Learn AI Insights 365
step by step
27 narrated videos, one task each: connect your data, ask questions, build and style reports, share them, and run your workspace. New here? Start with the first four. Every video uses real screens from the product, with sample data.
Start here
Sign in, ask a question, build a report and share it.
1:33
How to get started with AI Insights 365
Sign in, find your way around the start screen and a workspace, and open your first report. Narrated, 1 minute 33 seconds.
1:22
How to ask your data a question in plain English
Open a report, ask the assistant a question in everyday language, and check the answer against the chart behind it. Narrated, 1 minute 22 seconds.
1:38
How to build a report without code
Switch to Edit, add a suggested chart or press + Visual and choose the fields, change the chart type, and publish. Narrated, 1 minute 38 seconds.
1:17
How to read and share a report
Filter a report, click a chart to narrow the page, refresh, keep a snapshot, export, share a link and schedule an email. Narrated, 1 minute 17 seconds.
Connect your data
Files, databases, cloud storage, business systems, and data inside your network.
0:57
How to upload an Excel or CSV file
Start with a spreadsheet: choose File Upload, name the datasource, pick an Excel or CSV file up to 25 MB, test it, and continue. Narrated.
1:08
How to connect a database
Connect SQL Server, PostgreSQL, MySQL or a cloud warehouse with a connection string, route on-premises servers through the gateway, and test. Narrated.
1:02
How to connect files by link and cloud storage
Leave the file where it is: connect a public share link, Google Sheets, OneDrive, SharePoint or Dropbox, then pick its sheets. Narrated.
1:02
How to connect business systems and APIs
Connect Salesforce, HubSpot, Dynamics 365, Google Analytics 4, a Power BI semantic model or any REST API, and ask it questions in plain English. Narrated.
1:02
How to set up the on-premises gateway
Query databases inside your network without opening inbound ports: install the Windows gateway, register it with a single-use token, and route datasources through it. Narrated.
0:49
How to set up your data assistant
After connecting data: choose tables, let the AI write the assistant's instructions, name it, and finish the workspace. Narrated.
Shape and define your data
Clean it up, and teach the AI what your terms mean.
1:29
How to shape your data with Transform
Clean and reshape data before you chart it: filter rows, remove duplicates, choose columns, and keep every change as a step you can undo. Narrated.
1:05
How to define business terms for the AI
Business definitions give every question one approved formula: let AI Suggest draft them from your columns, review, and add. Narrated.
0:48
What AI Insights are and how to start one
An AI Insight is a self-contained analysis with its own datasource, shaping steps and reports. Start one, find it again, and read its lineage. Narrated.
Build and read reports
Charts, styling, filters, snapshots and chat.
0:51
How to choose the right chart
Change any chart's type from a gallery of 72+ visuals, search it by name, or add a suggested chart ranked from your own columns. Narrated.
0:58
How to style a report: themes and layout
Apply a theme, add a letterhead and executive summary, set the density and target screen, and line blocks up with layouts. Narrated.
0:52
How to filter a report
Add report filters with a field, one of 13 operators and a value, apply them to every block at once, and clear them again. Narrated.
0:41
How to keep report snapshots
Freeze a report exactly as it is, keep a history of month-end or board versions, and restore any of them later. Narrated.
0:47
How to chat with your data
Ask the workspace assistant a question, watch it work out the intent and query, check what it wrote, run it, and follow up. Narrated.
Get reports to people
Email on a schedule, share a link, embed, export and print.
0:46
How to email a report on a schedule
Subscribe people to a report: recipients, daily, weekly or monthly cadence, a send time in UTC, and how to pause or send now. Narrated.
0:42
How to publish and share a report link
Publish a draft report, copy its public link for anyone to view without signing in, and unpublish it to close access. Narrated.
0:51
How to embed a report in your website
Generate a signed iframe snippet for a published report, paste it into your site or intranet, and revoke it from Settings when needed. Narrated.
0:41
How to export and print a report
Export a report as a print-ready PDF, the CSV numbers behind each chart, or a Power BI project, and print it from the More menu. Narrated.
Run your organisation
Workspaces and roles, people and licences, settings, support and billing.
0:53
How to manage workspaces, members and roles
Rename and describe a workspace, add colleagues by email as Viewer, Editor or Admin, and download a workspace backup. Narrated.
1:14
How to manage people and licences
For organisation admins: add colleagues one by one or from Excel, buy and assign licences, and set who can do what in each workspace. Narrated.
0:58
How to manage organization settings
For admins: verify the organisation email, review compliance, back up and restore the whole organisation, and read the activity log. Narrated.
0:42
How to contact support and notify your team
Send a support ticket from Settings, and as an admin post announcements that appear in everyone's notification bell. Narrated.
1:21
Plans and billing explained
Your first report is free. After that, one plan: $5 for the first month, then $15 per user per month. How to subscribe, get invoices and cancel. Narrated.
Prefer reading? The written guide covers the same steps with screenshots. Or watch the 22-second demo.
Try it on your own data
Your first report is free, with no card and no deadline.