[en] AI Insights
[en] 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.
注記
[en] 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 [en] Research Assistant to learn more.
[en] 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.
[en] 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.
[en] The insight includes:
[en] Attached report references: Identifies the related Presenter Adaptive report that is linked to the inquiry workflow.
[en] Highlighted metrics: Flags relevant values from data tables, such as discrepancies in earnings.
[en] Detailed explanations: Offers context behind the issue, such as missing values or mismatched totals.
[en] 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.
[en] Generate draft comment: Generates a data-driven response based on insights.
[en] Read ICM管理アプリケーションの照会管理 to learn more.