Get Started with Intuidy AI

This guide walks you through enabling and using AI features in Vantage for the first time. You'll be up and running in under 5 minutes.

Prerequisites

• A Vantage account with an active subscription
• Admin or Owner role (for initial AI configuration)
• (Optional) An API key from a supported LLM provider if you want to bring your own model

Step 1: Enable AI

AI is enabled by default for all Vantage organizations. If it has been disabled, an admin can re-enable it:

1. Navigate to Settings → AI Features → Intuidy AI
2. Verify that an AI provider is selected
3. Click Save AI Settings

Step 2: Choose an AI Provider

Vantage comes with Intuidy AI as the default provider — no API key required. To use a different provider:

1. Go to Settings → AI Features → Intuidy AI
2. Browse the list of available providers (OpenAI, Claude, Gemini, etc.)
3. Click on your preferred provider
4. If the provider requires an API key, enter it and click Save Credentials
5. Select a specific model from the dropdown
6. Click Save AI Settings

See Supported LLMs for a full list of providers and models.

Step 3: Set Up AI Context

Context snippets make AI responses more relevant to your business. Set them up once and every AI interaction benefits:

1. Go to Settings → AI Features → Context
2. Fill in the default organization snippets:
   • Company Overview — A brief description of your business
   • Industry & Market — Your industry for relevant benchmarks
   • Company Website — Your website URL
3. (Optional) Add custom instructions to guide AI behavior across all responses

Example custom instruction:

Step 4: Ask Your First Question

Now try the Global AI Assistant:

1. Click the AI icon in the left sidebar (or use the keyboard shortcut)
2. The AI panel opens on the right side of the screen
3. Type a question about your data, for example:
   • "What are the key trends in my dashboard?"
   • "Summarize the data in the top-right tile"
   • "How do I create a new workflow?"
4. The AI responds using your data context and organization snippets

Step 5: Explore Tile AI

Navigate to any dashboard and try tile-level AI features:

View a Tile Summary

Each tile displays an AI-generated summary of its data. Look for the summary text beneath or beside the tile visualization.

Open Popup AI Chat

1. Click on a tile to expand it
2. Click the AI icon in the expanded tile editor
3. Ask a follow-up question specific to that tile's data
4. The AI focuses exclusively on this dataset in its response

Step 6: Try an AI Workflow Node

If you use Vantage workflows, try adding an AI node:

1. Navigate to Workflows and open or create a workflow
2. Add a new node and browse the AI category
3. Choose a node like AI Enrichment or AI Summary
4. Configure the node's prompt (describe what you want AI to do with the data)
5. Run the workflow to see AI-processed results

What's Next?