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New Admin Orientation — Structured Learning Path

Purpose

This page is a structured learning path for new admins on the HUPH platform. Instead of being overwhelmed reading all 15 handbook sections at once, follow the sequence here to learn quickly.

Target: from first login, operational in ~2 days and confident in 1 week.

Day 1 — Basic orientation (30 minutes)

Focus: get familiar with platform + reply to your first chat.

1. Getting started ⏱ 10 min

Goal: first login, understand 6 sidebar areas, know your role.

After completing, you can: - Log in to admin.huph.val.id - Know sidebar groups (OVERVIEW, CONVERSATIONS, PIPELINE, KNOWLEDGE, BOT CONFIG, ADMIN) - Understand why your role only sees some groups

2. Inbox ⏱ 15 min

Goal: see realtime conversations + reply to a user.

After completing, you can: - Open Agent Inbox and see conversation threads - Reply to user messages with reply composer - Perform takeover (manual mode) and return-to-bot

3. Correction Panel (inside Inbox) ⏱ 5 min

Goal: fix incorrect bot answers + auto-save as FAQ.

In the inbox, click Correction button on a bot message. Edit the correct answer. Check ☑ Save as FAQ. Save.

Next time a user asks a similar question → bot automatically uses your corrected answer.

Day 2-3 — Manage content (1 hour total)

Focus: know where the chatbot pulls answers from, and how to improve them.

4. FAQ ⏱ 20 min

Goal: add/edit fast answers the bot sends in ~0.4s.

After completing, you can: - Search existing FAQs - Add new FAQ (question + answer) - Set cluster-specific FAQ (for CASS/CBT/CHS/CIST/CNE) - Fill bilingual fields (question_en, answer_en) for EN users

5. Knowledge base ⏱ 20 min

Goal: understand documents the bot reads to answer.

After completing, you can: - Upload new PDF/markdown documents - Refresh/delete stale documents - Add web sources for auto-crawl

6. Bot configuration ⏱ 20 min

Goal: adjust bot personality + rules without coding.

After completing, you can: - Change tone/emoji/length of bot via Chatbot page - Understand 5 settings systems (Chatbot, Intents, FAQ, Escalation, Guidance) - Understand April 2026 additions: Bilingual + Quality Gate observe mode

Week 1 — Role specialization

After Days 1-3, pick the path for your role:

🧭 Super admin / System admin

Focus: keep system healthy + compliance.

  • System health ⏱ 15 min — monitor 7 health checks + cron
  • Audit log ⏱ 15 min — review admin actions for compliance
  • Users settings — manage team + roles
  • Clusters settings — manage 5 faculty clusters

📊 Marketing admin

Focus: analytics + campaigns + evaluation.

💬 Marketing counselor

Focus: daily lead management + follow-ups.

After you're comfortable (week 2+)

Advanced features to explore when you're settled:

  • Answer evaluation — run evals and compare two runs
  • Knowledge gaps — weekly triage of uncovered topics
  • Analytics v2 (sidebar OVERVIEW → Analytics) — 13 charts of lead + bot trends
  • Intent rules tuning (for admins) — change message classification rules
  • Escalation rules tuning — set conditions bot hands off to human

Daily routines (cheat sheet)

Super admin morning (5 min)

  1. Open System Health — all cards green?
  2. Check Audit log — any suspicious RBAC denies?
  3. If there are pending evals — check results

Marketing admin morning (10 min)

  1. Open Analytics v2 — yesterday's vs today's lead trend?
  2. Leads pipeline — any hot leads not yet followed up?
  3. Campaign tracking — which campaign's click_count grew?

Counselor morning (15 min)

  1. Open Agent Inbox — reply to unanswered threads
  2. My Leads widget on dashboard — any newly assigned leads?
  3. If bot gives wrong answer → Correction → Save as FAQ

Weekly (all roles, 30 min)

When you're stuck

  • Page you're confused about: open specific guide from operator handbook index.
  • Urgent questions: contact super_admin on your team.
  • Bug / error in platform: see Troubleshooting before escalating to developer.

Happy learning! This platform gets better over time as you + your team add more FAQs + rules + documents.