What is the Usage of an AI Agent and an AI Copilot in Bold BI?
Introduction
Bold BI provides two AI-driven functionalities: AI Agent and AI Copilot, each serving distinct purposes to enhance user interaction and efficiency. Understanding their differences and use cases will help users make the most of their capabilities.
AI Agent
Usage:
The AI Agent is available in the dashboard view mode, allowing users to interact with their dashboard using chat-based queries. It helps analyze data without making any changes to existing widgets.
Key Features:
- Provides instant insights based on the dashboard’s existing data.
- Answers user queries about trends, counts, and performance metrics.
- The AI Agent generates a textual response based on the query or creates a visual representation, depending on the context.
- Retrieves data without modifying widgets or the dashboard layout.
Example Use Case:
A user asks, “How many products are discontinued?” and the AI Agent returns the answer without modifying the dashboard structure.
AI Copilot
Usage:
The AI Copilot is available in the dashboard designer mode, assisting in the creation of dashboards based on user inputs. It simplifies the dashboard creation process through an interactive chat interface.
Key Features:
- Suggests and creates widgets based on user queries.
- Generates visualizations dynamically without manual widget setup.
- Utilizes the data model available on the dashboard server.
- You can customize widgets using the AI Copilot by selecting a specific widget or referencing its title.
Example Use Case:
A user requests, “Show the top 5 products based on country”, and AI Copilot generates the corresponding visualization in the dashboard designer.
Summary of Differences
| Feature | AI Agent | AI Copilot |
|---|---|---|
| Availability | Dashboard View Mode | Dashboard Designer Mode |
| Function | Data Analysis | Dashboard Creation |
| User Interaction | Retrieves insights from existing widgets | Creates new widgets and visualizations |
| Impact on Dashboard | No changes to structure | Modifies layout by adding elements |
Conclusion
Both AI Agent and AI Copilot enhance the Bold BI experience by leveraging AI to improve data interaction and dashboard creation. The AI Agent is best suited for analyzing existing data, while the AI Copilot assists in building dashboards efficiently.
References
AI Copilot in Dashboard Designer - Embedded BI | Bold BI Docs
