Review agent insights before changing knowledge
Turn recurring conversation findings into deliberate source or instruction improvements.
Before you begin
Open Analytics or the relevant agent’s analytics/insights tab. Select a useful period and confirm which workspace or agent the report covers.
Step by step
- 1
Open the relevant agent
Review insights for the assistant that produced the conversations. Keep the period and source context in mind.
- 2
Inspect the supporting example
Read the original question and answer. Confirm the finding is a repeated knowledge or behavior gap rather than a one-off ambiguous request.
- 3
Accept or dismiss deliberately
Use the offered review controls, then update the appropriate knowledge/prompt configuration if required by that workflow.
- 4
Test the improvement
Repeat the original scenario and a nearby case. Review fresh conversations to check that the change helps.
Good to know
An insight is a suggested improvement, not independently verified business information. Never add an invented policy simply to satisfy a suggested answer.
Check the result
Compare the same scope and period before drawing conclusions. Investigate real conversations and sources alongside aggregate metrics.
Questions & troubleshooting
The same issue returns
Check whether the underlying source was updated and processed, and whether another conflicting source remains.
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