> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Insights and Chat

> AI Insights and Chat - Pipeline knowledge base.

## 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.