Intelligence: Using AI Chat

The Intelligence Dashboard includes an AI-powered chatbot that lets you ask questions about your data in plain English. No technical knowledge required—just ask questions the way you'd ask a colleague.

Getting Started

Where to Find It

Look for the AI Chat icon in the bottom right of the dashboard interface. Click to open the chat panel, then type your question.

What It Does

The chatbot reads your portfolio data and translates your questions into data queries. It can:

• Pull metrics and KPIs

• Filter by buildings, tenants, or time periods

• Compare performance across dimensions

• Surface insights you might not have thought to look for

What It Doesn't Do

The chatbot works with data in the Intelligence Dashboard. It can't access external systems, make changes to your content, or take actions on your behalf—it's purely for analysis and exploration.

How to Ask Good Questions

Be Specific

The chatbot works best with clear, focused questions.

Use Natural Language

You don't need to know database terms or technical jargon. Ask questions the way you'd talk to a colleague:

• "Which content performed best last month?"

• "How does Tuesday compare to other days for engagement?"

• "Show me our top 10 most active users"

One Question at a Time

You'll get clearer results if you focus on one main question per query. Once you get an answer, follow up with additional questions to dig deeper.

Example Questions

Understanding Performance

• "What's our overall reach rate for the past 90 days?"

• "Which content topics get the most views?"

• "Show me action rates by content type"

Comparing Time Periods

• "How did content engagement compare between last month and this month?"

• "Show me year-over-year growth in reach rate"

• "Is our posting cadence increasing or decreasing?"

Drilling into Specifics

• "What's the engagement for [Building Name]?"

• "Which tenants have the highest action rates?"

• "Show me the top posts from the Wellness topic"

Identifying Trends

• "Show me weekly posting cadence for the past three months"

• "How has reach rate changed month-over-month?"

• "What time of day gets the most engagement?"

Access & Utilization

• "Which day of the week has the highest building traffic?"

• "Show me tenants with below-average utilization"

• "How do daily scans compare to last quarter?"

Working with Results

Review Before Reacting

When the chatbot returns results, take a moment to scan the numbers. Look for:

• Patterns — recurring highs or lows

• Outliers — unusually high or low values

• Unexpected results — things that don't match your assumptions

Ask Follow-Up Questions

See something interesting? Dig deeper:

• "Why is that content type underperforming?"

• "Show me the individual posts driving those numbers"

• "Break that down by building"

Request Visualizations

For trends and comparisons, ask for charts:

• "Show me that as a chart"

• "Visualize content views over time"

• "Graph the comparison"

Tips for Better Results

Troubleshooting

"I'm not getting the answer I expected"

• Rephrase your question with more specific details

• Break complex questions into smaller parts

• Check that your filters (building, date range) are set correctly in the dashboard

"The chatbot doesn't understand my question"

• Use simpler language

• Avoid abbreviations or internal jargon

• Try asking the question a different way

"Results seem wrong"

• Ask the chatbot to explain how it calculated the result

• Check if dashboard filters are affecting the data

• Compare against the dashboard cards to verify

"I don't know what to ask"

Start with these:

• "What are the key metrics I should know about?"

• "What's performing well right now?"

• "Are there any concerning trends?"

• "Which buildings need attention?"

Related Articles

• Intelligence Dashboard: Overview & Getting Started

• Intelligence: Portfolio Analytics

• Intelligence: Feature Dashboards

• Intelligence: Using AI Chat

• Intelligence: Understanding the Update from Analytics