Workspace administrators should select which Metrics are accessible by Pigment AI, configure Block settings and write predefined ‘suggested questions’.
Select your Metrics
The Data Assistant only reads the Metrics you specify. It is essential that you configure your Workspace based on the below guidance.
To select which Metrics are accessible by the Data Assistant, you first need to allow bulk editing of Metrics:
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Go to your Workspace and select Settings in the sidebar.
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Select Advanced features under Account Settings.
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Toggle Edit Metric structure in bulk to On.
Then select which Metrics you want AI to access, for all relevant Applications. Note: this requires Configure Blocks permission:
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In your Application, open the Blocks dropdown in the sidebar, and select All Blocks.
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Select the Metrics tab.
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Select the checkboxes by the Metrics you want the Data Assistant to access.
- From the toolbar that appears along the top, select Toggle AI Search to activate your selection. On smaller screen resolutions, you may need to collapse the sidebar to see it.
Tips for selecting Metrics
- Focus on the Boards most used by Members.
- Decide which Metrics your Members are likely to explore further through AI.
- Select only those Metrics.
IMPORTANT: Avoid selecting all Metrics.
This may cause the Data Assistant to return results from irrelevant Metrics.
- You can only select Metrics with data type Number or Integer for use with Pigment AI.
- While AI cannot access Dimensions directly, you can refer to Dimensions that are used by your Metrics.
For example, in the case of the following questions:- “What’s the total budget for each cost center?” - Data Assistant can help
BUT - “How many cost centers are there?” - Data Assistant cannot help
- “What’s the total budget for each cost center?” - Data Assistant can help
Add AI Descriptions to Metrics
The Data Assistant uses the Metrics’ AI Descriptions to help choose the best Metrics for the question asked. AI Descriptions are especially important when the query uses a word that isn’t found in the Metric name or where Metrics have similar names. If you find the Assistant is not returning relevant results, this could be the cause.
To fix this, for each Metric you made AI-accessible:
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In your Application, select the three dots in the sidebar beside the Metric name.
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Choose Settings from the dialog that opens.
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In the General tab, under Details, fill out the field AI Description.
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Select Save.
Tips for writing the AI Description
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List synonyms Members might type in:
Metric name AI Description Opportunities sales qualified leads, opps, pipeline, leads
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Spell out abbreviated Metric names:
Metric name AI Description NEX Rev revenue from Nexus database
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Differentiate Metrics with similar names:
Metric name AI Description Churn_Cust number of customers that have churned Churn total revenue that has churned
Prepare your Workspace
Your Application’s default settings for formatting and summing should be updated. Below are descriptions and links to guidance on them:
| Setting to change | Why the change is needed |
|---|---|
| Default formatting | Define how the Data Assistant presents your numbers and other data in the Metrics that are accessible by AI. For more information, click here. |
| Default aggregator settings | Change the default aggregation method for Dimensions that should not be summed (e.g. cumulative measures or dates). |
| Multi/Single page select | Change from Multi to Single page select for Dimensions that should not be summed (e.g. currencies). For more information, click here. |
Create Suggested Questions
Workspace administrators can predefine suggested questions that appear when opening the Data Assistant. These help Members start their discussion with Pigment. Here’s how:
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In your Application, select the three dots at the bottom of the sidebar.
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Select AI Customization from the dialog that appears.
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Select + Add suggested prompts from the main pane.
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Write your questions in the four fields provided.
Tips for writing suggested questions
- Check the questions are specific to your Application. I.e. if the Application relates to your workforce, include questions on headcount, compensation cost, hire dates, etc.
- Try to cover the functionality available. I.e. “What’s my total compensation cost by country?” “What’s my headcount difference by cost center from 2022 to 2023?”. See Sample Data Assistant Queries for different ways to use the Data Assistant.
- Test your questions to ensure they return good answers, as Members will use them the most.
Soon it will be possible to write suggested questions for specific Metrics.
Learn More