Insights & dashboards

# Ask the AI assistant about your data

Ask questions in plain language about trips, orders, invoices and vehicles; the assistant looks up your platform data and shows what it used.

Updated 4 October 2026

**Who can do this:** The Insights or Reporting platform feature, the insight permission, and an AI model set up for your platform.

The **AI assistant** sub-tab on the Insights tab answers questions about your own transport data. You type a question such as "How many trips did we complete last week?" and the assistant looks up the data on your platform to answer it. Under each answer you can open the data it used, so you can check the figures yourself.

## Ask a question

1. Open the dashboard and click the **Insights** tab.
2. Click the **AI assistant** sub-tab.
3. Type your question in the box **Ask a question about your data...**.
4. Press Enter, or click the send arrow (**Send**). Press Shift+Enter if you want a new line instead.
5. Wait while the assistant works. Three dots show that it is busy; larger questions can take a while.
6. Read the answer. Click a **Data from** panel under the answer to see the rows behind it.

## What you can ask

The assistant can look at your trips, consignments, transport orders, invoices, quotes, vehicles and drivers. Some examples:

* "Which customers did we invoice the most this month?"
* "Show the trips that are still planned for tomorrow."
* "How many open quotes do we have, and what is their total value?"
* "Which vehicles drove the most trips in September?"

Ask follow-up questions in the same conversation to narrow the answer down, for example "Only for customer X".

## How the assistant answers

* It only reads data from your own platform. It never creates or changes anything.
* It may run several lookups for one question. Each lookup appears as a separate panel, such as **Data from** trips with the number of **rows**.
* Each lookup returns a limited number of rows. For full lists, use [the query builder](/en/help/reporting-query-builder) or a [ready-made report](/en/help/insights), which you can download.
* The data panels show up to 12 columns, and long values are shortened. There is no download from the chat.

Always check important figures in the data panels. If an answer looks wrong, rephrase the question with a clear period and record type, for example "completed trips between 1 and 30 September".

## Start over

Click **Clear chat** in the header to remove the conversation and start a new one.

The conversation is not saved. It is lost when you switch sub-tab, reload the page or click **Clear chat**.

If you see **Something went wrong while answering. Please try again.**, try again later. If the error keeps coming back, ask your administrator to check that an AI model is set up for your platform.

## Related articles

* [Run a report on the Insights tab](/en/help/insights)
* [Build your own report with the query builder](/en/help/reporting-query-builder)
* [Build your own dashboard](/en/help/custom-dashboards)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en/contact)[Report an issue](/en/report-issue)

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Canonical page: https://transportial.com/en/help/insights-ai-assistant