Introduction
At Syncfusion®, we’re committed to making data visualization smarter, faster, and more intuitive. That’s why we’re excited to introduce AI Copilot for Bold BI®, a powerful new feature in our dashboard designer that transforms how users analyze and interact with data. Unlike other AI features in Bold BI, AI Copilot is designed to simplify the dashboard creation process by allowing users to build charts and explore insights using natural language. Whether you're a data analyst, business executive, or someone new to BI tools, AI Copilot makes dashboard creation faster, easier, and more intuitive. It’s not just a feature—it’s a smarter way to work with data without manual setup.
What Is AI Copilot for analytics?
The AI Copilot is a conversational chat assistant integrated into the Bold BI dashboard designer, designed to help users interact with data using natural language. Powered by advanced large language models (LLMs), it enables users to create charts, explore insights, and build dashboards simply by describing what they need.
Key features of AI Copilot in Bold BI
The following are the key features of the Bold BI AI Copilot for analytics:
- Visual creation: AI Copilot acts as a collaborative assistant that helps you create charts by interpreting your natural language input. It simplifies the process of visualizing data, allowing you to focus on insights rather than configuration.
- Visual properties updating: Beyond chart creation, AI Copilot supports dynamic updates to visual properties like labels, colors, and axes. This enables quick customization and refinement of visuals without manual adjustments.
- Prompt to dashboard creation: AI Copilot can generate entire dashboards from a single prompt, intelligently selecting and arranging visuals based on your request. It reduces the effort needed to build comprehensive dashboards, making the design process faster and more intuitive.
Why should you use the Bold BI AI Copilot?
Here’s how AI Copilot enhances your analytics experience as a user:
- Simplified chart creation: You can describe the chart you need in plain language, and AI Copilot instantly generates it, saving you time and effort in visual setup.
- Effortless insight discovery: AI Copilot helps you explore trends and patterns quickly, allowing you to make informed decisions without writing complex queries.
- Accessible for all users: Whether you're a beginner or an expert, AI Copilot makes dashboard design easy by removing technical barriers and enabling natural language interaction.
- Time-saving: By automating repetitive tasks like chart generation and layout setup, AI Copilot speeds up your workflow and lets you focus on analysis.
- Conversational exploration: You can interact with your data through a chat interface, making it easier to ask follow-up questions and refine your visualizations on the go.
- Widget customization: AI Copilot allows you to update visual properties such as labels, colors, and axes through simple prompts, giving you full control over how your data is presented.
Next, let’s explore how this AI feature generates widgets in Bold BI dashboard designer.
How to generate widgets using AI Copilot
To generate widgets using AI Copilot in the Bold BI dashboard designer, follow these steps:
1. Connect a data source: Start by attaching a data source to your dashboard. This enables AI Copilot to understand and interact with your data.
2. Initiate a query: Use one of the sample questions provided or type your own query to begin visualizing your data.
3. Request a visualization: Ask AI Copilot to create a chart based on your data. For example, with a Northwind Products and Suppliers data source, you can say, “Show the top 5 products.”
4. View the generated widget: AI Copilot will respond by generating a relevant chart with the appropriate data and title added to your dashboard.
5. Benefit from context awareness: AI Copilot considers your last four interactions to tailor its responses, making your experience more personalized and efficient.
6. Provide feedback: After a widget is created, you can give feedback by clicking the like or dislike buttons to help improve future responses.
To learn more about how AI Copilot can be used to create a widget, refer to our documentation. Now, let’s explore how the feature customizes widgets through natural language queries.
How you can use AI Copilot to customize widgets
Follow these steps to update and personalize your widgets using AI Copilot in Bold BI:
1. Select or reference a widget: Begin by either selecting a widget directly in the dashboard or referencing it by its title in your prompt.
2. Update the widget title: To change the title of a selected widget, simply type a prompt like: “Change the title to Top 5 Products.”
If you prefer to reference the widget by name, use a prompt such as: “Change title to ‘Top 5 Products by Units’ for the widget titled Top 5 Products.”
3. Apply conditional formatting: You can customize visual elements like colors by specifying conditions. For example: “Change the color of ‘Audi’ to red.”
To learn more about how AI Copilot can be used to create a widget, refer to our documentation. Now, let’s explore how different organizations across industries can use AI Copilot to create and customize widgets that support smarter decision-making and more efficient reporting.
Real-world use cases of AI Copilot
AI Copilot is designed to simplify dashboard creation and customization in Bold BI through natural language interaction. Across industries, it helps users generate meaningful visualizations and tailor widgets to meet specific reporting needs—quickly and intuitively.
Retail: Sales performance dashboard
A retail manager wants to track top-selling products across regions. Using AI Copilot, they simply ask, “Show me a bar chart of top 10 products by sales in Brazil,” and the assistant instantly generates the chart, helping them monitor performance and adjust inventory strategies.
Healthcare: Patient admission trends
A hospital administrator uses AI to visualize patient admissions over time. Using AI Copilot, they say, “Generate a line chart of patient admissions by month,” and then customize it by asking, “Update the title to ‘Patient Admission Timeline’ and set the background color to dark purple.” The assistant instantly updates the chart, making it more informative for operational planning.
Education: Student performance dashboard
An academic coordinator can analyze student performance across subjects using AI Copilot. By asking the Copilot to “Create a pie chart showing average fees per grade level,” they receive a ready-to-use visualization that supports curriculum adjustments and targeted interventions.
Finance: Harvest financial and invoicing dashboard
A finance analyst wants to visualize departmental expenses. They prompt AI Copilot with, “Generate a donut chart showing expenses by department,” and then refine it by saying, “Change the color of ‘OceanWave Resorts’ to blue and update the title to ‘Leading Clients by Logged Hours’.” The assistant updates the chart instantly, enhancing readability for executive reporting.
Unlock the full potential of AI Copilot in Bold BI
AI Copilot is built to support users in creating and customizing dashboards using natural language as the bridge between data and design. Whether you're visualizing performance metrics or refining widget properties, AI Copilot helps you work more efficiently and focus on what matters—your insights.
As we've seen across industries, this feature empowers teams to build meaningful dashboards without technical barriers. Explore AI Copilot today and discover how it can enhance your data experience in Bold BI®.
Ready to get started? Log in to Bold BI and try AI Copilot for free in your dashboard designer today.
For more guidance, visit our documentation or request a personalized demos to make the most of this feature. Additionally, you can refer to our blog, What is AI Analytics? Why It Matters & 4 Industry Use Cases, to explore how AI is transforming data analysis across industries and discovering practical applications that can inspire your next dashboard.
Unlock the full potential of your dashboard now through natural language input using Bold BI AI features. To explore all the features of Bold BI AI like this one, refer to our AI-powered analytics page today.
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