Tenant Configuration

Introduction

The Tenant Configuration Page allows administrators to customize and manage key settings for their Max environment. This feature is crucial for ensuring that various aspects of the tenant environment are correctly configured.

Customization: Enhance recognition and usability by customizing the Display name.

Enhanced Analytics: By allowing external analytics, telemetry data can be captured to improve the overall user experience.

Real-time Data Connection: Local Max Stats Connection provides near real-time usage data, enabling more effective analysis of chat interactions.

Environment Specification: The environment URL ensures that users receive accurate and relevant information in their communications.

Accessing the Feature

To access tenant configuration navigate to the Admin area of the product and choose the house with key icon on left navigation bar.

Configuring the Tenant

Display Name

The Display Name field allows administrators to customize what appears in the browser tab for all users.

External Analytics

This option enables the collection of telemetry data through Full Story. Sensitive data is obscured when translated to the telemetry review platform.

Local Usage Data

This setting configures the delivery of usage data locally to enable meta-analysis with a copilot focused on adoption analysis.

  1. Prerequisite: A connection configured in Data( Skill Studio) of Local Folder type. It’s recommended to create a connection dedicated to this usage data.

  2. In Tenant Configuration, select the target connection from the dropdown list.

  3. Save Changes for your updates to take effect.

  4. Every 30 minutes the usage data will be updated in the Resources tab within the Data Connection you specified.

Environment URL

The public URL that the environment is reachable from - AnswerRocket uses this to generate links in emails to take users back into the app. For example when using AnswerRocket authentication, invitation emails and forgot password emails use this URL to navigate users back to the product.

Use Case

Scenario 1: Distinguish Environment Levels

Objective: Clearly distinguish between different environments such as development, staging, and production. Avoid confusion and ensure that users are aware of the environment they are working in.

Steps:

  1. In each environment, update the Display Name to include the environment level (i.e. Max - Staging)
  2. Save Changess

Outcome: Users can easily identify the current environment, reducing the risk of making changes in the wrong environment.

Scenario 2: Configure Local Max Stats

Objective: Set up Local Max Stats to provide access to up-to-date usage data for enhancing the copilot experience and monitoring adoption.

Steps:

  1. Ensure a connection (of Local Folder type) exists in Skill Studio → Data that can house the analytics data.
  2. Select this connection in the dropdown on Tenant Configuration UI.
  3. Save Changes
  4. After approx. 30 minutes, navigate into the target connection in Skill Studio → Data. Open the Resources tab and verify the file is present.
  5. Configure a dataset and copilot with skills that will provide the views of adoption that are most beneficial to your business.

Outcome: Stay up to date on how your users are interacting with copilots across the environment. Use insights to optimize copilot experiences to drive improved adoption with users.

Troubleshooting Tenant Configurations

Common Issues

No connections appear for Local Max Stats Connection

  • Ensure your user can see the intended Local Folder type connection in Skill Studio → Data

Display Name does not align to the saved value

  • Refresh your browser

Updated

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