Creating custom dashboards by using HelixGPT Insight Finder

HelixGPT Insight Finder is an AI Agent that can generate dashboards for BMC Helix ITSM based on natural language input. It simplifies the process of creating dashboards and improves the quality of insights derived from them. You can specify your requirements as prompts to HelixGPT Insight Finder. It analyzes the prompts and provides responses in the form of dashboard panels. Before saving a panel, you can add additional prompts to change the panel configuration, such as:

• Rearrange or resize the panel
• Specify the type of visualization to be used. The following visualization types are supported:
  Table, Bar chart, Stat, and Pie chart
• Sort the column order when the result is displayed as a table
  You can add more columns by specifying them in a prompt. However, some of the previous columns might be removed. To preserve all columns, explicitly add it to your prompt. For example, add Company and Site, and keep the existing columns.
• Rename or remove columns
• Rename the panel

HelixGPT Insight Finder uses the views available in Visual Query Builder. The scope of the fields is limited to the fields available in the views. The following views are supported: 

• Change Management
• Incident Management
• Problem Management

Before you begin

• Make sure that the version of BMC Helix ITSM is 25.2.00 or later.
• Use and integrate your own large language model (LLM). For more information, see Models in BMC HelixGPT.

To create a dashboard by using HelixGPT Insight Finder

1. As an administrator, log in to BMC Helix Portal, and open BMC Helix Dashboards.
2. In the left navigation pane, click HelixGPT Insight Finder.
3. In the chat window, add your query as a prompt.
   
   
   
   For a few example prompts, see the next section.
   HelixGPT Insight Finder analyzes the prompt and creates a dashboard panel accordingly.
4. To update the dashboard panel, add another relevant prompt.
   HelixGPT Insight Finder updates the existing panel accordingly. It remembers the context of the previous query that you added in the prompt. You can tweak the query and provide additional conditions, such as a specific sort order or different visualization.

   Important
   Make sure that you maintain the context of the previous prompt; for example, if the prompt is about incidents submitted in the previous quarter, the subsequent prompt cannot be about incidents submitted in the current quarter. 

5. To add another panel, click Add new panel and specify another prompt.
   HelixGPT Insight Finder creates the panel as a response to the prompt.
6. After you are satisfied with the results, click Save to save the custom dashboard.
7. Specify a name and an optional description for the dashboard and click Save.
   The dashboard is saved at the specified location and is updated with the Insight Finder tag.

Example prompts and responses 

Apart from adding your requirement in a prompt, you can specify the following parameters:

• Visualization type; for example, show me the incidents as a bar chart.
• Sort order; for example, sort the incidents in descending order of creation date.
• Top <variable> values; for example, show the top 5 incidents based on their severity.

Prompt	Response from HelixGPT Insight Finder
How many incidents are open for more than a week but less than two weeks?
Show a pie chart of open incidents by assigned group in the last week.
Show the highest three support groups that have open emergency changes.
Show the counts of changes by assigned group and risk level. Order them by assigned group and risk level.

Where to go from here

To customize the dashboard further, open the dashboard and update it. For more information, see Creating and customizing dashboards.