What it is

Metis is the company's memory, kept and read by its agents: what every agent knows, follows and learns. Every memory keeps its source, and a person confirms it before an agent reads it.

Where to find it

Data → Metis.

The menus

• Overview: how many memories the agents read, how many wait for a person and how many were used in 30 days.
• Hand-offs: who gets which kind of work when an agent passes it to a person.
• Agent rules: what agents must and must not do.
• Memory: what was learned, with the review queue.
• Sources: where knowledge comes from, such as your help center, website and documents, and the order agents search them in.
• Scans: the readings of your sources that fill the memory.
• Test: Try a question to see how an agent would answer, and Unanswered for questions it could not answer.

Confirm what agents may read

1. Open Data → Metis. A number beside a menu means something waits there.
2. Open Memory and go through the entries that wait for a person.
3. Open Sources if it shows a number: a source is missing or needs attention.
4. Open Test → Unanswered to see what customers asked that no source covers.
5. Select How it works at the top right for a diagram of how knowledge reaches the agents.

What the marks mean

• A number beside Memory: entries waiting for review.
• A number beside Sources: sources that are missing or broken.
• A number beside Scans: scans reading now.
• A number beside Test: unanswered questions.
• A coloured dot beside Hand-offs or Agent rules: whether that menu is complete or still needs your answers.
• On a source: Up to date, Needs attention, Not connected or Built in.

Good to know

• Everyone in the workspace reads Metis. Only a workspace admin edits it and confirms memories.
• The tab shows only when Metis is switched on for your workspace.
• Questionnaires, Policies, Customer fields and the Growth profile moved to Data → Company profile, under Fields you state yourself. Old links open there.
• Changes here apply from an agent's next run.