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AI assistant

The AI assistant helps you explore and interpret your project’s data through conversation. It understands your modules, metrics, and visualizations - so you can ask questions like “what does the ANC1 coverage trend show?” or “which districts have the lowest data completeness?” and get answers grounded in your actual results.

Click AI in any project view to open the assistant panel on the right side of the screen. The panel stays open as you navigate between visualizations, slide decks, and other sections - the AI tracks your context and adjusts its responses accordingly.

The assistant works differently depending on where you are. When viewing the metrics list, it can search and explain available indicators. When editing a slide deck, it can help draft content or suggest visualizations. When in the visualization editor, it understands which metric you’re working with.

Type your question in the input field at the bottom of the panel. The assistant can explain what specific metrics measure, describe patterns in your data, answer questions about module outputs, and help draft narrative content for reports.

Good questions are specific. Instead of “tell me about the data,” try “what does the OPD utilization rate in Region X look like compared to last year?” The more context you provide, the more useful the response.

The prompt library contains pre-written prompts for common analysis tasks. Click the menu icon in the AI panel header and select Prompt library to browse. Prompts are organized by category - interpretation, comparison, data quality checks, and more.

When you select a prompt, you can customize it before running. You can also save your own prompts to the library for reuse.

The assistant is particularly helpful when building slide decks. You can ask it to draft content for slides, suggest visualizations that support a narrative, or help structure your presentation. It knows which slides you’ve already added and can reference available metrics.

When you ask the assistant to create a slide, it drafts the content and shows a preview. Review the draft, request changes, and add it to your deck with one click.

Each conversation is saved automatically. You can start new conversations and switch between past ones using the menu. This is useful when you’ve asked the assistant to explain something complex - return to that explanation later without re-asking.

Conversations are scoped to your project and include context about your data. The assistant remembers what you’ve discussed within a conversation, so you can build on previous questions.

AI usage is subject to daily and weekly limits that apply across your instance. A usage indicator at the bottom of the panel shows how much of your daily limit you’ve consumed. If you reach the limit, wait until it resets - typically at midnight UTC.

Ask specific questions rather than broad ones. Reference specific metrics, time periods, and geographic areas when relevant. When asking for interpretation, include context about your audience - “explain this for a ministry presentation” produces different output than “summarize for the technical team.”

If you get an unexpected result, try rephrasing. Using the exact metric names and terminology from your modules often helps the assistant find the right information.