Home and bots
The Home screen is your entry point to Inquio. It provides an organization-level overview of all your virtual assistants and serves as the starting point for analyzing your data.
Use it when you need to switch between different bots, check top-level scores, add a new assistant, or manage your account settings.
What you can do here
- view all your bots in one place
- check the latest Inquio Score™ for each bot
- switch between Live data and specific report cards
- add a new bot (on eligible subscription plans)
- check the processing status of newly uploaded datasets
- access your profile, security, and billing settings
The bot list
The main area of the Home screen displays your bots.
For each bot, you will see its name, its assigned industry, and its most recent overall Inquio Score™. This allows you to quickly check which of your assistants is performing well and which one needs attention, without having to open each one individually.
Live data and report cards
When you click on a bot in the list, you can choose how you want to view its data.
You can select a specific Bot Report Card. This opens a frozen snapshot of one uploaded dataset. If you have uploaded multiple datasets for this bot over time, you will see a list of report cards to choose from.
You can also select Live Data. This opens a cumulative view across everything you have uploaded for that bot, allowing you to select custom date ranges that cut across individual report cards.
See Live data and report cards for more details on when to use each view.
Adding a bot
If your subscription plan allows it (Growth or Enterprise tiers), you can manage multiple assistants under one organization.
- Click the button to add a new bot.
- Fill in the bot’s name.
- Select the industry (this determines your benchmark comparison).
- Upload your CSV dataset.
- Confirm to start processing.
If you are on the Starter tier, you are limited to one bot. To analyze data from another source or a different assistant, you will need to upgrade to a higher tier.
Adding a report card
To track your bot's progress over time, you should periodically upload fresh data (for example, at the end of every month). Uploading new data creates a new Bot Report Card, which also unlocks trend indicators so you can compare the bot's current performance against its previous results.
- Click on your chosen bot from the list.
- View its list of existing report cards.
- Click + New Card.
- Name the new report card and upload your latest CSV dataset.
- Confirm to start processing.
In the Starter tier, the interface looks slightly different. The Live data button is not available, and the card itself shows whether you can already upload a new dataset or how many days remain until the next upload.
Processing states
When you upload a new dataset, Inquio analyzes the conversations.
Most of the time, the dataset processes successfully and generates a new report card. However, if the dataset does not meet the requirements, the bot will show a Processing failed state.
- the CSV format is incorrect
- required columns are missing
- the file exceeds the size limit for your tier
- the dataset contains more sessions or spans a longer date range than your plan allows
If processing fails, click Detail next to the failed state. This opens instructions on the correct dataset format, along with a downloadable template and a sample file to help you compare and structure your data correctly. If you have checked your dataset against the sample and everything seems in order, contact support for help.
Profile and settings
The left panel is your main navigation menu. At the bottom of this panel, you will see an information box displaying your username and current subscription tier.
- Settings — opens your Profile, Account & Security, and Billing pages.
- Sign out — securely logs you out of Inquio.
In Settings, you can change your password, enable two-factor authentication, invite team members, or upgrade your subscription plan.