Gain visibility into how Fin AI Copilot is used in your workspace through Fin AI Copilot reporting.

Go to Reports and create a new report, then select the Fin AI Copilot template to get started quickly.

Hover over the information icon at the top of a chart to see reporting period, report level filters, metrics, and metric level filters applied to each chart.

The Fin AI Copilot report template is fully customizable, enabling you to add more charts from the chart library, or remove charts you don't need in this report. All charts can be resized and moved around to where you want them.

With the Teammate overview chart you can see each teammate's usage, the number of conversations they've used AI Copilot for, how many questions they've asked, and what percentage of these were copied and used to respond to customers.

Sorting the table by "AI Copilot questions" will show you the frequent AI Copilot users on your team based on the number of questions they've asked to AI Copilot.

Use the chart drill-in to see what questions were asked to Fin AI Copilot, what answers Fin AI Copilot provided, and the number of sources used.

To access this, hover over a chart and select Chart drill-in.

Here, you can filter by date, teammate, and Fin AI Copilot attributes.

To see more information about the Fin AI Copilot conversation, such as what inline sources and relevant sources were available, click on the Fin AI Copilot ID, the Agent question or the Fin AI Copilot answer. This will open up a side panel showing you the question asked, the answer provided, and the relevant sources.

You can also select which columns to display and then export the chart as a CSV file for further analysis.