AI Insights — User Guide

## Welcome to AI Insights AI Insights helps you ask questions about your business data in plain English and get instant answers with charts and reports. ## Getting Started ### Creating Your Account Sign up, confirm your email, and log in. Your account is linked to your organization workspace. ### The Dashboard Overview Your dashboard is where you build visuals, organize report pages, and customize the look and feel of each report. ### Understanding Workspaces Workspaces keep your data sources, AI agents, chats, and dashboards grouped by team or project. ## Connecting Your Data ### SQL Online Service Connect SQL Server or online SQL databases, select your tables, and start asking questions right away. ### Power BI Semantic Model Connect Power BI semantic models to reuse trusted measures and business logic in AI-driven answers. ## Chatting with Your AI Agent ### Asking Questions Use natural language, like “Show top 10 products by revenue this month.” ### Understanding Responses Responses can include summaries, charts, and suggested follow-up questions for deeper analysis. ### Tips for Better Answers Be specific with date ranges, groups, and metrics. Example: “Compare quarterly revenue by region for 2025.” ## Building Dashboards ### Adding Charts Drag chart types from the library or add visuals from AI-generated responses. ### Adding Tables Use table widgets to display raw rows, choose visible columns, and control column labels/widths. ### Adding Shapes Add rectangles, circles, lines, and triangles to create callouts, separators, and visual structure. ### Changing the Dashboard Theme Use the Theme picker in the top bar to apply a full color scheme to all charts. ### Adding Navigation Links Add Navigation widgets to create clickable links to page anchors or external URLs. ## Reports ### Viewing Reports Open saved reports in clean view mode, switch pages, and review visuals with consistent formatting. ### Sharing Reports Generate share links so teammates can view reports without editing permissions. ## Account & Billing ### Free Trial Your free trial shows exactly how many days remain out of 30. ### Upgrading Your Plan Org admins can assign Pro or Enterprise licenses and manage plan changes from settings. ### Token Packs Buy token packs based on your usage level, from starter tiers to enterprise-scale options. ## FAQ - **Do I need SQL skills?** No. Ask questions in plain English. - **Can I use existing BI models?** Yes, Power BI semantic models are supported. - **Can I share reports?** Yes, use share links from report view. ## Getting Help If you need support, contact your organization admin or the AI Insights support team through your workspace settings.