One AI Assistant Analyze

One AI Assistant Analyze enables users to ask natural language questions about any chart or table in One AI Assistant and get clear, contextual responses that simplify data interpretation. Analyze is available for both Visualizations and Answers and is powered by a secure large language model (LLM). The LLM is provided with both the user’s request along with the data displayed in the chart or table, enabling responses that are intelligent and grounded in the data. Think of it as securely pasting your data into ChatGPT and asking questions about it.

Analyze is built directly into the assistant for in-flow analysis. Because conversations are threaded, users can ask follow-up questions that retain the full context of the discussion. Responses may include rich formatting such as lists, icons, and tables. As with all One AI Assistant capabilities, Analyze is permission-based and secure. Chart data is sent to the OpenAI LLM when using Analyze, so organizations should confirm alignment with their corporate AI policies prior to enabling this feature.

Optional web search capability is also available for Analyze. Web Search enhances Analyze with complete up-to-date information and sources cited with hyperlinks. With web search, Analyze will allow you to compare data on a site to public benchmarks or other public information and the response will cite sources with links. Without web search enabled, Analyze will not perform comparisons to external data.

Key Benefits

Flexible: The sky is the limit for what you can ask. Analyze fills gaps when specific insights aren’t auto-triggered or deeper exploration is needed.

Context-aware: Responses are based on the exact chart data or table you are viewing.

Seamless: Analyze is integrated directly into One AI Assistant for in-flow analysis. 

Conversational and Progressive: Follow-ups build on the full conversation history. Analyze can suggest the next type of analysis to deepen your exploration, keeping you in One Model rather than sending you elsewhere.

Safe and Secure: Permission-based access with robust guardrails ensures responsible use of the LLM and protection against misuse. Web search capability is permissioned separately from general Analyze access, giving you full control over who can do what.

How it Works

Using Analyze in One AI Assistant is as easy as asking a question about any chart or table.

1. Generate a Visualization or Answer 

   Start by creating a chart or table in Visualizations or Answers. You can use an example prompt or craft your own.

2. Switch to Analyze mode

   From the Mode Selector in the prompt area, choose Analyze. If you don’t see Analyze, you either do not have permission to the feature, or you may not have generated a chart or table yet. When multiple visuals are present, Analyze will apply to the most recent one.

3. Enter and submit your request 

   Type your question and submit it. Here are some ideas for various things you might ask, though uses certainly aren't limited to these:

   1. Are there any outliers in this data?
   2. Does this trend demonstrate seasonality?
   3. What does seasonality mean in this context?
   4. Is the spike in this trend significant?
   5. Can you summarize this trend in two sentences for a slide?
   6. Is there anything about this chart that might be noteworthy to my CHRO (or other role)?
   7. Make your response more appropriate for X audience/role
   8. Translate this response into X language
   9. What should I analyze further?
   10. How do my rates compare to public benchmarks? (requires web search to be enabled)

4. Keep the conversation going 

   After Analyze returns results, you can continue asking follow-up questions. The Assistant retains the full context of the chart and conversation, so you can refine, clarify, or branch into new questions about the same data.

5. Move on at any point 

   To exit the conversation with Analyze, simply select a different mode from the Mode Selector and enter a new prompt.

Things Analyze Can't Do

There are certain things One AI Assistant Analyze cannot do.

• Analyze cannot modify charts. It will provide data in tabular format if you ask it to however.
• Analyze cannot query your data in One Model. That capability is provided by One AI Assistant Visualize. Analyze can only see the specific data you are analyzing in One AI Assistant. 

Permissions

While One AI Assistant Analyze is permissioned in the same manner as other features, there is no configuration necessary.

User Access

User access to Analyze requires the following:

1. One AI Assistant is enabled for your company. See Permissioning One AI Assistant for set up details.
2. User permission is controlled by the Application Access Role permission CanAccessOneAIAssistantAnalyze.
3. Optional web search is controlled by the CanAccessOneAIAnalyzeWebSearch Application Access Role permission. Please note that web search is opt-in for your instance and a One Model employee will need to enable it in order for you to see it as an option.

Admin Access

Configuration access is controlled by the Application Access Role CanConfigureOneAI. This permission allows administrators to manage all One AI Assistant setup and maintenance. 

Conclusion 

Analyze lets you have a back-and-forth conversation with the chart in front of you, right inside One AI Assistant. Every conversation is grounded in your organization’s data, providing answers you can trust and share. It’s a flexible tool for uncovering insights and understanding how to act on them.

For more on Analyze, check out the One AI Assistant Analyze video and the Beyond the Chart - A Conversation with Your Data Analyze blog post.