AI Insights
After adding a visualization, you can start adding AI Insights to quickly generate text and comments in your destination based on your visualization(s) and prompt(s).
AI Insights are opt-in only. To enable this feature, the organization's owner must select the toggle in the Organization Settings. To navigate this page, click on the Settings tab on the left side of the screen. Once here, click on the Organization tab at the top of your settings.
Click the toggle next to Enable Insights. It should turn blue, signaling that your organization can now access the Insights feature.
AI Insights pulls data from your selected visualizations, the underlying data (if accessible), and the public domain to craft a highly accurate response to your prompt.
We recognize that AI is not perfect! It may not be able to capture the nuance of the story you are trying to tell. That is why we have additional tools and flexibility when generating and editing Insights. These can be found in the following sections.
You can generate Insights by going to your Destinations page, navigating to the desired slide, and selecting Add Insight. Once you press this, you will see a view similar to this.
You can add an Insight to your destination by following these steps:
Select one or more visualizations from any slide to analyze
Provide a prompt under Custom instructions.
After providing a prompt, you can click Generate Preview to view the Insight before adding it to the destination.
After generating a preview, you can also use the Improve Button to help further refine your prompt.
Click Add insight
Update the Generated Insight by ticking the box next to it and pressing the Update button.
Similar to visualizations, the text generated by Insights can be formatted however you like, including:
- Text Styling - Font Family, Size, Weight, Bold, Italics, and Underscores
- Lists - Numbered & Bulleted
- Colors - Text and Text Background
- Placement on Slide
- Moving Across Slides
Rollstack will keep track of your changes and maintain them when you want to update your Insight.
In the age of AI, prompt engineering is as much an art as a science. We have identified two primary ways of using prompts with our AI Insights.
- Provide generalized instructions, such as
What are the sales in NA vs EU? Keep to 1 sentence. Use $K and $M for amounts. Use a professional tone.
- Provide a templated instruction where the model can replace the values in your template to maintain your desired structure and tone, such as
{account_executive} has sold the most in the past quarter. {account_executive} has sold ${dollar_amount}} in {quarter}. Congratulations {account_executive}!
Replace {account_executive} with the name of the salesperson who has sold the most in the past quarter. Replace {dollar_amount} with the amount they sold in the past quarter and {quarter} with the past quarter.
Tailoring these prompts and using the Improve Prompt button can help improve the prompt results if it is not what you seek.
These use cases come from Max and Jason, two of our Account Executives at Rollstack.
- When creating a slide deck for a board or executive review, you can generate an Insight to write an executive summary slide of an entire presentation by analyzing all the visualizations.
- You can even take this a step further and generate Insights from visualizations only in the appendix to prevent clutter on the slides while accessing the data within the deck.
More use cases to come!
Rollstack's top priorities are maintaing the security and privacy of your data. Here’s how we ensure your data remains secure:
- Self-Hosted Models
- All AI models used for generating Insights are self-hosted on AWS Bedrock and Azure OpenAI.
- This ensures that all data processing is conducted within our secure infrastructure.
- Zero-Data Retention Policy
- We enforce a strict zero-data retention policy.
- Any data used for generating Insights is processed temporarily and is not stored or retained after the operation completes.
- Data Privacy
- No data is shared with external third parties or external AI providers.
- This means no third parties will be able to view, access, or train on your data.
- Your data remains under your control at all times.
By leveraging secure, self-hosted environments and a no-retention approach, Rollstack ensures your data is handled with the highest standards of security.