Home Getting Started on the Platform Main Screens of ClaudIA Hub: Playground, Content, Dashboard, Tags, Test Cases, Settings, and Integration Configuration

Main Screens of ClaudIA Hub: Playground, Content, Dashboard, Tags, Test Cases, Settings, and Integration Configuration

Last updated on Aug 12, 2025

Playground

The Playground is a very useful tool that allows us to test the knowledge base and subsequently audit the ticket generated from that test. With the Playground, we can explore various question-and-answer options, verifying the accuracy of our knowledge base and the adequacy of the provided answers. This allows us to make necessary adjustments to ensure the precision and effectiveness of responses to customers.

By using the Playground, we can simulate any question directed to ClaudIA. When she responds, we have access to the information used to formulate that response. This allows us to audit the service, if we deem it necessary.

To perform an effective audit, we return to the conversations and remove the filter "indicator: client." This helps us obtain a clearer and more accurate view of the interactions.

Content

The content screen displays all sections of IDS (Improved Data Set)

Some things you can do in Content:

  • Search and filter by sections

  • View the modification history of a section

  • Create a new section

  • Edit an existing section

  • Temporarily disable a section

  • Delete a section from the IDS

Dashboard

Analytical views of ClaudIA and its results

Tag Maintenance

This is the screen where we register the tag options that each content can have. This allows us to organize and categorize content efficiently, facilitating access and utilization of information.

How to create a new tag to use in your content and enable ClaudIA to use it

To create a new tag, simply click the "+ create tag" button at the top right of the screen. This will open a new screen where you can create the tag.

If the tag you create does not exist in your helpdesk, it will create a tag with that name directly in your helpdesk as soon as you click the save button dynamically and automatically.

🚨The only exception is for Intercom. In Intercom, we are not able to automatically create tags due to the APIs available to us, by the Intercom platform itself.

How tags work for those using Intercom

If you use Intercom, you will see that there is a different column called "Helpdesk Tag." This is a mapping of tags between ClaudIA and Intercom. If it does not exist in Intercom, an alert will appear in red saying "Missing."

Additionally, when you create a new tag by clicking the create tag button, two fields will appear for you to fill out: the tag field, which is the name of the tag you want to use, and the helpdesk tag field, which is the tag from the helpdesk you want to use.

This second field is optional, meaning if there is no existing tag in Intercom, you can leave this field blank, but you will need to go to Intercom and create that tag there. If you do not do this, it will continue to show the "Missing" alert and ClaudIA will not be able to use that tag in Intercom. In other words, the tag will only appear in the Hub.

How to edit or delete existing tags

If you want to edit a tag, just click the pencil (✏️) button to the right of the tag, under the "Action" column. This will open a pop-up similar to the creation one, where you can change the name of the tag. For Intercom users, you can also change the helpdesk tag it is mapped to, switching to another tag.

If you want to delete a session, just click the red trash can icon (🗑️) to the right of the session you want to delete, under the column called "Action."

It will open a pop-up asking you to confirm that you really want to delete it. If you want to delete, just click the red "Delete" button; if you want to cancel, just click "Cancel."

Test Cases

This is a more advanced screen, and detailed documentation can be found here.

Settings

The general settings screen allows adjustments and customizations in ClaudIA. Some functionalities are not yet available for users, but we are constantly expanding options to make ClaudIA more accessible and configurable in a self-service manner.

Integration Configuration (with Helpdesks)

This screen is only available to users with privileged access to the Hub (CX Heads, Company Tech Team, etc.). Here you can configure the integration in third-party helpdesks completely self-service without the need for assistance from Clouders.