Give operators the same analytics depth they expect from SaaS, pair it with retention levers that respect your DPA, and layer team controls that separate everyday collaboration from audit-ready evidence—scaled to whatever your subscription enables.
Signed in? Start at Dashboard → Analytics or Settings → Data & Privacy.
Where analytics & governance live
Tiles follow the sidebar structure in the product. Items tagged Plan often require higher tiers—your live menu is the source of truth.
Visibility
The main dashboard summarizes volume, active agents, and team footprint. Drill into each assistant for thread and completion patterns, then open the Analytics section for cross-cutting conversation and performance views.
The home dashboard orients leadership around live agents, message trends, and document coverage so you can spot drift before customers do.
Dedicated routes break down threads, channels, and outcomes so support and success teams can compare assistants or time windows.
Latency, throughput, and quality proxies help engineers tune models, tools, and knowledge without guessing from raw logs alone.
Inside Knowledge Base, Analytics watches how documents are queried while Embeddings (admin) exposes vector health for teams that need it.
Plan depth
Feature flags on each subscription row map to dashboard entries—advanced analytics, real-time views, custom dashboards, richer reports, A/B testing, audit logging, SSO-class security, departments, deployment monitoring, and extra environments when your order includes them.
Higher tiers unlock richer reporting surfaces and custom dashboard scaffolding—exact widgets vary by release, but navigation only shows what your organization is entitled to.
Real-time analytics (marked beta in navigation) and deployment monitoring help operators watch live traffic or release health when those toggles are on.
Product experiments compare agent variants from Dashboard → Analytics → A/B Testing whenever the ab_testing flag is true for the workspace.
Team → Activity captures routine collaboration events, while Audit Log (audit_log feature) focuses on security-sensitive changes for compliance readouts.
Data lifecycle
Plans store separate retention windows for conversation history and analytics storage; Settings → Data & Privacy exposes the controls your role can touch. BYOK keeps provider keys in your vault while FlexyAgents still applies workspace retention.
Separate clocks mean you can keep shorter chat windows while preserving aggregated analytics—or vice versa—depending on legal guidance.
Administrators manage export expectations, notification defaults, and downstream integrations from the consolidated Data & Privacy page.
Settings → Security centralizes workspace controls; higher plans unlock advanced SSO options when procurement requires federated identity.
People
Team administration mirrors typical B2B SaaS: invite flows, role templates, and separation between who edits agents versus who pays invoices. Activity feeds help managers; audit logs satisfy security.
Provision teammates from Team → Members or Invitations with email-based onboarding and seat enforcement against max_team_members.
Role management limits who touches billing, knowledge ingestion, LLM keys, or destructive automations—reducing the blast radius of a compromised account.
A dedicated plan flag removes FlexyAgents branding from customer-facing widgets—another lever procurement tracks for white-label programs.
Automations and channels inherit the same roles on Automations and Channels; models and keys are covered on Hosted vs BYOK.
Next step
Pick the plan row that matches your compliance story, configure retention in Data & Privacy, then invite operators with the right roles so audit and day-to-day activity stay separate.