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Insight Agent

Overview

Insight Agent is designed for scenarios where users need to investigate a business question in depth. When such a request is submitted, the system automatically performs planning, invokes the necessary tools, and generates an illustrated analysis report. The report not only shows the current business situation, but also uncovers underlying causes and trends to provide comprehensive and valuable insights, for example when answering questions such as "How has recent sales performance been?".

Prerequisites

Only users with ChatBI View permission can access the Insight Agent page and ask questions.

Steps

  1. Click Insight Agent in the left navigation bar to enter the insight analysis page.

  2. Select the agent to use for insight analysis. You can also search for the required agent with the search box.

  3. Click a recommended question or enter and send your own question. When many users submit questions at once, your question may enter a queue. The conversation area shows its queued status, current queue position, and elapsed waiting time. Processing starts automatically when capacity becomes available; you do not need to submit the question again.

    Once processing starts, the system plans the task, combines tool calls, and generates a mixed text-and-chart analysis report.

    The currently available tools are listed below:

ToolDescriptionScreenshot
Knowledge RetrievalRetrieves knowledge related to the user question from the knowledge base to build context and support structured responses.
Data QueryConverts the user question into SQL, executes it through the compute engine, and returns structured data results.
Python GenerationBreaks tasks down into Python scripts for execution and is suitable for complex data processing and visualization scenarios.
Web SearchRetrieves relevant information from the public internet in real time to supplement data sources or validate conclusions.
Note: Internet access is required.

Features

View Dataset Details in the Current Conversation

Favorite

Feedback

Clear Context

Add Common Phrases

Input Suggestions

Message ID

New Session Interaction Rules

Personalized Memory

Voice Query

Query Visualization

When Insight Agent answers simple L1 query questions, the query result stays consistent with L1 query behavior. It supports actions such as Show / Hide Analysis Parameters,Switch Visualization, Axis Scale Settings, and Related Question Recommendations. This combines lightweight Q&A convenience with deeper analysis extensibility.

Report Display

After the report is generated, the full report content is expanded on the right side by default.

When a table in the report is wider than the screen, a horizontal scrollbar appears at the bottom of the table. Drag the scrollbar to view all columns on the right.

View Data Source

Insight analysis reports support viewing data sources, making it easier to trace the data basis of report conclusions and improve the credibility and explainability of analysis results.

Prerequisites

Show data sources has been enabled in Agent Detail Settings > Basic Information > Function Switch Configuration > Insight.

Steps

On the generated report page, click the numeric marker next to a conclusion to view the specific data information used by that conclusion, including the dataset and SQL query logic.

Note

If a user manually edits and saves report content, the data source marker beside the original conclusion is no longer displayed. Because the modified content is manually produced, the system can no longer guarantee the credibility and explainability of that conclusion, so source tracing is no longer provided.

Copy Conclusions

Insight analysis reports support copying the full report with one click. The copied content is pasted in Markdown format.

Export

Click Export in the upper-right corner of the insight report to export it as a PDF, Word, or Excel file. PDF and Word files contain the report text and charts while preserving the report layout. Excel files contain all tables in the report.

If a report table is wider than the screen, the exported PDF still includes every column and does not truncate content on the right.

Export Multi-turn Conversation Results

Insight Analysis can consolidate data results from multiple Insight-mode conversation turns into one multi-sheet data file, usually an Excel workbook. Use it for offline review, reporting, or further processing.

Applicable Scenarios

Use this feature when you analyze one topic across several turns and multiple answers contain structured tables or detailed data. For example:

  • What were this month's sales?
  • Break them down by region.
  • Break them down by store.
  • What are the year-over-year and period-over-period changes?
  • Which stores are anomalous?

The exported workbook can contain one sheet per result, such as an overall sales overview, regional breakdown, store details, comparative analysis, and a list of anomalous stores.

Steps

  1. Open Insight Agent and ask several questions about the same analysis topic.

  2. Enter an export instruction, such as Please summarize the results from the above conversation and generate an Excel file.. The system creates a multi-sheet workbook.

  3. Select Download File, then open the workbook. Each analysis result appears on its own sheet.

Notes

  • Only turns with tables or structured results generate sheets. Pure text explanations and summaries usually do not.
  • Exports respect data permissions, row limits, and field permissions.
  • If turns use different business definitions, each sheet retains its own result; the system does not standardize definitions automatically.
  • Verify each sheet's title, date range, filters, and row count before using the file.

Recommendation

For a well-structured workbook, ask progressively: review overall sales, break down by region and store, identify the largest declines, then export the results.

Push

Prerequisites

  • To push by email:

    • Configure the email service. For details, see Email Service Configuration, and ensure recipient users have email addresses configured.
    • Enable Email Push on the Agent Management > Management Center > Feature Switch Settings page.

  • To push through a custom channel, configure a Custom Webhook first.

Steps

Insight reports can be pushed by email or through a custom channel. Before sending, users can edit the notification title and content, format content in the rich-text editor, or insert images.

  1. On the report page, click Push in the upper-right corner to open the Message Push dialog.

  2. Under Notification Push, select Email or Custom Channel, then complete the displayed notification settings:

    • Notification channel:
      • For Email, configure the sender and recipients.
      • For Custom Channel, select a configured custom channel and its recipients.
    • Notification Title defaults to the report title and can be edited.
    • Notification Content defaults to the report body. Charts in the report are inserted as images, and rich-text editing is supported.

  3. Click Confirm. The system sends the insight report through the selected channel.

    Note

    If delivery fails, check the configuration for the selected notification channel. For email, verify the recipients' email addresses and email service configuration. For a custom channel, verify that the custom channel is configured correctly and available.

View and Copy SQL Details

During insight analysis, when the system invokes the Data Query tool, it supports viewing SQL details and copying SQL with one click.

  • View SQL Details: click a data query card to expand and view the generated SQL statement.
  • Copy with One Click: click the copy button to copy the SQL statement to the clipboard for use in data warehouse queries or further analysis.

Analysis Specialist Invocation

In insight analysis, users can call preconfigured Analysis Specialist items by selecting them. For how to configure them, see Analysis Specialist.

Select the specialist to use on the insight page, and the system will automatically generate a report based on that specialist's predefined analysis approach.

During a conversation, select Analysis Specialist in the upper-left corner of the input box to switch specialists. The system opens a new conversation with the selected specialist; subsequent questions generate reports according to its predefined analysis approach.

Upload a File for Analysis

Insight Agent allows users to upload Excel and CSV files as supplemental data sources. The system combines the uploaded file content with datasets already associated with the agent and generates an insight report that better matches the user's actual data.

If the uploaded Excel file includes multiple worksheet tabs, the system automatically parses data from every sheet.

Applicable Scenarios: when users have temporary analysis needs and the required data has not been ingested into BI datasets, they can upload a local Excel or CSV file to quickly obtain an insight result.

Prerequisite: File Upload has been enabled in the Insight configuration.

Steps

  1. In the input area of Insight Agent, click the Upload File button.
  2. In the file selection window, choose a local Excel (.xlsx/.xls) or CSV (.csv) file and click Open to upload it.
  3. After the upload is complete, enter your question and send it. The system will combine the uploaded file data with the analysis process.

Note
  • The system limits the size and number of files uploaded at one time. If a limit is exceeded, adjust the files and upload again.
  • Uploaded files apply only to the current conversation and are not added to the agent's datasets.
  • The retention period for uploaded data files is controlled by Insight File Retention Days. The default is 30 days.

Limit Exceeded Alert

The system includes built-in query volume limits. During insight analysis, the system shows the following prompts when thresholds are triggered:

  • Query Limit Exceeded: when query results exceed 20,000 rows, the corresponding data query step displays a Query Limit Exceeded label with the message: The query result exceeded the system limit of 20,000 rows. The data has been truncated.

  • Data Processing: when the interpreted data exceeds 1,000 cells, the system automatically processes the data to ensure complete insight results. During this process, a Data Processing label is displayed with the message: Because the data result exceeded 1,000 cells, the system automatically processed the data and performed insight analysis on the processed result.

Planning Mode

Prerequisites

Planning Mode has been enabled in Agent Detail Settings > Basic Information > Feature Switch Settings.

Usage

During frontend Q&A, click Plan to enable Planning Mode.

After Planning Mode is enabled, the system first confirms the analysis approach with you before generating the report.

How to Get Better Insight Analysis Results

The reasoning process of a large language model (LLM) is similar to that of a human analyst. If you want a new analyst to perform data analysis for a given agent, you still need to tell that analyst which business perspectives to consider and which metrics are required.

Therefore, before using Insight Analysis, we recommend that you first configure relevant chains of thought in the Business Knowledge Library. Using the Sales Performance scenario as an example, you can adapt the following structure based on your own business:

When a user asks about sales performance during a given time period, for example:

  1. <How is <overall / a specific region / a specific product> performing this week / this month?>
  2. <What are the sales amount / sales volume of <a specific region / product (for example, East China / Product A)> during a specific time period?>

Questions like the ones above all ask about overall or dimension-specific sales performance. If the time period is not explicitly specified, treat the current month as the default.

Use the following analytical approach step by step. Organize the full report using the pyramid principle, summarize all conclusions, and output a complete formal report in sections. During the process, do not pause to ask the user for more input or whether to continue. Complete the full analysis automatically, and do not repeat the final analytical step itself in the report.`

  1. <What are the total sales amount, total sales volume, and average order value during the selected period for the overall scope or specified dimension? Average order value = total sales amount / total sales volume. If there is no sales data, show 0.>
  2. <Show the comparison of sales amount / sales volume during the selected period for the overall scope or specified dimension against targets and historical peers, including achievement rate, year-over-year growth rate, and period-over-period growth rate, prioritizing key dimensions.>
  3. <Show sales amount / sales volume and their proportions during the selected period for the overall scope or specified dimension by finer dimensions such as product, region, or channel, sorted from high to low.>
  4. <Further display the detailed sales data during the selected period for the overall scope or specified dimension under each finer dimension in table form. Use limit 10 to control the displayed row count and avoid too many rows.>

Switch Analysis Specialists

During a conversation, select Analysis Specialist in the upper-left corner of the input box to choose another specialist. The system opens a new conversation with that specialist, and subsequent questions use its predefined analysis approach.