18.1.7. Page Layouts

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AI Advisor comes with two predefined Salesforce Page Layouts, Natterbox AI for Agents and Natterbox AI for Team Leaders

List of page layouts including Natterbox AI for Agents and Team Leaders.

Natterbox AI for Agents is scoped to only show the data which is relevant to your end user agents:

Natterbox AI detail showing ratings, call information, and participant details for analysis.

Natterbox AI for Team Leaders is scoped to present all data generated around a particular call, mainly the Customer analysis and technical information for a call:

Detailed view of Natterbox AI data including call information and participant ratings.

AI Analysis

Under each of the layouts there are dedicated sections for your AI analysis (AI Customer Analysis Data, AI Agent Performance Data, AI Agent Advice Data), and since AI Analysis comes from prompts which are user defined these will need to be manually appended to the sections once configured.

Prompt analysis data is populated on the Natterbox AI through dedicated fields which are prefixed with indicators to what data type they are (i.e. Rating, Reasoning, Free Text), see more here.