Navigating Butterflai’s user interface is intuitive and straightforward. This guide provides a detailed tour of the Butterflai interface, including dashboards, menus, and key features to help you get the most out of the platform.
Dashboard:
Overview: The central hub for accessing different features and monitoring key metrics.
Widgets: Customize widgets to display relevant data such as sales figures, customer feedback, and more.
Navigation Bar: Located at the top or side, it provides quick access to all sections of Butterflai.
Knowledge Agent:
Accessing the Knowledge Agent: Click on the Knowledge Agent icon from the dashboard.
Interaction: Type in your questions or commands to get quick, data-driven answers.
Examples: Ask about sales performance, customer trends, or specific data points.
Reports:
Viewing Reports: Navigate to the "Reports" section to view generated reports.
Customization: Customize report templates and scheduling to fit your business needs.
Export Options: Export reports in various formats such as PDF, Excel, or CSV.
Documents:
Document Library: Access all your business documents from the "Documents" section.
Organization: Use tags and categories to organize documents for easy retrieval.
Security: Ensure documents are securely stored and access is controlled.
Settings:
User Settings: Manage your profile, change passwords, and adjust notification preferences.
Account Settings: Configure business information, manage subscriptions, and set up integrations.
User Management: Add or remove users, assign roles, and set permissions.
Tips for Navigating Butterflai:
Utilize the search function to quickly find specific data or features.
Customize your dashboard to display the most relevant information at a glance.
Regularly check the "Notifications" section for updates and alerts.
By familiarizing yourself with the Butterflai interface, you can efficiently navigate the platform and leverage its features to enhance your business operations.