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Kong AI

Catherine avatar
Written by Catherine
Updated over a week ago

Kong is the primary intelligence behind your system data. He acts as your master analyst to provide powerful insights into your data.

This feature is available to Growth Plan users.

To enable this feature, go to the Addons section and switch the toggle ON for Kong AI. The Free plan will be activated automatically.

For enhanced features and greater benefits, you can upgrade to one of the available premium plans, such as Prime or Prime Annual.

Report Generator

Utilize Kong to imagine any report using your data. Save and share your custom reports with other team members.

Manage Users

If you're on the Prime plan, unlimited users can access this feature. To control who has access, go to the Manage Users settings and click the Manage button. From there, simply toggle access on or off for each individual user you'd like to grant permission to.

Once this feature is ON, the Kong AI will be accessible from the main navigation bar and on the side bar.

When you open your Kong AI chat dashboard, you’ll see the main screen where all of your conversations are managed. Here’s a quick guide to help you understand the layout:

1. Search & History Panel

This panel keeps track of your past chats.

  1. Search Bar - Quickly look up previous conversations.

  2. New Chat Button - Start a fresh conversation by clicking the purple New Chat button.

  3. Chat History:

    • Chats are grouped by time periods (e.g., Previous 7 days, Previous 30 days).

    • Each entry shows the title of the conversation.

    • Use the three-dot menu next to each chat to rename, archive, or delete the conversation.

  4. Manage Templates - Save commonly used queries so you don’t have to retype them. Instead of writing the same question again, you can quickly insert it as a template during a chat.

  5. Manage Archived Chats - Access older conversations you’ve archived.

2. Chat Window

Simply type your query in the chat box. Below, you’ll find additional tools to make chatting easier:

Extra tools include:

  • Template dropdown

    • This is the quick access to your templates, you can select any template from the dropdown.

    • Click Manage Templates to add new templates or update existing ones.

    • To save your current query for future use, click Save Prompt Template.

  • Microphone icon – Use voice input if you prefer speaking instead of typing.

To send your question, just tap on the purple arrow-up button.

Sample generated reports:

Q: Can you give me the latest customer churn report?

Q: What’s the trend in recurring vs. one-time services?

Q: What is the average revenue per customer? Is the average revenue per customer increasing or decreasing?

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