Pigment AI powers two tools that simplify use of the platform: the Data Assistant and the Documentation Assistant. Both tools accept natural language prompts in over 50 languages, replying in the same language. They are chatbots, so you can refine results using follow-up prompts.
The Data Assistant accepts queries such as “Show me Revenue Actuals as a % of Budget”, to return data in chart form.
The Documentation Assistant provides answers from Pigment’s documentation on platform usage questions, such as “How do I set up the Calendar?”.
How to activate Pigment AI
Pigment AI is rolling out in cohorts. Apply here for your organization to be included!
After AI is activated in your Workspace, all Members have access by default. It is not possible to give access to selected Members.
Each Member intending to use AI needs to update their Account Settings:
- In your Workspace, select Settings in the sidebar.
- Select Advanced features under Account Settings.
- Toggle Pigment AI to On.
How to access Pigment AI
In your Application, access Pigment AI through any of the following methods:
- 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 - Select the Pigment AI icon, found in the bottom right corner of the screen
- From Board widgets (coming soon)
After accessing Pigment AI, choose between:
- Start an analysis for the Data Assistant
- Ask Documentation for the Documentation Assistant
The Data Assistant
You can instruct the Data Assistant 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.
The Documentation Assistant
If you need help when using the Pigment platform, you can type your questions into the Documentation Assistant, and 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 predefined 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 predefined questions relate to the Calendar.
Learn More
- Configure your Workspace for the Data Assistant
- Sample Data Assistant Queries
- Features Supported by the Data Assistant