AI Insights
The AI Insights section in the Inquiry Management module is powered by the Research Assistant, which provides AI-generated analysis to help admins quickly understand and respond to each inquiry.
Note
You can access AI Insights only while the Research Assistant feature is enabled. If you disable this feature, you will lose access to AI Insights for new inquiries. Read Research Assistant to learn more.
The Research Assistant feature is currently offered only to early adopters. It will later be made available to all users as a subscription add-on.
When the Research Assistant is enabled in Model settings, it automatically analyzes each incoming inquiry submitted through Sales Portal and generates a tailored insight summary.
The insight includes:
Attached report references: Identifies the related Presenter Adaptive report that is linked to the inquiry workflow.
Highlighted metrics: Flags relevant values from data tables, such as discrepancies in earnings.
Detailed explanations: Offers context behind the issue, such as missing values or mismatched totals.
Linked data component: Links relevant insight elements, such as a data table or calculation. Clicking these links opens the data source in the Composer module, allowing you to quickly inspect the source.
Generate draft comment: Generates a data-driven response based on insights.
Read Adding comments on an inquiry to learn more.