Understanding AI Data Explorer
Summarize
Summary of Understanding AI Data Explorer
AI Data Explorer is an AI-powered tool designed to help ServiceNow customers gain instant insights and conduct deep data explorations. It centralizes data-driven decision making by enabling users to ask natural language questions, receive tailored recommendations, and collaborate with AI and colleagues in an interactive environment.
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The interface is divided into three main sections:
- Exploration list: Displays all explorations owned or shared with the user, with options to create new explorations.
- Title and action bar: Contains an editable exploration title, buttons for summarizing and querying data, sharing and deleting options, and shows active collaborators.
- Exploration content: Shows data visualizations or lists generated from queries, summaries of results, exploration goals, and participant commentary to support collaborative analysis.
Users and Roles
AI Data Explorer supports three user roles with distinct capabilities:
- Exploration creator: Initiates explorations, sets goals, generates initial visuals, and manages sharing. Requires the
nowassistexploreruserrole or higher. - Exploration participant: Collaborates with editing rights, can add visuals and commentary, and potentially share the exploration further. Also requires the
nowassistexploreruserrole or higher. - Exploration viewer: Has read-only access without editing or AI query capabilities, and may lack the required role.
Key Benefits
- AI-Guided insights: Natural language queries guide analysis and suggest next steps for exploration.
- Document editing and organization: Collect and organize insights and user commentary within a single document for comprehensive understanding.
- Collaboration: Shared workspaces facilitate teamwork, helping align insights and support data-driven decisions.
- Seamless integration: AI Data Explorer can be triggered from any list or data visualization across ServiceNow applications to query relevant data instantly.
Next Steps for Customers
To maximize the value of AI Data Explorer, customers should explore activation of AI Data Explorer skills, learn how to effectively use the tool for analysis and collaboration, and consult reference documentation for detailed configuration and usage guidance.
AI Data Explorer is your AI companion for instant insights and deep data explorations. Ask quick questions, receive tailored recommendations, and collaborate with AI and your colleagues to build long-term analysis.
AI Data Explorer overview
The objective of AI Data Explorer is to bring your thoughts into one place by empowering users to explore, generate interesting findings, and collaborate seamlessly. This is achieved through an AI-assisted, interactive exploration that serves as a centralized space for data-driven decision making.
Exploration list. Expand or hide the list with the show/hide icon
. The list shows all explorations that you own or that have been shared with you. You can also create a new exploration with the plus (+) icon.
Title and action bar. This section includes an editable title for the exploration, buttons for summarizing the exploration and asking a question about data, and a More Options menu for sharing and deleting the exploration. It also shows which other users are currently in the exploration. You can share an exploration only if you own it or it has been shared with you with sharing rights.
Exploration content. This section displays the results of data exploration queries. The results typically include a data visualization or list and a summary of the contents of that visualization or list. The exploration can also include its purpose or "goal" and any text that the participants have added, such as a discussion about the results.
AI Data Explorer users
| User | Description |
|---|---|
| Exploration creator | Creates new explorations. Sets the goal of the exploration. Generates the first graphics. Can use the exploration just for themselves, or can invite participants and viewers, who must have access to the data in generated data visualizations. Must have the now_assist_explorer_user role or higher. |
| Exploration participant | Anyone with whom the exploration is shared with editing rights. Must also have the now_assist_explorer_user role or higher. Can generate more data visualizations or write commentary. May be able to share the exploration further. |
| Exploration viewer | Anyone with whom the exploration is shared either without editing rights or without the now_assist_explorer_user role or higher. A viewer cannot ask questions of the AI or add text to the exploration, but they can read it. |
AI Data Explorer benefits
- AI-Guided insights: Gain insights using natural language queries, with AI guiding your analysis and suggesting the next questions to explore.
- Document Editing and Organization: Collect insights in a single document. Edit, organize, and add your own thoughts for a comprehensive understanding.
- Collaboration with Other Users: Work together in a shared space to refine analyses, align on insights, and drive data-driven decisions with ease.
- Seamless integration with all applications: Trigger Now Assist explorer from any list or data visualization to ask questions about the data in your experiences.