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
Open an element or scorecard detail page (e.g., Measures > Expenses).
Double-click into a supported text card (such as Analysis or Recommendations).
Click on Pop-out Editor from the text editor ribbon.
Toggle the option Show ClearPoint AI Assistant.
Select Generate Recommendations.
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?
Review the AI-generated response.
Insert or reference the insights as needed.
Example Use Cases
Quickly generate a summary of trends before a strategy meeting
Ask why a specific measure is improving or declining
Identify common drivers affecting multiple KPIs
Copy Edit My Text
The Copy Edit My Text feature improves clarity, tone, and structure of existing content.
How to Use
Open an element or scorecard detail page (e.g., Measures > Expenses).
Double-click into a supported text card (such as Analysis or Recommendations).
Click on Pop-out Editor from the text editor ribbon.
Select Copy Edit My Text.
Review the revised version for grammar, readability, and flow.
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
Navigate to a Measure, Initiative, scorecard, or report.
Open the AI Assistant.
Select Analyze Data.
Review the generated analysis of performance patterns and outliers.
Use the insights to inform decisions or enhance written analysis.
Example Use Cases
Detecting anomalies in measure performance
Identifying underperforming initiatives
Comparing recent results to historical trends
Exception Report
The Exception Report identifies areas that require attention, such as missed targets, negative trends, or stalled progress.
How to Use
Open a Scorecard.
Launch the AI Assistant.
Select Identify Exceptions.
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
