Recommendation Widget

The recommendation widget provides automated, conversational analysis of your dataset using the power of AI. This feature helps you understand what's happening in your data without needing to write queries, surfacing plain-English insights directly within your widget.

The analysis updates automatically as your data updates, ensuring the recommendations reflect the most current state of your dataset.

Overview

The Recommendations engine works like a built-in data analyst. It reviews the results of the widget and generates a summary in natural language, highlighting patterns, trends, or anomalies. You can interact with it by entering a custom prompt or question, just like you would with a chat-based AI.

Use simple prompts to get quick answers:

• What are the main trends this month?

• Which regions are underperforming?

Or add more complexity to guide deeper analysis:

• Identify the top 5 contributors to growth and explain why they performed well.

• Summarize patterns in customer churn by segment and region.

How to Use Recommendations

From the widget Settings menu, select the "Recommendation" visualization type.

Display & Formatting

Under widget settings in the Visualization tab, expand the AI section to configure the parameters discussed below.

Select A Model
 

Select the language model you want to use for your response. By default, Knowi’s in-house AI will be selected unless you choose a different option. Our in-house model does not send any data outside of Knowi. If you choose an external model, such as OpenAI, both the prompt and data will be sent to OpenAI. See more details about selecting models below.

Select A Mode

• Widget dataset: The AI will use the data in the data transformation tab of this widget to make its analysis.
• Dashboard: The AI will reference all widgets on the dashboard.
• Select widgets: Choose specific widgets for the AI to reference.

Max Results

Specify how many results the recommendations widget should generate. You can generate up to 10 results, and the widget defaults to 5 if no value is provided. To apply your changes, select Apply, then Save the widget.

Write a Custom Prompt (optional)

Enter your prompt in the field, or leave it blank to use the default prompt. The default prompt asks for recommendations based on the data in the data transformation tab and provides actionable insights.

Choosing the AI Engine

You have the option to choose which language model powers your recommendations:

• Internal SLM = Knowi’s Small Language Model: A fast, lightweight model optimized for embedded dashboard analysis.

• OpenAI Integration: If you prefer to use a more advanced model, you can connect your OpenAI account by entering your API key in your user settings. Once configured, your prompts and data will be processed through your OpenAI account. (You can generate your own key at https://openai.com/api/.)

To connect your OpenAI key:

1. Go to User Settings

2. Open the AI Settings tab

3. Enter your OpenAI API key

4. Enable Open AI models in the "Default AI Model Selection" section.

Widget Menu