OperavixAI

The OperavixAI Analytical Assistant is designed to generate histograms, bar charts, and numerical indicators with process metrics, created by a neural network based on user requests.

The Analytical Assistant is available for use if the ai-chat module and the ai-llm-agent module (responsible for neural network operations) are enabled in the system configuration.

Installation instructions for the AI agent are provided in the Installing and Launching the AI Agent section.

Technical requirements are listed on the Technical Requirements for Server and Hardware Equipment page.

To access the OperavixAI tab and use the analytical assistant, the user must have the Workspace privilege with the Write (W) operation or write access to the specific workspace.

The system enforces a limit of no more than 3 requests in the queue.

Configuring the Data Model

The Analytical Assistant works with data added to the Data Model in the system.

To work with data and correctly build widgets, the Analytical Assistant requires information about possible events. For this, a process must be configured in the Data Model, and the Event field must specify a column containing the list of events.

For correct widget generation, table and column names in the Data Model must be human-readable and clearly reflect their content—i.e., explicitly indicate what data the column contains. For example, if referring to events or workflow stages, names should be like: events, cases, case_id, event_name, etc. Note that all table and column names must be in English.

If no errors occur during query execution, the widget will be successfully generated. If errors occur, an appropriate message will be displayed. It is also possible for a widget to be generated but appear empty if the query is valid but no matching data exists. For example, requesting data for 2023 when only 2022 data is available will execute successfully but display no data.

Working with the Analytical Assistant

The Analytical Assistant interface consists of three sections:

• Chat panel
• Open chat area
• Formula panel

Chats

All user chats are displayed in the left panel.

If the user has not made any requests yet, no chat is created or saved. As soon as the first request is made, a chat automatically appears in the left panel, and its name is automatically generated based on the first request. You can create an unlimited number of chats.

To create a new chat, click New chat.

You can rename a chat. To do so, click the context menu icon next to the chat and select Rename.

To delete a single chat, click the context menu icon next to the chat and select Delete.

To delete all chats at once, click the context menu icon next to the New chat button and select Delete all chats.

Requests

Queries to the Analytical Assistant should be phrased in clear, natural language. You can submit queries via text or voice. Specify the metric you want to see in your query.

To submit a text query, click the input field and start typing. Click the send icon to send the message. For better results, use short, simple queries.

To submit a voice query, press and hold the microphone icon in the input field. Release the microphone to send the message. The query will be sent as text.

In response to a query, the Analytical Assistant generates a widget that displays the requested information.

For accurate and informative widgets, we recommend using the following keywords in your queries:

• Count
• Duration
• Average duration
• 75th percentile of duration
• Minimum duration
• Maximum duration
• Conversion
• Number of cases with
• Number of repeats
• Frequency
• Repeat frequency
• Sum
• Median
• Duration distribution from
• Repeat count distribution

Examples:

• Conversion from 'Receiving a CRM request' to 'Signing the DD by the Factoring Company'
• Maximum duration from 'Receiving a CRM request' to 'Document Package Collection'
• Repeat count distribution for 'DD Verification Before Signing'

If the widget does not match your request or lacks the needed information, try rephrasing the query.

If a voice query is not recognized, try repeating it. If the issue persists, rephrase the query or enter it as text.

If a query fails to send, it appears with a red error icon. Click it to retry sending or delete the query.

Widgets

Widgets generated by the Analytical Assistant can be transferred to a dashboard in the current workspace. To do this:

1. Right-click the widget and select Copy from the menu.
2. Go to the desired dashboard and click Edit.
3. Add a new row.
4. Right-click the added row.
5. Select Paste.
6. A widget created by OperavixAI can be configured just like any other widget.

You can copy multiple OperavixAI-generated widgets to a dashboard at once. To do this:

• Right-click a widget and click Select.
• Repeat for all widgets you want to copy.
• In the top-right corner, click Copy.
• Go to the target dashboard, create a new row in the view, and click Paste. The copied widgets will appear in the row.

You can open a widget in a new chat using a link. To get a widget link, right-click the widget and select Create link from the menu. Use the link in your browser to open a new chat displaying the widget. You can also send the link to another user who has access to the current workspace. Note that to save the new chat in the left panel, you must send a query to the Analytical Assistant.

Formulas applied in widgets can be viewed using the right panel. To see a formula, click the widget in the chat. Formulas are read-only but can be used to verify the data used in the widget.