AI Assistant to Analyze Your Data

ClearPoint’s AI Assistant helps users interpret performance data, generate insights, and recommend next steps directly within ClearPoint.

Fernando Montenegro
11 steps
22 seconds

Clearpointstrategy

The AI Assistant is available through **Analysis & Recommendations AI**, which is accessed from supported text-based cards on element detail pages and adapts its analysis based on the data you are viewing.

## Summary The AI Assistant in ClearPoint Next helps teams move from data collection to insight generation faster. By embedding analysis, recommendations, and summaries directly into element and scorecard workflows, ClearPoint enables more informed discussions and stronger strategic execution—without leaving the platform.

Using the AI Assistant in Analysis & Recommendations

The AI Assistant is context-aware and analyzes the element, scorecard, or report you are working with. It does not automatically save changes—users always review and apply suggestions manually. The AI Assistant supports the following capabilities: - Ask Me Anything - Recommendation Engine - Copy Edit My Text - Analyze Data (Measures and Initiatives) - Summarize Data (Objectives and Scorecards) - Exception Report (Scorecards)

Ask Me Anything

The **Ask Me Anything** feature allows users to ask natural-language questions about their data and receive instant insights. ## How to Use 1. Open an element or scorecard detail page (e.g., **Measures** > **Expenses**). 2. Double-click into a supported text card (such as Analysis or Recommendations). 3. Click on **Pop-out Editor** from the text editor ribbon.

1. Toggle the option **Show ClearPoint AI Assistant**. 2. Select **Generate Recommendations**. 3. Or type a question, such as: - *What are the key trends in this scorecard?* - *How did our KPIs change over the last quarter?* - *What factors contributed to this performance drop?* 4. Review the AI-generated response. 5. Insert or reference the insights as needed.

Copy Edit My Text

The **Copy Edit My Text** feature improves clarity, tone, and structure of existing content. ## How to Use 1. Open an element or scorecard detail page (e.g., **Measures** > **Expenses**). 2. Double-click into a supported text card (such as Analysis or Recommendations). 3. Click on **Pop-out Editor** from the text editor ribbon.

1. Select **Copy Edit My Text**. 2. Review the revised version for grammar, readability, and flow. 3. Apply or further edit the suggested changes before saving. ## Example Use Cases - Polishing KPI analysis for leadership audiences - Improving report summaries - Clarifying initiative updates

Analyze Data

The **Analyze Data** feature provides a deeper, data-driven review of performance, highlighting trends, correlations, and anomalies.

## How to Use 1. Navigate to a Measure, Initiative, scorecard, or report. 2. Open the **AI Assistant**. 3. Select **Analyze Data**. 4. Review the generated analysis of performance patterns and outliers. 5. Use the insights to inform decisions or enhance written analysis.

Exception Report

The **Exception Report** identifies areas that require attention, such as missed targets, negative trends, or stalled progress. ## How to Use 1. Open a Scorecard. 2. Launch the **AI Assistant**. 3. Select **Identify Exceptions**. 4. Review the list of measures or initiatives flagged by the AI, along with possible explanations.

## Example Use Cases - Quickly identifying KPIs that are off track - Detecting stalled initiatives early - Focusing leadership discussions on the most critical issues