River Assistant

Click the chat icon in the right sidebar to open the River Assistant. Your access controls the available data and actions.

Include the measure, grouping, and period in your request. These details help the assistant give a specific answer.

Ask a question

1. Type a request in the message field. For example: “Show the top 10 customers by revenue for the last quarter.”
2. Press Return to send the request.
3. Read the answer and its table or chart.
4. If necessary, send another request in the same conversation. For example: “Only include the East region.”

A chart response has chart and table views. If the assistant asks for more information, answer its question before you continue.

You can also request issues, rules, and audit activity. For example: “Find critical unresolved issues.” Your access controls the available records.

Save a chart

A generated chart stays in the conversation. Save the chart to use it in a dashboard.

1. Click Save chart on the chart. This action requires a response with the query necessary to create the chart again.
2. Enter a name.
3. If necessary, enter a description or select a destination dashboard.
4. Click Save Chart. If you selected a dashboard, click Save & Add to Dashboard instead.

The chart library contains saved charts. A chart does not enter the library until you save it.

Prepare a river view

Include “the river” in a request to change the page. For example: “Group the river by Customer and show Profit for 2024.”

The assistant returns a link with the proposed settings. Click the link to apply those settings.

A request such as “Show revenue by region” can produce a chart in the conversation. Use “group the river” to request a river view.

See Toolbar and Views to save the resulting configuration.

Prepare a monitoring rule

Describe the condition that you want to monitor. For example: “Alert me when revenue decreases more than 10% month over month.”

The assistant prepares an unsaved rule preview.

1. Read the conditions and actions.
2. If changes are necessary, click Edit in Builder.
3. Do a test in the builder if necessary.
4. Click Save Rule to create the rule from the preview.

To change a saved rule, include its name and the required change. For example: “Change the Late Shipment threshold to 7 days.”

The assistant prepares an unsaved revision. Click Review in Builder to open it. The saved rule changes only after you save the revision in the builder.

See Rules for the complete procedure.

Find past chats

Click Past Chats in the panel header to show the conversation history.

• Use Search chats to filter conversations by title.
• Click New Chat to start a new conversation. The first message saves the conversation.
• Open a conversation’s … menu to rename, pin, unpin, or delete it. Deletion requires confirmation in the list.

Share a conversation

Each assistant reply has copy, feedback, and Share actions. Click Share to create a public link and copy it to your clipboard.

Anyone with the link can read the complete conversation. Recipients cannot send messages in the shared conversation. The interface has no control to revoke the link.