Welcome to Insights! To help you make the most of your experience, this guide will walk you through Insights' side navigation. Whether you're looking for your personal dashboards, favorite documents, or shared resources, understanding the navigation structure will enhance your productivity and ease of access.
Agent ✨
Location: Side Navigation > Agent
Description:
The Agent section brings together AI-powered ways to ask questions and use reusable workflows.
Chat 💬
Location: Agent > Chat
Description:
Open Chat to ask the Agent questions, explore your data, and return to previous conversations.
Skills 🧰
Location: Agent > Skills
Description:
Skills are reusable instructions that help the Agent complete recurring or specialized tasks consistently.
My work 🗂️
Location: Side Navigation > My work
Description:
The My work section brings together content and history tied to you: favorites, content you own, and your recent activity.
Favorites ⭐
Location: My work > Favorites
Description:
Favorites is your curated list of all the dashboards and workbooks you've marked as favorites. This section allows you to quickly access your most frequently used or important documents without searching through multiple folders.
How to Add Favorites:
From Content Pages: Click the ⭐ icon next to any dashboard or workbook.
From Lists: Whether you're viewing My content, Hub, or Shared with me, simply favorite items directly from these lists.
Benefits:
Streamlined access to essential documents.
Personalized workspace tailored to your needs.
My content 📁
Location: My work > My content
Description:
In My content, you'll find the documents and folders you own. This is your primary workspace for organizing content you've created, whether you keep it for yourself or share it with others.
Features:
Organize documents into folders for better management.
Access all your personal dashboards and workbooks in one place.
Need Help with Sharing Your Documents?
Learn more about content sharing to collaborate effectively with your team.
Recent 📈
Location: My work > Recent
Description:
Recent provides a detailed log of your interactions within the Insights product. This includes:
Documents you've created or modified.
Dashboards you've viewed or updated.
Workbooks you've interacted with.
Benefits:
Track your progress and contributions.
Easily revisit recent activities and updates.
Team 🤝
Location: Side Navigation > Team
Description:
The Team section brings together collaborative content, including Hub resources and items shared directly with you.
Hub 🌐
Location: Team > Hub
Description:
Hub is the central repository for all content shared across your entire organization. This includes:
FLYR Templates: Pre-designed templates created and managed by FLYR Hospitality.
Hotel Group Folder: Managed by your organization's administrators, this folder includes all dashboards made available for access by everyone within your organization.
Benefits:
Access organization-wide resources and templates.
Discover new tools and documents to enhance your work.
Shared with me 📤
Location: Team > Shared with me
Description:
The Shared with me section displays all folders and dashboards that have been directly shared with you. This personalized area ensures you can quickly find and access content collaborators have provided specifically for your use.
Features:
View content shared by individual team members.
Access shared dashboards and workbooks without navigating through the entire Team section.
Need Assistance with Content Sharing?
Learn more about content sharing to better understand how to collaborate and share resources effectively.
Library 📚
Description:
The Library provides catch-all views for content you can access and content that has been discarded.
All content 🗃️
Location: Library > All content
Description:
All content consolidates every document and folder you have permission to access into a single view, including content you own and content shared with you.
Sorting Options:
Alphabetically
By Time Created or Modified
Number of Views
Number of Favorites
Filtering Options:
Filter content by the Creator for easier discovery.
Use Cases:
Quickly find any document across different sections.
Analyze content popularity based on views or favorites.
Trash 🗑️
Location: Library > Trash
Description:
The Trash section lists all content that has been discarded from the Insights product. You can choose to view:
Your Discarded Content: Items you've personally deleted.
All Users' Discarded Content: Depending on your permissions, you might see content deleted by other users.
Managing Trash:
Restore Items: Recover accidentally deleted documents.
Tips:
Regularly check the Trash to ensure important documents aren't accidentally deleted.
Need More Help? 🤔
If you have any questions or need further assistance navigating Insights, our Advisory team is here to help. Simply use the chat feature within the product to reach out to us directly. We're here to support you every step of the way!
By familiarizing yourself with Insights' navigation, you can enhance your productivity, collaborate more effectively, and make the most of the powerful tools at your disposal. Happy exploring! 🎉