Malcolm Console

Forbes Connect operations
Malcolm
Operator Console v2

Overview

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Chats
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Answer rate
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Deflection rate
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Avg latency
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Leads captured
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Helpful rate
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Conversations over time

Answer rate trend

Deflection by domain

Leads captured over time

Recent sessions (metadata only). Transcripts are out of scope for the legal posture.

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Could not load conversations.
SessionStartedLast activityTurnsAnsweredDeflected
No sessions in this window.

The content-gap workflow: questions Malcolm could not answer. Triage them into new KB content.

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Could not load the backlog.
WhenQuestionStatus & notes
No questions in this status.

Per-answer thumbs feedback. Signal collection only: downvotes and unanswered questions are the fix list, and fixes happen through Knowledge Base (resync) or Configuration (prompt), both reviewed and versioned. Nothing auto-applies.

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Could not load feedback.
Helpful rate
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Thumbs up
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Thumbs down
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Helpful rate over time

Downvotes to review

WhenQuestionReasonStatus & notes
No downvotes in this status and range.

Lead-capture volume. Privacy-safe: only topic, route, and page/event are recorded. No name, email, or company is ever stored or shown.

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Could not load leads.
Captures in range
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Captures over time

By topic

By topic

TopicCount
No captures in this window.

By route

RouteCount

Documents indexed in the Connect knowledge base (the vector store the chat answers from). List, inspect, and remove are live.

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Could not reach the vector store.

Sources

Source / sectionDocsLast updated

Documents

TitleSectionIndexed
No documents.
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Everything below is a draft. It does not change live Malcolm until you Publish. Save draft keeps your work without going live.

Voice

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Settings

Routing

The deflection routes. Each is form-first: Malcolm opens the capture form prefilled with the route's topic (and event type). A fallback email, when set, is offered only as a secondary line after the form.

KeyLabelTopicEvent typeFallback emailPhrasingRemove

Versions

VersionLabelNotePublishedRoll back
No published versions yet. Live Malcolm is running on built-in defaults.

Export the key tables as CSV for the current date range. Generated client-side from the admin API.

Could not prepare the export.

Turns summary

Daily conversation volume and answer rate.

Unanswered backlog

Every logged content gap with status.

Capture events

Lead-capture volume by topic and route (no PII).

Deflection by domain

Where Malcolm handed off.

Document