Overview

Sidebar and shared elements

The left sidebar appears on every screen:

Element	Used to
Workspace box	Current workspace name and your role. Click to switch workspace
Search	Quickly find sources, KBs and documents in the workspace
Function menu	The function groups: Ingest & process · Knowledge · Quality · Administration. The numbers next to Data sources and Knowledge bases are current counts
Notifications (bell icon)	Unread notifications - Uploads finished, processing errors, configuration changes
Account	Name, role and the light / dark theme toggle
Collapse sidebar	Button in the top corner to give content more room

Overview layout

Area	Content
Header	Time range picker (default Last 7 days) and the Add source button
Alert banner	One-line summary: how many items need attention, how many sources are ready
Metric cards	The key numbers of the data layer (see table below)
Daily ingestion volume	14-day chart split into Ingested successfully and Failed - Includes both new ingestion and re-ingestion when source documents change
Needs attention	Issues directly affecting answer quality, each row with a View button
Most-queried knowledge bases	Retrievals via MCP / API per KB in the period
Lineage	Condensed diagram: Source → Processing → Knowledge base → Endpoint

Card	Meaning
Data sources	Total sources, with how many are ready and how many have errors
Indexed documents	Total documents indexed, across how many knowledge bases
Chunks / vectors	Total passages chunked and embedded across all KBs
Avg. retrieval score	Average score of retrievals, across KBs that have data

Card

Meaning

Data sources

Total sources, with how many are ready and how many have errors

Indexed documents

Total documents indexed, across how many knowledge bases

Chunks / vectors

Total passages chunked and embedded across all KBs

Avg. retrieval score

Average score of retrievals, across KBs that have data

What to do on this screen

Read the alert banner first

If anything needs attention, scroll down to Needs attention and click View to open the exact document or KB with the problem.

Check the ingestion chart

A sudden jump in Failed usually means a batch of corrupt files or unsupported formats - Open Data sources → Run history for details.

Follow the lineage

Click each node in the lineage diagram to go from source to KB, then to the endpoint agents are calling.

Sidebar and shared elements