Global AI Assistant Documentation
Overview
The Global AI Assistant is the primary AI chat interface in Vantage. It appears as a resizable sidebar panel fixed to the right edge of the screen and is accessible from any page via the Ctrl+/ keyboard shortcut or by clicking the floating toggle button. The assistant is context-aware — it automatically detects which page the user is on (dashboard, workflow, settings, etc.) and tailors its suggestions and responses accordingly.
Purpose
The Global AI Assistant serves as an always-available AI companion that can help users with data analysis, platform navigation, workflow building, dashboard configuration, and general questions. It supports streaming responses for real-time feedback, voice transcription for hands-free input, multi-conversation management, temporary (unsaved) chats, and an "Add to Context" feature that lets users train the AI with useful responses.
How It Works
Architecture
AI Assistant Panel
├── Resize Handle (left edge, drag to resize 320–700px)
├── Toggle Tab (attached to panel edge)
├── Header (Intuidy AI branding)
│ └── Hamburger Menu
│ ├── New Chat (Ctrl+N)
│ ├── Temporary Chat (Ctrl+Shift+T)
│ ├── Pop Out Window (Ctrl+Shift+P)
│ ├── Delete Current Chat (Ctrl+Shift+D)
│ └── Recent Chats List (rename, delete)
├── Temporary Chat Indicator (with Save option)
├── Smart Prompts (context-aware, shown when empty)
├── Messages Container (scrollable)
│ ├── User Messages (blue bubbles, right-aligned)
│ ├── Assistant Messages (gray bubbles, left-aligned)
│ │ └── Train AI Button (for useful responses)
│ └── Loading Indicator (bouncing dots)
└── Input Area
├── Text Input
├── Voice Button (microphone / stop)
└── Send Button
Message Flow
- User types or speaks a message.
- Context is gathered automatically from the current page (page type, location, and page-specific data).
- Request is sent securely with the conversation history and page context.
- Streaming response is received in real time. Each chunk is progressively rendered in the chat.
- Messages are saved automatically to your conversation history.
Context-Aware Prompts
When the message list is empty, the assistant displays smart prompts tailored to the current page:
| Page Type | Example Prompts |
|---|---|
| Dashboard | "Analyze this dashboard", "Suggest improvements" |
| Workflow | "Explain this workflow", "Help me debug" |
| Integrations | "Which integrations are available?", "Help me connect" |
| Settings | "How do I configure AI?", "Explain roles" |
| General | "What can you help with today?" |
Voice Input
The assistant supports voice-to-text via the microphone button:
- Click the mic — Browser requests microphone permission and starts recording.
- Recording indicator — Input placeholder shows "Recording... tap to stop" with a pulsing red icon.
- Click stop — Recording ends, audio is transcribed automatically.
- Transcript is sent — The transcribed text is automatically sent as a user message.
- Size limit — Maximum 25 MB per recording.
Train AI ("Add to Context")
When the assistant returns a response that contains useful, substantive content (detected automatically), a Train AI button (🎓 graduation cap icon) appears below the message:
- Clicking Train AI saves the insight to your organization's "AI Learned Knowledge" knowledge base.
- If no learned knowledge base exists yet, one is automatically created.
- The button shows a green checkmark once saved.
- The Train AI button only appears on substantive responses that contain useful information (not on simple greetings or short replies).
Navigation Actions
The AI can suggest navigation actions in its responses. For safety, only these paths are allowed:
| Allowed Pattern | Example |
|---|---|
/settings/* | /settings, /settings/integrations |
/workflows | — |
/reports | — |
/alerts | — |
/admin | — |
/dashboard/{id} | /dashboard/abc-123 |
/workflow/{id} | /workflow/xyz-789 |
Any other navigation is blocked with a safety message.
Settings
Panel Dimensions
| Setting | Value | Description |
|---|---|---|
| Default width | 420px | Initial panel width |
| Minimum width | 320px | Smallest allowed resize |
| Maximum width | 700px | Largest allowed resize |
| Resize handle | Left edge | Drag to resize |
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Ctrl+/ | Toggle the AI panel open/closed |
Ctrl+N | Start a new conversation |
Ctrl+Shift+T | Start a temporary (unsaved) chat |
Ctrl+Shift+D | Delete the current conversation |
Ctrl+Shift+P | Pop out to a separate window |
Conversation Management
Conversations are managed via the hamburger menu in the header:
| Action | Description |
|---|---|
| New Chat | Clears messages and starts a new conversation (auto-titled from first message) |
| Temporary Chat | Starts a chat that won't be saved. Shows "Save" option to persist later. |
| Pop Out Window | Opens the chat in a separate browser window. Sidebar hides while popped out. |
| Delete Current Chat | Deletes the active conversation after confirmation |
| Recent Chats | Lists all saved conversations with rename (✏️) and delete (🗑️) actions |
Temporary Chat Mode
Temporary chats are ephemeral — messages are not saved to the database. A banner at the top shows "Temporary chat — won't be saved" with a Save button that:
- Creates a new conversation (titled from the first user message)
- Saves all existing messages
- Switches to persistent mode
Data Expectations
- AI Availability: The panel only appears if AI is enabled for your organization. Check Settings → AI to verify.
- Streaming: Responses stream in real time, appearing word-by-word as the AI generates them.
- Page Context: The assistant automatically gathers context from the current page (dashboard tiles, workflow nodes, settings state) to provide relevant answers.
Use Cases
1. Dashboard Analysis
Open the AI panel while viewing a dashboard. The assistant knows which tiles are present and can analyze trends, suggest new visualizations, or explain data patterns.
2. Workflow Debugging
While editing a workflow, ask "Why is my filter node not working?" — the assistant sees the workflow structure and can provide targeted advice.
3. Voice-Driven Queries
Use the microphone button for hands-free operation. Speak a question, and the transcribed text is sent as a message automatically.
4. Knowledge Building
When the AI provides a useful explanation (e.g., "Here's how to configure SSO"), click Train AI to save it to your organization's learned knowledge, improving future responses.