Flex AI Chat Assistant

FlexAI Chat Assistant is our take on a generative chatbot that empowers users to converse with their data in natural language, allowing for a seamless blending of analytics with the simplicity of everyday conversation.

With the FlexAI Chat Assistant, users can:

• Interact directly with their data in a conversational manner.
• Generate analytical objects like metrics and visualizations instantly.
• Obtain accurate answers to specific business queries without manual analytics design.

Ask Your Data Questions

Engage with your data by asking straightforward questions, and the chatbot will provide the answers for you.

Steps:

1. On the Home page, click on the Flex AI Chat Assistant button in the bottom right corner of the screen.

   
   

   A chatbot window opens for your conversation:

   
   

2. You can start a conversation from there. The chatbot is context-aware, so you do not need to respecify what has been established earlier in the conversion in every question. For example, I can now ask the chatbot break down its previous answer by category:

   
   

Understand Where the Answers Come From

As an added layer of transparency, you can view details of the query the chatbot used to arrive at its answer. This should help you understand where the data is coming from, and double check the chatbot is understanding your question correctly.

Steps:

1. Click the “!” icon next to a chatbot answer.

   The answer is expanded showing key details of the query used to arrive at the chatbot’s answer:

   
   

2. If you don’t like what the query is including, you can ask the chatbot to modify it further:

   
   

Create Visualizations on the Fly

Chatbot can also generate visualizations!

Steps:

1. Ask the chatbot to present its answer using one of the supported visualization types.

   The chatbot will generate the visualization directly into the conversation:

   
   

2. You can ask the chatbot to edit the visualization for your. For instance, I would like to rename the unseemly m_quanitty_sum to something more descriptive, such as Units Sold:

   
   

3. You can save the visualization for later use or further editing, and you can add it directly to a pre-existing dashboard: