Monitor Genie Assistant adoption and performance

Genie Assistant helps sellers get quick answers and the right content when they need it. The Genie Assistant dashboard shows how much your team relies on it: how many questions they ask, how often Genie resolves them, and which content it surfaces most. Use these insights to spot adoption gaps, confirm Genie is answering questions well, and see which content deserves more visibility.

See how it looks

Key features

• Track Genie usage trends over time
• See where sellers access Genie
• Discover which content Genie recommends, and users open most
• Filter dashboard metrics by date, Division, user group, and user status

You need this to succeed

Note: Availability of Genie Assistant depends on the AI Bundle included in your subscription. Contact your administrator for more information about AI Bundle eligibility.

The quick way

1. Open the Genie Assistant dashboard
2. Filter your data
3. Review the KPIs
4. Review the Genie usage charts
5. Review the content charts
6. Download or export your data

Do this step by step

Open the Genie Assistant dashboard

1. Navigate to the Analytics tab in the Admin App.
2. In the left menu, click AI Adoption to expand it, then select Genie Assistant.

Note: All analytics data are refreshed every 24 hours. At the bottom of the dashboard, Last data updated on shows the date and time the data was last refreshed.

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Filter your data

Every filter you set here updates all the KPIs and charts on the dashboard at once.

1. Click a filter to set it:
   • Activity started at: Defaults to Last 90 days. Select a date range for user activity, such as Last 7 days, Last 30 days, Last month, This year, Last year, or a custom range.
   • Divisions: Choose to include (match ANY) or exclude (match NONE) the Divisions you select.
   • User groups: Choose to include (match ANY) or exclude (match NONE) the user groups you select.
   • User statuses: Choose to include (match ANY) or exclude (match NONE) active or deactivated users.
2. Click View filters to show or hide any of these filters, or drag them into the order you prefer. Click Save when you're done.
3. Click Clear all filters to reset every filter at once.

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Review the KPIs

At the top of the dashboard, three KPIs summarize Genie activity for your filtered date range:

• Users asking questions: The number of distinct users with at least one Genie request in the last 90 days or less.
• Total questions asked: The total number of requests made to Genie in the filtered date range. This is an event count, not a unique user count: if one person asks 10 questions, all 10 are included.
• Helpful or neutral responses: The number of questions Genie successfully resolved in the selected period according to user rating. A helpful rating indicates the user clicked the thumbs-up icon. A neutral rating means the user did not rate the response. A thumbs-down rating is not included in this count. Compare with ‘Total questions asked’ to estimate Genie's resolution performance.

Note: ‘Users asking questions’ always uses a rolling 90-day window, based on today's date, regardless of the ‘Activity started at’ filter you set. If you filter to a range longer than 90 days, such as This year, ‘Users asking questions’ still only counts users who made requests in the last 90 days, while the other two KPIs and the charts use your full selected range. The number can also shift day to day with no new requests recorded, since users age out of the 90-day window over time.

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Review the usage charts

Below the KPIs, four charts break down Genie usage in more detail.

How is Genie usage trending over time?: A grouped line chart plotting questions asked by week, split by Genie channel (Chat or Shared Spaces Search AI).

Use this chart to see whether adoption is growing along with your rollout, and whether sellers prefer Chat or Shared Spaces Search AI.

• Hover over a point to view the week, the number of questions asked, and the channel used.
• Click a Genie channel to hide or reveal its line.
• Click and drag a box to narrow the timeframe for the KPIs and usage charts. Click Clear filter when done.

Where are sellers accessing Genie?: A bar chart showing the number of questions asked from each access point: Web App, iOS App, or Shared Spaces.

Use this chart to see where your team turns to Genie most, so you can focus enablement on the platforms and spaces sellers actually use.

• Hover over a bar to view the access point and the total questions asked.
• Click a bar to filter the KPIs and usage charts to that access point. Click more than one bar to combine their data. Click Clear filter when done.

How are sellers using Genie?: A pie chart showing the share of questions asked through each Genie channel: Chat or Shared Spaces Search AI.

Use this chart to see which way of interacting with Genie sellers prefer.

• Hover over a slice to view the number of questions asked to the Genie channel and its share of the total.
• Click a slice to filter the KPIs and usage charts to that channel. Click Clear filter when done.

Who are the most active Genie users?: A stacked bar chart ranking the top ten users who interacted with Genie through at least one channel, with bar colors indicating Chat or Shared Spaces Search AI.

Use this chart to identify your Genie power users and see how they engage with it.

• Hover over a bar segment to view the user's name, number of questions asked, and Genie channel.
• Click a bar to filter the KPIs and usage charts to that user. Click more than one bar to combine their data. Click Clear filter when done.

Note: See Genie Assistant data terms below for how each measure is calculated.

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Review the content charts

The last two charts show which content Genie relies on to answer questions, and how often sellers view the content Genie provides.

Which content does Genie provide most?: A bar chart ranking the top 10 content items Genie used in its responses, by number of times provided.

Use this chart to see which content Genie uses most when answering questions.

• Hover over a bar to view the asset name and the number of times it was included in a response.
• Click a bar to focus the content charts on that asset. Click more than one bar to combine their data. Click Clear filter when done.

Which Genie-provided content do sellers open most?: A bar chart ranking the top 10 content items sellers opened from a Genie response, by number of times opened.

Compare this with ‘Which content does Genie provide most?’. If Genie provides content often but sellers rarely open it, they may not find it useful enough to click through.

• Hover over a bar to view the asset name and the number of times it was opened.
• Click a bar to view how many times the asset was included in a Genie response in the ‘Which content does Genie provide most?’ chart. Click more than one bar to combine their data. Click Clear filter when done.

Note: See Genie Assistant data terms below for how each measure is calculated.

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Download or export your data

Note: The filters you apply on this page aren't maintained when you export a chart or the dashboard.

• Chart: To download a single chart or KPI, hover over it and click the download icon in its upper-right corner. Select Download CSV, Download XLSX, or Download PNG.
• Dashboard: To download, email, or schedule the entire dashboard, click Export to the right of the filters, then select Download as PDF, Download as PNG, Email, or Schedule. Learn more about exporting dashboards.

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Genie Assistant data terms

Use these tables as a reference for what each data term means and how it's calculated.

Dimensions

Dimension	Description
Activity Started At (Wk)	The week of the year that the Genie activity happened.
Genie Channel	The way a user interacted with Genie: Chat or Shared Spaces Search AI.
Accessed From	The access point the user used to reach Genie: Web App, iOS App, or Shared Spaces.
Full Name	Name of the user who asked the question or triggered the activity.
Asset Name	The asset Genie surfaced or that a user opened from a Genie response.

 

Measures

Measure	Description	Calculation notes
Questions Asked	The number of questions asked of Genie.	Counts every question event, not unique users. If one person asks 10 questions, all 10 are included.
Total Questions Asked	The number of questions asked of Genie in all Genie Channels.	Counts every question event (not unique users) across all Genie Channels.
Times Provided	The number of times Genie returned an asset as an answer source.	Counted from content activity, not question activity.
Times Opened	The number of times a user opened an asset Genie provided.	Counted from content activity, not question activity.

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