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Getting Started with the AI Copilot

We recommend watching the following video, which offers essential insights on effectively getting started with the AI Copilot in Bold BI.

  1. The AI Copilot is conveniently located at the bottom-right corner of your window of your dashboard designer and dashboard viewer only.

AI-Copilot-Location

  1. Cloud users must activate the AI Copilot before they can start using it. For detailed instructions on enabling AI in Bold BI, refer to the Activate AI Feature Guide

  2. After activating the AI Copilot, make sure to attach a datasource to begin interacting with it.

  3. You can easily drag and resize the AI Copilot window to suit your workspace needs.

Drag-Resize-AI-Copilot

Note: On-Premise users do not need to activate AI.

Auto-Generated Queries

Once a datasource is connected, the AI Copilot will automatically create four sample queries based on the tables in your datasource. These queries will help you get started quickly.

AI-Copilot

Monitoring Your AI Usage

You can easily monitor your AI Copilot usage. This includes:

  • The cost for the current session

  • The total cost for today

  • Your remaining usage balance

This helps you keep track of your AI consumption with ease.

NOTE: Usage costs include interactions with the Q&A widget except session usage.

AI Usage for Bold BI AI Copilot

AI-Copilot-Usage

AI Usage for OpenAI or Azure AI

AI-Copilot-Onpremise-Usage

Restarting a Session

To restart your AI Copilot session, simply click the restart icon next to the usage icon. This will clear your chat history and give you a fresh start.

Restart-AI-Copilot

Minimizing and Continuing Later

If you don’t need the AI Copilot for a while, you can minimize it and pick up the conversation later without losing your session. Keep in mind that the session will automatically end after 2 hours of inactivity.

AI-Copilot-End-Session

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