User Guide
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AI Assistant

The AI Assistant is a conversational interface that answers your questions using the intelligence data in your workspace. It's like having a senior analyst on call who has read every report, every news article, and every data point in your research.

Explain Like I'm 5
You know how you can ask a librarian, "What books do we have about dinosaurs?" and they know exactly where to look? The AI Assistant is your personal librarian for market research. It has read everything in your workspace and can answer questions like "Who are the top 3 competitors?" or "What's the biggest risk in this market?" — pulling from the actual reports and data you've collected.

What Does It Do?

The AI Assistant is available as a chat panel on the right side of the workspace, or as a floating chat bubble throughout the dashboard. When used inside a workspace, it's grounded in your workspace's intelligence data — meaning it references your actual reports, competitor analyses, and canvas nodes rather than giving generic answers.

Why It Matters

Instant answers — instead of re-reading a 30-page report to find one data point, just ask
Context-aware — the AI knows about ALL the intelligence in your workspace, cross-referencing across sources
Follow-up questions — drill deeper into any topic with conversational back-and-forth
Hypothesis testing — ask "What if our competitor drops prices by 20%?" and get reasoned analysis
Meeting prep — quickly get briefing points before a stakeholder meeting without re-reading everything

How to Use the AI Assistant

1

Open the Chat panel

Inside a workspace, click the Chat panel on the right side. Or click the floating chat bubble in the bottom-right corner from any dashboard page.

2

Ask a question

Type a question in natural language. Be specific: "What is ChargePoint's market share in France?" works better than "Tell me about competitors."

3

Review the grounded response

The AI responds with an answer that references specific data from your workspace. It may cite report sections, competitor profiles, or news articles.

4

Follow up or redirect

Ask follow-up questions to drill deeper, or change direction entirely. The conversation maintains context within the session.

Chat Conversation — Example

What are the biggest risks for entering the EV charging market in France?

Based on your workspace data, the three main risks are:

  1. Grid capacity constraints — your Market Report notes that 34% of French rural communes have insufficient grid capacity for DC fast charging.
  2. Subsidy reduction timeline — the Trend Report flags that France's ADVENIR subsidy program expires in Dec 2027 with no confirmed renewal.
  3. Connector standardization — your Competitor Analysis shows Ionity is deploying NACS adapters while others remain CCS-only, creating fragmentation risk.

How does this compare to Germany?

Germany has better grid infrastructure (only 12% of municipalities affected) but higher competition density — 5 major operators vs 2 in France. German subsidies (KfW 442) are also more stable with funding through 2029...

Pro Tip
The AI Assistant becomes more useful the more intelligence nodes you add to your workspace. A workspace with a Market Report, 3 Competitor Analyses, an SEO Audit, and a News Search gives the AI a much richer knowledge base to draw from than a workspace with just one report.