General Platform Use
- How long do my sessions last?
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How to connect to other connectors and load data into platform?
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...
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My data hasn’t refreshed. How do I republish it?
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...
- Where can I see, what data is getting pulled in?
- I’m seeing issues with my data discrepancies or inconsistencies, how do I fix?
- How do I submit product enhancement and/or new feature request feedback?
- Platform configuration options aren’t visible to me, how do I turn that on?
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How do I ensure all users have access to all Storyboards?
If you're organization is part of the Fishbowl partnership, by default all the users will have access to all default Storyboards created at time of activation. Any custom implementation or Storyboards created after initial setup are by default only available to the person who created them. To share Storyboards with others, please see the following video link: Sharing a Storyboard — ConverSight...
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How do I update user permissions?
Note: Only the Org Administrator can update user roles. Open the configuration bar and select Data Governance under Data Workbench. Choose a user and click the Edit icon in the Action column. In the Update User page, modify the user's role as needed. Click Update to save the changes. If you don't see the left menu, follow the following instructions to enable: Platform configurati...
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How do I change the color scheme or branding?
Note: Only the Org Admin can update color scheme or branding. We now offer customers the ability to brand the ConverSight platform with their own business logo and colors, making it truly feel like their own product. Enhancing the platform appearance can significantly boost adoption and user engagement within your team. Fishbowl AI Insights Users: Navigate to Data Governance under Data Work...
- How do I find the last time my data was refreshed?
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How often does my data refresh?
The data refresh occurs daily for Fishbowl customers by default. Users can manually refresh their data by accessing dataset management in the data workbench option from the configuration bar. Choose the specific dataset requiring a refresh, Click on the adjacent settings icon and select "Republish" to initiate a manual refresh of the data. Users also have the option to schedule the data r...
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How do I add a user?
Note: Only the Org Administrator can add users. Fishbowl AI Insights Users: Navigate to Data Governance under Data Workbench. Click Create New, fill in user details and assign roles (User, Data Admin, Org Admin). Users can have multiple roles for expanded access. All Other ConverSight Users: From the left menu, hover over the gear (⚙️) icon and choose Teams Click Create New, fill in user ...