AI Agents & Assistants
Vantage integrates AI throughout the platform, from a global conversational assistant to per-tile intelligence and automated workflow processing.
Global AI Assistant
The Global AI Assistant is accessible from anywhere in the platform via the AI icon in the sidebar.
Capabilities
- Answer questions about your data: "What were our top 5 customers last quarter?"
- Generate queries from natural language: "Show me revenue by region for 2024"
- Explain data currently visible on your dashboard
- Suggest actions based on trends and anomalies
- Help with configuration: "How do I set up a Slack integration?"
Context Awareness
The assistant is context-aware — it knows:
- Which page you're on (dashboard, settings, workflows, etc.)
- Which tiles are visible and what data they contain
- Your AI context snippets (company overview, industry, custom instructions)
- Your preferred AI provider and model
How to Use
- Click the AI icon in the sidebar or press the keyboard shortcut.
- The AI panel slides open on the right.
- Type your question or request in natural language.
- The AI responds using your data context and configured AI provider.
Per-Tile AI
Each dashboard tile has built-in AI capabilities:
| Feature | Description |
|---|---|
| Tile Summaries | AI-generated plain-language explanations of what the data shows. Automatically generated when a tile loads, updated when data changes. |
| Popup AI Chat | Click into a tile to open a focused AI conversation about that specific dataset. Ask questions, request analysis, or explore trends. |
| AI Insights | AI-detected trends, anomalies, and recommendations displayed within the tile. |
AI Build Tile
Use AI to create dashboard tiles from natural language descriptions:
- Click AI Build Tile on your dashboard.
- Describe what you want to see: "Show me a bar chart of monthly revenue for the past 12 months."
- AI generates the tile configuration automatically.
- Review and adjust the settings as needed.
AI in Workflows
Vantage provides 10+ dedicated AI nodes for workflow automation:
| Node | Purpose |
|---|---|
| AI Enrichment | Add AI-generated columns to your data (sentiment, category, summary, etc.) |
| AI Formatter | Reformat data using AI (clean text, standardize formats) |
| AI Summary | Generate summaries of data batches |
| AI Compliance Check | Evaluate rows against compliance policies (PASS/FAIL) |
| AI Conditional | Route data based on AI evaluation of conditions |
| AI Trigger | Start workflows based on AI-detected events |
| AI Transcriber | Transcribe audio/video content |
| AI URL Reader | Read and analyze web page content |
| Image Analysis | Extract information from images |
| PDF Extract | Extract text and structured data from PDFs |
| Text Extraction | Extract structured data from unstructured text |
| Message AI Analysis | AI analysis of message/communication data |
| Message AI Response | Generate AI responses to messages |
See the Workflow Nodes Reference for detailed documentation on each node.