Platforms
Create, rename, switch between and delete the platforms in your organisation.
A platform is one system you support, such as your booking app or your customer portal, or one client you look after. Each platform has its own tickets, queue, repositories, live-system access, databases, ticket system, chatbots, log watcher and notification choices.
Things shared by the whole organisation live one level up. Keys, rules and notification channels are under Organisation. The team and billing are under Your account.
When to make a second platform
Make a separate platform when a system has its own code, its own requesters or its own ticket system. If it's all one product, one platform is simpler.
The Overview#
The Overview shows one panel per platform. Click the logo, or open the organisation menu and choose Overview. Each panel shows:
- the platform's letter mark and name. Click the name to open its queue;
- three counts: Waiting for you, Being investigated and Failed;
- up to five of the newest replies waiting for approval. Click one to open it. When nothing waits and nothing failed, you see All clear instead;
- Open queue at the bottom.
Owners and admins also see whether each platform is set up. Ready means the agent has an AI key and at least one thing to look at: code, a cluster or its logs, a database, Microsoft 365 or Google Workspace. Needs setup means something is missing, and Finish setting up takes you to the Get started guide.
The Overview refreshes every 30 seconds.
Create a platform#
Owners and admins can create platforms.
- 1
Go to the Overview.
- 2
Click Add platform.
- 3
In the pop-up, enter a Name: what your team calls the system, for example Alion Booking.
- 4
Click Create.
The new platform starts empty, and you land on its Get started page. It walks you through the ticket system, the AI key, the code and the rest. See The Get started guide.
Switch platform#
- Use the platform menu in the top bar (the platform's name, next to your organisation's name) and pick a platform. All platforms at the bottom of that menu opens the Overview.
- Or click a platform's name on the Overview.
The whole page follows your choice, and you stay on the same tab. The app remembers your choice in this browser.
Rename a platform#
- 1
Switch to the platform.
- 2
Go to Settings › Agent.
- 3
Change Platform name in the Name row.
- 4
Click Save at the bottom of the page.
The name is also used in the agent's instructions, for example "You investigate tickets for Alion Booking". Use the name your requesters know.
Delete a platform#
Only an owner can delete a platform.
- 1
Switch to the platform you want to delete.
- 2
Go to Settings and scroll to the bottom.
- 3
Click Delete platform….
- 4
Confirm by clicking Delete platform in the box that opens.
What deletion removes#
Everything that belongs to the platform is deleted for good:
- its tickets, replies and history, including the agent's working notes;
- its settings, repositories, live-system logins and databases;
- its ticket-system API keys and webhooks;
- its chatbots, their help sources and their conversations;
- its log watcher and notification choices.
Your organisation, its members, its keys and its notification channels stay. Keys the platform used simply show one fewer use.
This can't be undone
There's no recycle bin. If your ticket system still sends tickets to the deleted platform, they'll be refused, so disconnect it first.
You can't delete the last platform#
An organisation always keeps at least one platform. If you try, you'll see An organisation keeps at least one platform.