How to Activate AI Assistant in Your Analytics Embedded App

Introduction

Creating visuals quickly is now easier than ever with Bold BI’s AI assistant in embedded analytics. It helps users turn complex data into simple, engaging visuals. This guide will show you how to activate the AI assistant in your embedded application, unlocking powerful, AI-driven insights. Enhance the user experience and streamline decision-making by bringing automated data analysis right into your app.

Understanding Bold BI’s AI assistant

Bold BI’s AI assistant is an advanced tool designed to enhance your embedded analytics experience in both the dashboard designer and viewer mode. It leverages artificial intelligence capabilities like NLPS to streamline data interaction, providing users with fast results. Activating an AI assistant in embedded analytics apps empowers users with faster insights, personalized recommendations, and an enhanced user experience.

Activating the AI assistant in embedded platforms

First, ensure that the AI assistant is enabled in your Bold BI^® tenant settings to make it accessible within your app. This initial setup is essential to allow users to interact with and activate the assistant effectively. To do this, please follow the steps provided in this documentation.

Once the AI assistant is enabled, you can activate it in your embedded application.

Activating the AI assistant on cloud environments

To activate the AI assistant in your cloud environment, follow these steps:

Step 1: To begin, locate the AI Assistant icon positioned at the bottom-right corner of your dashboard, either in designer or viewer mode. Clicking this icon will initiate the activation process.

Upon clicking the icon, the AI Assistant activation dialog will be displayed. This page contains essential information about the feature and the activation process.

Step 2: It’s important to understand how your data will be processed by the AI Assistant. Review the AI data processing procedure carefully. Once you acknowledge this information, the Activate now button will become enabled. Click it to proceed with the activation.

Step 3: Once the activation process is complete, you need to click Continue.

After this, you will be directed to a page confirming that the AI assistant has been activated, as shown.

Activating the AI assistant on-premises

For our on-premises users, additional steps are required to ensure the AI assistant is updated correctly within your embedded platform. After completing steps 1 to 3 in the previous instructions:

1. Click Manage License to navigate to the license management page. Here, update the license with AI assistance enabled in the on-premises environment.

   

1. Click the Refresh License tab to include the updated license key that enables the AI assistant feature in your environment.

   

Let’s see how users can activate the AI assistant in both online and offline environments.

Activating the AI assistant online

For the on-premises users using the online version, sign in with your account credentials to activate the AI assistant after following the previous steps.

Activating the AI assistant offline

For on-premises users who want to activate the AI assistant offline, please refer to this KB article, which outlines the necessary steps.

Once the activation process is complete, you need to click Continue. You will be directed to a page confirming that the AI assistant has been activated, as shown in the following screenshot. Click Get started to begin utilizing your new AI assistant feature.

Once the AI assistant is activated, you can embed dashboards into your application anywhere and use it to interact with your data more efficiency. This AI assistant will be displayed at the bottom-right of your dashboard, as shown.

Once the AI assistant is activated, you can easily access metrics, streamline data analysis, and enhance decision-making within the embedded analytics platform. Get started today and unlock the potential of AI-driven analytics with this powerful feature! For more information, please visit our documentation.

Conclusion

In today’s quick-moving business world, using smart tools like Bold BI’s AI assistant can greatly enhance decision-making and efficiency. By embedding AI-powered analytics in your business, you and your team can glean insights more quickly, leading to data-driven strategies.

Get started with Bold BI^® today by signing up for a free trial. For a closer look at the capabilities of our AI assistant and how Bold BI uses natural language processing, visit our webinar and check out our webinar show notes blog for a comprehensive summary and key takeaways. Learn more about its key embedded analytics features, like the AI assistant, to enhance your dashboard creation and data visualization capabilities. For any inquiries, please feel free to contact our support team via the Bold BI website. But if you already have an account, please log in to submit your questions.