AI Agent: Difference between revisions

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== Filtering Settings ==
== Filtering Settings ==
* '''Follow Dashboard Filters''': When checked, the AI Agent is filtered by the filters in the dashboard. When unchecked, the AI Agent is not affected by filters in the dashboard, and thus the AI Agent feedback is based on data in the entire model.
* '''Follow Dashboard Filters''': When checked, the AI Agent is filtered by the filters in the dashboard. When unchecked, the AI Agent is not affected by filters in the dashboard, and thus the AI Agent feedback is based on data in the entire model.
* '''Chart Filter''': Apply filters to each of the input charts if they are set to follow dashboard filters.
* '''Chart Filter''': Apply filters to each of the input charts if they are set to Follow Dashboard Filters.
* '''Find Root Causes''': Enable this setting if you want the AI Agent to identify root causes within the data.
* '''Find Root Causes''': Rules to select cases used by the root causes analyses to find possible root causes for the phenomena pointed by those rules.
* '''Require Root Causes Criteria''': Specify criteria that must be met for root causes to be identified.
* '''Require Root Causes Criteria''': When enabled, the chart will show a user-friendly message if no criteria is selected for the Find Root Causes selection. This setting can be enabled for the AI Agent performing the root causes analysis, i.e., the root causes selection is mandatory for the AI Agent to show relevant results.


== Advanced Settings ==
== Advanced Settings ==

Revision as of 11:43, 4 February 2025

The AI Agent is an innovative dashboard component designed to display textual responses generated by language models based on user-configured prompts. This component seamlessly integrates with both case-centric and object-centric Snowflake models, to provide comprehensive insights.

Key features of the AI Agent include:

  • Versatile Model Support: The AI Agent is compatible with language models from both OpenAI and Snowflake Cortex, offering flexibility and a wide range of capabilities to meet diverse analytical needs.
  • Dynamic Response Generation: By configuring specific prompts, users can tailor the AI Agent to generate relevant and context-specific textual responses, enhancing decision-making processes.
  • Integration with Snowflake: The AI Agent supports Snowflake's case-centric and object-centric models, allowing users to harness the full potential of their data within the Snowflake ecosystem.

This component is ideal for users seeking to leverage advanced language models to extract meaningful insights and drive data-driven strategies directly from their dashboards.

General Settings

  • System Prompt: Optional. Enter a system prompt for the language model if desired. This can help guide the model's responses but is not required.
  • User Prompt: Mandatory. Provide a user prompt for the language model. This field must contain valid input.
  • Input Charts: Optional. Configure an array of zero-to-many chart configurations to be used as source data for the language model. The AI Agent can function without input charts.
  • LLM Name: Select a language model from the predefined list of Snowflake Cortex models or enter a custom model name. If the OpenAI API key is configured and no LLM name is specified, the OpenAI language model will be used by default. Default language model is llama3.1-70b.
  • LLM Parameters: Optional. Define optional parameters for the language model using a JSON object. Refer to the Snowflake and OpenAI documentation for supported parameters. Example: { "temperature": 0 }
  • Title: Custom title for the AI Agent can be defined. Note that the AI Agent does not have an automatically created title.
  • Description: Provide a description for the AI Agent. Note that this description is not used as a prompt for the language model.

Layout Settings

Following layout settings are available:

  • Background color: Background color of the AI Agent area. The color can also contain partial transparency (alpha value) or even be fully transparent. When the A Agent background has transparency, the color of the dashboard background is visible behind the AI Agent.
  • Border color: Border color of the AI Agent. Like the background, border color can also contain transparency.
  • Border width: Border width of the AI Agent in pixels. When the width is zero, border is not visible.
  • Border corner roundness: Border corner roundness in pixels. Zero means sharp corners.

Filtering Settings

  • Follow Dashboard Filters: When checked, the AI Agent is filtered by the filters in the dashboard. When unchecked, the AI Agent is not affected by filters in the dashboard, and thus the AI Agent feedback is based on data in the entire model.
  • Chart Filter: Apply filters to each of the input charts if they are set to Follow Dashboard Filters.
  • Find Root Causes: Rules to select cases used by the root causes analyses to find possible root causes for the phenomena pointed by those rules.
  • Require Root Causes Criteria: When enabled, the chart will show a user-friendly message if no criteria is selected for the Find Root Causes selection. This setting can be enabled for the AI Agent performing the root causes analysis, i.e., the root causes selection is mandatory for the AI Agent to show relevant results.

Advanced Settings

  • Settings Available in Preview Mode: Adjust settings that are available when the AI Agent is in preview mode.
  • On-Screen Settings: Configure settings that will be available on-screen during the AI Agent's operation.
  • Linked Settings: Manage linked settings, noting that linked settings are disabled by default.
  • Model: Select a model for the input charts. This can be overridden in each chart's configuration.
  • Object-Centric Perspective Settings: Configure these settings if an object-centric model is selected. These settings can also be overridden in each chart's configuration.
  • Event Type Mapping: Define event type mappings for the input charts, which can be overridden in each chart's configuration.
  • Chart Settings (Editable): Edit chart settings as necessary to customize the input charts used by the AI Agent.

By following these steps, you can effectively configure the AI Agent to meet your specific needs and leverage its capabilities for data analysis and insights.