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Overview

Embed AI powered self-service reporting directly into your applications. End users can create new Views with the help of Explo AI resulting in the ability to uncover hidden trends, surface actionable insights, and get precise answered tailored to their business context. For information on Privacy and Compliance, please read our Privacy FAQs

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Using Report Builder AI

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Control End User Access to AI

Turn on Report Builder AI for end users through customer specific and group tag specific permissions. Navigate to your Report Builders top left-hand dropdown and select AI Settings. Here you’ll find the ability to select Group Tags and Customers that have AI turned on for this specific Report Builder. RB AI Settings

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Report Builder AI End User Experience

Step 1: Create a new View Report Builder AI is available when creating a new View within Report Builder. End Users will be prompted to interact with Report Builder AI when creating a new View with the option to input Free Text or choose from three Chart suggestions.
A new Explo AI Chat is available with each new View. The Explo AI Chat is specific to that View and is not able to be referenced in another View’s Chat.
RB AI Assistant 1 Step 2: Kick off a chat with Explo AI or choose a chart type If End Users do not wish to interact with Report Builder AI, they can choose a chart option on the right hand side of the View. RB AI Assistant 2 Step 3: Create a Chart Once the End User kicks off their conversation with Explo AI, they’ll be able to iterate with Explo AI to create a chart that helps deliver the insights they are looking for. Once the User selects Create Chart in the Explo AI chart, a chart view will be displayed and the user will be able to change the Visualization Type. RB AI Assistant 3 Step 4: Create View When ready, the End User will select Create View to exit the AI conversation and is now able to interact with and Edit the AI-created View.
Once the End User chooses Create View, they will no longer be able to revisit that Explo AI Chat for this View. All visualizations will not be saved until the End User creates the view. Refreshing the page will clear the session. The number of messages allowed is 20, but if you’d like to increase this, please reach out to support.
RB AI Assistant 4