Advanced analytics Chat Assistant widget

Key Features
Usage Recommendations
Advanced analytics Chat Assistant with Alias
Next Steps

The AI Assistant Widget is an interactive tool that allows users to engage in chat-based sessions for quick data retrieval and analysis. It can be added to a dashboard in ThingsBoard and provides an easy way to ask questions and receive instant responses.

Key Features

Chat-Based Interaction: Users can type questions, edit them, and request new data. Responses appear instantly on the right side of the chat window.
History Tracking: The widget stores previous questions and answers, allowing users to revisit past queries and view updated responses with the latest data.
Flexible Usage with or without Aliases:
- By default, the assistant provides answers based on all data accessible to the user.
- Users can configure the widget to focus on specific entities (devices, assets, or groups) using aliases in ThingsBoard.
- If an alias is linked, responses will be tailored to the selected entity.
- If no alias is used, the assistant will still function and provide responses based on general available data.
Dynamic Entity Switching:
- Users can select a different entity, and the assistant will automatically adjust responses to reflect the new selection without requiring repeated queries.
Dashboard-Specific History:
- Chat history is tied to each widget instance and dashboard.
- Different dashboards with separate widgets will maintain independent histories.
- Users and customers only see their respective chat histories.

Usage Recommendations

Place the widget in a convenient but non-intrusive location on the dashboard.
Use aliases to refine responses for specific entities or use the default mode for broader insights.
Take advantage of the saved history to streamline research and avoid repetitive queries.

Below, we will provide a detailed guide on how to use the assistant with aliases.

Advanced analytics Chat Assistant with Alias

Step 1. Creating a Dashboard

Go to Dashboards -> Add Dashboard -> Create New Dashboard.
Enter a title for your dashboard and click Add.
For more details, refer to the ThingsBoard dashboard guide

Step 2. Setting Up Aliases

Go to Aliases -> Add Alias.
Enter an Alias Name, choose Filter Type as Asset type, select the desired asset type, and click Add.
Add a second alias: enter Alias Name, choose Filter Type as Entity from dashboard state, enter State entity parameter name as default and click Add.
Ensure that you have two aliases and click Save.
For more details, refer to the Aliases guide

Enter an Alias Name, choose Filter Type as "Asset type", select the desired asset type, and click Add

Add a second alias - enter Alias Name, choose Filter Type as "Entity from dashboard state", enter State entity parameter name as "default" and click Add

Ensure that you have two aliases and click Save

Click Add Widget, select “Tables” → “Entities table”.
Choose the first alias as the entity alias and click Add action.
Configure the action:
- Set Action source as On row click.
- Set any Name.
- Set State entity parameter name as default.
- Click Save and ensure one action is added.
Click Add to finalize.
Ensure you see a table with your assets.

Choose the first alias as the entity alias and click Add action

Set Action source as "On row click", set any name, set State entity parameter name as "default" and click Save

Click Save and ensure one action is added

Click + Add widget.
Select Advanced analytics Bundle.
Select Advanced analytics Chat Assistant.
Choose the second alias as the Entity alias.
Add Name as the Data key.
Go to the Appearance section and enter Filter name fields, then click Add.
Ensure the Advanced analytics Chat Assistant Widget is added. Click Save.

Select Advanced analytics Chat Assistant

Choose the second alias as the Entity alias. Add Name as the Data key.

Go to the Appearance section and enter Filter name fields, then click Add.

Step 5. Interacting with AI Chat

Click on the desired asset, then click START AI CHAT.
In the pop-up window, ask questions about the selected asset.
The current version of the AI Assistant supports memory and ongoing conversations, so you can ask follow-up questions or provide additional specifications.
To start a new conversation, click the New Conversation button.
You can always return to a previous conversations using the dropdown under the Current Chat label.
You can view messages or save generated views in the Chats tab by selecting chats with a Dashboard Origin.

Click on the desired asset, then click "START AI CHAT".

In the pop-up window, ask questions about the selected asset.

The current version of the AI Assistant supports memory and ongoing conversations, so you can ask follow-up questions or provide additional specifications.

To start a new conversation, click the "New Conversation" button.

You can always return to a previous conversations using the dropdown under the "Current Chat" label.

You can view messages or save generated views in the "Chats" tab by selecting chats with a "Dashboard Origin".

You can find out more about the AI Assistant chat here.

Next Steps

Getting started guide - These guide provide quick overview of main Trendz features.
Installation guides - Learn how to setup ThingsBoard on various available operating systems.
Metric Explorer - Learn how to explore and create new metrics with Trendz Metric Explorer.
Anomaly Detection - Learn how to identify anomalies in the data.
Calculated Fields - Learn about Calculated fields and how to use them.
States - Learn how to define and analyse states for assets based on raw telemetry.
Prediction - Learn how to make forecasts and predict telemetry behavior.
Filters - Learn how filter dataset during analysis.
Available Visualizations - Learn about visualization widgets available in Trendz and how to configure them.
Share and embed Visualizations - Learn how to add Trendz visualizations on ThingsBoard dashboard or 3rd party web pages.