AI Chatbot by SmartVisuals

SmartVisuals AI Chatbot brings conversational AI into your Power BI reports. Ask a question about your data in plain English or your own language and get an answer, a chart or a working DAX formula in seconds. AI is included: get a free license key, paste it into the visual and start chatting - no AI account, no API key, no setup.

New: ask about your own files

• Attach an Excel or CSV file (Starter) in the chat and ask about it, or compare it with the report: actual revenue vs the targets in your file, with difference and attainment in %.
• Attach a PDF (Professional) - a contract, price list or annual report - and ask about it; answers quote the document with page numbers. Files stay in your browser session.

Features

• Answers you can check (free) - "How I got this" under every answer shows the fields, filters, periods and rows used, plus "Show rows". The visual calculates the numbers; the AI does not guess them.
• Like-for-like comparisons - "Jan-Aug 2026 vs 2025" compares the same months in both years.
• Export from charts (Professional) - copy a chart as an image or its data, or export it to CSV (where your tenant allows downloads).
• Instant Insights (free, no license) - totals, top and bottom performers, trends and data completeness, computed on your device without AI.
• Natural language questions (free with a monthly message limit) - "What were the top 5 products by revenue last quarter?" Filters and slicers are respected.
• DAX Assistant (Starter) - generate, explain and debug measures written with your real table and column names.
• Automatic charts (Professional) - bar, line, pie, donut and area charts in the visual's theme colors.
• Breakdowns by two dimensions at once (Professional), such as revenue by segment and country.
• Insight Discovery (Professional) - AI-generated question sets that look for trends, outliers and comparisons, with an executive report.
• PDF export to email (Professional) - the conversation or an AI executive summary as a branded PDF.
• Themes and formatting (free) - SmartVisuals, Modern, Dark, Terminal or a custom mode with your colors, fonts, layout and avatars. No watermark on any plan.

Current AI models

SmartVisuals AI is included and is the default: pick Claude or GPT. Standard (Claude Haiku 5.5 / GPT-6 Luna) on every plan, Advanced (Claude Sonnet 5.5 / GPT-6 Sol) in Professional. Or bring your own key (BYOK) and pick the model: Anthropic Claude Haiku 5.5, Sonnet 5.5, Opus 5.5 and Fable 5.1; OpenAI GPT-6 Luna, Sol and Astra; Google Gemini 3.5 Flash-Lite, 3.8 Flash and 3.1 Pro; xAI Grok 4.3 and 4.7; or your own Azure OpenAI deployment.

Accessibility

Keyboard operable (Tab, Enter, arrow keys, Escape). The conversation is a live region for screen readers, icon buttons are labelled, Power BI high-contrast mode is honored, and animations follow the reduced-motion setting.

Languages

Chat interface, Instant Insights and answers in English, German, French, Spanish and Czech; the AI answers in the language of the question or a chosen chat language. The format pane is in English.

Plans

Free to download. AI chat needs a license key; the Free plan key is free at smartvisuals.io. Every new license key starts with 30 days of Professional, then continues on Free automatically - no card, nothing to cancel. Free: Instant Insights, AI chat with a monthly message limit, answer provenance and every theme. Starter adds the DAX Assistant and questions about attached Excel and CSV files. Professional adds the Advanced AI models, PDF documents, charts and export, two-dimension breakdowns, Insight Discovery and PDF export. Enterprise adds more saved conversations and priority support. Additional purchase may be required.

Privacy and data

This visual uses an external AI service and is not certified by Microsoft. With the included AI, your question, column names, sample values and the results the visual computed are sent through SmartVisuals servers to the AI provider, used only to answer and never for model training. With BYOK, OpenAI, xAI and Azure OpenAI are called directly from your browser; Anthropic and Google go through a non-storing relay. Your API key is never stored on SmartVisuals servers. Cloud conversation history is off by default. All endpoints are declared in the visual's WebAccess privileges; licensing is validated on the server.

Get started

Add the visual, bind your fields and see Instant Insights right away. For AI chat, paste your free license key into the visual's settings and ask - or click a starter question. Documentation, FAQ, troubleshooting and release notes: smartvisuals.io/chatbot.