Analyzing data by using HelixGPT Insight Finder

HelixGPT Insight Finder is an AI-powered agent that helps you create dashboards and analyze data. It uses large language models (LLMs) to transform natural language prompts into data insights.
People in roles like service managers, analysts, and IT leaders can describe what they need, and HelixGPT Insight Finder generates optimized database queries and shows results by using the best visual format, such as charts, tables, or stats.

With HelixGPT Insight Finder, you can achieve the following benefits:

• Make faster decisions with 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 identify data patterns and root causes.
• 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 integrates seamlessly with the following BMC Helix solutions for generating dashboards:

• Service management
  • BMC Helix ITSM
  • BMC Helix Digital Workplace
  • BMC Helix CMDB
• Operations management
  • BMC Helix AIOps
  • BMC Helix Vulnerability Resolver

To fetch service management data, HelixGPT Insight Finder uses 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​​​

Watch the following video to explore how HelixGPT Insight Finder serves as your AI assistant to provide instant solutions for analyzing data:

 Overview of HelixGPT Insight Finder

Before you begin

Make sure that the following requirements are met:

	Requirement	Reference
1	Confirm that you are using the following product versions: BMC Helix Dashboards - 25.2 or later BMC Helix ITSM - 25.2 or later Important: If you are using BMC Helix Dashboards 25.2, contact BMC Helix Support to enable HelixGPT Insight Finder in your environment.	To validate the version of BMC Helix Dashboards: Log in to BMC Helix Portal. Open BMC Helix Dashboards. Click the Help icon. To validate the version of BMC Helix ITSM: Log in to BMC Helix Portal. Open BMC Helix Innovation Suite. On the Workspace tab, make sure that All is selected from the Show list. Check the version in the Version column corresponding to ITSM Application.
2	Confirm that you are using the following HelixGPT Agent Studio versions: For BMC Helix ITSM - 25.2 or later For BMC Helix AIOps - 25.3 or later For BMC Helix Vulnerability Resolver - 25.3 or later Important: HelixGPT Agent Studio was known as HelixGPT Manager in 25.2 and earlier versions.	To validate the version of HelixGPT Agent Studio: Log in to BMC Helix Portal. Open BMC Helix Innovation Suite. On the Workspace tab, make sure that All is selected from the Show list. Check the version in the Version column corresponding to HelixGPT Agent Studio.
3	Use and integrate your own large language model (LLM). (For BMC Helix AIOps) Make sure that you are using the fine-tuned model provided by BMC Helix. Important: You must have the API keys and endpoint information for the model. Contact your administrator for this information.	Models in BMC HelixGPT Provisioning and setting up the generative AI provider for your application Configuring settings to use the AI-powered capabilities in BMC Helix AIOps
4	Configure the HelixGPT Insight Finder agent. Important: Make sure that the HelixGPT Admin (HGM Admin) role is assigned to you. If you are using the 25.2 version of BMC Helix ITSM, you need to perform some additional configuration steps. For details, contact BMC Helix Support.	Configuring the HelixGPT Insight Finder agent Roles and permissions Creating and assigning functional roles
5	Assign permissions to users with the Viewer or Editor role to access and use HelixGPT Insight Finder. To assign permissions: Create a custom role and assign the HelixGPT Insight Finder permissions to the role. Assign the role to the required users.	Managing role-based access control in BMC Helix Dashboards

Process of creating a dashboard by using HelixGPT Insight Finder

You add your requirement as a prompt to HelixGPT Insight Finder. Based on the input, it generates a visualization. Add follow-up prompts to customize the visualization, such as:

• Specify the type of visualization to be used
• Sort columns when the result is displayed in a table
• Add, rename, or remove columns
  If you add new columns, existing ones might be removed. To keep them, mention them explicitly.
  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:

To create a dashboard

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.
   
   
   
   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 a 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) Perform these steps to enable streaming to view the real-time status updates while HelixGPT Insight Finder processes your prompt.
   This option is available only when you are using a 25.3 or later version of HelixGPT Agent Studio.
   1. Expand HelixGPT Insight Finder and click Settings.
   2. Use the toggle key to enable streaming. By default, it is disabled.
   3. Save the changes.
7. (Optional) To clear the existing visualizations and start a new session, click Start over  and confirm the removal of visualizations.
8. (Optional) To remove a panel, expand the action menu corresponding to the panel to be removed and click Remove.
9. (Optional) To review the generated SQL query, expand the action menu corresponding to the panel and click SQL.
10. After you are satisfied with the results, click Save to save the custom dashboard.
11. Specify a name and an optional description for the dashboard, and select a folder to save the dashboard.
12. Save the updates.
    The dashboard is saved at the specified location and is updated with the Insight Finder tag.

Example prompts and responses 

In addition to 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

To view and analyze the service management data, add the following prompts:

1. How many incidents are open for more than a week but less than two weeks?
2. (New topic) Show a pie chart of open incidents by assigned group in the last week.
3. (New topic) Show the highest three support groups that have open emergency changes.
4. (New topic) Show the count of changes by assigned group and risk level.
5. Order them by assigned group and risk level.

Example prompts for Incident Management

Specify these prompts to view and analyze incident details. The visualizations generated based on these prompts provide the following benefits:

Role	Benefit
Service Desk Manager	Perform workforce planning by analyzing incident trends and how they are distributed across business services, technical services, and support teams.
Business Service Owner	Gain insights into incident management metrics and customer experience.
Change Manager	Perform change impact analysis, assess change risk, and service improvement initiatives based on change metrics.

To view and analyze incident details, add the following prompts:

1. Show a breakdown of incidents by status as a pie chart.
2. Show as a bar chart.
3. Order by descending order.
4. Exclude canceled incidents.
5. Order by ascending order of status.
6. Rename the panel to Incident Breakdown by Status.
7. (New topic) Show the count of incidents submitted after 3/1/2025, 2:35 am.
8. (New topic) Show incidents with work log details for critical priority incidents.
   If you do not specify the fields that you want to see in the result, HelixGPT Insight Finder decides them on its own. If you are specific, it honors your request.
9. Show incidents with the MS Teams description.
10. Add urgency and impact and remove submitter.
11. (New topic) Show incident details that include the submit date and the responded date for incidents submitted in the past two weeks.
12. Show records wherein incidents were responded to on the same day the incident was submitted.
13. (New topic) Help me analyze incident management.
14. (New topic) Show the incident management trends.
15. (New topic) Analyze the incident data by product categories.
16. Analyze the incident data by product category tier 1

17. Analyze the top 3 trends in incident volume this week.

Example prompts for Problem Management

Specify these prompts to view and analyze problem details. The visualizations generated based on these prompts provide the following benefits:

Role	Benefit
Service Desk Manager	Gain insights into problem management effectiveness metrics.
Business Service Owner	Gain visibility into the root cause of system issues that affect service delivery.
Change Manager	Use problem management data to inform change planning and risk mitigation.

To view and analyze problem details, add the following prompts:

1. Show the count of problems.
2. (New topic) Provide distribution of problems by business service.
3. Show only business services containing Collaboration.
4. Show all business services.
5. Rename the panel to Problems by Business Service.
6. (New topic) How long do problems take to resolve?
7. (New topic) Show the expected time to resolve problems for each status.
8. (New topic) Based on the difference between the submit date and the target resolution date, help me analyze problem management based on priority.
9. (New topic) Help me analyze problem management based on product categories.
10. (New topic) Show the problem management trends.

Example prompts for Change Management

Specify these prompts to view and analyze change details. The visualizations generated based on these prompts provide the following benefits:

Role	Benefit
Service Desk Manager	Understand change-related ticket patterns and inform support teams.
Business Service Owner	Assess the change impact on business services and plan accordingly. Align change management initiatives with customer service.
Change Manager	Gain visibility into change lifecycle, risk, and outcomes. Monitor change volumes, urgency, and success rates to improve governance. Monitor the maturity of the change management process and undertake initiatives to improve the change management process.

To view and analyze problem details, add the following prompts:

1. Show the breakdown of changes by assigned group.
2. Order by descending order.
3. Show as a pie chart.
4. (New topic) How many changes were created in the last month?
5. How many of these changes were completed?
6. (New topic) Show the count of open changes by month.
7. (New topic) Show the change management visualizations.
8. (New topic) Show the change management visualizations to analyze data based on product categories.
9. (New topic) Show change management visualizations to analyze data based on change timing.
10. (New topic) Analyze change management based on risk.
11. (New topic) What is the trend of change requests submitted over time, broken down by change time?
12. (New topic) Show the count of risky changes.
13. Show the count of risky changes based on risk level.
14. Show records of risk levels 1, 2, and 3 only.
15. (New topic) Show the count of changes that were completed on time.
16. (New topic) Show the count of changes that were completed before the target date.
17. (New topic) Show the count of changes that were successful with issues.

Example prompts for Asset Management

Specify these prompts to view and analyze asset details. The visualizations generated based on these prompts provide the following benefits:

Role	Benefit
Asset manager	Manage asset data to align with financial management and configuration management. Monitor asset lifecycle and usage trends for capacity planning.
Service Desk Manager	Access asset inventory to support incident resolution and planning.
Business Service Owner	Understand asset allocation and dependencies for service continuity.
Change Manager	Validate asset readiness and dependencies before implementing changes.

To view and analyze asset details, add the following prompts:

1. Show the count of assets by status.
2. Exclude assets having an asset lifecycle status of delete.
3. Order by descending order of counts.
4. (New topic) Show the count of assets grouped by company.
5. Show the records for companies that have more than 1500 assets.
6. Show as a bar chart.
7. Order by descending order.
8. (New topic) Show the count of assets for the company <name> grouped by asset type.
9. Show the top 5 asset types.
10. (New topic) Show the count of computer systems by manufacturer and mode.

Example prompts for BMC Helix AIOps

To analyze the event and situation data, add the following prompts:

1. Give me all the events opened in the last 7 days and group by severity.
2. Convert to a pie chart.
3. (New topic) Show all closed events in the last 7 days grouped by severity.
4. (New topic) Show the count of open events.
5. (New topic) Show a list of all open events.
6. Remove these columns: tenant name, incident ID, CI ID
7. (New topic) Show the count of open events grouped by severity.
8. Exclude info events.
9. (New topic) Show the count of events grouped by class.
10. Show events of high severity only.
11. Show as a table.
12. (New topic) Show open events count grouped by class in a pie chart.
13. (New topic) Show counts of situations grouped by severity.
14. (New topic) Show the count of situations grouped by status.
15. Show the situations with critical severity only.
16. (New topic) Give me the CPU usage for host <host_name>.
17. (New topic) Show me the memory usage for the host <host_name>.
18. (New topic) Show me the network I/O for host <host_name>.
19. (New topic) Show me the health score metric for the Email service.

Example prompts for BMC Helix Vulnerability Resolver

To view and analyze vulnerabilities, add the following prompts:

1. Create a pie chart of open vulnerabilities by severity.
2. (New topic) Show a list of assets impacted by critical vulnerabilities.
3. (New topic) Show the top 5 services impacted by vulnerabilities.
4. Convert this data to a bar chart.
5. (New topic) What is the average number of days a vulnerability was open? 

Example prompts for BMC Helix Digital Workplace

To view and analyze employee service requests, add the following prompts:

1. Show the count of service requests by service name.
2. (New topic) Show the count of service requests by request status.
3. (New topic) Show a list of service requests submitted in the past month.

Where to go from here

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