, Markdown, HTML and JSON 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: This option allows you to generate a link to the conversation, which can be shared with others. Only authenticated users will be able to view and interact with the conversation 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 will be able to access and interact with the conversation through this method as well.
• 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.
• 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 will expire 30 days after being generated.

Sharing an agent

You can share your agent 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: This option allows you to generate a link to the agent, which can be shared with others. Only authenticated users will be able to view and interact with the agent using this link.
• Share via Email: This option lets you share the agent with specific email addresses, sending them a notification that includes the agent link and your custom message. Only authenticated users will be able to access and interact with the agent through this method as well.

Note: The agent link will expire 30 days after being generated.

Configuration

You can configure how your agent 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.

Here's a video demo illustrating agent configuration:

Starter prompts

You can choose to show custom starter prompts to your users. You can group starter prompt questions by their category names and also provide a simple icon and a help description per category which will be shown to users on hover.

Here's a video demo illustrating starter prompts configuration:

You can also auto-generate these prompts using the agent, here's a video demo of auto generating starter prompts:

API keys

You can manage your API keys from Agents » 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 agent widget as described here.

Here's a video demo illustrating creating/updating/deleting your own API keys.