Create a Dashboard with AI
The AI Dashboard feature allows you to generate a complete dashboard with a single click. Users can customize and work with each widget individually. The dashboard is automatically named and saved in your workspace, functioning like any other dashboard with full access to all settings and features.
Note: Knowi uses its own AI service, and no data is sent outside of Knowi.
Getting Started
Navigate to Dashboards on the left side menu
Select the New AI Dashboard button from the dashboards menu.
The AI Dashboard menu will appear on the right prompting you to select datasets and provide context.
Step 1: Dataset Selection (Optional)
Choose none, one, or multiple datasets from the dropdown menu.
- If you select one or more datasets, the AI will use only those to build the dashboard.
- If no datasets are selected, the AI will automatically identify and use the most relevant ones.
Step 2: Provide Additional Context (Optional)
Furthermore, users can modify the widgets by giving additional context to the AI. This is optional. This can be specified in the Provide any additional context textbox. You can use plain English, but use the specific data names.
For the Sending Activity AI Dashboard, here is an example of one way to provide additional context.
| Show me maximum Sent by Message type and week. Show me average Opened by Customer. Which weeks had the most total sent? Which month has the lowest bounced? |
Step 3: Select Generate Dashboard
Once you've made your selection, the AI will begin generating the dashboard and provide progress updates along the way.
The Generated Dashboard
Once additional context is provided, the dashboard is generated with a widget named as specified, and visualizations are created based on the context. You can then verify data transformations in the Analyze tab and optionally select different visualization types to display the information. To fine-tune the instructions, click the Update Instructions button at the top of the generated dashboard.
Remember to verify the results from the AI-generated dashboard.
Note: AI-generated dashboards and widgets are automatically saved in the "AI" category.
Create AI Dashboard for Single Dataset
If you would like to create an AI dashboard for a single dataset you can follow the above steps and only select one dataset, or you can go to the dataset management page and select the "Create AI Dashboard" button.