Create and manage Guides
Configure AI Guides for public websites, portals, internal teams, and workflow-specific use cases.
Core Management Dashboard
Configure the Guides, knowledge, and workflows that power Core.
The Core Management Dashboard is where administrators build and improve the platform. Create Guides, assign knowledge, review Knowledge Gaps, test retrieval, manage instructions, configure embeds, and control how Core appears across websites, portals, and operational surfaces.
Guides
Knowledge Library
Knowledge Gaps
Embeds + layouts
Testing + logs
Administration surface
The place where Core is configured, improved, and managed.
Build the Knowledge Library
Upload, organize, process, and assign trusted knowledge sources to the Guides that need them.
Review Knowledge Gaps
Turn unanswered questions into proposed answers, approved source content, and new knowledge assigned back to Guides.
Configure instructions and goals
Control how Guides behave, what they are trying to accomplish, and how they guide users to outcomes.
Manage embeds and appearance
Configure layouts, previews, embeds, and public-facing experiences without changing the operational Console.
Test and improve answers
Use retrieval testing, logs, source assignments, and gap review to make Guides more useful over time.
Dashboard + Console
Configure in the Dashboard. Work in the Console.
The Management Dashboard is for administrators who maintain Core. The Console is for staff who use configured Guides, knowledge, tasks, notes, and prepared actions in day-to-day work.
- Dashboard: platform setup and improvement
- Console: records, tasks, notes, activity, and follow-up
- Mobile: companion access to Console workflows
- Shared backend: same action and confirmation model