Skip to main content

​
AI Insights and Chat

Pipeline’s Pulse module includes AI-powered features that analyse your operational data and provide actionable business intelligence.

​
Accessing AI Features

Screenshot: The AI panel slid open from the right side of the Pulse page, showing the three tabs (Chat, Insights, Visualisations). Capture the Chat tab active with a sample conversation and the “Ask about your data…” input field at the bottom.
Click the sparkle button in the bottom-right corner of the Pulse page to open the AI panel. The panel slides in from the right and contains three tabs.

​
AI Chat

The Chat tab provides an interactive conversation interface where you can ask questions about your business data. How to use:
  1. Type your question in the “Ask about your data…” input field
  2. Press Enter or click Send
  3. The AI analyses your data and responds
Example questions:
  • “Show me my stock valuation”
  • “Which projects are over budget?”
  • “What’s my Cost of Business breakdown?”
  • “Show me stock valued over $50,000”
  • “Give me a business overview”
  • “Show me active projects with credit limits”
The AI can query your live operational data to provide current answers. A “Thinking…” indicator shows while processing. Token usage and estimated cost are displayed in the footer.

​
AI Insights

The Insights tab generates automated business intelligence. Generating Insights:
  1. Select a domain from the dropdown: All Domains, Stock, Projects, or Cost of Business
  2. Click Generate Insights
  3. Insights appear as collapsible cards
Each insight card shows:
  • Impact level - High (red), Medium (orange), or Low (green)
  • Confidence percentage - How certain the AI is about the finding
  • Category - What area the insight relates to
  • Description - Explanation of the finding
  • Recommended Actions - Suggested next steps (expandable)
  • Related Items - Top 5 linked records (expandable)
  • Timestamp - When the insight was generated

​
AI Visualisations

The Visualisations tab creates dynamic charts from your data. Supported chart types:
  • Line charts (time series and trends)
  • Bar charts (comparisons)
  • Pie charts (composition)
  • Area charts (trends over time)
  • Stacked area charts (multi-series)
Click Generate Business Overview to create a default set of charts covering key business metrics. Each chart includes a title, axis labels, and an expandable insights panel.