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Train Test Deploy Analyze Trust Inbox

Train — build Living Knowledge

The first phase of the loop. Sources point at the documents, products, and pages the agent should learn from; the content library captures the structured knowledge that emerges from ingestion.

Knowledge base · Sources

unless.com/en/dashboard/train/knowledge

Knowledge base

6 sources · knowledge base
  • Engineering wiki 1.2k docs Connected
  • Sales playbook 348 docs Team only Connected
  • Team Assistant 5.8k tickets Connected
  • Public docs site 89 pages Syncing
  • Compliance library 0 docs Error
  • Pricing & contracts Not connected Disconnected

Knowledge base · Content library

unless.com/en/dashboard/train/knowledge

Knowledge base

2,102 articles generated

Test — preview every role

Quality reports show how the agent answers a pinned set of control questions and how that behaviour drifts over time. Used before promoting a knowledge change to production.

Quality reports

unless.com/en/dashboard/test/quality

Quality reports

0 10 20 30 Value Oct 14Mar 30May 27Oct 01Feb 27Aug 25Feb 25 Month
Report Score Passed Actions
May 7, 2026 9:56 AM 76% 22 out of 29 open report
May 7, 2026 9:52 AM 21% 6 out of 29 open report
May 7, 2026 9:20 AM 0% 0 out of 29 open report
May 6, 2026 6:14 PM 72% 21 out of 29 open report
May 5, 2026 4:02 PM 69% 20 out of 29 open report

Deploy — run the agent in front of customers

The four moments - Acquisition, Retention, Expansion, Support - each carry their own procedures, signals, personality, and in-app notification recipes. Each moment below shows the one tab whose underlying view has been authored for that moment.

Acquisition · Procedures

unless.com/en/dashboard/deploy/acquisition

Acquisition

5 procedures · acquisition
  • Book a meeting Active
  • Qualify the lead Active
  • Send pricing details Active
  • Route to an account executive Active
  • Send a re-engagement email Draft

Retention · Signals

unless.com/en/dashboard/deploy/retention

Retention

5 signals · retention

  • Churn risk language

    Active

    Cancellation intent, comparison shopping, escalating frustration in conversation.

    28 live last 4m ago

  • Pricing pushback

    Active

    Customer questions value, asks for discounts, or compares to competitor pricing.

    14 live last 22m ago

  • Reduced usage

    Active

    Login frequency or feature use drops below the customer’s 30-day baseline.

    9 live last 1h ago

  • Renewal approaching

    Active

    Contract end date within 60 days; surface renewal pricing and account health.

    73 live last 8m ago

  • Competitor mention

    Draft

    Named competitor referenced in a customer-facing exchange.

    Not yet enabled
  • Add signal From library

Expansion · In-app notifications

unless.com/en/dashboard/deploy/expansion

Sales expansion

5 notifications · expansion
  • Upgrade to Pro offer Card
  • Add team seats Banner
  • Annual billing savings Inline
  • Power-user perks Card
  • Pro features tour Modal

Support · Personality

unless.com/en/dashboard/deploy/support

Support

  • Warmth Cool Warm
  • Pacing Brief Detailed
  • Formality Casual Formal
  • Confidence Tentative Assertive
I can absolutely see how frustrating this is — let me look into the account right away and walk you through what I find. You shouldn't have to chase this twice.

Analyze — close the loop back into Train

Performance reads the agent's live behaviour; Business impact converts that into revenue + cost figures; AI maturity scores the loop's overall progression. Every chart here is also the seed of the next Train cycle.

Performance · Analytics

unless.com/en/dashboard/analyze/performance

Performance

0 4.7k 9.3k 14k Apr 8Apr 15Apr 22Apr 29May 6

By moment

  • Acquisition 4.9k
  • Retention 3.1k
  • Support 3.3k
  • Sales expansion 1.5k

Business impact · Cost reduction

unless.com/en/dashboard/analyze/business-impact

Business impact

Ticket deflection 63.5%
AI resolution rate 82.1%
Escalation rate 2.7%

Costs

€4.8K
  • Subscription costs
  • AI management hours

Savings

€18.4K
  • Saved by deflections
  • Saved by team efficiency

AI maturity · Overview

unless.com/en/dashboard/analyze/maturity

AI maturity

Total score 87%
Acquisition 80%
Retention 95%
Expansion 80%
Support 93%
Experimental 100%
Assisted 100%
Automated 75%
Agentic 61%
AI-First 100%

Trust — governance, sitting alongside the loop

Privacy + security controls for the DPO, the auditor, and the CFO. EU residency, Privacy Vault posture, per-decision audit trail, model-level access - all surfaced where procurement actually looks.

Privacy · Settings

unless.com/en/dashboard/trust/privacy

Privacy

3 PII filters · privacy
  • Obfuscate PII during inference
  • Remove PII from user input
  • Filter PII from training data by default

PII filter whitelist

Unless DORA AI Act GDPR Q3 Acme Visma Type a word and press comma or enter to add it

Security

unless.com/en/dashboard/trust/security

Security

Prompt injection prevention

  • Enforce privilege control
  • Validate user input
  • Cleanse untrusted user input

Secure output handling

  • Enforce strict validation for LLM responses
  • Apply LLM output sanitization

Avoiding training data poisoning

  • Anomaly detection

Denial of Service (DoS) prevention

  • Limit context window
  • Enforce API rate limit

Supply Chain Security

  • Use Content Security Policy (CSP)

Sensitive information protection

  • Apply data sanitization filters
  • Limit external data access for the LLM

Secure Plugin Design

  • Enforce parameterized inputs
  • Apply plugin authentication

Limited Agency

  • Enforce user approval for new action categories

Limited reliance on LLMs

  • Enforce a disclaimer in all AI assistants
  • Limit functional purpose of LLMs

Inbox — the daily briefing

The agent's own outbound channel. Signals it surfaced, content gaps it noticed, AI-maturity nudges it wants you to act on - filtered by what actually changed today.

Today's briefing

unless.com/en/dashboard/inbox

Today's briefing

6 messages · open · routed to you

  • Knowledge suggestion New article ready: "How to set up live chat triggers"

    13:09

  • Save play queued Anna K. (Visma) — usage drop, day 12 of trial

    11:42

  • Upsell signal Onguard · 14 seats in use of 10 included

    09:15

  • Hand-off pending Tax & VAT — refund eligibility, policy unclear

    13 May

  • Procedure update Refund flow rewritten from 6 accepted overrides

    12 May

  • Knowledge suggestion Conflict detected: "Eligible regions" appears in 3 articles

    11 May