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Learn more about the platform perspectify is built on and the abilties it gives to business owners.
System Overview
Perspectify's robust architecture includes a suite of tools for managing user interactions, analyzing performance metrics, automating responses, and customizing user engagement strategies. This white paper outlines the comprehensive capabilities of Perspectify and provides a detailed guide for organizations looking to license and utilize this innovative technology.
Business Management
Platform Sections and Capabilities
1. Analytics
Performance Metrics: Access real-time data on bot performance, including user engagement, interaction lengths, and satisfaction rates.
User Interaction Analysis: Identify patterns and trends in user behavior to optimize the user experience.
Report Generation: Create detailed reports on user activity, providing insights for strategic decision-making.
Custom Dashboards: Customize dashboards to focus on specific metrics that are most relevant to your organization.
2. Inbox
Conversation Management: Manage all user conversations in real-time, ensuring timely responses and smooth interactions.
Assign Conversations: Delegate specific conversations to team members based on expertise to provide the best possible guidance.
Notifications: Enable notifications for new messages or important updates to stay responsive.
Search and Filter: Quickly find specific conversations using advanced search and filter options.
3. Flows
Create and Manage Flows: Design intuitive conversational flows using a visual editor, customizing interactions to align with your brand’s voice and goals.
Custom Fields: Store and utilize user-specific data to personalize interactions.
Error Log: Monitor flow execution and resolve any errors to ensure smooth operation.
Templates: Utilize and customize templates for common flow designs to save time and maintain consistency.
4. Contacts
Contact Management: View and manage all user contacts, including interaction history and personal details.
Tags: Use tags to segment contacts for targeted communication.
Custom Fields: Create and manage custom fields to store additional user data.
Import/Export Contacts: Seamlessly import new contacts or export existing ones for external use.
5. Automated Responses
Set Automated Responses: Configure responses for frequently asked questions and common queries to ensure quick and consistent replies.
Triggers and Actions: Automate specific tasks based on predefined triggers to enhance efficiency.
Response Templates: Use and customize templates for standard responses to save time.
Performance Monitoring: Track the performance of automated responses to continually optimize them.
6. Ecommerce
Product Listings: Manage product listings and details to ensure accurate and up-to-date information.
Order Management: Track and manage customer orders efficiently.
Inventory Tracking: Monitor inventory levels to avoid stockouts.
Sales Reports: Generate reports on sales performance to inform business decisions.
7. Broadcasts
Send Bulk Messages: Reach all contacts quickly with bulk messages, making it easy to announce deals, new products, or other updates.
Campaign Management: Create and manage marketing campaigns to engage your audience.
Scheduling: Schedule broadcasts for future dates to plan your communication strategy.
Message Templates: Use and customize templates for broadcasts to maintain consistency and save time.
8. Tools
Webchats: Manage and customize webchat interfaces to enhance user engagement.
Facebook Lead Ads Automation: Automate lead qualification from Facebook and Instagram to streamline your sales funnel.
Entry Points Links: Create links to direct users to start conversations, making it easy to engage with your audience.
Magic Links and QR Codes: Generate links and QR codes for quick access and increased engagement.
Templates: Use templates to quickly copy flows and other content for consistent user experiences.
Appointment Scheduling: Allow users to book appointments seamlessly.
Questionnaires: Create and manage surveys and quizzes to gather valuable user feedback.
9. Settings
General Settings: Configure general settings such as account timezone and brand color to align with your organization’s identity.
Channels: Manage communication channels like Telegram and browser notifications to ensure you reach users on their preferred platforms.
Integrations: Integrate with other tools and services to expand Perspectify's functionality.
Admins and Teams: Manage admin roles and team configurations to ensure efficient operation and collaboration.
Must Knows
Accessing Performance Metrics:
Navigate to the Analytics section from the main menu.
Select 'Performance Metrics' to view real-time data.
Assigning Conversations to Team Members:
Open the Inbox section.
Click on the conversation you want to assign.
Select 'Assign to' and choose the team member.
Creating a New Flow:
Navigate to the Flows section.
Click 'Add New' and start designing your flow using the drag-and-drop editor.
Adding a Tag to a Contact:
Go to the Contacts section.
Select the contact(s) you want to tag.
Click 'Add Tag' and choose or create a tag.
Setting Up Automated Responses:
Navigate to Automated Responses.
Click 'Add New Response' and define the trigger and response.
Managing Product Listings:
Navigate to Ecommerce > Products.
Click 'Add Product' and enter the product details.
Sending a Bulk Message:
Navigate to Broadcasts.
Click 'Send' and compose your message. Select the contacts and send.
Customizing a Webchat Interface:
Navigate to Tools > Webchats.
Select a webchat to customize and edit the settings.
Configuring General Settings:
Go to Settings > General.
Adjust settings such as timezone and brand color to align with your organization’s preferences.
1. Analytics
Overview: The Analytics section provides detailed insights into the performance of Perspectify, user interactions, and overall engagement. This section is essential for making data-driven decisions to optimize the user experience and improve AI functionality.
Sections:
Performance Metrics
User Interaction Analysis
Report Generation
Custom Dashboards
How to Do's:
Performance Metrics:
Access Metrics:
Navigate to the Analytics section from the main menu.
Select 'Performance Metrics' to view real-time data on engagement rates, conversation lengths, and user satisfaction.
Set Up Alerts:
Go to Analytics > Alerts.
Define the metric thresholds for alerts (e.g., a sudden drop in user engagement).
Configure notification settings to receive alerts via email or within the platform.
User Interaction Analysis:
Analyze Trends:
In the Analytics section, select 'User Interaction Analysis'.
Use filters to focus on specific user segments, time frames, or interaction types.
Identify Common Queries:
Review the list of frequently asked questions to identify areas for improvement in automated responses.
Report Generation:
Create Reports:
Go to Analytics > Reports.
Select the time frame and metrics you want to include.
Click 'Generate Report' to produce a detailed document that can be exported for further analysis.
Custom Dashboards:
Customize Your Dashboard:
In the Analytics section, click 'Dashboard Settings'.
Add or remove widgets to tailor the dashboard. For example, include widgets for tracking the most frequently asked questions or user retention rates.
Save the customized dashboard for easy access.
Things to Do:
Regularly review performance metrics to identify trends and adjust strategies accordingly.
Generate monthly reports to share with stakeholders.
Set up alerts for critical metrics to stay proactive in addressing issues.
Customize dashboards for different team members based on their roles and responsibilities.
Things You May Not Know:
You can export data from the Analytics section directly into CSV or Excel formats for more in-depth analysis.
The Analytics section can integrate with third-party tools like Google Analytics for enhanced data insights.
Cool Tricks:
Use the 'Comparison' feature to compare performance metrics across different time periods.
Set up custom goals and track their progress directly from the Analytics dashboard.
2. Inbox
Overview: The Inbox is the central hub for managing user conversations in real-time. It ensures that all user queries are addressed promptly and efficiently, enhancing the overall user experience.
Sections:
Conversation Management
Assign Conversations
Notifications
Search and Filter
How to Do's:
Conversation Management:
Manage Conversations:
Open the Inbox section.
View all active conversations and respond to user queries in real-time.
Close Conversations:
Once a conversation is resolved, mark it as closed to keep the Inbox organized.
Assign Conversations:
Assign to Team Members:
Click on the conversation you want to assign.
Select 'Assign to' and choose the team member whose expertise best matches the user's needs.
Notifications:
Enable Notifications:
Go to Inbox > Settings.
Toggle the 'New Message Notifications' switch to receive alerts whenever a new message arrives.
Search and Filter:
Search for Conversations:
Use the search bar at the top of the Inbox.
Enter keywords, tags, or user details to locate relevant conversations quickly.
Filter Conversations:
Click the filter icon in the Inbox.
Select the status (e.g., open, closed, pending) to view conversations based on their current state.
Things to Do:
Regularly check the Inbox to ensure all user queries are addressed promptly.
Use the assignment feature to delegate conversations to the appropriate team members.
Set up notifications to stay updated on new messages and important updates.
Utilize search and filter options to keep the Inbox organized and efficient.
Things You May Not Know:
You can create canned responses for common queries to save time.
The Inbox can be integrated with other communication tools like Slack for streamlined notifications.
Cool Tricks:
Use the 'Tagging' feature to categorize conversations based on topics or urgency.
Set up automation rules to assign conversations based on keywords or user profiles.
3. Flows
Overview: The Flows section is where administrators design and manage the conversational flows that dictate how Perspectify interacts with users. This is crucial for creating a seamless and engaging user experience.
Sections:
Create and Manage Flows
Custom Fields
Error Log
Templates
How to Do's:
Create and Manage Flows:
Create a New Flow:
Navigate to the Flows section.
Click 'Add New' and start designing your flow using the drag-and-drop editor. Define triggers, conditions, and actions to build a seamless user journey.
Edit Existing Flows:
Select an existing flow from the list.
Click 'Edit' to make modifications to the flow logic or content.
Custom Fields:
Add Custom Fields:
While designing a flow, select 'Add Custom Field'.
Define the field name and data type. Use these fields to store user preferences or historical data that can enhance future interactions.
Error Log:
Monitor Errors:
Go to Flows > Error Log.
Review any logged errors. Click on an error entry to view detailed information and follow troubleshooting steps to resolve the issue promptly.
Templates:
Use Flow Templates:
In the Flows section, click 'Templates'.
Select a template that fits your needs. Customize it as necessary to match your specific interaction goals and save time in flow creation.
Things to Do:
Regularly update flows to reflect new features or changes in user behavior.
Utilize custom fields to store valuable user data that can personalize interactions.
Monitor the error log to quickly identify and resolve issues.
Use templates to streamline the flow creation process.
Things You May Not Know:
You can clone existing flows to quickly create variations or test new ideas.
Flows can be linked together to create complex interaction paths.
Cool Tricks:
Use conditional logic within flows to create personalized user journeys.
Set up A/B testing within flows to determine the most effective interaction strategies.
4. Contacts
Overview: The Contacts section is your CRM within Perspectify. It helps you manage all user interactions efficiently, segment your audience, and tailor your engagement strategies.
Sections:
Contact Management
Tags
Custom Fields
Import/Export Contacts
How to Do's:
Contact Management:
View and Edit Contacts:
Go to the Contacts section.
Click on a contact to view their details and interaction history.
Edit contact information as needed.
Tags:
Add Tags:
Select the contact(s) you want to tag.
Click 'Add Tag' and choose or create a tag that categorizes the contact for easier segmentation.
Remove Tags:
Select the contact(s) with tags you want to remove.
Click 'Remove Tag' and deselect the tag.
Custom Fields:
Set Custom Fields:
In the Contacts section, select the desired contacts.
Click 'Set Custom Field', define the field name, and enter the relevant data.
Clear Custom Fields:
Select the contacts from which you want to clear custom fields.
Click 'Clear Custom Field' and choose the field to clear.
Import/Export Contacts:
Import Contacts:
Click on the import icon in the Contacts section.
Upload a CSV file with the contact details. Map the columns in your file to the appropriate fields in Perspectify and complete the import process.
Export Contacts:
Select the contacts you want to export.
Click 'Export Data' and choose the format (e.g., CSV, Excel). Download the file for external use.
Things to Do:
Regularly update contact information to maintain accurate records.
Use tags to segment contacts for targeted communication.
Utilize custom fields to store additional user data that can enhance interactions.
Import new contacts from other systems and export contact data for external analysis.
Things You May Not Know:
You can merge duplicate contacts to maintain a clean database.
Contact data can be synchronized with external CRM systems for integrated management.
Cool Tricks:
Use dynamic tags that update based on user behavior or interaction history.
Create custom fields to capture unique data points relevant to your business.
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