Revlitix allows you to generate customized AI summaries for your widgets, helping you capture key insights quickly and clearly.
Follow these steps to configure, preview, and save AI-generated summaries for your reports.
Step 1: Access Advanced Settings
Navigate to the Advanced Settings section of any widget of your choice.|
This is where you will set up your AI prompt for customized insights.
Step 2: Provide Your AI Prompt
Locate the space provided for the AI Prompt.
Enter a clear prompt, specifying the type of summary or details you want the AI to retrieve.
The platform will generate the summary based on your widget details and the prompt you provide.
Step 3: Preview the AI Summary
Click the See Preview button.
A preview of the AI-generated summary will appear on the right panel, just below the preview chart.
Step 4: Save or Create the Widget
For New Charts: Click Create Widget to save the AI summary and chart details.
For Existing Charts: Click Save Widget to update the summary for the chart.
Step 5: View the AI Summary on the Report Details Page
Go to the Report Details page.
Click the Notes icon to access the AI summary linked to the chart.
Step 6: Title the Summary
Click the Edit icon at the top-right corner of the summary panel.
Enter a meaningful title that reflects the content of the summary.
Step 7: Generate Summary History
Click the Generate History button to create a comprehensive record of the AI summary based on the chart details.
This action ensures that a record of the AI summary is generated.
Step 8: Review Notes History
To view all previously generated summaries, click the Notes History button.
The Notes History section stores all AI-generated summaries, allowing you to revisit past insights anytime.
By following these steps, you can efficiently create, preview, and save AI-generated summaries for your widgets.
This ensures that your reports capture key insights with clarity and help you make better data-driven decisions.