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Introduction

Welcome to your user guide for InsightsIQ Analytics Agent.

This guide will walk you through using Agents to easily analyze your data, glean actionable insights, and make confident decisions—all within an intuitive interface.

Objective: To effectively use AgentIQ to gather insights.

Prerequisites: Basic understanding of your data and analytical requirements.

What Is AgentIQ?​

AgentIQ is an analytics agent that helps you explore and analyze datasets using conversational prompts. It can run descriptive analysis, forecasts, summaries, insights and answer targeted questions about your data.

Accessing & using AgentIQ​

  • Expand the left navigation and click the agent icon (above notifications) to open the agent chat interface
Navigating to AgentIQ
Navigate to 'AgentIQ' from the left sidebar menu.
  • Click on 'New Session' button to start a fresh conversation.
Opening new chat session
Click 'New Session' to start a new conversation with AgentIQ.
  • Interact with the agent via the chat interface by asking it questions related to your data. Example prompt: Give me a demand forecast for December 2026 based on past sales in Europe during December 2018–2025.

Quick tips for prompts​

  • Be specific (time range, region, metric).
  • Mention dataset name or attach the relevant file/session when necessary.
  • Ask follow-up clarifying questions (AgentIQ can iterate on analyses).

AgentIQ features​

Accessing Agent chat sessions​

  1. Click on the expand icon next to 'New Session' button to open the chat panel.
Accessing chat sessions
Expand the chat panel to view all agent sessions.
  1. Click on 'All Agent Sessions' to expand all chat sessions.
    note

    Click on 'Starred Sessions' to find all starred chats.

  2. Alternatively use the search option to find the chat using its name.

Creating and managing sessions​

  • New Session — starts a clean chat with the agent.
  • Rename — click the options icon (three-dot menu ⋮) next to a chat (see screenshot below) and choose Rename to set a meaningful title. This makes later searching easier.
  • Star — mark important sessions for fast access.
  • Delete — remove sessions you no longer need; confirm deletion if prompted.
Chat session options
Access chat options to rename, star, or delete sessions.

Expanding/Collapsing chat​

Click on the 'expand' icon next to the close action.

Expand chat window
Expand the chat window for a larger view.

Attaching files to chat​

  1. Click on the 'attach' icon on the chat interface.
Attach files to chat
Use the attach icon to upload files to your chat session.
  1. Select the file from your computer.

Troubleshooting & Tips​

  • Agent gives unexpected results: Ask it to show the data sample and assumptions it used (e.g., “Which columns did you use?”).
  • Attachment failed to upload: Check file size, browser connectivity, and supported file types. Re-try after compressing or splitting large files.
  • Session missing: Check All Agent Sessions and Starred Sessions; confirm you didn’t accidentally delete it.
  • Slow responses: Large datasets or complex forecasts may take longer — try a smaller sample to validate the approach, then run full analysis.

Frequently Asked Questions (FAQ)

This FAQ provides answers to common questions about AgentIQ.

What is AgentIQ and what can it do?
AgentIQ is a conversational analytics assistant that answers questions, summarizes data, generates insights, runs forecasts, and helps you explore datasets via chat. It can work with uploaded files and interact with datasets available in your workspace.

How do I start a new analysis?
Open the agent via the left nav, click New Session and type a clear prompt describing what you want analyzed.

Are chat sessions saved? How do I find them later?
Yes. Sessions appear under All Agent Sessions. Use Starred Sessions to keep important chats handy, or use search to find sessions by name.

Can I rename or delete sessions?
Yes — click the options (three-dot menu ⋮) next to a chat to rename, star, or delete it.

How do I get better forecasts or more accurate answers?
Provide a clear objective, a clean dataset, the exact time window, and any constraints or assumptions. Ask the agent to show intermediate steps and validation plots. Example: “First show monthly seasonality, then run a 12-month forecast.”

What if the agent’s answer looks wrong?
Ask it to show the sample data and the columns it used, then request step-by-step outputs (summaries, plots, model diagnostics) to identify where the discrepancy arises.

Who do I contact for access or permission issues?
Contact your platform administrator or internal support team; they can confirm access rights and data permissions.