Expert Dashboard

The Expert Dashboard is your command center for managing your Knowledge Agent on Answers From Me. From here you manage your content, configure your agent, review answers, and connect with your community. If you haven't set up your expert account yet, see the Dashboard to get started.

Accessing the Dashboard

Click Dashboard at the bottom of the left sidebar from the Chat with Expert view, or navigate directly to your dashboard URL. Once inside, the nav rail on the left provides access to all sections. At the top of the nav rail you'll find the Add Content button for quickly uploading new material.

Home

The Home page gives you an at-a-glance summary across three cards. The Conversations card shows recent agent conversations with options to upload or transcribe new ones. The People card lists your community members with search. The Next Steps card keeps you organized with tasks, checkboxes, and due dates. See Home for details.

Agents

Configure your Knowledge Agent's personality, behavior, and interaction style. Switch between active and available agents, adjust personality settings like greeting and response length, control knowledge settings such as citations and fallback behavior, and fine-tune interaction settings including review mode and suggestions. See Agents for details.

Content

Manage the knowledge powering your agent. Four tabs organize your material: Content Items, Confirmed, Sources, and Playlists. Search, sort, and perform bulk actions to keep your knowledge base current. See Content for details.

Answers

Review every question asked and answer given by your agent. Filter by New, Needs Attention, or All to focus on what matters. Expand answers to view citations, add responses to your confirmed knowledge, or edit them directly. See Answers for details.

People

Manage your community across five tabs: Prospects, Seekers, Blocked, Everyone, and Cohorts. Add prospects, send invitations, and search your members. See People for details.

Monetization

Control paid access to your agent. Set pricing tiers and manage subscriptions for seekers who want premium access to your knowledge. See Paid Agents and Monetizing Your Expertise for details.

Settings

Configure sharing, notifications, and integrations across four tabs. General covers your agent profile, sharing links, QR codes, and expert page. Notifications controls how you're alerted. Connect manages integrations. Email Templates lets you customize outreach. See Settings for details.