Discover the Advisor
This page describes the Advisor Workspace and its capabilities.
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This page describes the Advisor Workspace and its capabilities.
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Once logged in, you will be immediately redirected to the Advisor Workspace.
First, you will be asked to configure your environment by choosing a language of your choice and accepting the Terms of Use (if you are a Member) or the Terms & Conditions (if you are an Admin).
Once inside the Advisor, you are free to explore!
The Advisor Workspace is a homepage for all the Crystal Capabilities that you can use to:
Talk to your Data
Explore your Data
Analyze your Data
Report and discuss your Data
In the following page you'll find a quick overview of the Advisor's organization and capabilities.
The Advisor is made of three sections that contain the access to all of Crystal’s capabilities.
This central space is the main access point to talk to your data!
The first thing you'll see in the Advisor Workspace is the gravitonium, a glowing spherical bubble ready to listen to you.
To start, just click on the gravitonium to open the Conversational Bar, where you can ask all your questions.
The Left Sidebar is where you can access the following Crystal capabilities:
Data Stories
Crystal allows you to collect, manage, and share Topics by grouping them into customizable collections, called Data Stories.
Notifications
All Crystal Notifications are available in a centralized space on the Advisor.
Topics
Account
This section is the control panel of your Advisor Interface.
The Right Sidebar is where you can access the following Crystal capabilities:
Suggestions
Up to six Suggestions always appear in a side panel to help you explore your data. Just click on any of them to include them in a conversation with Crystal.
Insights
When you ask about a Topic, a side panel appears above the Suggestion section, with textual cards called Insights, providing extra information related to your data.
Remember
If you are not able to see data on your first access, this might be because you still don't have the correct viewing permissions.
Contact your Admin and ask them to change your permission settings correctly.
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All are organized in an ordered and comprehensive overview.
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