Basic Usage

This guide walks you through the core features of the Reflexio Web Portal. Learn how to navigate the interface, view your data, and perform common operations.

Dashboard Page

The Dashboard provides a high-level overview of your Reflexio system at a glance.

Key Features

• Real-time statistics — View current counts for all major data types
• Quick navigation — Click on any card to navigate to the detailed page
• System health — Monitor overall system activity at a glance

Interactions Page

The Interactions page displays all recorded conversations between users and your agent.

Viewing Interactions

1. Navigate to the Interactions page from the sidebar
2. Browse the list of interaction records
3. Click on any interaction row to expand and view details

Filtering and Search

Use the filter panel to narrow down results:

User Profiles Page

The Profiles page shows extracted user profiles and allows you to manage them.

Viewing Profiles

1. Navigate to the Profiles page from the sidebar
2. Browse the list of extracted profiles
3. Click on a profile row to expand and view full details

Filtering Profiles

Profile Status Tabs

Profiles are organized into three status categories:

Managing Profiles

Rerun Profile Extraction:

1. Click Rerun Extraction on the Current tab
2. Select the extractor name
3. Optionally set a date range
4. Click Rerun to start extraction

Adopt Pending Profiles:

1. Switch to the Pending tab
2. Review the pending profiles
3. Click Adopt All Pending Profiles to promote them to current status

Restore Archived Profiles:

1. Switch to the Archived tab
2. Click Restore All Archived Profiles to move them back to current

Playbook Page

The Playbook page allows you to view, manage, and analyze agent playbook data.

Understanding Playbook Types

Reflexio handles two types of playbook entries:

Viewing Playbooks

The page has four tabs:

Filtering Playbooks

Managing Agent Playbooks

Approve or Reject Playbook:

1. Expand an agent playbook item
2. Click Approve or Reject to update its status
3. Status updates are saved immediately

Run Playbook Aggregation:

1. Click Run Aggregation on the Aggregated tab
2. Enter the Agent Version (required)
3. Enter the Playbook Name (required)
4. Click Run Aggregation to cluster user playbooks

Managing User Playbooks

Rerun Playbook Generation:

1. Switch to the Current Raw tab
2. Click Rerun Generation
3. Enter the Agent Version (required)
4. Optionally enter playbook name and date range
5. Click Rerun Playbook Generation

Adopt Pending User Playbooks:

1. Switch to the Pending Raw tab
2. Click Adopt Pending User Playbooks
3. Confirm the action in the dialog

This promotes pending user playbooks to current and archives existing current user playbooks.

Evaluation Page

The Evaluation page displays agent success evaluation results and performance metrics.

Statistics Overview

View key metrics at a glance:

Viewing Evaluation Details

Click on a failed evaluation or one with comparison data to expand:

Failure Details Tab:

Shadow Comparison Tab:

Filtering Evaluations

Settings Page

The Settings page allows you to configure the Reflexio system.

General Settings Tab

Storage Configuration:

Configure where Reflexio stores data:

Agent Context:

Define your agent's working environment:

1. Enter a description of the agent's purpose
2. Describe available tools and capabilities
3. Define the action space

Extraction Parameters:

Extractor Settings Tab

Profile Extractors:

Configure how user profiles are extracted:

1. Click Add Profile Extractor
2. Enter an Extractor Name (e.g., user_preferences)
3. Toggle Auto/Manual mode for trigger type
4. Define the Profile Content prompt
5. Optionally add context, metadata prompts, and source filters
6. Click Save Configuration

Agent Playbook:

Configure playbook collection:

1. Click Add Agent Playbook
2. Enter a Playbook Name (e.g., task_completion)
3. Define the Playbook Definition prompt
4. Set Min Playbook Threshold for clustering
5. Set Refresh Count for aggregation trigger
6. Click Save Configuration

Agent Success Evaluations:

Define success criteria for evaluations:

1. Click Add Success Evaluation
2. Enter an Evaluation Name
3. Define the Success Definition prompt
4. Adjust the Sampling Rate (percentage of interactions to evaluate)
5. Add available tools and actions
6. Click Save Configuration

Workflow Visualization Tab

View a visual diagram of your configuration:

• See how requests flow through the system
• Understand the relationship between extractors
• Click on nodes for detailed information

Saving Configuration

1. Make your changes in any tab
2. Click Save Configuration in the header or footer
3. Wait for the success confirmation message

Quick Reference

Common Actions

Tips for Effective Use

1. Start with Dashboard — Get an overview before diving into details
2. Use filters liberally — Narrow results to find what you need quickly
3. Review pending items regularly — Adopt pending profiles and playbooks
4. Monitor evaluations — Track success rates to identify improvement areas
5. Experiment in Settings — Test different extractor configurations