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Jedox Ideas

Let us know how we can make Jedox even better!

Status Future Consideration
Workspace Jedox Platform
Categories AI & Automation
Created by Guest
Created on Apr 3, 2025

Context-Aware In-Solution Chat Assistant for Guided User Support

Description:
Many Jedox solutions come preconfigured with logic and reports. However, users often need additional support to understand how to best use these elements, what questions each report answers, or how to achieve specific planning goals. Currently, this support is typically provided through static documentation or external training.

Proposed Solution:
Integrate an intelligent chat assistant directly into the solution interface. This assistant has full context of the solution—including business logic, report purposes, and planning workflows—and can answer user questions in real time. Users can ask how certain tasks can be achieved, what a specific report is for, or request general guidance. The assistant pulls its knowledge from attached documentation (e.g. PDFs, manuals) and can be enriched with user-contributed insights, such as custom guidelines for specific planning processes.

Key Benefits:

  • Provides on-demand support and reduces dependency on external documentation or training

  • Increases user confidence and adoption by delivering answers in context

  • Offers a scalable way to deliver solution-specific guidance across different user groups

  • Allows customization and enrichment of knowledge base through user input

  • Boosts efficiency by helping users understand and apply reports and logic faster