Companies
As a Super Admin, you can create new companies on the platform, which involves setting up essential company-wide configurations such as administrative roles and permissions. Once a company is created, you can further customize its structure to meet the specific needs of the business.
Setting Up DTR (Departments, Teams, Roles)
To ensure effective collaboration and data organization within each company, Super Admins define the company’s structure through DTR:
Departments: High-level divisions like Sales, Marketing, and Operations that represent the core functions of a company.
Teams: Smaller groups within departments that handle specific tasks, such as the SEO team within the Marketing department.
Roles: Individual job titles, like Sales Executive, Data Analyst, or Software Developer, that assign responsibility to each team member.
Defining the DTR structure helps create role-based access to data and AI Assistants, ensuring that the right people have access to the right tools and insights for their work.
How to Create a Company
Once your company is set up on the [AI] platform, the next step is to configure the Data Language Model (DLM) to ensure that your AI Assistants respond to queries accurately and efficiently. This involves fine-tuning how the AI understands and prioritizes your data. Here's how to proceed:
Adding Keywords: Start by adding business-specific keywords to the DLM. These keywords help the AI understand the context of queries, making it easier to interpret questions related to your products, services, or operations.
Ranking Metrics and Dimensions: One of the key steps is ranking the metrics and dimensions derived from data sources such as Google Analytics, Adobe Analytics, or other integrated platforms. Metrics like website visits, bounce rates, and conversion rates, along with dimensions like traffic sources, regions, or device types, can be prioritized. By ranking these elements, the DLM knows which data points are most critical when responding to queries, particularly when comparing two or more metrics.
Linking Data Sources: Once a data source is connected to the platform, the system will automatically display the available metrics and dimensions from that source. For example, if you link Google Analytics, you'll see metrics like page views, session duration, and goal completions, while Adobe Analytics might provide insights into user interactions, pathing, or segment analysis.
By configuring the DLM with relevant keywords and prioritizing metrics from these analytics tools, your AI Assistants will be better equipped to understand and respond to queries, offering more targeted insights and improving decision-making across teams.
How to configure the DLM for Metrics (Super Admin)Last updated