If your organization enabled Spotter, you can
ask a business question using natural language and get an AI-generated answer. Your
organization can enable or disable Spotter for
specific data sources.
Procedure
Ask a question
-
At the top of the Insights
home screen, under Spotter,
select a data source from the drop-down list.
-
Type a business question as if you're speaking to someone. For example,
How many claims are open in Ohio?
Spotter generates an answer.
-
If needed, ask follow-up questions in the message bar at the bottom of the
screen.
To view the underlying data for the source, select
Preview
data.
Important: If you change
the data source, the conversation resets and previously generated answers
disappear.
Review the answer
-
Verify the answer by checking the query tokens under the answer title. They
help you understand the data that was used to create the visualization.
Hover over a token to learn more about it.
For example, if you asked a question about claims the U.S. state of Ohio, but
the query token says Loss Location County = 'Ohio', the
resulting data is wrong. Spotter needs to use Loss Location State =
'Ohio' instead.
-
If the answer looks wrong, edit it by:
- Selecting the query tokens at the top of the generated answer to quickly
fix them.
- Selecting Edit on the generated answer. This
option gives you the most control. See Edit charts and tables.
- Asking Spotter to change something. For example, you can type
Ohio is a state, not a county. Can you fix
that?.
To return to an earlier point in the conversation, select
Delete next to your latest messages.
-
If you like the answer, select Pin,
Save, or Download so that you
or others can find it later.
-
Rate the answer to help improve the system. Select the check
mark or X to give positive or negative
feedback.
Watch a user search and give
feedback in this video:
What to do next
Users with permission can improve Spotter's answers with
coaching.