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


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.


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.

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