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SmartVisuals AI Chatbot

by SmartVisuals.io

Download SampleInstructions

Ask questions in plain language and get instant AI-powered insights from your Power BI data.

SmartVisuals AI Chatbot brings conversational AI directly into your Power BI reports. Ask a question about your data in plain English, or in your own language, and get an instant answer, an automatically generated chart, or a working DAX formula. No queries to write, no visuals to rebuild.

What it does

  • Instant Insights out of the box - basic automatic analysis of your data (top and bottom performers, trends, outliers) that works immediately, with no API key and no setup.
  • Natural language queries against your connected dataset: ask "What were the top 5 products by revenue last quarter?" and get a precise answer drawn from your actual data.
  • Automatic chart generation - bar, line, pie, donut and area charts produced inline from your question.
  • DAX Assistant - generate, explain and debug DAX measures and calculated columns.
  • Insight Discovery - one-click automated analysis that scans your dataset and surfaces trends, outliers, top performers and year-over-year patterns, with a generated executive report you can share with stakeholders.
  • PDF export to email - send the full conversation or an AI-generated executive summary as a branded PDF directly to your team or clients, without leaving the report.
  • Conversation persistence - chat history is preserved across sessions, so you can pick up an analysis where you left off.
  • Customizable themes - choose from four built-in styles (SmartVisuals, Modern, Dark and Terminal) or switch to a fully customizable mode and adjust colors, fonts and layout to match your report's branding.
  • Multilingual interface - English, German, French, Spanish and Czech.
  • Multi-provider AI with Bring Your Own Key (BYOK) - OpenAI (GPT), Anthropic (Claude), Google (Gemini), xAI (Grok) or Azure OpenAI.

Who it's for

  • Business analysts and report builders who want to explore data faster without rebuilding visuals for every new question.
  • Executives, managers and report consumers who need quick answers in meetings without waiting for the analytics team.
  • Power BI developers who want an AI assistant for writing, explaining and improving DAX.
  • Data teams supporting non-technical stakeholders who don't read DAX or build their own visuals.

The problem it solves

Power BI is powerful, but it puts a wall between the people who build reports and the people who read them. Every new question often means a new visual, a new measure, or a ticket to the BI team, and a real answer can be hours or days away.

SmartVisuals AI Chatbot removes that wall. Anyone who can ask a question can analyze the data: no DAX, no formulas, no waiting. Analysts save hours on ad-hoc requests, decision-makers get answers in seconds, and DAX authors get a built-in assistant that understands their model.

Pricing and plans

The visual is free to download and use. The Free plan includes Instant Insights and conversational queries with a monthly message limit. Advanced features such as automatic chart generation, Insight Discovery, PDF export and the DAX Assistant require a paid plan. Additional purchase may be required. See smartvisuals.io for plans and pricing.

Privacy and security

BYOK model: you choose your AI provider and supply your own API key. Your questions and the relevant data context are sent directly to your chosen AI provider and processed under that provider's terms. SmartVisuals does not store your data or credentials. All external endpoints are explicitly declared in the visual's WebAccess privileges, and licensing is server-validated.

Get started

Add the visual to your report and see Instant Insights right away. To unlock conversational analysis, open Settings, enter your AI provider API key, and start asking questions.

Full documentation, plans and pricing: smartvisuals.io

Visual capabilities

When this visual is used, it
  • Can access external services or resources

At a glance

https://catalogartifact.azureedge.net/publicartifacts/smartvisuals.smartvisuals-chatbot-32444dd2-28b9-4d10-9530-5eb643d6938d/image9_appsourcescreenshot1chatchart.png
https://catalogartifact.azureedge.net/publicartifacts/smartvisuals.smartvisuals-chatbot-32444dd2-28b9-4d10-9530-5eb643d6938d/image3_appsourcescreenshot2daxterminal.png
https://catalogartifact.azureedge.net/publicartifacts/smartvisuals.smartvisuals-chatbot-32444dd2-28b9-4d10-9530-5eb643d6938d/image4_appsourcescreenshot3insightdiscovery.png
https://catalogartifact.azureedge.net/publicartifacts/smartvisuals.smartvisuals-chatbot-32444dd2-28b9-4d10-9530-5eb643d6938d/image8_appsourcescreenshot4suggestions.png
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