Using Insight Finder to create dashboards

As an administrator or editor, provide your requirements to Insight Finder in natural language and obtain AI-generated responses as visualizations. You can save these visualizations as dashboard panels.

Insight Finder integrates with the following BMC Helix solutions to create dashboards:

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

Supported views

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

• Asset Management
• BWF Case Management
• BWF Knowledge Management
• Change Management
• Configuration Management GenAI Ready
• Digital Workplace
• Incident Management
• Problem Management
• Service Level Management​​​
• Service Management Foundation
• Release Management
• Task Management
• Workorder Management

Support languages

Insight Finder supports the following languages for localization: Spanish, German, French, Italian, and Arabic

When you change to any of these languages in the user preferences, you can specify your inputs and obtain responses in the selected language. For information about changing the language, see Localizing the content of dashboards.

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 only) Configure settings to use 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 Insight Finder. 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 Insight Finder. To assign permissions: Create a custom role and assign the 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 Insight Finder

You add your requirement as a prompt to Insight Finder. Based on the input, it generates a visualization and also suggests follow-up prompts that are aligned with the input. These prompts help you uncover broader insights for data analysis. You can also add 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 Insight Finder:

To create a dashboard

1. Log in to BMC Helix Portal, and open BMC Helix Dashboards.
2. Click .
   
   
    
3. In the chat window, add your query as a prompt.
   
   
   
   Insight Finder analyzes the prompt and generates the appropriate visualization accordingly.
   For a few example prompts, see Sample prompts for Insight Finder.
4. To update the visualization, add another relevant prompt in the chat window.
   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, perform one of these steps:
   1. Click New topic and specify another prompt.
      
      
       
   2. Select a prompt from the recommended follow-up prompts or type your own prompt.
      
      
      
      Insight Finder generates the visualization as a response to the prompt.
6. To add the visualizations to a dashboard, perform these steps:
   1. Click the action menu in a visualization and click Add to Dashboard.
   2. Click Continue to confirm the addition.
   3. Repeat these steps for each visualization that you want to add to the dashboard.
   4. Click .
   5. Specify a name and an optional description for the dashboard, and select a folder to save the dashboard.
   6. Save the dashboard.
      The dashboard is saved at the specified location and is updated with the Insight Finder tag.
7. (Optional steps)
   1. To enable streaming to view the real-time status updates while Insight Finder processes your prompt:
      (Available only when you are using a 25.3 or later version of HelixGPT Agent Studio)
      1. Expand Insight Finder and click Settings.
      2. Use the toggle key to enable streaming. By default, it is disabled.
      3. Save the changes.
   2. To clear the existing visualizations and start a new session, click Start over  and confirm the removal of chat history with all visualizations.
   3. To review the generated SQL query, expand the action menu corresponding to the visualization and click View Query.
   4. To export a visualization to PDF, expand the action menu in the visualization and click Export as PDF. 
   5. To provide feedback for the generated prompt response, use the following icons:
      
      
       
   6. To copy a prompt, use the copy option.
      
      

Where to go from here

Customize the dashboards that you created by using Insight Finder. For more information, see Creating and customizing dashboards.