Analyzing data by using HelixGPT Insight Finder


HelixGPT Insight Finder is an AI-powered agent that simplifies and accelerates the process of generating dashboards and analyzing data within the BMC Helix ecosystem. It uses large language models (LLMs) to generate data insights. Users across various roles, such as service managers, service desk analysts, operation managers, and other IT leaders, can generate dashboards and perform data analysis by specifying their requirements in natural language prompts. It generates optimized database queries based on user inputs and displays results by using the most appropriate visualizations, such as statistics, charts, or tables, thereby eliminating the need for technical skills.

HelixGPT Insight Finder provides the following benefits:

  • Accelerate decision making by obtaining real-time insights, such as incident trends and change failures.
  • Enhance productivity by reducing reliance on manual dashboard creation and analysis.
  • Drive continual service improvement initiatives by enabling managers to explore data patterns and root causes more effectively.
  • Reduce bias in data visualization by allowing AI to determine the most effective format for presenting insights.

By embedding AI-driven analytics into the BMC Helix Dashboards experience, HelixGPT Insight Finder helps organizations become more agile, data-driven, and efficient in managing IT services and operations.

HelixGPT Insight Finder supports generating dashboards for the following BMC Helix solutions:

  • Service management
    • BMC Helix ITSM
    • BMC Helix Digital Workplace
    • BMC Helix CMDB
  • Operations management
    • BMC Helix AIOps (Metrics and events data only)
    • BMC Helix Vulnerability Resolver

To fetch service management data, HelixGPT Insight Finder leverages views supported by Visual Query Builder and operates within the scope of fields available in the views. The following views are supported: 

  • Asset Management
  • Change Management
  • Configuration Management GenAI Ready
  • Digital Workplace
  • Incident Management
  • Problem Management
  • Service Level Management​​​

Before you begin

Make sure that the following prerequisites are met:

 PrerequisiteReference
1

Make sure that you are using the appropriate version of the supported products.

Supported product versions
2

Use and integrate your own large language model (LLM).

3

Configure the HelixGPT Insight Finder agent.

Important:

  • Make sure that you are an administrator in BMC Helix Innovation Studio to perform these configurations.
  • If you are using the 25.2 version of BMC Helix ITSM, you need to perform some additional configuration steps. For details, contact BMC Support.
Configuring the HelixGPT Insight Finder agent
4

Assign permissions to users with the Viewer or Editor role to access and use HelixGPT Insight Finder.

To assign permissions:

  1. Create a custom role and assign the HelixGPT Insight Finder permissions to the role.
  2. Assign the role to the required users.

Important: Make sure that the users to whom you assign the custom role have appropriate permissions in the supported products.

Managing role-based access control in BMC Helix Dashboards

Supported product versions

The following table provides information about the version compatibility between BMC Helix Dashboards and the products supported by HelixGPT Insight Finder.

ProductHelixGPT Agent Studio
Versions25.2.0025.2.0125.2.0225.3.00
Insight Finder for service management 25.2.00 and 25.3.00
Insight Finder for BMC Helix AIOps 25.3.00
Insight Finder for BMC Helix Vulnerability Resolver

To create a dashboard

You interact with HelixGPT Insight Finder by specifying prompts that describe your requirements. Based on these prompts, it generates visualizations tailored to your requirements. You can build a dashboard by specifying follow-up prompts. You can also suggest changes to visualizations in prompts, such as:

  • Specifying the type of visualization to be used
  • Sorting columns when the result is displayed in a table
  • Adding, renaming, or removing columns
    Adding columns might remove the existing ones. To retain all columns, explicitly mention them in your prompt. 
    Example: “Add Company and Site, and keep the existing columns.”

The following flow chart explains the process of creating a dashboard by using HelixGPT Insight Finder:

create_dashboard_flow.png

Perform these steps:

  1. 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.

    insight_finder_ui.png

    For a few example prompts, see the next section.
    HelixGPT Insight Finder analyzes the prompt and generates the appropriate visualization accordingly.
  4. To update the visualization, add another relevant prompt.
    HelixGPT Insight Finder updates the visualization 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
    Maintain the context of the original prompt; for instance, if it is about incident management, subsequent prompts should not be about problem or change management.

  5. To add another visualization, click New topic and specify another prompt.
    HelixGPT Insight Finder generates another visualization as a response to the prompt.
  6. (Optional) To remove a panel, expand the action menu corresponding to the panel to be removed and click Remove.
  7. (Optional) To review the generated SQL query, expand the action menu corresponding to the panel and click SQL.
  8. After you are satisfied with the results, click Save to save the custom dashboard.
  9. Specify a name and an optional description for the dashboard, and select a folder to save the dashboard.
  10. Save the updates.
    The dashboard is saved at the specified location and is updated with the Insight Finder tag.

Important

Dashboards created by HelixGPT Insight Finder might not support all the features that are available for dashboards created manually.

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.

Example prompts for BMC Helix ITSM

  • 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.

Example prompts for BMC Helix AIOps

  • Show me the events generated according to class for the last 30 days.
  • Show me the count of events categorized by priority for the last 7 days.
  • Show me the CPU usage of the <host_name>

Example prompts for BMC Helix Vulnerability Resolver

  • Show me a pie chart of the number of vulnerabilities by severity distribution.
  • Show me the weekly trend of the number of services impacted by vulnerabilities.
  • What are the average days to remediate vulnerabilities? 

Where to go from here

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

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*