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Uniphore Help Center Portal

Dashboard

The purpose of the homepage is to provide an at-a-glance overview of key Orby analytics metrics for admins and users.

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Total Automations

  • The total number of successful executions, presented in a bar chart for easy performance tracking.

  • Documents automated : Total documents successfully executed

    Totalhours saved : Time saved across workflows

Accuracy

Accuracy is one of the metrics for measuring the performance of an AI product. It is calculated based tasks that have been through the human review, either through human approval or modification after completion (including cases where a human edits an auto-completed task). If none of the tasks in a workflow have been reviewed by a human, the workflow's accuracy will not be displayed.

  • Real-time metrics for all extraction and classification workflows

  • Accuracy is only calculated based on completed tasks involving user review

  • Access to the field-level accuracy, a new page where admins can look into accuracy for all fields across workflows

    Top accurate workflows by accuracy

Teams & Tasks

The Teams section allows admins to have insight into the following

  • The latest members who joined the organization

    Total time spent for all users

  • Average time spent per task across all users

  • Access to manage all users

The task summary section has enabled a link to view all pending tasks

  • Number of tasks created: Awaiting execution

  • Number of tasks pending (Not applicable to workflows in autopilot): Pending human review

  • Number of tasks completed: Successfully processed by Orby

  • Number of tasks declined: Declined by the user

  • Number of tasks that has error: this task has encountered errors

Filters

All workflow: All is selected by default, or search by workflow name to see workflow metrics All users (This filter is only visible to admins): Filter stats by one or more selected users Time filter

  • Default: Last 7 days

  • Other options: Today; Yesterday; Last 30 days; Custom range

Note: Dashboard filter settings can be preserved in the URL