Gain visibility into how Copilot is used by your teammates through Copilot reporting in your Fin workspace, including:
How Copilot assists teammates with customer conversations
How many teammates are using Copilot and to what extent
How Copilot is performing with your content
View Copilot reporting
To view Copilot reporting, go to Analyze > Custom Report in Fin.
If you haven't edited this report before, you’ll find a default section at the bottom called “Fin Copilot” which includes the following charts:
Copilot questions
Teammates using Copilot
Copilot content performance
If you've edited your custom report, you'll need to add these charts in. To do this, hit Edit and then add a chart and search for "Copilot" to add your own metrics or visualizations.
Understand chart data
Hover over the information icon at the top of a chart to see reporting period, report level filters, metrics, and metric level filters applied to each chart.
Hover over a chart and click Edit to change the visualization and use different chart types, add metrics, and filter or segment the data.
Find out which teammates are power users
Editing a chart enables you to filter metrics by:
Agent question
Copilot answer
Teammate who asked the question
Or segment the data by:
Copilot content referenced
Teammate who asked the question
See questions asked to Copilot and answers provided
Use the chart drill-in to see what questions were asked to Copilot, what answers Copilot provided, and the number of sources used.
To access this, hover over a chart and select Chart drill-in.
Here, you can filter by date and Copilot attributes.
To see more information about the Copilot conversation, such as what inline sources and relevant sources were available, click on the Fin AI Copilot ID. This will open up a side panel showing you the question asked, the answer provided, and the relevant sources.
You can also select which columns to display and then export the chart as a CSV file for further analysis.
