One AI Assistant Guide

About One AI Assistant

Overview

One AI Assistant is an exciting new generative AI feature in One Model for generating charts, tables, values, and insights from your company’s people data by simply asking questions or using text prompts. A prompt can be as simple as “headcount” or as complex as “show me hires and terminations for the past 12 months broken out by gender for the finance org unit and include a forecast”. Examples of prompt patterns can be found here. In addition to prompt-generated charts and tables, One AI Assistant provides an intuitive yet powerful interface for interacting with your data, such as adding metrics or dimensions and modifying selections.

One AI Assistant Capabilities

• Automatic data visualization selection
  • A bar, spline, value, or table may be automatically selected based on the shape of the data or the specific suggestion in the prompt
  • By default, a metric by a dimension generates a bar chart
  • By default, a time series is displayed as a spline chart
  • Explicitly requesting any of the following visualization types is possible (example: "headcount by location as an area spline chart"):
    • spline
    • bar
    • line
    • area
    • area spline
• Metric selection
  • Multiple metrics can be selected from a single prompt
• Time selection(s)
  • Explicit selections can be requested
  • Time models such as “Today” or “Past 12 Months” can also be requested
  • Past X months/quarters/years can be requested, even if not available as a time model
  • Last month/quarter/year can be requested, even if not available as a time model
• Dimension selections
  • In addition to the dimension, level selections can be requested
  • Explicit node selections are also possible
• Dimension filtering
  
  • Inclusions and/or exclusions can be specified
• Metric sorting and filtering
  • You can request things like "which 3 job families had the most terminations last year"
  • Most, least, highest, and lowest are good words to use to get these results
  • If a number is not specified, 5 is the default
  • Sorted and filtered charts automatically display as horizontal bar charts
• Drill through to detail
  • Drill through is available by selecting a value in a table or chart
• Forecasting
  • Number of periods can be specified in the prompt
  • Other forecast settings are not available in the assistant yet
• Feedback
  • Feedback provided within the assistant is used to improve the product
  • When providing negative feedback, the option to add comments is available

How Generative AI is Utilized

One Model currently leverages generative AI to assist with the following tasks:

• For chart generation, the user prompt provided is sent to a large language model (LLM). The model recognizes metrics, dimensions, and time selections in the prompt and sends them back to One Model, where they're matched to the data on the site that the prompt was submitted from using a vector database and used to assemble a query.

Permissioning and Configuring One AI Assistant

In order to access One AI Assistant, the feature will need to be enabled. Speak with your Customer Success Lead to discuss your options and activation of this feature. 

Here is a link to the enablement instructions (for One Model employees only): https://help.onemodel.co/hc/en-us/articles/9710708760079

To see how the different roles and permissions interact and intersect, review our reference guide - Roles and Permissions.

Once One AI Assistant has been enabled, there are a number of configuration options available.

Controlling Access to One AI Assistant

Access to One AI Assistant is controlled by the Application Access Role permission CanAccessOneAIAssistant. The assistant can be permissioned without also granting access to insights (see next item).

Controlling Access to Configure the One AI Assistant

The ability to make changes to the configuration of One AI Assistant is controlled by the Application Access Role permission CanConfigureOneAI. This is a permission you would typically only enable for site administrators. 

Configuring One AI Assistant

Users assigned to an Application Access Role with the permission CanConfigureOneAI enabled will see an option called One AI Configuration in the Admin menu on the navigation ribbon.

The metrics and dimensions that One AI Assistant has access to can be controlled for your instance of One Model from the One AI Configuration screen. This is in addition to those metrics and dimensions controlled by data access roles for each user. A practical application if this is to only grant the assistant access to one or two headcount metrics to prevent it from selecting an undesired metric. 

When performing the One AI Configuration, keep in mind that fewer selections are often better because presenting the generative AI with too many choices will increase the likelihood of it making the wrong choice.

For more tips on how to best configure One AI Assistant, please see the One AI Assistant Best Practices article.

Using One AI Assistant

Please note that while more functionality will be added in the future, One AI Assistant is currently able to generate charts, tables, and insights from a text prompt. If you ask for something outside of that scope, you will either receive an error message or the assistant will attempt to generate a chart that will not be what you asked for.

Also note that in the One Model product release on 2024-10-16, the user experience for accessing One AI Assistant will change from clicking the lightbulb icon in the upper right corner of the screen to the prompt always being displayed in the top navigation area of One Model.

1. Accessing One AI Assistant and the Initial Prompt

1. One AI Assistant is accessed from the lightbulb icon in the upper right corner of One Model.  Hover over the button to reveal the tooltip.
   
2. Clicking the icon opens the initial prompt.

3. Prompt for what you would like to see or select from one of the examples provided. One AI Assistant will leverage generative AI to identify metrics, time selections, dimensions, dimension levels, filters, sorting, and forecasting in your prompt and translate those into a data visualization. Examples of prompt patterns can be found here.
4. Click Go and your result should be displayed.

2. Interacting With the Data

Just like Storyboards in One Model, the data displayed in One AI Assistant is interactive. 

• In basic charts, hovering over a data point displays additional information about that data point. Clicking a series in the legend hides that series in the chart.
• The ability to switch to a table view is always available.
• Drillthrough to detail is available as it would be in a Storyboard. Clicking on a data point displays the detailed data behind that number. What is displayed here depends on the way you have One Model configured.

3. Providing Feedback 

Providing feedback before modifying your prompt or query is encouraged. Simply select a thumbs up or thumbs down below the chart to let One AI Assistant know if it got the result right or wrong. If a thumbs down is selected, you can submit additional comments that will be used to improve the performance of the assistant.

Feedback can only be submitted once per prompt, but if you edit your prompt or type a new one and submit it, you will be able to provide feedback again. The more feedback we can obtain, the better the assistant will become. This feedback is reviewed by the One Model team and is used to make improvements.

4. Modifying Your Prompt

Modifying your prompt is as easy as editing or replacing the text above the data visualization and clicking Go.

When you submit a new prompt the feedback controls are reset and you are able to provide feedback again. Thumbs up indicate a correct result while thumbs down means the assistant got it wrong.

5. Modifying the Query

One AI Assistant features robust and intuitive query definition capabilities. These capabilities are explained below. After making any change to the query, the Run Query button will be enabled. Clicking this button applies the change(s) and re-runs the query.

1. Data Visualization - Select from Basic Chart, List Table, or Key Value. Key Value can only be generated for queries that display a single value. Please note that several chart types fall under the Basic Chart option. These can be defined for each metric as explained in the next bullet.
2. Metrics 
   1. Metrics can be added using the + button or removed using the x button on each metric chip. Multiple metrics can be displayed on a single chart or table.
   2. When Basic Chart is selected as the Data Visualization, clicking on a metric chip for a metric already included displays the following options:
      1. Series Type - Series types include Spline, Column, Line, Area, and Area Spline. A single chart can contain metrics that have different Series Type selections applied. Bar/Line is an example.
      2. Horizontal Bars - By default bars in Column charts are vertically oriented. Selecting this option changes them to horizontal.
      3. Filtering - In basic charts where a single metric is included, the results can be filtered by Top or Bottom
         1. Count - If Filtering is enabled, a count of records to return can be defined.
      4. Sorting - In basic charts where a single metric is included, the results can be sorted ascending or descending.
3. Dimensions - Dimensions display on the Y axis of charts and rows in tables.
   1. Dimensions can be added using the + button or removed using the x button on each dimension chip. Multiple dimensions can be displayed on a single chart or table.
   2. Clicking on a dimension chip for a dimension already included displays the following options:
      1. Pivot and show label on X-axis - Toggling this on results in the dimension being moved to Pivoted Dimensions.
      2. Selections - The selected selected, included, or excluded dimension level(s) and/or node(s) are displayed here, along with an option to Clear All selections.
      3. Levels - Clicking on levels includes or excludes them from the visualization.
      4. Nodes
         1. The eyeball icon indicates selection of a node.
         2. The checkmark icon indicates inclusion of a node.
         3. The X icon indicated exclusion of a node.
         4. Clicking the right arrow if one is displayed expands that node of the dimension to display nodes included at the next level.
      5. Time Models - Exclusive to time dimensions, Time Models enable dynamic time selections that automatically update as time progresses. If Today is selected, every time the site is re-processed, Today will be updated to the current date.
4. Pivoted Dimensions - Pivoted dimensions display on the X axis of charts and columns in tables. All other settings are the same as regular dimensions.
5. Pivoted Columns - Pivoted columns allow you to include additional columns from the fact and dimension tables from the data model in charts and tables in One AI Assistant. They render the same as pivoted dimensions do but come from raw columns rather than structured dimensions.

6. Exporting and Pinning Results

Saving and sharing information is possible directly from One AI Assistant.

1. Export Chart generates and downloads a PNG image of the chart displayed in One AI Assistant. Please note that this is only an option for Basic Chart types.
2. Pin to… allows for the following options:
   1. Pin the chart or table to the Insight Library where it can be accessed from Explore.
   2. Create a new Storyboard and pin the chart or table to it as a tile. If this option is selected, you will be prompted to name the Storyboard, the page, and the tile.
   3. Pin the chart or table to an existing Storyboard as a tile. If this option is selected, you will be prompted to select a page and name the tile.

Examples of Prompt Patterns

Substitute your metric names, dimension names, and time selections for the bracketed text in these examples. These can be combined into more complex prompts.

• [metric name(s)]
• [metric name] and [metric name]
• [metric name(s)] for [time selection(s)]
• [metric name(s)] by/for [time trend]
• [metric name(s)] by [dimension name(s)]
• [metric name] for [dimension selection(s)]
• top/bottom/highest/lowest [dimension name] for [metric name]
• top/bottom/highest/lowest [number] [dimension name] for [metric name]
• forecast [metric name(s)]
• [metric name(s)] by/for [time trend] and include a forecast