Data Assistant

The Data Assistant is an AI-powered conversational interface that allows you to interact with your Purchase Order data using natural language. It securely queries the database based on your role, ensuring you only see the data you are authorized to view.

Accessing the Assistant

To open the Data Assistant, click "Data Assistant" in the left sidebar menu. This will open the chat interface where you can start asking questions about your data.

What You Can Ask

You can ask the Data Assistant questions in English or Chinese. It is designed to understand context and retrieve the exact data you need.

Examples of Questions: - "How many POs are in production?" - "Show me my overdue POs." - "What is the total value of our orders this month?" - "Show me the status distribution of all my POs." - "Top 5 vendors by PO value this quarter." (Managers only)

Features

Role-Based Access Security

The Assistant strictly follows the same security rules as the rest of the application. - Vendors will only ever receive answers and data related to their own specific company. - Managers and Admins can query data across all vendors.

Interactive Charts

When you ask for aggregated data (like PO values over time, or counts by status), the Assistant will automatically generate beautiful, interactive charts if there's enough data points. - Line Charts for time-series data. - Bar Charts for category comparisons. - Donut Charts for status distributions.

Tip: You can hover over the data points in the chart to see exact numbers, and use the scrollbar at the bottom of large line charts to zoom in on specific date ranges.

Data Tables

If you ask for a specific list of PO details (e.g., "Show me overdue POs"), the Assistant will present the results as a scrollable data table instead of a chart.

See The Source

For transparency, every time the assistant uses data, you can click on "View Data Source" just below the chat bubble to see exactly which database function was used to fetch the information.