Discover the Advisor

Configure the Advisor

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).

Member

Admin

Inside the Advisor

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.

Advisor Workspace

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.

Find out more in the Dedicated Section!

Left Sidebar

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.

Find out more in the Dedicated Section!

• Notifications

All Crystal Notifications are available in a centralized space on the Advisor.

Find out more in the Dedicated Section!

• Topics

All Topics are organized in an ordered and comprehensive overview.

Find out more in the Dedicated Section!

• Account

This section is the control panel of your Advisor Interface.

Find out more in the Dedicated Section!

Right Sidebar

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.

Find out more in the Dedicated Section!

• 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.

Find out more in the Dedicated Section!