What the AI knows about each client (Client Brain)
Everything the AI agents know about a client lives in the Brain (Brain) tab on the client profile. There you see knowledge organized by topic, the knowledge level, what's still missing, and the summary the agent reads before answering.
How to open it
- Go to Clientes (Clients) and open the client.
- Click the Brain tab.
- Choose between Visão simples (Simple view) and Visão avançada (Advanced view).
What's on the tab
- Grau de conhecimento (Knowledge level): an indicator of how much the AI already knows. Click Como o grau é calculado (How the level is calculated) to learn more.
- O que falta saber (What's still missing): topics that are still empty.
- O que a equipe já construiu (What the team has built): the information, with filters by topic and source and the Buscar no Brain (Search the Brain) search.
- O que o agente lê agora (ficha viva) (What the agent reads now (live profile)): the summary that goes into the agents' answers.
Add or correct information
- On the Brain tab, click Acrescentar informação (Add information).
- Choose the topic and write the text.
- Click Acrescentar ao Brain (Add to Brain). For the team, the information goes straight into the agents' knowledge, with your name in the audit trail.
- To change something, use Editar (Edit). To retire it, use Arquivar (Archive): agents stop using that information.
You can also mark information as Só para a equipe (Team only) so it doesn't appear in the client portal.
What the client sees and does
Through the portal, the client sees the Sobre a marca (About the brand) topics and can Sugerir correção (Suggest a correction) or share something new. The suggestion goes to Sugestões do cliente (Client suggestions) with the status Esperando a equipe (Waiting for the team). The team decides with Aprovar e gravar (Approve and save) or Recusar (Decline), and can explain to the client why the suggestion wasn't accepted.
Who sees what
The server decides what each person can see. Finance content only appears for people with finance access. Editing and approving depend on your permission for that client.
Frequently asked questions
Do agents use one client's Brain to answer about another client?
No. Each client has their own Brain, and the agent works with the client in the request.
Does archiving delete the information?
No. Agents just stop using it.
What about the client's files?
They're read separately. See Agents that read the web and client files.