What you'll achieve
Find your way around Archie Bots and read the Home screen to see how your operation is doing and what needs your attention today.
Before you start
- Have your access key. With a read-only key you can see Home, but you can't change anything.
- Some notices (channels, inbox) only appear with an edit key.
Steps
- Sign in with your key. You'll see the dark sidebar on the left with the sections: Home, Automations, Inbox, Knowledge, Channels, Results y AI assistant. At the bottom are Getting started and your role. Screenshot: sidebar with the seven sections
- In Home, choose the period at the top: Today, 7 days o 30 days. The indicators and chart update. Screenshot: Home with period filter
- Read first Needs your attention. Notices are in two groups: Now (conversations waiting for a person, assistant out of service, store or CRM failures, channels without credentials) and This week (unpublished drafts, paused automations, missing knowledge, high drop-off and privacy notices: a web channel without consent or without a link to your privacy notice). Screenshot: Needs your attention list
- Click a notice's button (for example Handle now) to go straight to the section where it's resolved.
- Check the five indicators, the conversations chart, the health of your channels and services, and recent conversations.
- Look at When people write: each square is one hour of a weekday (Colombia time) and it's darker the more conversations there were. Use it to decide when to have your team available. Screenshot: hour heat map
- In Where people drop off you see the blocks where conversations were left inactive for more than 24 hours, and in Team workload how many conversations each person has taken.
- Further down, Suggestions to improve proposes actions based on your figures (for example, having someone in the Inbox during your busiest hour). They're simple rules, not predictions. Screenshot: suggestions card
- To edit a bot, go to Automations and click its name: the builder opens full screen with the tabs Canvas, Test, Versions, Analytics e Install. To go back, click ← Automations. Screenshot: builder with tabs
Expected result
You know what needs attention, where to go to resolve it and how to enter and leave the builder without losing changes.
Common issues
I don't see the Inbox or the channel notices
Your key is read-only. Ask for an edit key.
When I leave the builder it asks if I want to leave
There are unsaved changes. Cancel and click Save.
The attention list is empty
It means there's nothing urgent.
When to contact support
If a notice doesn't go away after you resolve it, write to us with the notice text and the time you saw it.