Version 1

[AI] Platform Release Notes

Release Date: 12th July 2024

What’s New

This release introduces powerful features to enhance your AI-driven workflows, improve data integration, and enable deeper customization for your company’s unique needs. Here's what’s new:

  1. Improved AI Assistant Customization: Configure your AI Assistants with better tools to prioritize metrics and dimensions and integrate them seamlessly with your data sources.

  2. Enhanced Data Source Connectivity: Broader support for platforms like Google Analytics, Adobe Analytics, and more, with automatic import of metrics/dimensions for precise analysis.

  3. Integrated KPI Management: New tracking tools to define, monitor, and visualize KPIs with intuitive progress indicators.

  4. Advanced Marketplace Tools: Launch of the Document Reader and other products for even greater AI Assistant functionality.

  5. Expanded Analytics: Comprehensive insights and predictive analytics for better decision-making.

  6. Logs: Track Audit Log

Why This Change?

Feedback-Driven Enhancements: Based on user feedback, we've prioritized features that improve AI Assistant efficiency, simplify setup processes, and expand integration capabilities.

Increased Data Customization: The ability to configure and prioritize metrics ensures more relevant insights tailored to your business needs.

KPI Alignment with Business Goals: The new KPI tools provide real-time tracking and actionable insights to help teams achieve targets efficiently.

Scalable and Flexible Design: The Marketplace additions allow businesses to scale their AI Assistant capabilities as needed.

Key Features and Enhancements

1. AI Assistants Configuration

  • Customizable AI Assistants: Tailor AI Assistants for specific departments (e.g., Marketing, Sales, Customer Service).

  • Data Language Model (DLM) Updates: Add keywords and rank metrics/dimensions to improve query handling.

  • Seamless Data Integration: Link AI Assistants to relevant data sources for optimal performance.

2. Data Integration

  • Enhanced Data Source Connectivity: Connect to Google Analytics, Adobe Analytics, Salesforce, HubSpot, and more.

  • Automated Data Sync: Automatically retrieve and rank metrics/dimensions for better analysis.

3. User and Role Management

  • Streamlined User Addition: Add users, define their roles, and assign them to specific teams or departments.

  • Role-Based Access Control: Manage permissions efficiently to secure data and maintain collaboration.

4. Products and Marketplace

  • Expanded Marketplace: Explore new products such as:

    • Document Reader: Automatically process and extract key insights from documents.

  • Easy Product Customization: Attach purchased tools to specific AI Assistants.

5. KPI Management

  • Custom KPI Setup: Define and monitor KPIs for departments, teams, and individuals.

  • Progress Visualization: Use color-coded indicators to track progress:

    • Green: Target almost reached.

    • Orange: Halfway there.

    • Red: Not started or off-track.

6. Collaboration and Team Productivity

  • Enhanced Team Workflows: Promote cross-departmental collaboration with streamlined tools.

  • AI-Driven Support: Use insights to align teams with business goals.

7. Support and Learning Resources

  • In-App Help: Get real-time support directly within the platform.

  • Comprehensive Tutorials: Access detailed guides and videos for platform mastery.

Performance Improvements

  • Faster AI query response times.

  • Improved data synchronization for integrated platforms.

  • Optimized KPI tracking for real-time progress updates.

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