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Knowledge Base

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Knowledge Base
  • Getting started8
  • Agents8
  • Inbox and approvals4
  • Support desk6
  • Dashboards10
  • Data5
  • Office and Jarvis4
  • Balio team5
    • The Workspaces page: every workspace in one table
    • A workspace's admin page and its six tabs
    • Cost: what the agents and Jarvis spend across workspaces
    • Evals: test agent designs on old tickets
    • Security: the daily score against SOC 2 and GDPR controls

Balio team

5 articles
  • The Workspaces page: every workspace in one tableHow the Balio team reads the Workspaces table and opens a workspace's admin page.
  • A workspace's admin page and its six tabsWhat the Balio team finds under Overview, Integrations, Automations, Members, Usage and Controls for one workspace.
  • Cost: what the agents and Jarvis spend across workspacesHow the Balio team reads the Cost page by workspace, agent and model, and narrows it to one workspace.
  • Evals: test agent designs on old ticketsHow the Balio team compares agent designs and models on past tickets, reviews answers and teaches the AI judges.
  • Security: the daily score against SOC 2 and GDPR controlsHow owners and Balio admins read the Security page: the score, its trend, the open findings and their next steps.