Academy Access: a collection of video tutorials and resources. To activate your account,  Click "Sign Up" button in upper right-hand corner You will be prompted to fill out a form to create an account Upon clicking the Create Account button, you will receive an email from Academy Admin <noreply@conversight.ai> Within this email, click the link provided to activate your account You should now b...

Once you have Academy access, we suggest going through the video tutorials in the recommended order below to ensure a smooth and thorough onboarding experience. This will provide you with a solid foundation and empower you to leverage ConverSight to its fullest potential. Course: Business User Training Platform Overview: Discover the platform’s key features and functionalities. Explorer: L...

Simply click on the field you want to add from the list on the left side tab of Explorer when adding a column through Explorer.

Once changes have been made to the report, it can either be saved as a favorite in the reports section or pinned to the Storyboard to keep it. Documentation Link: Explorer — ConverSight Documentation

The number of users you can add depends entirely on the plan you have chosen.

Click on the profile icon on the top right and select the Account page. There, you can find your trial end date. Additionally, there will be a countdown of your trial days on the platform's banner, which updates daily.

By default, your ConverSight session will remain logged in for one hour before auto-logging you out.

Users can utilize the data connectors within the platform to connect to their data sources. Once connected, they can use the data management tools to create a new dataset and load data into the ConverSight platform. After loading the data, they should publish it through SME Coaching.  Documentation Link: Getting Started — ConverSight Documentation Documentation Link: Documentation Data Connect...

Log into your Fishbowl AI Insights dashboard Once logged in, locate the left menu Click on the menu option labeled "Data Management" On the Data Management page, look for the column labeled "Last Publish" Check the date displayed to ensure it was updated within the last 24 hours If the date is older than 24 hours, you may need to refresh or republish your data. Based on your findi...

Detailed data pulls will be logged into the "Show Recent Activity" feature. To access this, Navigate to the Datasets page, Click the settings icon next to your dataset, Select Show Recent Activity -- this will provide a log of all recent actions performed on that dataset

In order to best investigate this situation, please submit a Customer Support ticket, including a screenshot of the incorrect data and the expected value. Including the name of the Storyboard, Report, or Athena Question asked will help us pinpoint what and how the data is being pulled.

Within Conversight, Click on the feedback button on the right side of the screen, Input your feedback Click on Submit All feedback submitted is reviewed by the ConverSight Customer Experience Team.

Documentation Link: User Interaction - Athena — ConverSight Documentation

To set an alert, Click on the Ask Athena icon Select the Alert Me icon on specific insights where the user wants to set alerts In the dialog box: Specify the conditions that will trigger the alert Customize the template for the resulting insight Click Save   Video Link: Alert Me — ConverSight Documentation

If user sees this message, it means user hasn't been granted access to a dataset. Contact your data administrator to request access.

Users can interact with Athena, click on the Ask Athena icon, where users can input queries by typing or using voice commands via the microphone icon. Documentation Link: User Interaction - Athena

Users can train Athena by selecting the Train Athena option under the Data Workbench. Documentation Link: Subject Matter Expert Coaching — ConverSight Documentation Academy Link: Course: Subject Matter Expert Coaching (conversight.com)

Users can update the date and period interval in the filter section. By default, the period parameters are set to "all," but they can be adjusted according to user preferences. Note: The date and period interval will only function if date columns are present in the query.

Users can see recently pulled reports by selecting the down arrow near the query bar. Documentation Link: Explorer — ConverSight Documentation

Users can create folders while adding a report to favorites by clicking the "Heart" icon in the right-side menu. When prompted for "Folders," type a new name to automatically create and save it as a new folder or select an existing folder from the dropdown menu to save the report in an existing one. Documentation Link: Explorer — ConverSight Documentation

After creating a report, users can add it to their favorites by clicking the "Heart" icon in the right-side menu. This action saves the report in a folder designated for favorite items. Documentation Link: Explorer — ConverSight Documentation

Yes, you can select fields from different tables, but you cannot select fields from different datasets.

To create a drill-down, please refer to the documentation provided. Additionally, note that there is a default drill-down available which is from year to day. Documentation Link: Drill Down — ConverSight Documentation Video Link: Drill Down — ConverSight Documentation

Users can delete created Insights by selecting the delete icon associated with the specific Insight. Documentation Link: Subject Matter Expert Coaching — ConverSight Documentation

Users can edit the Insight by clicking on the Edit Icon corresponding to the created Insights. Documentation Link: Subject Matter Expert Coaching — ConverSight Documentation

A Storyboard can be categorized by adding a business area, which will be displayed as a tag. Clicking on a specific tag will filter the Storyboard by that business area. To add a business area to a Storyboard, click on the settings icon on the right side of the Storyboard and select "Edit." There, you can add a business area to categorize your Storyboard. Documentation Link: Storyboard — Conve...

Process Flow feature in ConverSight enables users to create a unified Storyboard that consolidates multiple Storyboards in a user-defined sequence. This allows for a single, streamlined space to view all selected Storyboards. Documentation Link: Storyboard — ConverSight Documentation

Video Link: Customization of Storyboard — ConverSight Documentation Academy Link: Course: Storyboard (conversight.com)

When a user needs to add or remove a column, make a slight change to a Storyboard, and still retain the original version, they use the clone option. This allows them to modify the data in the cloned Storyboard without affecting the original one. Documentation Link: Storyboard — ConverSight Documentation

Documentation Link: Storyboard — ConverSight Documentation Video Link: Scheduling a Report in Storyboard — ConverSight Documentation Academy Link: Course: Storyboard (conversight.com)

Documentation Link: Storyboard — ConverSight Documentation Video Link: Sharing a Storyboard — ConverSight Documentation Academy Link: Course: Storyboard (conversight.com)

Below is a data dictionary for the Fishbowl AI Insights dataset, which includes the tables, IDs, categories, descriptions, and synonyms used within the product. table id category precision type unit description synonyms receipt_details datereceived date   %m-%d-%Y   The date when the goods were received. date received,receipt details datereceived,Received Date part vendorid dimensions   ...