Quick BI AIPro overview

Use cases

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

• An operations specialist asks, "Why did GMV decline in East China?", and the AI automatically drills down to a three-level attribution analysis by category, channel, and store.

• A finance professional generates a "monthly business dashboard" through conversation and creates a subscription task to send the monthly report on the first of each month.

Core advantages

The following table compares Quick BI AIPro with traditional BI.

Features

• Dual-view navigation: When you log in to Quick BI AIPro, the homepage displays a dual-view navigation structure: Personal and Enterprise.

  • Personal view: Your personal workspace where you can manage your conversations, analysis outputs, subscription tasks, and personal data assets.

    

  • Enterprise view: A public marketplace for enterprise resources, where you can browse the Data Marketplace, Skills Marketplace, and MCP Square.

    

• Platform module switching: You can switch to other modules, such as the Quick BI Workbench and Management Center. You can also view information about your usage, knowledge, and shares in the Personal Center.

  • ① Switch to Quick BI Workbench

  • ② Go to the Message Center

    Here, you can centrally manage and track the permission application process for various resources. The Message Center is displayed as a pop-up window and includes the My Approvals, My Applications, and My Submissions tabs. In the list, pending items appear before processed ones. You can approve, view details, or withdraw applications as needed, and filter records by status such as Pending Approval and Processed.

  • ③ Go to the Management Center

  • ④ Go to the Organization page in Quick BI

  • ⑤ Personal CenterView your Personal Account Information, Usage, Knowledge & Memory, My shares, Personal Identification Code, and Language.

    Item	Description
    Personal Account Information	View your account name and ID.
    Usage	In Usage, you can view the Credits used and the quota limit for your account in the current billing cycle.
    Knowledge & Memory	Knowledge & Memory includes three tabs: My Knowledge, My Memory, and Personal Workbook. My Knowledge: Records the business definitions, term explanations, and calculation standards that you use. This knowledge is visible only to you, and you can add it manually. Business Definition: Define common business concepts within your enterprise. You can enter frequently used and standard terms from your business operations, such as "Sales Progress" or "GMV". The maximum length is 100 characters. Data Interpretation: Provide detailed explanations of the current business definition, including its meaning, calculation logic, and important notes. This helps the LLM better understand the business definition. The maximum length is 1,000 characters. Synonym: Enter other common names or aliases for the current business term. This helps the large language model recognize different phrasings for the same business definition. Press Enter after typing to add an entry. You can add multiple synonyms at once by separating them with a semicolon (;). Once added, the AI automatically applies this knowledge whenever a synonym is used in a question about the relevant data resources. My Memory: Stores information related to your role, business context, and history. The system automatically maintains this from your conversations. You can enable or disable the Automatically extract memory toggle as needed. When enabled, the system automatically extracts and records key information from your conversations. This content cannot be edited. Click the icon for the target memory, and then click Confirm in the confirmation dialog box. Once a memory is cleared, it cannot be recovered, so proceed with caution. Personal Workbook: Define your preferred analysis and output methods for the AI to follow. These settings apply only to you and can be viewed and edited.
    My shares	In My shares, you can view your shared resources and enable or disable sharing, copy links, and delete items.
    Personal Identification Code	View your Personal Identification Code.
    Language	Switch the display language. The default is your browser's language. You can switch to Simplified Chinese or English.

• Analysis mode switching: The platform supports two modes: Chat Mode and Canvas Mode.

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

  • Canvas Mode: A visual workbench for conversational analysis. You can move analysis results from your conversation onto the canvas for free-form arrangement and presentation. The canvas accepts all outputs from the conversation, such as charts, text, reports, HTML, and files, and allows you to organize, ask follow-up questions about, and combine these outputs to create new analysis outputs.

• Intent recognition: AIPro uses conversational intent recognition to automatically map the natural language you enter to a corresponding action, such as data query, visualization, diagnosis, report generation, or scheduled task creation. This eliminates the need to manually switch to a specific function page. The system then returns relevant analysis results based on your question.

• Multiple output formats: The platform can generate various output formats, including document reports, visual reports, HTML reports, PowerPoint presentations, and skills.

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

• View history: You can view and search the history of your Tasks and Scheduled items in the lower section of the left-side navigation pane.

Workflow

The Quick BI AIPro workflow has two main tracks: administrator configuration and user tasks. The following sections describe the steps and provide links to relevant documentation.

Required permissions

Users must be assigned an organization role with the relevant AIPro permissions.

• Users with the Basic Features permission for AIPro can use the platform.

• Users with the Centralized Management permission for AIPro can manage the platform.