> For the complete documentation index, see [llms.txt](https://docs.seemoredata.io/external-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.seemoredata.io/external-docs/fundamentals/our-features/prism-ai.md).

# Prism AI (Beta)

Build your own cost dashboards from ready-made cards. Ask the Seemore Assistant to build one for you, start from a Seemore template, or add cards by hand, then share it and send it to Slack, Teams or

## Overview

**Prism AI** lets you build your own dashboards in SeeMore Data. A dashboard is a grid of **cards**. Each card shows one metric, such as compute unit cost, storage cost, savings or budget vs actual, as a chart, a table or a single number.

You don't write SQL. You pick a metric, how to group it, and how to show it. SeeMore Data runs it on your data, with your permissions. Or you describe the dashboard in plain language, and the [Seemore Assistant](/external-docs/fundamentals/our-features/seemore-assistant.md) builds it for you.

With Prism AI you can:

* **Build a dashboard in three ways:** ask the assistant, copy a Seemore template, or add cards by hand.
* **Reuse cards.** Save a card once and put it on as many dashboards as you like.
* **Filter the whole dashboard** by time range, account, team, query tag or compute unit.
* **Compare to the previous period** with one switch.
* **Share it** with your teams or with everyone in the account.
* **Send it on a schedule** to Slack, Microsoft Teams or email.

<figure><img src="https://3620459840-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnSbIoBjUxWTGNWa9gGw7%2Fuploads%2Fgit-blob-539fb1e778405829e8ba1c9999c1fb747f2b720c%2Fdashboard.png?alt=media" alt="A Prism AI dashboard with a savings number, a compute cost by team line chart, a storage by type donut chart and a top workloads table, with filters along the top"><figcaption><p>A Prism AI dashboard. The sidebar lists your dashboards, the filters along the top apply to every card.</p></figcaption></figure>

Open it from **Prism AI** in the left navigation.

{% hint style="info" %}
**Required role to use:** [Viewer](/external-docs/fundamentals/settings/user-roles.md) or higher.

Every user can build, edit, share and schedule their **own** dashboards and cards. Only the person who created a dashboard or card can change it. An **Admin** or higher can also set the schedule of any dashboard.
{% endhint %}

{% hint style="warning" %}
Prism AI is in **Beta**. If you don't see it in the navigation, contact your SeeMore Data team.
{% endhint %}

***

## Dashboards and Cards

Prism AI has two building blocks:

|                | **Card**                                              | **Dashboard**                         |
| -------------- | ----------------------------------------------------- | ------------------------------------- |
| **What it is** | One metric, with its grouping, filters and chart type | A grid of cards and text notes        |
| **Example**    | *Compute cost by team, last 30 days, line chart*      | *Finance – cost by team*              |
| **Reuse**      | One card can be on many dashboards                    | Copy a template to start a new one    |
| **Find it**    | The **Cards** tab in the sidebar                      | The **Dashboards** tab in the sidebar |

When you change a card, the change shows on **every** dashboard that uses it.

### The sidebar

The sidebar groups dashboards by who can see them:

* **My dashboards**: the dashboards you created.
* **Shared with my teams**: dashboards other users shared with a team you're in.
* **Shared with everyone**: dashboards shared with the whole account.
* **Seemore templates**: ready-made dashboards from SeeMore Data. Click **Browse** to see them all.

A calendar icon next to a dashboard means it's sent on a schedule.

***

## Build a Dashboard

The Prism AI home page shows the three ways to start, and every dashboard you can open.

<figure><img src="https://3620459840-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnSbIoBjUxWTGNWa9gGw7%2Fuploads%2Fgit-blob-72888263f39bfbf453990dd4cf13b298512955cc%2Fhome.png?alt=media" alt="Prism AI home page with Start a chat, Browse templates and New blank dashboard buttons, above lists of my dashboards, team dashboards, account dashboards and Seemore templates"><figcaption><p>The Prism AI home page</p></figcaption></figure>

{% tabs %}
{% tab title="Ask the assistant" %}
Click **Start a chat** and describe what you want to see, for example:

* *"Cost by team, last 90 days"*
* *"Where did storage grow?"*
* *"Savings this quarter"*

The [Seemore Assistant](/external-docs/fundamentals/our-features/seemore-assistant.md) shows each card in the chat first, so you can check it. Click **Save card** to keep a card, or **Adjust** to ask for a change. When you're happy, the assistant saves the dashboard and gives you the link.

<figure><img src="https://3620459840-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnSbIoBjUxWTGNWa9gGw7%2Fuploads%2Fgit-blob-b796fab82e7531d3c4249a984623c3d98c821817%2Fassistant-card.png?alt=media" alt="Seemore Assistant chat showing a preview card of compute cost by compute unit as a bar chart, with Adjust and Save card buttons"><figcaption><p>The assistant shows a preview of each card. Save it, or ask it to adjust the card.</p></figcaption></figure>

You can also click **New** in the sidebar, choose **Describe it**, and type what the dashboard is for. The assistant opens with the new dashboard in context and drafts the cards.
{% endtab %}

{% tab title="Start from a template" %}
Click **Browse templates** to open the template gallery. Templates are dashboards that SeeMore Data publishes. They work on any account.

Click **Preview** on a template to see:

* Its first cards, running on **your** data.
* **Works with your account**: a check that your account has what the template needs, such as a budget, a tag key or a compute unit. A warning tells you what is missing and how to fix it.
* The full list of its tiles.

Then click **Use template**. SeeMore Data copies the dashboard and its cards into your account as your own. Change them as you like; the template itself doesn't change. Or click **Adapt with the assistant** to let the assistant build a version that fits your account.

<figure><img src="https://3620459840-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnSbIoBjUxWTGNWa9gGw7%2Fuploads%2Fgit-blob-9aba38bcb48f7410cf095d300fc16490332eb9da%2Ftemplates.png?alt=media" alt="Prism AI templates gallery with the FinOps monthly review template open in a preview panel showing live cards and a compatibility check"><figcaption><p>The template gallery, with a template preview on the right</p></figcaption></figure>
{% endtab %}

{% tab title="Build by hand" %}
Click **New blank dashboard**, or **New** in the sidebar, and fill in:

* **Name** and **Description**: what the dashboard answers, and for whom.
* **Default time range**: the period the cards show when the dashboard opens.
* **Compare to previous**: show the previous period next to the current one.
* **Who can see it**: see [Share a dashboard](#share-a-dashboard).

Click **Start blank** to open an empty grid, then add tiles. See [Edit a dashboard](#edit-a-dashboard).
{% endtab %}
{% endtabs %}

***

## Use a Dashboard

### Filters

The filters at the top of a dashboard apply to **every** card on it:

| Filter                  | What it does                                                                                                                     |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Time range**          | The period every card shows, such as **Last 30 days** or a custom range                                                          |
| **Compare to previous** | Shows the previous period next to the current one, on every card that can compare                                                |
| **Account**             | Only the accounts you pick                                                                                                       |
| **Team**                | Only the assets of the [team](/external-docs/fundamentals/settings/access-control/teams.md) you pick                             |
| **Query tags**          | Only queries with the [query tag](/external-docs/fundamentals/our-features/observability/query-tags.md) keys and values you pick |
| **Compute unit**        | Only the compute units you pick                                                                                                  |

Filters live in the page address, so you can send a link to the dashboard **with** your filters.

Not every metric can use every filter. When a filter doesn't apply to a card, the card says so at the bottom, for example **Not filtered by Compute unit**.

### Refresh

Results are kept for a short time, so dashboards open fast. The top right of the dashboard shows how old the results are, for example **Cached results · 1 h**. Click the refresh button in the header to run every card again, or **Refresh** on a single card.

### Cost in dollars or credits

Cards follow the cost unit you chose for SeeMore Data. When the app shows credits, cost cards show credits too. Savings stay in dollars.

### Ask about a dashboard

Click **Ask about this dashboard** to open the [Seemore Assistant](/external-docs/fundamentals/our-features/seemore-assistant.md) with the dashboard in context. Ask *"What stands out here?"* or *"Why did data-eng cost go up?"*.

***

## Edit a Dashboard

{% hint style="info" %}
Only the person who created a dashboard can edit it. Anyone else who can open it can click **Duplicate** to make their own copy.
{% endhint %}

Click **Edit** in the dashboard header. In edit mode you can:

* **Move and resize tiles**: drag a tile by the handle at its top, or drag its corner.
* **Edit, copy or remove a tile**: use the buttons at the top right of each tile.
* **Add a tile**: click **Add tile**, or the **Add a tile** area at the bottom. Pick a saved card, create a new card, or write a **text note** to explain the dashboard to its readers.
* **Add a filter**: click **Add filter** to add a filter to the dashboard's defaults.
* **Change the name and description.**

Your changes save as you go. Click **Done** to leave edit mode, or **Discard** to undo every change since you clicked **Edit**.

<figure><img src="https://3620459840-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnSbIoBjUxWTGNWa9gGw7%2Fuploads%2Fgit-blob-6c3f394955dd9b49db870f4426d53ac126cb5398%2Fdashboard-edit.png?alt=media" alt="A Prism AI dashboard in edit mode with drag handles, edit, copy and delete buttons on each tile, and an Add a tile area at the bottom"><figcaption><p>Edit mode: move, resize, edit and remove tiles, or add new ones</p></figcaption></figure>

***

## Create and Edit a Card

The card editor opens next to the dashboard, so you see the dashboard while you work.

<figure><img src="https://3620459840-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnSbIoBjUxWTGNWa9gGw7%2Fuploads%2Fgit-blob-9329e636985fc738d8f746722eb6f7231b09569d%2Fcard-editor.png?alt=media" alt="Prism AI card editor with metric, group by, filters, time range, visualization, a live preview and name fields" width="380"><figcaption><p>The card editor, with a live preview</p></figcaption></figure>

| Setting                       | What it does                                                                                                                                                   |
| ----------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Metric**                    | What the card measures. Metrics are grouped by the SeeMore Data page they come from, such as compute units, workloads, storage, budgets, contract and savings. |
| **Group by**                  | Split the metric, for example by **Account**, **Domain**, **Compute unit** or a **Tag**                                                                        |
| **Filters**                   | Narrow the metric. The filters depend on the metric, for example accounts, compute units or budget segments.                                                   |
| **Time range**                | **Follow dashboard** uses the dashboard's time range. **Fixed** keeps the card's own period on any dashboard.                                                  |
| **Compare to another period** | Shows another period next to this one, for example the weeks before a change                                                                                   |
| **Visualization**             | **Line**, **Bar**, **Stacked bar**, **Pie**, **KPI** (a single number) or **Table**                                                                            |
| **Name** and **Category**     | Cards with the same category share a folder in the **Cards** list                                                                                              |
| **Who can see it**            | **Only me**, **Specific teams** or **Everyone in the account**                                                                                                 |

The **Preview** updates as you change the settings. Click **Save card** when it shows what you want.

### Cards used on other dashboards

If the card is on other dashboards, the editor tells you, for example *"Used in 3 dashboards. Saving changes it everywhere."* When the change would affect dashboards other people own, you can choose to **save it as a new card** instead. Only this dashboard then uses the new version.

If you edit a card that someone else created, your changes are saved as a **copy** that you own.

A card that is still on a dashboard can't be deleted. Remove it from those dashboards first.

***

## Share a Dashboard

Click **Share** in the dashboard header and choose who can see it:

| Option                      | Who can see it                                                                                |
| --------------------------- | --------------------------------------------------------------------------------------------- |
| **Only me**                 | Only you. It shows in your sidebar only.                                                      |
| **Specific teams**          | Members of the [teams](/external-docs/fundamentals/settings/access-control/teams.md) you pick |
| **Everyone in the account** | Every user in the account, from the sidebar or by link                                        |

Only you can edit the dashboard, whoever you share it with.

Cards have their own **Who can see it** setting. If you share a dashboard that uses your private cards, SeeMore Data asks whether to share those cards too. If a dashboard uses a private card that belongs to someone else, that tile shows *"Private card · ask … to share it"* until its owner shares it.

{% hint style="info" %}
**Sharing never widens access to data.** Every user sees each card **with their own permissions**. If a shared dashboard covers an account or compute unit outside your [Asset Groups](/external-docs/fundamentals/settings/access-control/asset-groups.md), you don't see that data.
{% endhint %}

***

## Send a Dashboard on a Schedule

{% hint style="info" %}
**Required role to schedule:** the dashboard's creator, or [Admin](/external-docs/fundamentals/settings/user-roles.md) or higher for any dashboard.
{% endhint %}

Click **Schedule** in the dashboard header, then choose:

* **When**: every day, or the days of the week you pick. Tick **Once a month instead** to send it on one day of the month.
* **Time**: the hour, in your account's time zone.
* **Send to**: Slack and Microsoft Teams channels, email groups, and email addresses. Channels come from [Communication Channels](/external-docs/fundamentals/settings/communication-channels.md).

Click **Send a test now** to check what it looks like before you save. Charts go out as images, and numbers and tables as text.

<figure><img src="https://3620459840-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnSbIoBjUxWTGNWa9gGw7%2Fuploads%2Fgit-blob-3f974086e96b888d38f1f9c928c93ef2f4740896%2Fschedule.png?alt=media" alt="Send this dashboard dialog with weekday buttons, a time picker, and Slack and email recipients" width="520"><figcaption><p>Sending a dashboard every Monday at 09:00 to a Slack channel and an email address</p></figcaption></figure>

A scheduled dashboard shows **Scheduled** in its header and a calendar icon in the sidebar. To stop it, open **Schedule** and click **Stop sending**.

{% hint style="info" %}
The report shows the data **as the dashboard's creator sees it**. Each dashboard has one schedule.
{% endhint %}

### Send a dashboard to a team

To send a dashboard to a whole team, open the team's page instead. A team lead or an Admin can add the dashboard under the team's shared dashboards and choose **Send to team**. The report is filtered to the team's assets and goes to the team's channels and members.

***

## Security and Privacy

Prism AI follows the same security model as the rest of SeeMore Data. See [Security Model & Architecture](/external-docs/security/security/model.md).

* **It uses your permissions.** Every card runs with the role and data access of the person viewing it. A shared dashboard shows each viewer only the data they're allowed to see.
* **It only uses metadata.** Cards use the metadata SeeMore Data already collects, such as query history, compute unit usage and cost. Prism AI has no access to the contents of your tables.
* **It is read-only.** Cards read your data. They don't change anything in your data platform.
* **Your data is never used to train AI models.** This applies to dashboards you build with the assistant too. See [Seemore Assistant security](/external-docs/fundamentals/our-features/seemore-assistant.md#security-and-privacy).

***

## FAQ

* **Can I change a dashboard someone shared with me?**\
  No. Only its creator can edit it. Click **Duplicate** to make your own copy, then change that.
* **Why does a card say "Not filtered by …"?**\
  That metric can't use that filter, so the card shows it without the filter.
* **Why does a tile say "Private card"?**\
  The card belongs to another user and isn't shared with you. Ask its owner to share it.
* **What happens to my copy when a Seemore template changes?**\
  Nothing. Your copy is yours. It doesn't follow the template.
* **Can the assistant change my dashboards?**\
  Yes, when you ask it to. It shows each card before it saves, and it can only change dashboards you own.