Bernie Elliott-Bowman
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Activity overview
Latest activity by Bernie Elliott-Bowman-
Bernie Elliott-Bowman created an article,
Keeping personal data out of Deep Insights Agent
Deep Insights Agent is designed to answer questions about your customers without using their personal data. The main control is the one you manage: the agent only uses the custom fields and events ...
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Bernie Elliott-Bowman created an article,
Configuring custom fields and events
Deep Insights Agent can answer questions about your custom fields and custom events. It uses only the ones you make available. You choose these in the Ometria platform, and your choice applies wher...
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Bernie Elliott-Bowman created an article,
Abandoned baskets
When a customer adds items to their basket but doesn't complete the purchase, Ometria tracks it as an abandoned basket. You can see how many baskets are abandoned, what they're worth, the items the...
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Bernie Elliott-Bowman created an article,
Custom events
Ometria can track custom events, the actions you choose to record when customers interact with your brand. Examples include wishlist adds, in-store visits, loyalty redemptions, and product reviews....
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Bernie Elliott-Bowman created an article,
Available platforms
Deep Insights Agent is delivered as a connector to a third-party AI platform. You query your Ometria data inside that platform's chat interface, with answers powered by the AI provider you've chose...
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Bernie Elliott-Bowman created an article,
Setting up a Claude project
A Claude project is a dedicated space where the Deep Insights Agent connector and your business context are always active. You don't need to re-enable tools or re-paste background information at th...
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Bernie Elliott-Bowman created an article,
Using Deep Insights Agent in Teams and Microsoft 365
Once an administrator has set up the Deep Insights Agent in Microsoft Copilot Studio and shared it with you, you can use it directly from Microsoft Teams or the Microsoft 365 Copilot app.Open the a...
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Bernie Elliott-Bowman created an article,
Setup guide for administrators
This is the one-time setup that an administrator completes in Microsoft Copilot Studio. Once it's done, your team can access Ometria data through Microsoft Teams and Microsoft 365 Copilot.Before yo...
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Bernie Elliott-Bowman created an article,
Setup guide for administrators
This is the one-time setup that an organisation Owner completes in Claude before anyone in the team can use the Deep Insights Agent. It takes about 10 minutes.Before you startYou'll need: A Claude ...
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Bernie Elliott-Bowman created an article,
Security Overview
Deep Insights Agent is built on the same security standards as the rest of the Ometria platform. This page covers the most common questions about how your data is handled. Need a shareable version?...