Getting Started — AI Assistant¶
Opening the Assistant¶
The AI Assistant is accessible from the main navigation. Click the AI Assistant icon to open the chat panel. Each session starts a new conversation, and the assistant remembers the full context of your conversation as you go.
What to Ask¶
The assistant can answer questions about your live plant data, historical records, energy metrics, and organisational structure. You do not need to use specific commands or syntax — ask naturally.
Plant & Asset Queries¶
| Example Question | What You Get |
|---|---|
| "How many machines do we have?" | Count and list of machines across all workspaces |
| "List all workspaces" | Full workspace list for your organisation |
| "What parameters does the Compressor machine track?" | Parameter list for that machine |
| "Show me all production lines in Process A" | Lines and their details |
Energy Management¶
| Example Question | What You Get |
|---|---|
| "What is our energy consumption this month?" | Current-month kWh total with source breakdown |
| "How does this month compare to last month?" | Side-by-side comparison with percentage change |
| "How much solar energy did we use in May?" | Solar incomer consumption for the date range |
| "Which section uses the most energy?" | Section-wise consumption breakdown |
| "What was our peak demand last quarter?" | Peak kVA per incomer type |
| "Is our power factor at risk of a penalty?" | Power factor trend with penalty threshold flagging |
| "How close are we to our sanctioned MD limit?" | Demand utilisation percentage and headroom |
Reports¶
You can ask the assistant to generate a formatted report. Reports can include tables, charts, and multi-section summaries.
Example requests:
- "Give me a full energy report for this month with charts"
- "Generate a monthly consumption comparison for the last 6 months"
- "Summarise our peak demand events for Q2 with a table"
Reports can run to several pages. The assistant collects the data it needs automatically before writing the report — you may see it working through multiple steps before the final output appears.
Complex and Multi-Step Analysis¶
The assistant is designed for in-depth analysis, not just quick lookups. You can ask layered questions that require data from multiple sources:
"Compare energy consumption across our three production lines, identify which one is most efficient per unit of output, and flag any anomalies in peak demand."
The assistant will call the relevant data tools, collect the results, synthesise them, and present a single coherent answer. You do not need to break this into separate questions.
Tips for complex queries:
- Be specific about the time period: "last month", "Q1 2025", "between 1 Jan and 31 Mar"
- Name the machine, workspace, or incomer if you want data scoped to a specific asset
- Ask for charts when comparing values across categories or trends over time — the assistant will include them automatically where relevant
- Follow-up questions within the same conversation build on what was already retrieved — you do not need to repeat context
How the Assistant Remembers Context¶
Within a conversation, the assistant keeps track of:
- What you have asked and what data it has already retrieved
- Decisions or conclusions reached earlier in the conversation
- Your stated goals or constraints (e.g., "we are investigating high peak demand in June")
This means follow-up questions work naturally:
You: "Show me energy consumption for all incomers in June."
Assistant: (retrieves and shows data)
You: "Now break that down by week."
Assistant: (uses the same incomers and date range — no need to repeat them)
The assistant retains this context across a long session. If a conversation grows very long, older exchanges are summarised rather than dropped entirely, so key facts and data from earlier in the session remain accessible.
Charts¶
When the assistant presents numerical or comparative data, it will automatically include a chart where one adds clarity:
- Bar charts for comparing values across categories (e.g., consumption per section)
- Line charts for trends over time (e.g., monthly demand)
- Pie charts for proportional breakdowns (e.g., energy share by incomer type)
You can also explicitly request a chart type: "Show me that as a bar chart" or "Give me a line graph of daily consumption for the week."
Tips for Best Results¶
- Start with a clear goal: "I want to understand why our peak demand increased in June" gives the assistant more to work with than "show me demand data"
- Ask for reports when you need something shareable: the assistant can produce a structured, multi-page document you can download
- Use follow-ups freely: the assistant is designed for back-and-forth — refine, drill down, or change direction at any point
- Mention constraints: if you only want data for a specific workspace, shift, or date range, say so upfront