This guide walks through each area of the Nertia platform in sidebar order, so you can quickly understand what each section does and how to get the most out of it.
Home
The Home page is your central hub for everything happening across your account. From here, you can quickly see the essentials at a glance, including your current subscription tier, how many chatbots you have created, how many are active, and your message usage for the current billing period. This gives you an immediate snapshot of how you are using the platform without needing to dig into the details.
Below the overview, the Home page highlights the core features available to you, such as the design editor, knowledge base, messages, and analytics. Each section acts as a starting point, helping you understand what is possible and where to go next.
Think of the Home page as a control centre rather than a workspace. It is designed to orient you, confirm that everything is running as expected, and guide you to the right area when you want to take action. For deeper configuration, insights, or management, you can use the navigation on the left to move into each section and explore the full functionality in detail.
Chatbots
The Chatbots page is where you manage all of your chatbots in one place. Here, you can see a complete list of your chatbots, including which ones are active and ready to use. This gives you a clear overview of what is currently live, without needing to open each chatbot individually.
From this page, you can create new chatbots, customise existing ones, or update designs and behaviour as your needs change. Whether you are launching a chatbot for the first time or refining one that is already live, this is the starting point for all chatbot creation and management.
Each chatbot can be opened for deeper configuration, allowing you to adjust its appearance, messaging, knowledge sources, and settings. This makes it easy to iterate, test improvements, and keep your chatbots aligned with your brand and business goals.
Think of the Chatbots page as your chatbot workspace. It shows you what exists, what is live, and gives you quick access to build, edit, and evolve your chatbots as your usage grows.
Knowledge Base
The Knowledge Base is where you teach your chatbots about your business. This page allows you to upload and manage the information your chatbots use to answer questions accurately and consistently. This can include documents, website content, FAQs, product details, policies, or any other material your chatbot should reference when responding to users.
All information added here is used to power retrieval-augmented generation, meaning your chatbots can pull relevant context from your own content rather than relying on generic responses. This helps ensure replies are grounded in your business, your services, and your tone.
You can organise, update, and refine your knowledge over time. As your business changes, updating the Knowledge Base ensures your chatbots stay accurate without needing to rebuild them from scratch.
Think of the Knowledge Base as the foundation for every chatbot you create. The better and more up-to-date your information is here, the more helpful and reliable your chatbots will be across all interactions.
Messages
The Messages page is where you can see how customers are actually interacting with your chatbots. Here, you will find a record of chat sessions between your customers and your chatbots. Each conversation log shows what was asked, how the chatbot responded, and how the interaction progressed over time. This gives you clear visibility into real customer behaviour rather than assumptions.
Reviewing messages helps you understand what your customers are looking for, where they may be getting stuck, and which questions come up most often. These insights can be used to improve your chatbot’s responses, refine your knowledge base, and identify gaps in your content or services.
This page is designed for monitoring and learning, not just record keeping. By regularly reviewing conversations, you can spot trends, improve accuracy, and make informed decisions about how to optimise your chatbots and customer experience.
Think of the Messages page as your feedback loop. It shows you what users are asking in their own words and helps you continuously improve how your chatbots support your business.
Analytics
The Analytics page shows how your chatbots are being used over time. Here, you can explore key usage data such as when your chatbots are most active, how often customers engage with them, session lengths, and overall interaction patterns. These metrics help you understand not just how much your chatbots are used, but how they fit into your customers’ behaviour.
By reviewing analytics, you can identify peak usage times, spot trends in demand, and see how engagement changes as you update your chatbots or knowledge base. This makes it easier to align your chatbot setup with real customer needs rather than guesswork.
The Analytics page is designed to support better decisions. Whether you are optimising customer support coverage, refining chatbot behaviour, or planning future improvements, the data here gives you a clear, evidence-based view of what is working and where there is room to improve.
Think of Analytics as the insight layer of your platform. It turns conversations and usage into clear signals you can act on to improve performance and customer experience.
Support
The Support page is where you can get direct help from the Nertia team. If you have questions about the platform, need guidance on setup, or run into any issues, this is the place to reach out. You can use this page to request contact with a member of our team, describe the problem you are experiencing, or ask for help getting the most out of your chatbots and automations.
Support requests are reviewed by real people who understand the platform and your use case. Providing clear details about your question or issue helps us respond more quickly and effectively.
The Support page is designed to give you confidence that help is available when you need it. Whether you are troubleshooting a specific problem or looking for advice on improving your setup, this is your direct channel to the Nertia team.