BotIntelli — AI Investigator User Guide
This guide explains the AI Investigator: how to start an investigation with a goal, view the agent’s steps, approve actions (if required), and download investigation reports.
What Is the AI Investigator?
The AI Investigator is an AI-powered investigation tool. You give a goal (e.g. “Investigate why customer churn increased this month”). The system runs an agent that explores your data, may propose actions (e.g. queries, drills), and produces a step-by-step investigation you can view and download as a report (DOCX/PDF).
Where to Find It
- Sidebar: AI Analytics → AI Investigator.
- URL:
https://app.botintelli.com/dashboard?view=ai-agent.
Complete User Journey
Step 1: Open AI Investigator
- You see an input for the investigation goal and optionally example goals (e.g. “Investigate why customer churn increased this month”, “Dig into the revenue drop and find the root cause”).
Step 2: Enter a Goal and Start
- Goal input: Type your investigation goal in natural language, e.g.:
- “Investigate why customer churn increased this month.”
- “Find the root cause of the revenue drop.”
- “Analyze why support tickets spiked last week.”
- Start: Click Start or “Launch investigation” (or similar). The agent begins and may show steps in real time.
Step 3: Watch the Investigation Steps
- Agent step viewer: You see a list or timeline of steps the agent is taking (e.g. “Querying sales data”, “Comparing regions”, “Drilling into product X”). This may update as the investigation runs.
- Approvals (if enabled): For certain actions (e.g. running a query, accessing a dataset), the UI may ask you to Approve or Reject. Use the approval control to continue or stop that action.
Step 4: View Results and Drill-Down
- When the agent returns results (tables, charts, or text), you can view them in the step viewer. If drill-down is available, you can click to go deeper (e.g. from summary to detail).
Step 5: Download the Report
- Download button: Use Download report (or “Download”).
- Format: Choose DOCX or PDF. The investigation report (goal, steps, findings) is generated and downloaded. You can use the same button for an existing session if you have the session or goal context.
Input Fields and Actions
| Element | What to do |
|---|---|
| Goal input | Type the investigation goal (e.g. why something happened, root cause of a metric change). |
| Example goals | Click an example to use it as the goal (or edit it) and start. |
| Start / Launch | Start the investigation. |
| Step viewer | Follow the agent’s steps; expand or click for details. |
| Approve / Reject | When prompted, approve or reject an agent action. |
| Download report | Download the investigation as DOCX or PDF. |
Tips and Troubleshooting
- Investigation stuck: Check your connection; some steps may take time. If there’s an error, try a simpler or more specific goal.
- Approval required: Approve only actions you trust; reject if the action seems wrong or out of scope.
- Download failed: Ensure a session or goal is selected and retry; check for download/pop-up blockers.
Quick Reference
| Goal | Action |
|---|---|
| Run an investigation | Enter goal in the input → Start / Launch. |
| Follow steps | Use the step viewer and approvals when shown. |
| Get a report | Download report → DOCX or PDF. |
For one-off questions and charts, use AI Insights. For narrative summaries, see Data Stories.