Quick BI AIPro overview

Use cases

• A business manager asks, "What were the year-over-year sales by region for last week?" five minutes before a morning meeting and instantly receives a chart with attribution analysis.

• An operations team member asks, "Why did GMV in East China decline?" and the system automatically drills down to provide three-level attribution across product categories, channels, and stores.

• A finance professional generates a monthly business dashboard through conversation and sets up a recurring task to send the monthly report on the first day of each month.

Core advantages

Features

• Dual-view navigation: When you log on to Quick BI AIPro, you land on the product homepage, which features a dual-view navigation structure with My and Enterprise views:

  • My view: This is your personal workspace for managing conversations, analytical artifacts, subscription tasks, and personal data assets.

    

  • Enterprise view: This is your organization's public resource market, where you can browse the Data Plaza, Skill Plaza, and MCP Plaza.

    

• Platform module switching: Switch to other modules such as the Quick BI workbench and management center. In the Personal Center, you can view your usage, knowledge, sharing settings, and more.

  • ① Switch to the Quick BI workbench

  • ② Go to the Message Center Centrally manage and track permission request workflows for all types of resources, including My Tasks and My Requests. You can approve, view details, withdraw, and filter requests.

  • ③ Go to the management center

  • ④ Go to the Quick BI Organization Management page

  • ⑤ Personal Center View your account information, usage overview, knowledge and memory settings, sharing settings, personal identification code, and language preferences.

    Item	Description
    Personal account information	View your account name and account ID.
    Usage overview	In the Usage overview section, you can view My Quota.
    My Knowledge/Memories	My Knowledge/Memories includes My Semantic Knowledge and My Memories. You can manually add semantic knowledge. Data Interpretation: Provide a detailed explanation for the current business definition, including its meaning, calculation method, and important notes. This improves the large language model's understanding of the business definition. The maximum length is 1,000 characters. Synonym: Enter other common names or aliases for the current business term. This allows the large language model to recognize different ways of asking about the same business definition. You can add a synonym by typing it and pressing Enter. To add multiple synonyms at once, separate them with a semicolon (;). When a user asks a question about a relevant data asset that contains a synonym, the AI automatically applies this knowledge. In My Memories, you can configure My Profile and your playbook. You can enable or disable the Auto-extract memory feature. When enabled, the system automatically extracts and saves key information from your conversations. This content cannot be edited. The playbook is editable, allowing you to customize and modify it as needed.
    My Sharing	In My Sharing, you can view the resources that you have shared. You can enable or disable sharing, copy links, and delete shared items.
    Personal identification code	View your personal identification code.
    Language Settings	Switch the display language. The default language is determined by your browser settings. You can switch to Simplified Chinese or English.

• Analysis mode switching: You can switch between Chat mode and Canvas mode.

  • Chat mode: This is the core functional module of Quick BI AIPro. You can describe your analysis needs in natural language, and the AI automatically performs data queries and calculations, and then returns structured analysis results. It supports multi-turn follow-up questions, artifact generation, and one-click subscriptions.

  • Canvas mode: This is a visual workbench for intelligent conversational analysis. You can move analytical results from your conversation onto the canvas for free-form arrangement and combined presentation. The canvas holds all outputs generated during a conversation, such as charts, text, reports, dashboards, and HTML files. It also supports organizing, asking follow-up questions about, and combining these outputs to generate new analytical artifacts.

• Intent recognition: AIPro uses intent recognition to automatically map your natural language input to a corresponding action, such as Data Query, Visualization, Diagnosis, Report Generation, or Scheduled Task Creation. This means you do not have to manually switch to a specific feature page. The system returns analysis results based on the content of your question.

• Multiple result formats: You can generate results in various formats, including document reports, visual dashboards, HTML reports, PowerPoint presentations, and skills.

• Use analysis results: You can share, subscribe to, and download your analysis results.

• View history: You can view and search your history for Tasks and Subscriptions at the bottom of the left-side navigation pane.

Workflow

The Quick BI AIPro workflow is divided into two main paths: Admin configuration and User workflow. The following sections describe the steps and provide links to related documentation.

Required permissions

An organization role must have the relevant AIPro permissions.

• The AIPro Basic Functions permission allows a user to use AIPro.

• The AIPro Centralized Management permission allows a user to manage AIPro.