AI Chat

This feature allows you to create intelligent dashboards using Gaio’s AI Assistant. There are two main flows to activate and use this capability:

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Flow 1 — Enabling from Studio (Discovery)

1. Access the Studio

   • On the left sidebar, click the Discovery icon to open the Discovery section.

2. Create or edit a context table

   • Click the "+" button to add a new Discovery or select an existing one.

   • Fill in the required fields such as the table name and define available columns (e.g., value, sum, format).

3. Enable AI Dashboard

   • On the top right corner, click the AI Dashboard button to activate this context for AI usage.

4. Go to the Projects screen

   • On the bottom menu, click the orange AI button.

5. Create a Smart Dashboard

   • A window will open with available smart dashboards.

   • Click + New to create a new one.

   • Once inside, click "Be smart, build a dashboard" and the AI Assistant will generate your visualizations.

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Flow 2 — Quick Upload + AI Context Activation

1. Open Quick Upload

   • From the Projects screen, click the Quick Upload button (cloud icon with arrow).

2. Upload your file

   • Upload a CSV, Excel, or other supported file.

   • Name your table and assign it to a selected project.

3. Enable for AI Use

   • Before uploading, check the option Table Discovery. This makes the table available for Power Search and AI features.

4. Continue from Step 3 of Flow 1

   • Click the AI button in the Projects screen.

   • Create a new AI Dashboard.

   • Use the AI Assistant to automatically generate dashboard views based on the uploaded data.