First steps as an Editor

As an editor, you're at the heart of data enhancement. This section will guide you through your first steps: accessing your projects, creating a dashboard, and designing your first graphs. You'll discover how to bring your visualizations to life, configure your first graphs, and organize information in a clear and usable way. The aim: to give you a simple start to building clear, interactive and useful dashboards for your organization.

View a project

From this page, you can :

• Access dashboards: Click on the "Dashboards" button to consult the analyses and visualizations associated with each project.
• Modify project parameters: By selecting "Consult", you can adjust the classification scheme used by AI to analyze notices and associate them with relevant topics, modify read and edit access, and configure alerts.

Modifying a classification plan

1. Access: On the project list, click on "To consult" for the relevant project.
2. Navigation: In "General Settings", scroll down to "Classification Plans", choose the Classification Plan you wish to modify, then click on "Modify".
3. Possibility of modification :
   • Change the name of your plan in the "Name" field
   • Add main topics via "Add a topic" or edit them, add descriptions or examples
   • Modify or create sub-topics by expanding a topic (>)
   • Associate or delete data sources
   • Click on "Save" to finalize

A confirmation pop-up will appear at the top of the page.

Creating a dashboard

Create a single Data Source Dashboard

This quick guide shows you how to create a new dashboard by associating it with a single data source. The key advantage is that all the metadata (attributes, dimensions, etc.) of this data source will be automatically available in your dashboard, without any additional configuration.

Steps :

1. Go to "Projects" in the side navigation menu.
2. In the list of your projects, click on the "Dashboards " link next to the project for which you wish to create a dashboard.
3. On the project dashboard page, click on the "Create dashboard" button in the top right-hand corner.
4. In the "Create dashboard" window that appears :
   • Enter a Name for your dashboard (e.g. "Sales Dashboard").
   • For "Data sources, select only one data source (e.g. "Customer call data").
     • Reminder: All metadata from this single source will be automatically loaded and available for use in your dashboard.
5. Click on "Create".
6. Your new dashboard is created. Click on "View" to access it and start exploring your data.

Your dashboard is now ready, with all your single-source metadata immediately accessible for analysis and visualization.

Creating a dashboard with multiple data sources and attribute mapping

This guide shows you how to create a dashboard capable of displaying data from several different sources. To ensure that data from these sources is consistent and can be used together, you'll need to use attribute mapping.

Steps :

1. Go to the "Projects" section in the side navigation menu.
2. In the list of your projects, click on the "Dashboards" link next to the desired project.
3. Click on the "Create dashboard" button in the top right-hand corner.
4. In the "Create dashboard" window :
   • Enter a Name for your dashboard (e.g. "Combined dashboard").
   • For "Data sources", select all the data sources you wish to include in this dashboard.
5. Configure "Attributes mapping" :
   • An "Attributes mapping" section will appear below the data sources. This is essential for harmonizing data from your various sources.
   • Principle: Attributes (data fields) may have different names in each data source (e.g. "conversation" in one source, "text" in another, but they both represent the content of an exchange). Mapping lets you define a unique attribute name for the dashboard (e.g. "Text Content") and link it to the corresponding attributes in each source.
   • Click on "Add mapping" to add a new dashboard attribute.
   • Enter the name of the attribute as it will appear in your dashboard (e.g. "Text content", "Date of interaction", "Customer number").
   • For each data source you have selected, choose the corresponding attribute from the drop-down menu.
   • Important note: It is not necessary to map an attribute to all data sources. If an attribute is not relevant or does not exist in a specific source, you can leave its field empty. However, every dashboard attribute you define must be mapped to at least one attribute in one of your data sources.
6. Click on "Create".
7. Your new dashboard is created. Click on "View" to access it.

Your dashboard is now ready, capable of consolidating and analyzing data from multiple sources, thanks to the configured attribute mapping.

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Creation of the first graphics

Create a KPI chart

Percentage of positive reviews

1. Add a widget: click on the icon at bottom right to add a widget.
2. Choose the graph type: select the "KPI Graph" option.
3. Define title: the "title" field is mandatory when creating a graphic.
4. Select aggregation: in the "Aggregation" drop-down menu, choose the aggregation of interest.

After this step, you already have a usable digital widget, but you can add further information to turn it into a graphic.

1. Add a condition: click on the"Add a condition" button.
2. Attribute name: select the attribute you wish to analyze.
3. Field analyzed: select Sentiment.
4. Sentiment: select"positive" (global or partial).
5. Enable pie chart display: tick the"Pie chart" box.
6. Choose a color for the KPI indicator: define a color of your choice.
7. Save graph: click on the "Save" button.

Create a bar chart

Top subjects - positive (elementary subjects - detected by the AI)

1. Add a widget: click on the icon at bottom right to add a widget.
2. Choose graph type: select the "Bar graph" option.
3. Define title: the title field is mandatory when creating a graphic.
4. Select the main attribute: in "Attribute name", choose the attribute you wish to anlyze.
5. Select the field to be analyzed: for attributes analyzed by the AI, i.e. "text" attributes, you must choose between the various associated attributes ("Elementary subject", "Subject", "Sentiment").
6. Define the aggregation for the Y axis: in"Aggregation for ordinate", select the aggregation you're interested in.

After this step, you already have a usable graph, but you can add further information to the graph.

1. Activate aggregation: check the "Add aggregation" box.
2. Select grouping attribute: reset "Attribute name" to generally the same attribute analyzed as before.
3. Select the field to be analyzed from the grouping: in"Analyzed field", choose Sentiment.
4. Adjust display: check the"Fill bars" and"Horizontal" boxes.
5. Add a filter :
   • Click on the + button.
   • In "Global", select "Partial".
   • Select"positive".
6. Save graph: click on the "Save" button.

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Now you're ready to create your first graphs and structure your dashboards. By mastering the choice of sources, data mapping and visualization configuration, you'll lay the foundations for relevant analysis that's accessible to your entire team.