Insight

Ask about your operations in plain language and get answers from your own task data.

Insight is a chat. Ask a question about your tasks in plain language, such as How many tasks are overdue? or Compare the completion rate by hub for this month, and the assistant answers from your organization’s own task data, with numbers, lists and tables. Open Analytics › Insight.

Required permission:

• View AI Insight (to ask questions)
• Delete AI Insight (to delete a conversation)

Start a conversation

1. New chat: start a fresh conversation. It clears the screen and shows the suggested questions again.
2. Chat history: your earlier conversations. Before your first question it says No conversation yet.
3. Try asking: suggested questions to get started. Click one to ask it straight away:
   • How many tasks are overdue?
   • How many tasks were created this week?
   • Give me a summary of this month
4. Ask anything about your operations: type your own question and press Enter or click Send.

While the assistant works, the chat shows Thinking.

A conversation

1. Conversation: each conversation is saved automatically under a title taken from its first question. Click it to open it again and carry on.
2. Your question: on the right.
3. Answer: on the left, with figures in bold, lists and tables.
4. Helpful / Not helpful: rate the answer with a thumbs up or down. The app says Thanks for the feedback. Your ratings help improve the answers.
5. New chat: start another conversation.

Ask follow-up questions in the same conversation to dig deeper, for example Which of those are Delivery tasks?

On a narrow screen, the history moves behind a Chat history button.

Delete a conversation

1. Find the conversation in the history.
2. Click the trash icon next to it.
3. Confirm with Delete. The conversation is removed for good.

Tips for good answers

• Name the time range: this week, this month, last 7 days.
• Ask about numbers and trends: counts, completion rates and comparisons between hubs, task types or people work best.
• Keep questions short and clear.
• Try the suggested questions to see what Insight can do.
• Ask follow-ups in the same conversation.

From the previous version

In the previous version, AI Insight opened in a window from the Dashboard page. It is now its own page, Analytics › Insight, with the same chat, suggested questions, saved history, deletion and thumbs up or down feedback. The history now lists your recent conversations directly, without a Load More button.