AI Display Analysis-Chat and Report Modes

Overview

The AI Display Analysis feature delivers instant, practical insights from your SAP data without requiring data analysis expertise. Simply open any Angle display and ask the AI automatically analyzes your data and answers in seconds.

Two ways to use AI summaries:

Chat Mode - Interactive exploration. Ask follow-up questions, drill into data, and refine your analysis in real time. The AI suggests relevant next steps to guide your discovery.

Report Mode - Scheduled automation. Set up recurring AI summaries delivered via email on your cadence. No manual work, insights arrive ready to act on.

Key Benefits

Feature	Description
Conversational analysis	Ask questions about your data in natural language. Explore trends, anomalies, and patterns without switching tools.
Personalized instructions	Configure role-based context so summaries focus on the KPIs and business drivers that matter to each user.
Scheduled delivery	Automate recurring summaries to your inbox. No dashboards to build, no reports to run manually.
Data-driven insights	Automatically identify trends, gaps, and outliers that demand attention.

Business Impact

Benefit	Description
Faster decisions	Get actionable insights in seconds instead of hours spent analyzing data manually.
Eliminate manual work	No more status meetings or manually compiled reports. Summaries are automated and always current.
Consistent quality	Every user gets the same analysis standards applied consistently, preventing analysis blind spots.
Global accessibility	International teams access insights in their native language. No translation delays.
Catch problems early	AI highlights data quality issues and anomalies before they become problems.

Data Privacy and Security

Your data stays protected. When you use AI Display Analysis, data is processed through insightsoftware's internal MCP server, where it is aggregated based on your question before being sent to the LLM (Large Language Model). The external AI model only receives the aggregated display data from your current view. It does not have access to your full data model, database structure, transaction details, or any data outside the display. As a result, the LLM receives only the specific information needed to answer your question, helping protect your privacy while minimizing the data shared with external systems. Because only aggregated display-level data is shared, the privacy and security risk is significantly reduced compared to exposing underlying source data. The AI model has no visibility into the Angles for SAP data model, your ERP system, database schema, underlying transactions, or broader business data, and cannot retrieve additional information beyond what is included in the aggregated display context.
Angles for SAP currently integrates with OpenAI as the default LLM provider. We are also developing support for Bring Your Own LLM (BYO-LLM), allowing you to use your preferred AI model while maintaining the same data protection principles.

To learn more about insightsoftware's approach to responsible AI, security architecture, privacy controls, and data handling practices, see our AI Security Statement. This document outlines our AI governance framework, security measures, customer data protection practices, regional data residency options across North America, Europe, and Asia-Pacific, and explains how Lineos AI services process customer data. Customer data is never used to train AI models.

insightsoftware is compliant with ISO/IEC 42001, the international standard for AI management systems. This certification demonstrates our commitment to the responsible governance, development, deployment, and use of AI technologies.

Customers who prefer not to share any display data with an external AI model can completely disable AI Display Analysis at the system level. Administrators can turn off the feature in IT Management Console > Global Settings > System Settings > Enable AI Features that Use Display Data. When disabled, no aggregated display data is sent to an LLM, ensuring that all display data remains entirely within your environment. This gives organizations full control over AI usage and allows you to adopt AI capabilities only when they are comfortable with your organization's security and compliance requirements. While the risk associated with AI Display Analysis is limited due to the use of aggregated display data rather than underlying business data, customers can always opt out by disabling the feature system-wide.

Activate AI Display Analysis

The AI Display Analysis feature must be activated at three levels before you can begin generating summaries. Administrators should complete these steps in sequence.

System-Level Activation

By default, the AI Display Analysis feature is disabled at the system level. A system administrator must enable it before any user can access it.

Enable at the system level:

Log in to Angle with a system administrator account.
Go to IT Management Console>Global Settings>System Settings > Enable AI Features that Use Display Data.
Toggle the AI Display Analysis option to Enabled.
Save your changes.

Role-Level Activation

Once enabled at the system level, the feature is available to all roles by default. Administrators can grant or restrict access on a per-role basis to control which user groups can use AI summaries.

Manage role-level access:

Go to IT Management Console>Models>Roles
Select the role you wish to configure.
Locate the AI Display Analysis permission and set it to Disabled or Enabled as required.
Save your changes.

User-Level Activation

At the individual user level, the feature is disabled by default. Each user must activate it in their personal settings to begin using it.

Enable at the user level:

Open User Settings at the bottom right of the navigation panel.
In User tab, locate the AI Display Analysis option and toggle it to Enabled.
Save your preferences.

All three levels, System, Role, and User, must be configured before AI summaries become available to a user.

Personalizing AI Summaries with Instructions

AI instructions allow you to tailor the summaries generated by the AI to match specific business contexts, user roles, or display requirements. While optional, configuring instructions significantly improves the relevance and usefulness of generated summaries.

There are two types of instructions:

User-Level Instructions

User-level instructions define the persona of the user, their role, responsibilities, priorities, and specific formatting instructions. The AI uses this context to shape the tone, focus, and depth of every summary generated for that user, across all displays they access. User Instructions and every AI analysis you run on any display, respects your role and preferences.

For example, a CFO's instructions might direct the AI to emphasize financial performance and profitability metrics, while a Production Manager's instructions might focus on equipment effectiveness and output rates.

To configure user-level instructions, go to User Settings > AI User Instructions and enter a description of your role, objectives and formatting preferences.

Display-Level Instructions

Display Instructions let you standardize how AI analyzes a specific view. Whoever uses this display gets the same analysis. This ensures consistent insights across your team.

Any user with access to the display can view and modify display-level instructions.

When both user-level and display-level instructions are configured, the AI considers both when generating summaries. This combination produces the most targeted and relevant results. Display instructions let you standardize how AI analyzes a specific view. Whoever uses this display gets the same analysis, providing consistency.

Examples of Role Personas

The following table provides example personas that can be adapted for user-level instructions. These examples illustrate the type of context that helps the AI produce more relevant summaries.

Role	Business Goals	Key Performance Indicators (KPIs)
CFO	Maximize profitability, ensure compliance, control costs, support strategic decisions.	EBITDA, Net Profit Margin, Cash Flow, Budget Variance, ROI
Sales Manager	Grow revenue, improve conversions, expand customer base, achieve sales targets.	Revenue, Conversion Rate, Average Deal Size, Pipeline Value, Customer Acquisition Rate
Procurement Manager	Reduce procurement costs, ensure supplier reliability, optimize purchasing.	Cost Savings %, Supplier Lead Time, Purchase Price Variance, On-Time Delivery
Quality Manager	Improve product quality, reduce defects, ensure compliance, enhance satisfaction.	Defect Rate, First Pass Yield, Customer Complaints, Cost of Poor Quality, Audit Compliance
Production Manager	Maximize efficiency, reduce downtime, meet production targets, optimize resources.	OEE, Production Output, Downtime, Scrap Rate, Cycle Time
Supply Manager	Optimize inventory, improve on-time delivery, minimize operational costs.	OTIF, Inventory Turnover, Order Fulfillment Rate, Lead Time, Forecast Accuracy

Generating AI Summaries

Once the feature is enabled and optionally configured with instructions, users can begin generating AI summaries in either Chat Mode or Report Mode.

Chat Mode (Interactive)

Chat Mode provides a real-time, conversational interface where you can explore your data through dialogue. Summaries are generated in the context of the active display and can be refined through follow-up questions.

Starting a Chat Session

Open any Angle display.
Click the AI Analysis tab.

To generate an initial summary, either:

Click Start AI Summary to let the AI analyze the current display automatically, or
Type a specific question or focus area in the prompt field and press Enter or click Submit button.

Interacting with the AI

After the initial summary is generated, you can continue the conversation to explore your data further:

Ask follow-up questions to drill deeper into specific areas.
Request charts or visualizations of the data.
The AI will also suggest relevant follow-up questions to guide your analysis.

AI-generated summary with follow-up suggestions

AI conversation with chart and further analysis options

Session Continuity

AI summaries are retained within the current browser session. This means:

You can navigate between multiple displays without losing your conversation history.
Switching back to a previously analyzed display restores the AI summary from that session.
Summaries are cleared when you refresh the page or navigate away from the angle.

To reset the current conversation at any time, click the Refresh button located at the top of the AI Analysis panel.

The AI Analysis side panel is available on every display. Each display maintains its own independent conversation thread during your session. Your AI analysis history is kept for reference. You can revisit any analysis, compare insights over time, and track how your data has evolved. The AI analysis is always tied to your current data. If you change the display, filter it, drill down, exclude records and so on, then the AI Analysis feature will suggest that you execute a new AI analysis as it may impact your previous AI analysis results.

Report Mode (Scheduled Email Delivery)

Report Mode enables you to schedule AI summaries as automated tasks. Automatically deliver AI-generated summaries to users, reducing the need for status meetings. Display and User Instructions ensure insights are presented in the right format for each audience, and users can jump directly from their e-mail into the data with a single click when they need more detail. The generated summary is delivered directly to one or more recipients via email, according to the schedule you define.

Setting Up a Scheduled AI Summary

Navigate to the Automation Tasks configuration area.
Create a new automation task and select AI Automation Summary as the datastore.
Configure the following required settings:
1. Run As User: specify the user whose instructions and access context the AI will use when generating the summary.
2. Recipients: enter at least one valid email address to receive the summary.
3. Schedule: define the frequency and timing of the summary delivery.
Save and activate the task.

Understanding the AI Summary Output

Email Delivery (Report Mode)

When a scheduled AI summary is delivered, the recipient receives an email containing an AI-generated narrative summary of the relevant display data.

The email includes a Start AI Analysis button. Clicking this button opens the Angle application directly to the relevant display, with the AI Analysis side panel pre-opened so that the user can immediately begin an interactive conversation.

Email - Content

AI Summary email with Start AI Analysis button

The AI summary typically includes:

A high-level narrative of the data on the display.
Identification of notable trends, anomalies, or areas requiring attention.
Targeted observations based on any configured user-level or display-level instructions.

AI-generated summaries are produced by a machine learning model and may not always be fully accurate. Users are strongly encouraged to verify all AI-generated insights against the underlying source data before making business decisions.

As with all AI-powered tools, the quality of the output depends on the quality of the input data and the clarity of the instructions provided. Well-configured user-level and display-level instructions will consistently produce more relevant and accurate summaries.

Quick Reference Checklist

Use the checklist below to verify that all prerequisites are met before using the AI Display Analysis feature.

Prerequisites

AI Display Analysis is enabled from System Settings > AI Enabled Features.
The user's role has been granted AI Display Analysis permission.
The individual user has enabled AI Display Analysis in their User Settings.
(Optional) User-level instructions have been configured to reflect the user's role and priorities.
(Optional) Display-level instructions have been configured for the relevant display.
(Report Mode only) SMTP service is configured and operational.
(Report Mode only) The automation task has been set up with AI Automation Summary as the datastore, with a valid Run As User and at least one recipient email address.