Insight Finder agent
Today, IT organizations manage an increasing amount of data. Turning this data into actionable insights is often time-consuming and technically challenging. People in roles such as service managers, operations managers, or analysts need to visualize and analyze this data.
Insight Finder is an AI-powered agent that generates visualizations based on natural language inputs. You can provide your requirements to the agent in natural language prompts. The agent converts these requirements into visualizations to analyze data and draw insights. It simplifies dashboard creation and helps you achieve the following goals:
- Make faster decisions from real-time insights
- Save time to create dashboards
- Reduce bias in data visualization
Watch the following video (2:09) showing an overview of Insight Finder:
Overview of HelixGPT Insight Finder
Scenario: Create a custom dashboard
Process overview
The following flow chart explains the tasks required to configure and use the agent:
User roles and permissions
Make sure that you have the following roles and permissions to configure and use the Insight Finder agent:
| Product | Role | Permission | Description | Reference |
| BMC Helix ITSM | HelixGPT Admin | Administrator | This role is required to configure the Insight Finder agent in HelixGPT Agent Studio. | |
| BMC Helix Dashboards | Viewer or Editor | Access HelixGPT Insight Finder Create dashboards | By default, administrators have access to the Insight Finder agent. They can provide access to users with the Viewer or Editor role to access and use the Insight Finder agent. | Managing role-based access control in BMC Helix Dashboards |
Agent type, skills, and prompts
- Agent type: Supervisor
- Out-of-the-box skill: Insight Finder Supervisor
- Out-of-the-box prompts: No
For more information, see Out-of-the-box skills in BMC HelixGPT and Managing AI agents.
Before you begin
Make sure that the following prerequisites are met:
- You have the appropriate license for using the following products. For more information about licensing, see BMC Helix Service Management service.
- BMC Helix Dashboards version 25.2.00 and later
- BMC Helix ITSM 25.2 or later
- BMC HelixGPT version 25.2.00 and later
- Configure your own Large Language Model (LLM). For more information, see Provisioning and setting up the generative AI provider for your application.
To set up the Insight Finder agent
Perform the following tasks to set up the Insight Finder agent:
| Product | Task | Description | Reference | |
| 1 | BMC HelixGPT | Configure the following system records: Skill, model, agent, and sub-agents | Configure the system records in BMC HelixGPT that enable the generation of AI-powered dashboards in Insight Finder. | Configuring the Insight Finder agent |
| 2 | BMC Helix Dashboards | Configure the skill ID. | Add the ID of the Insight Finder Supervisor skill to the configuration settings of the Insight Finder agent. This skill enables conversational experience for end users. | Configuring the Insight Finder agent |
| 3 | BMC Helix Dashboards | Verify the Insight Finder agent functionality. | Verify whether the Insight Finder agent is working as expected after completing the configuration tasks. | Analyzing data by using HelixGPT Insight Finder |
Where to go from here
The following table describes the tasks that you can perform on the dashboards generated by using the Insight Finder agent:
| Task | Description | Reference |
| Customize the dashboards. | Edit the dashboards to make these changes:
| Creating and customizing dashboards. |
| Add variables to dashboards | Create variables to filter data. | Setting up variables for dashboard queries |
| Schedule reports | Create a report schedule for automatic distribution. | Scheduling reports for automatic distribution |
| Troubleshoot issues | Troubleshoot issues that occur in the agent. | Troubleshooting the Insight Finder agent issues |
Learn more
To learn more about Insight Finder, see the following webinars: