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Start one, find it again, and read its lineage. Narrated. https://aiinsights365.net/videos/howto-15-ai-insights.mp4 48 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/ask-a-question 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-2-ask-a-question.jpg 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. https://aiinsights365.net/videos/howto-2-ask-a-question.mp4 82 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/build-a-report 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-3-build-a-report.jpg 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. https://aiinsights365.net/videos/howto-3-build-a-report.mp4 98 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/business-definitions 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-14-business-definitions.jpg 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. https://aiinsights365.net/videos/howto-14-business-definitions.mp4 65 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/business-systems-apis 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-11-business-systems-apis.jpg 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. https://aiinsights365.net/videos/howto-11-business-systems-apis.mp4 62 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/chat-with-your-data 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-25-chat-with-your-data.jpg 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. https://aiinsights365.net/videos/howto-25-chat-with-your-data.mp4 47 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/choosing-charts 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-16-choosing-charts.jpg 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. https://aiinsights365.net/videos/howto-16-choosing-charts.mp4 51 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/connect-database 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-9-connect-database.jpg 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. https://aiinsights365.net/videos/howto-9-connect-database.mp4 68 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/data-assistant 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-13-data-assistant.jpg 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. https://aiinsights365.net/videos/howto-13-data-assistant.mp4 49 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/email-subscriptions 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-20-email-subscriptions.jpg 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. https://aiinsights365.net/videos/howto-20-email-subscriptions.mp4 46 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/embed-a-report 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-22-embed-a-report.jpg 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. https://aiinsights365.net/videos/howto-22-embed-a-report.mp4 51 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/export-and-print 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-23-export-and-print.jpg 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. https://aiinsights365.net/videos/howto-23-export-and-print.mp4 41 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/files-and-cloud 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-10-files-and-cloud.jpg 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. https://aiinsights365.net/videos/howto-10-files-and-cloud.mp4 62 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/filters-in-depth 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-18-filters-in-depth.jpg 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. https://aiinsights365.net/videos/howto-18-filters-in-depth.mp4 52 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/get-started 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-1-get-started.jpg 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. https://aiinsights365.net/videos/howto-1-get-started.mp4 93 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/on-prem-gateway 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-12-on-prem-gateway.jpg 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. https://aiinsights365.net/videos/howto-12-on-prem-gateway.mp4 62 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/organization-settings 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-26-organization-settings.jpg 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. https://aiinsights365.net/videos/howto-26-organization-settings.mp4 58 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/people-and-licences 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-6-people-and-licences.jpg 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. https://aiinsights365.net/videos/howto-6-people-and-licences.mp4 74 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/plans-and-billing 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-7-plans-and-billing.jpg 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. https://aiinsights365.net/videos/howto-7-plans-and-billing.mp4 81 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/publish-and-share 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-21-publish-and-share.jpg 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. https://aiinsights365.net/videos/howto-21-publish-and-share.mp4 42 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/read-and-share 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-4-read-and-share.jpg 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. https://aiinsights365.net/videos/howto-4-read-and-share.mp4 77 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/snapshots 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-19-snapshots.jpg 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. https://aiinsights365.net/videos/howto-19-snapshots.mp4 41 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/support-and-notifications 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-27-support-and-notifications.jpg 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. https://aiinsights365.net/videos/howto-27-support-and-notifications.mp4 42 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/themes-and-layout 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-17-themes-and-layout.jpg 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. https://aiinsights365.net/videos/howto-17-themes-and-layout.mp4 58 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/transform-data 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-5-transform-data.jpg 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. https://aiinsights365.net/videos/howto-5-transform-data.mp4 89 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/upload-excel-csv 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-8-upload-excel-csv.jpg 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. https://aiinsights365.net/videos/howto-8-upload-excel-csv.mp4 57 2026-09-28T12:00:00+03:00 https://aiinsights365.net/how-to/workspaces-and-roles 2026-09-28 monthly 0.7 https://aiinsights365.net/images/videos/howto-24-workspaces-and-roles.jpg 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. 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