BotIntelli — Overview User Guide
This guide explains the Overview view: what it is, what it shows, and how to use it.
What Is Overview?
Overview (Business Context → Overview) is a high-level summary of your business context: file and document insights, storage, and recent activity. It helps you see what content and data are available for AI and automation before diving into Knowledge Base or Pipeline Management.
Where to Find It
- Sidebar: Business Context → Overview.
- URL:
https://app.botintelli.com/dashboard?view=overview.
What You See
The Overview is built from the File Insights (and related) components. Typical sections:
File and storage summary
- Total files — Number of files in your knowledge base.
- Total folders — Number of folders.
- Storage used — How much storage is used (e.g. in GB).
- Trash items — Count of items in trash (if applicable).
File types
- A breakdown of files by type (e.g. PDF, Word, Excel, CSV, images). This helps you see what kinds of content you have for RAG, search, and workflows.
Recent files
- A list of recently added or modified files (name, size, modified date). Use this to quickly see what’s new and open or manage files from the Knowledge Base.
Documents (if shown)
- Document-level stats or list (e.g. processed documents, embedding status) when the app exposes this on Overview.
How to Use Overview
- Check capacity — See how many files and how much storage you use.
- See content mix — Use file-type breakdown to understand what data your assistants and pipelines can use.
- Find recent work — Use recent files to jump to the latest uploads or edits.
- Go deeper — Use links or navigation to open Knowledge Base for folder tree, uploads, and file management, or Pipeline Management for data sources and ingestion.
Inputs and Actions
Overview is mostly read-only. There are no form fields to fill. You can:
- Click links or file names (if provided) to open Knowledge Base or file preview.
- Use the sidebar to go to Knowledge Base or Pipeline Management for uploads, folders, and pipeline configuration.
Quick Reference
| Goal | Action |
|---|---|
| See file and storage summary | Open Overview from Business Context. |
| See recent files | Check the Recent files section on Overview. |
| Upload or organize files | Go to Knowledge Base. |
| Manage data sources and pipelines | Go to Pipeline Management. |
For uploading and organizing documents, see the Knowledge Base guide. For pipelines and data sources, see the Pipeline Management guide.