Pigment AI powers three tools that simplify use of the platform: Search Boards, the Data Assistant, and the Documentation Assistant. All the tools accept natural language prompts in over 50 languages. They are chatbots, so you can refine results using follow-up prompts.
Search Boards responds to prompts like “Show me reports on key account health” with reports and dashboards from any Application in the Workspace.
The Data Assistant accepts prompts such as “Show me Revenue Actuals as a % of Budget”, responding with customizable charts.
The Documentation Assistant provides answers from Pigment’s documentation on platform usage prompts, such as “How do I set up the Calendar?”.
How to access Pigment AI
- Request activation
The Workspace Administrator or the Primary Owner must submit a Support ticket requesting activation. If you request activation of the Data Assistant, all three tools are activated. You can also request activation of the Documentation Assistant alone, which processes only Pigment public documentation. - Provide permission (Data Assistant only)
After activation, every Member has automatic access to the Documentation Assistant and Search Boards. However, to access the Data Assistant, Workspace Administrators must provide AI analysis permission according to Role:- In your Application, select the three dots at the bottom of the sidebar and then Roles, permissions & access.
- The main pane opens on Overview. Select the next tab over: Roles.
- Hover the mouse over the Roles needing AI access. Select the blue pencil icon that pops up to Edit Role.
- In the dialog that appears, under Permissions, open the Application permissions dropdown.
- Scroll down to AI analysis and toggle to On. Then Save.
Pigment AI tools are available in multiple places in your Application:
- With the shortcut:
cmd/ctrl + J - From the sidebar: select Search or ask a question top left, bringing up the Command palette, or use
cmd/ctrl + K - From Board widgets (coming soon)
After accessing Pigment AI, choose:
- Search Boards to look up your dashboards
- Analyze data for the Data Assistant
- Search Documentation for the Documentation Assistant
Search Boards
Members do not need AI analysis permission or special set-up after activation to operate the Search Boards tool. Pictured below, it looks through names of folders, Applications, Boards and Board subtitles to compile a list of reports and dashboards from all Applications in your Workspace.
How to open
Once you’ve opened Pigment AI, select Search Boards on the left. No configuration or defining of Boards is needed—the tool automatically checks all Boards in the Workspace against each prompt.
How access rights and Board permissions affect results
Search Boards only returns Boards that the Member has the right to see. Members need to have Can open Board permission for that Board to appear in results, even if the Member has access rights for all Metrics included in the Board.
Languages
Search Boards accepts prompts in over 50 languages, replying in English.
The Data Assistant
You can instruct the Data Assistant, pictured below, to show you charts powered by your data. Its responses are built from Metrics defined by your Workspace administrator. Soon, Lists and Tables will be supported along with Metrics.
Your Workspace administrator must choose these Metrics beforehand, following these set-up steps.
How to open
After selecting Start an analysis, a dialog pops up, with a box for you to write prompts and some Suggested questions to get you started.
Workspace administrators can customize these questions. See here for how to do this.
How access rights affect results
The Data Assistant only provides responses that the Member has the right to see.
For example, if a Member with access to a single country inputs “Show me revenue in 2022”, it returns revenue just for that specific country.
The Workspace administrator can define Members’ access rights for each Metric. In your Application, select the three dots by the name of the Metric in the sidebar, and choose Settings, then Access Rights.
Languages
The Data Assistant accepts prompts in over 50 languages, but replies with charts and English-language responses.
The Documentation Assistant
If you need help when using the Pigment platform, you can type your prompts into the Documentation Assistant, pictured below. It returns customized responses and article suggestions from Pigment’s documentation.
How to open
After opening Pigment AI, select Ask Documentation to launch the Documentation Assistant.
A dialog pops up, with a box for you to write prompts. There are some Suggested questions to get you started, which are written by Pigment and are context-aware, such that if you open AI when on the Calendar page for example, the questions relate to the Calendar.
Languages
The Documentation Assistant accepts prompts in over 50 languages, and replies in the language of the initial prompt. If you start your session in one language and want to continue in another, you need to select Clear Conversation in the top right of the Assistant window, and then enter your prompt in the second language.
Learn more
- Configure your Workspace for the Data Assistant
- Sample Data Assistant Prompts
- Features Supported by the Data Assistant
- Key Features of the Data Assistant
- Pigment AI—Frequently Asked Questions