Navigating the Backoffice

The backoffice is where you set up and manage everything in TrustYou Agent. This article walks through the left sidebar so you know where each part lives and what it's for.

The Sidebar

Everything starts from the menu on the left. It's grouped to match how you work: your day-to-day views at the top, then Agents, Knowledge, and Organization settings below.

The TrustYou Agent backoffice with the left sidebar expanded, showing Home and Conversations at the top, then the Agents, Knowledge, and Organization groups.

Home

Your starting point. The Home dashboard gives you a quick overview of your Agents and recent Conversation activity.

Conversations

Browse the chats your Agents have had with guests. Open a Conversation to read the full transcript and see how your Agent responded.

Agents

This group is where you build and measure your Agents.

Overview

The list of all your Agents. From here you create a new Agent and open any Agent to manage its settings, knowledge, features, and channels. See Creating a New Agent.

Insights

Analytics for your Agents: how they're performing and what guests are asking. Use it to spot gaps in your knowledge.

Knowledge

This group holds the information your Agents draw on.

Places

Your Places, the containers for your knowledge. You create Places, fill them with Resources, and assign them to Agents. See Creating and Managing Places.

Organization

This group covers account-wide settings that apply to every Agent.

Settings

Your Organization details and branding: name, logo, colors, and the consent notices guests see. See Set Up Your Brand Name, Logo, and Colors.

Channels

Set up the communication channels your Agents use, like WhatsApp.

Users

Manage your team: invite people to your Organization and set what they can do.

Good to Know

The sidebar is the same wherever you are, so you can jump between areas at any time.
Branding, consent notices, and Users live under Organization because they apply across every Agent, not just one.
Knowledge (Places and Resources) is managed separately from Agents, then assigned. This lets you reuse the same knowledge across multiple Agents.

What's Next

What Is TrustYou Agent -- the big picture of what the product does
Creating Your First Agent -- set up your first Agent end to end
How the Agent Works -- the mental model behind it all
Inviting and Managing Users -- bring your team into the Organization and set what they can do