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Using OI Dashboards Ask AI Function

Using OI Dashboards Ask AI Function

Otuvy Operational Intelligence (OI) Dashboards provide OI Platinum users with advanced data visualization and AI-driven insights. This guide walks you through navigating your dashboard, using AI-powered queries, and pinning custom dashlets. Learn how to access key operational intelligence tools to streamline analysis and enhance decision-making.

1. Click on Ask AI to navigate to the tool

Click on Ask AI to navigate to the tool

2. There are several sample questions you can select from

There are several sample questions you can select from

3. Select the Data Set

There are two data sets to choose from; Inspections and Work Orders. Switch to the dataset you want to ask about by clicking this selector.

Select the Data Set

4. Select the data source you want

Select the data source you want

5. and then Click on Select

and then Click on Select

6. Ask a Question

Now you can ask your question, like "Which 3 inspectors performed the most inspections" then click on Search to the right.

Ask a Question

7. Error Handling

If your question was vague, you may get a similar error saying, "Part of your question was omitted. Refine if results don't match expectations." Review the data output to see if your information is what you expected.

Error Handling

8. Review the Data

This is the data which the AI has prepared for you. Look it over to see if it looks the way you expected.

Review the Data

9. Provide Feedback

If the data returned doesn't look right, click the X next to "Did we get it right?"

Provide Feedback

10. Train the AI

Since you provided feedback that the AI didn't get it right, a new option appeared. To train the AI, click "Not satisfied? Let's fix it"

Train the AI

11. Select Measures, Attributes, and Dates

Now you can scroll through the measures, attributes, and dates that are available to select them as needed.

Select Measures, Attributes, and Dates

12. Add Measures, Attributes, Dates, and Filters

Either by selecting them from the left or typing them in the query bar, adjust the measures, attributes, dates, and filters until all the data you need is represented

Add Measures, Attributes, Dates, and Filters

13. Click on Go

Be sure to click on Go to see the changes to the query represented in the chart

Click on Go

14. Change the visualization

Click on the "Change visualization" button to select a different chart style if desired

Change the visualization

15. Edit the chart configuration

Click on the cog icon to edit the chart configuration. There's lots you can do here.

Edit the chart configuration

You can display data labels

You can display data labels

You can set the color used in the visualization

You can set the color used in the visualization

and much more

and much more

16. Submit Your Changes

To finish training the AI, click the Submit button at the bottom of the screen

Submit Your Changes

17. Approve Mapping

Now that the data is mapped properly, approve the mapping for each item if it is correct to train the AI for future requests

Approve Mapping

18. Click on Done

Once you've finalized the approval process, click on Done

Click on Done

19. Click the Dashboard Selection dropdown

This allows you to pick the dashboard you want to pin this visualization to

Click the Dashboard Selection dropdown

20. Select the dashboard from this window

Select the dashboard from this window

21. and then click on Pin

and then click on Pin