What is the AI Analyst?

What is AI Analyst. How to get AI Analyst. Using AI Analyst.

Analyst AI is an AI tool to accelerate the creation of SQL queries to interrogate LeadDesk call data. Describe the report you want to see, and Analyst AI will interpret the description as an SQL query to create a report. You can then view the report and amend it to get the precise format you want.

Or use the code in the Advanced report editor to adapt the report as needed. If you have access to a replica database, the queries may be used there as well.

How to get the AI Analyst

Ai Analyst can be purchased from the LeadApp Store. Click the Activate button to add it to your available report options.

Using the AI Analyst

Once the tool is active on your environment, in your Admin account:

1. Go to the Reports page.
2. Go to the Analyst AI subpage.
3. Click the Report Context drop-down list to select the type of calls you want to generate reports for.
4. Type the prompt for your report.
5. Click the Generate button.

The report will then be generated.

Adding report to favourites

To be able to reuse a report:

1. Click the heart icon at the end of the prompt.

The report will be added to the Favourites tab for later use.

Copying the query

Click the Copy query button to copy the generated SQL query.

You can paste that into the Advanced report editor to manually adjust the query.

Refining the report

If you would like to adjust the report after it is generated:

1. Type your amendment in the field next to the Refine button.
2. Click the Refine button.

The new report will be generated.

Understanding AI Analyst

Each time Analyst AI generates a query it creates fresh code. This means that each time you run the tool you may get different results from the same instructions. It is important to remember that the result is an interpretation of your description. It is still important to validate the outcome.

Analyst AI, therefore, is not intended as a substitute for understanding SQL queries. Instead, it is an aid to accelerate the development of query code.

The tool has a good model for:

• Writing SQL code. The code it creates will be properly formatted.
• The structure of LeadDesk tables. It can refer to the correct tables in the correct way if you ask for valid information.

It does not have:

• An understanding of your data. It can create a report that will show your data, but it cannot interpret or validate your data for you.
• A nuanced understanding of all industry buzz words, acronyms, or jargon.

If your instructions to the tool are too complex, or if you ask it for data which does not exist in the tables, the tool will still try to create a query for you. The result will likely not result in a readable report, but it may hallucinate data. Again, it is important to validate the outcome of any report generated using Analyst AI.