Product Updates: INSIGHTS Portal, Uploading Content, and Widget Enhancements

Every few weeks, we roll out improvements designed to make managing your Betty and understanding your members simpler, faster, and more powerful. This month’s updates focus on three key areas: INSIGHTS Portal, Training and Content, and the Betty widget, along with behind-the-scenes updates that improve performance and control.

INSIGHTS Portal Updates

Smarter Filtering and Sorting

• You can now reorder your instances using a new “Sort” field on the Profile page.
• On the dashboard, you can now filter by any combination of instances, not just a single one or all.

New Reporting Views

• In the first chart block, you can now toggle between Conversations Over Time, Users Over Time, or Questions Over Time.
• New visual modules now include:
  • Common Topics Word Cloud
  • User Return Rate Analysis
  • Common Questions list (AI grouping coming soon)
  • Feedback section showing the most recent user feedback at a glance

Better Moderation Feedback

• If a user enters something that violates moderation rules, Betty no longer gives a generic error message.
• The response now clearly explains that specific input was not allowed, without shutting down the entire conversation experience.

Conversation-Based AI Analytics (Coming Soon)
A new Insights feature allows you to ask questions like “What are users asking about most?” using AI trained on your conversation history. This is currently in early rollout.

Training and Content Management Updates

Add, Edit, and Manage Content Yourself
You can now upload files, link webpages, or manually add text content directly in the INSIGHTS portal. Each item goes through the same quality assurance steps before Betty uses it.

Bulk Content Uploads via CSV
You can upload a full spreadsheet of content items at once. A downloadable template will be added to the upload page soon.

Editing or Removing Content
You can now update content titles, links, or text directly. Deleting content will be available shortly once rollout is complete.

Sync Mode (Beta)
Sync Mode automatically removes content from Betty’s knowledge base if it no longer exists in the original source. Use this only occasionally (weekly to monthly) and only after talking with the Betty team.

Watch the demo here!

Widget Enhancements

Improved Conversation History Display

• User facing conversation history now has significantly improved formatting.
• Responses more accurately reflect how the conversation originally appeared to the user
• Users  can now clearly see which resources were used in an answer, including content references and any uploaded document indicators.

Upload a Document Within a Conversation
Users can upload a file during a chat, and Betty will use both the file and your existing knowledge base to answer. This is great for staff or member-only use and is currently available by request.

Personalized User Context
You can now pass membership or user-specific information to the widget when it loads, allowing Betty to personalize answers without needing a direct AMS integration.

Backend Improvements

More Control Over AI Providers
Organizations now have more control over the models and third-party AI providers their Betty uses. This gives you more flexibility based on your privacy policies, contracts, or internal preferences.

New AI Provider Support for Faster Performance
We added support for new providers as part of our focus on drastically improving response times and creating room for more capabilities behind the scenes. More details will be shared soon, after fully vetting these options and before we make any changes for existing customers.

Betty:DIRECTORY Improvements
Work continues on stabilizing and improving the Betty:DIRECTORY offering to support organizations using multiple assistants, departments, or segmented access.

Coming Soon

• Faster response times across all assistants
• AI-powered grouping of similar questions in INSIGHTS portal
• Community content suggestions inside responses
• Expanded API access for reporting and content updates

These updates are designed to give you more control, better data, clearer conversations, and a faster experience. If you want early access to features like Sync Mode, file uploads, AI analytics, or custom model settings, email us at support@meetbetty.ai.