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How the parts fit together
A conglomerate brings together one or more companies. Each company has its users, and each user can join groups. What a person can do in each module depends on two things: the company’s plan must include the module, and the person’s group must have permission in it.Organization and access
Conglomerate
The group of companies that use the platform together, such as a holding company and its subsidiaries. It has its own logo and the email server that sends the platform’s messages. It’s in Administration › My Conglomerate, for the Admin of Conglomerate.Company
Each company within the conglomerate. Users, dashboards, agents and permissions belong to a company. If you have access to more than one company, switch between them in the company selector of the side menu.User
A person who can sign in to the platform. They belong to a company and have a role. There is no self sign-up: users are created by the administrator.Role
Each user’s overall access level:- User: uses the modules granted to them.
- Admin of Company: besides using the platform, manages their company’s users, groups, permissions and settings.
- Admin of Conglomerate: does the same for all companies in the conglomerate.
Module
Each area of the platform that appears in the side menu, such as Datatalk AI or Dashboards. If a module doesn’t appear for you, the plan or the permission is missing.Plan
The modules active for the company. The Admin of Conglomerate activates the modules for each company, within what was contracted. A module outside the plan appears as “Module Locked” on the permissions screen and can only be granted to someone after it’s added to the plan.User group
A set of users, such as “Sales Team”, that receives permissions together. Whoever joins the group inherits its permissions. If the group is deleted, its members immediately lose the permissions that came from it.Permission
What a group can do in each module: No access, View only or Full access. It’s set in Security & Governance › Access Control.Audit & Usage
Screens that show who accessed what: last sign-ins, dashboard access, conversations with Datatalk AI and messages sent. They’re in Security & Governance › Audit & Usage, for administrators.Reports and dashboards
Dashboard
An interactive Power BI report shown inside the platform, with charts, tables and filters. It’s in Intelligence › Dashboards.Workspace
A folder that groups related dashboards, such as those of one area of the company. When you open Dashboards, you first choose the workspace and then the dashboard.Page
Each tab of a dashboard. The same dashboard can have several pages, such as “Overview” and “Detail by region”.Saved view
A bookmark that keeps a dashboard’s filters and state so you can come back to it later without redoing your selection.RLS (data access rules)
Rules that limit which data each person sees within the same dashboard. For example: each salesperson sees only their own region. That’s why two people can see different numbers in the same dashboard, and that’s correct.Playlist
A sequence of dashboards and pages shown in automatic rotation, designed for TVs and large screens. You can generate a link to open the playlist directly on the TV. This link may have an expiration date and can be deactivated by whoever created the playlist.Real-Time Indicators
Panels that update continuously, to follow operations as they happen, such as queues and service times. They’re in Intelligence › Real-Time Indicators and must be enabled by the administrator.Datatalk AI
Datatalk AI
The platform’s artificial intelligence assistant. You ask questions in natural language, such as “What were total sales in May?”, and it answers by querying your company’s data.Conversation
The history of questions and answers with Datatalk AI. You can pick up a conversation later. When you delete a conversation, it and its entire history are permanently removed.Agent
The setting that defines where Datatalk AI gets its answers from. Each agent queries one type of source:- Database Query: tables from one of the company’s databases.
- File Query: the content of documents and files.
- Power BI Semantic Model: the data behind a dashboard.