Ask AI is the conversational assistant built into NEQTO.ai. You describe what you want in plain language and the AI does it for you, usually without leaving the page you are on. It can answer questions about your device data, find peaks and exact moments, summarize trends, build a dashboard widget, and set up an alert. It reads what is on your screen, so “what does this chart show?” and “which devices on this floor are offline?” work as expected.

The mental model: you type a request, and the AI either answers directly from what is on your screen or picks the right tool for the job, then responds in the chat. Anything that changes your account (creating a widget, an alert, or a tag) is never done silently. The AI fills in a form, or shows a Confirm/Cancel card, and the change happens only after you review and confirm it yourself.
Flow diagram: your question goes into Ask AI, which either answers directly or uses one tool. Data and analysis questions — looking up values, finding highest or lowest, summarizing trends, listing or counting devices, detecting abnormal devices — and listing your tags come back as a reply in chat. Widget requests (single or calculated) come back as an inline widget preview with an Add to Dashboard button. Alert requests come back as a pre-filled alert config with an Add Alert button. Requests to change tags — create, update, or delete — come back as an inline Confirm/Cancel card, and nothing changes until you confirm.
How a request flows: question in, the AI answers directly or uses at most one tool, and an answer or a pre-filled, confirm-first action comes back.

Quick Start

If you just want to start talking to it, here is the short version.

  • 1
    Click the Ask AI button at the bottom-right of the screen to open the chat. On most pages it appears as a sidebar on the right edge.
  • 2
    Optionally scope the chat to specific devices: click the small + button under the welcome message to open the device selector, then pick one or more. You can also just start typing; the AI can infer devices from your words and the page you are on.
  • 3
    Ask in plain language: “What was the highest temperature this week, and when did it happen?” A typing indicator shows while the AI works, then the full reply appears at once.
  • 4
    When you ask it to build something, a preview and a button appear. Click Add to Dashboard or Add Alert, review the pre-filled form, and save.
The main Ask AI chatbot open as a panel docked to the right side of the screen. The header shows a chat title and four icons (settings, history, new chat, close). Below it a welcome message reads about turning data into dashboards, alerts, and insights, followed by a small plus button that opens the optional device selector, and a text composer with a send button at the bottom.
The main Ask AI sidebar. It opens on the right and stays available across the app.

A small floating round button labelled Ask AI with a chat icon, fixed in the bottom-right corner of an otherwise normal application page. This is the toggle that opens the chatbot when the panel is closed.
The bottom-right Ask AI button. Click it to open the chat; it hides while the panel is open.
Shortcut from a dashboard widget. There is a second way in. Hover over any dashboard widget and a small sparkles Ask AI button appears in its top-right controls. (On a touch device, open the widget’s three-dot More menu, then pick Ask AI.) Click it and the chat opens pre-filled with a question about that specific widget — its title, type, and the data it shows — so you can ask “what does this show?” or “is anything unusual?” without typing the setup yourself. (This button appears only if you have chatbot access.)
A dashboard widget titled Temperature Over the Last 7 Days. When hovered, a row of controls appears in the widget's top-right corner; the leftmost is a sparkles Ask AI icon button, highlighted here with a red box.
Hover a dashboard widget to reveal its controls; the sparkles Ask AI button (highlighted) opens the chat about that widget.

The Ask AI chat composer opened from a widget's Ask AI button, already pre-filled with a question that names the widget — 'Can you analyze my Temperature Over the Last 7 Days widget? ... What do the recent trends look like, and is anything unusual?' — ready to send or edit.
The chat opens with the composer pre-filled about that widget. Send it as-is, or edit it first.

What the AI Can Actually Do

This is the important part. Behind the scenes the AI does not free-wheel: it answers directly from what is on your screen, or — when a request needs one — uses a single tool from a fixed set of tools. Knowing them helps you phrase questions it can answer well. Plain-language capabilities below; the matching internal tool name is in parentheses.

What you can ask forThe AI does thisExamples
Look up a reading (request_data) Returns a current value, a value at an exact time, when a value or state occurred, or which devices match a value. “What is the temperature?” · “What was the temperature at 3 PM?” · “When did temperature exceed 90?” · “When was the door open?” · “Which devices have humidity above 70?”
Find a peak or low (find_extreme_value) Finds the exact maximum or minimum of one numeric sensor over a period, including the time and the device where it happened. “What was the highest temperature this week, and when?” · “Lowest humidity yesterday.”
Summarize or report (gain_insight) Aggregated analysis over time: averages, trends, sums, counts, and event/transition counts (for example connect/disconnect events). “What’s the average temperature?” · “Temperature trend for the last 7 days.” · “How many disconnect events today?”
Answer about your fleet (answer_question) Metadata, not sensor values: device counts and lists, which devices are connected or offline, what sensors a device has, and attribute info. “How many devices do I have?” · “Which devices are offline?” · “What sensors does each device have?”
Health check (detect_abnormal_devices) Scans alert events for problems, connectivity issues, anomalies, and malfunctions, then lists the abnormal devices with recommended actions. “Are there any abnormal devices today?” · “Any connectivity issues?” · “Device health check.”
Build a widget (create_widget) Drafts a dashboard widget (chart, gauge, label, table, and more) and shows a preview with an “Add to Dashboard” button. It can also draft calculated widgets — a value computed from your metrics (a difference, sum, or ratio across attributes or devices) — and multi-series charts, not just a single line. Main chatbot only. “Create a line graph of CO2 over the last 7 days.” · “Add a gauge showing the current temperature.” · “Chart the difference between temperature and humidity over the last week.”
Set up an alert (create_alert) Parses a monitoring rule into an alert config (threshold, comparison, severity, notifications, even multi-condition and lock-on-trigger) and opens it pre-filled for you to save. “Alert me by email when temperature exceeds 75.” · “Notify me when a device disconnects.”
Look up tags (list_tags) Lists your tags (name, value, type) for the current scope. Read-only — it just shows them, with no confirmation needed. Main chatbot only. “List my tags.” · “What tags do I have?”
Create tags (create_tags) Proposes new tags from plain language or a pasted list (up to 50 at once) and shows a Confirm/Cancel card; nothing is saved until you confirm. Main chatbot only. “Create tags floor-1, floor-2, floor-3.” · “Add these tags: <paste a list>.”
Rename or edit a tag (update_tag) Proposes a change to an existing tag’s name, value, or type and shows the before-and-after; applied only after you confirm. Main chatbot only. “Rename tag floor-1 to floor-01.” · “Change the value of zone to B.”
Delete a tag (delete_tag) Proposes deleting a tag; always confirmed first. Main chatbot only. “Delete the tag floor-3.”
Help me navigate (lookup_page_help) Explains where to do something and which page to go to. It already knows about the page you are on. “Where do I add an endpoint?” · “How do I create a role?”
Ask you to clarify (ask_user_clarification) As a last resort, asks one short follow-up with quick-pick options when your request is genuinely ambiguous. “Which sensor — temperature or humidity?”
It prefers acting over asking. The AI is tuned to pick a sensible default rather than interrogate you. If you say “temp” and your devices only report a temperature attribute, it just uses it. If you do not give a time period, it picks one that matches how fresh your data is. You will only get a clarifying question when two choices are equally plausible and guessing wrong would be obviously off.

Answers from what is on your screen

The chat knows which page you are viewing and a small, safe slice of what it shows. So when you ask “what does this chart show?”, “describe the gauge”, or “how many devices are connected on this floor?”, the AI answers directly from the page instead of re-running a query. It only runs a data tool when you want a genuinely new calculation, a live value the page does not already show, or to create or change something.

Capability limits to know:
  • The AI never saves a widget or alert on its own. It drafts the config and you confirm it in the normal editor.
  • The alert config it produces is a best-effort first draft. Always check the threshold, direction, period, and notifications before saving.
  • It works on your data only, scoped to the current application when you are inside one.

How to Phrase a Good Request

A small naming detail makes the AI much more accurate. The UI and the AI use slightly different words for the same things.

You see in the UIThe AI’s tools call it
Endpointdata source
Attributedata type

You do not need to learn the internal names. The point is the opposite: use the names you actually see in the app. Refer to your sensors by the attribute label shown on the device (for example “temperature” or “humidity”) and to devices by their device name. The AI matches against your real attribute and device names, so the closer your wording is to what is on screen, the better.

  • Name the metric the way the app does. If your attribute is temperature_celsius, “temperature” or “temp” still works, but exotic phrasing may not.
  • Say a time period if you have one. “today”, “yesterday”, “last 7 days”, “this week”, “last month”, “last 3 hours” are all understood and turned into exact dates. Leave it out and the AI picks a sensible default.
  • Pick devices first when it matters. Selecting devices (or being on a device’s page) tells the AI exactly what “this device” means.
  • For widgets, be visual. “line graph”, “bar chart”, “gauge”, “table”, a value range like “y-axis 0 to 100”, and a time window like “last 7 days” are all recognized.
  • For alerts, state the rule. Metric + condition + value, plus how you want to be notified: “Alert me by email when humidity exceeds 75.”
A fresh chat showing a row of suggested starter-prompt chips tailored to the current page, for example Are there any abnormal devices today, How many devices are connected right now, and Create a line graph of a metric over the last 7 days.
Starter prompts. Each page suggests a few example questions you can tap to get going.
Tip: the chips above the composer are not decoration. They are real, page-aware examples of what the AI handles well on that page. Tapping one is the fastest way to learn the phrasing it likes.

Devices (Main Chatbot)

The main chatbot lets you scope a question to specific devices. It is optional.

The first bot message in a new main-chatbot conversation with the device selector expanded after clicking the plus button: an inline multi-select Devices dropdown listing the user's devices with a confirm and a skip option, scoped to the current application.
Click the small plus button under the first message to open the device selector. Pick devices, or skip and just type.
  • Devices — click the small + under the first message and choose one or more. After that, “this device” and unqualified questions point at your selection.
  • Time period — there is no separate date picker; just say the period in your message (“today”, “last 7 days”, “this week”). Leave it out and the AI picks a sensible default.

Turning a Reply Into a Widget or Alert

When you ask the AI to build something, it does not just describe it. It hands you a ready-to-save draft.

Add to Dashboard (main chatbot)

Ask for a chart or gauge and the bot reply includes an inline preview of the widget plus an Add to Dashboard button. Click it to open the normal Widget Editor pre-filled with the AI’s configuration. Choose a dashboard and save. After saving, the chat confirms it and the button will not show again for that message.

This is not limited to a single line. Ask for a calculated widget — a value derived from your metrics, such as the difference, sum, or ratio between two attributes — or a multi-series chart, and the AI drafts that too. The preview below, for example, plots the difference between two attributes as one computed series.

A bot message in the main chatbot answering a request to chart the difference between temperature and humidity. It contains a rendered line-chart preview of that single computed (equation) series over time, with an Add to Dashboard button — highlighted with a red box — directly beneath the preview.
A calculated widget (here, the difference between two attributes) previewed inside the reply, with the “Add to Dashboard” button (highlighted) below it.
The Widget Editor modal opened from the chat for the calculated widget, pre-filled with the AI-suggested title (Temperature and Humidity Difference), widget type (Chart), style (Line), and data source. You choose a dashboard and save.
The Widget Editor opens pre-filled. You pick the dashboard and save.
Need a dashboard first. Widget creation needs at least one dashboard to save into. If you have none, the app asks you to create one before adding a widget.

Add Alert (both chatbots)

Describe a condition to monitor and the bot reply includes an Add Alert button with a parsed configuration: the metric, threshold, direction, and notifications. Click it to open the Alert dialog pre-filled, review, and save. The same one-time button behavior applies once saved.

A bot message describing a parsed alert (metric, threshold value, direction, and notification channel) with an Add Alert button beneath it.
An alert parsed from your sentence, ready to open pre-filled in the Alert dialog.
Always double-check the alert. The threshold and direction are parsed from your wording. The AI handles rich cases (multiple conditions joined by AND/OR, severity, lock-on-trigger with timed or conditional unlock, turning email off), but you are the final reviewer before it saves.

Managing Tags

A tag is a label you attach to devices to group and filter them — a name plus a typed value, such as floor = 1. In the main chatbot you can manage tags just by asking: list them, create them, rename or edit them, and delete them, all in plain language. (Tag management by chat is main-chatbot only; the Smart Building chat does not do it.)

It proposes, you confirm

The AI never changes a tag on its own. When you ask it to create, rename, or delete tags, it replies with an inline Confirm / Cancel card showing exactly what it will do. Nothing is saved until you click Confirm — click Cancel and nothing happens. This is the same “it will not act behind your back” promise used for widgets and alerts.

An Ask AI reply to 'Create tags: floor-1, floor-2, floor-3'. The bot shows a card headed 'Create 3 tag(s)?' listing each proposed tag (floor-1, floor-2, floor-3, all string type), with Confirm and Cancel buttons below. Nothing is created until Confirm is clicked.
Ask it to create tags and it proposes them in a Confirm/Cancel card. They are saved only when you confirm.

Create several at once

You can create tags in bulk — paste a list or a comma-separated set and the AI proposes up to 50 tags in one message, each parsed into a name, value, and type. Before you confirm, it validates every row: a row that breaks a rule (for example a name longer than 25 characters) is flagged in red and left out, and a note tells you how many will be created and how many were skipped. If your list is longer than 50, it asks you to send the rest in another message.

An Ask AI create-tags card proposing two tags. One row (a valid 'zone = north' tag) is accepted; a second row whose name is far longer than 25 characters is shown in red with the message 'Tag Name must be 25 characters or less', and a note reads '1 of 2 will be created — 1 skipped'. Confirm and Cancel buttons are below.
Invalid rows are flagged and skipped, with a “created N of M” note, so a bad entry never blocks the good ones.

Rename, edit, or delete

Ask to rename or change a tag and the card shows the change as a before-and-after (the old value struck through, the new value beside it). Ask to delete one and it shows the tag it will remove. Both wait for your Confirm.

An Ask AI reply to 'Rename the tag doc-alpha to doc-omega'. The card is headed 'Update the tag doc-alpha?' and shows the old value 'doc-alpha: string' struck through and the new value 'doc-omega: string' beneath it, with Confirm and Cancel buttons.
A rename shown as a before-and-after diff, ready to confirm.

An Ask AI reply to 'Delete the tag doc-beta'. The card is headed 'Delete the tag doc-beta?' and names the tag 'doc-beta: string' that will be removed, with Confirm and Cancel buttons.
A delete names the exact tag it will remove, and still waits for your confirmation.

Just looking

Asking to list your tags is read-only: the AI simply shows them (name, value, and type) and there is no Confirm button, because nothing is changing.

An Ask AI reply to 'List my tags' reading 'Here are your 19 tag(s).' followed by a plain list of tags with their name, value, and STRING type. There is no Confirm or Cancel button because listing does not change anything.
Listing tags is informational — it just shows them, with no confirmation step.
Permissions are checked when you confirm. Creating, editing, or deleting a tag needs the matching tag permission for that tag’s scope — an account-level tag needs the account tag permission, an application-level tag needs the application one. If you do not have it, the card shows a short note explaining that instead of a Confirm button, so nothing can slip through.

Settings, History, and Sessions

Temperature (creativity)

The settings icon opens the AI Model Settings dialog, which holds a single Temperature field. Temperature controls how creative the AI’s wording is, from 0.0 (focused and consistent) to 2.0 (more varied). The default is 0.1. The setting is remembered in your browser and is shared by both chatbots.

The AI Model Settings dialog with a Temperature numeric field accepting 0.0 to 2.0, a current value of 0.1, and Save and Cancel buttons.
Temperature: how creative the phrasing is. Lower is steadier; the default is 0.1.
Good to know: temperature only nudges the wording. The step that decides which tool to run is kept near-deterministic on purpose, so cranking creativity up will not make the AI pick the wrong action or skip a lookup.

Chat history

Every conversation is saved automatically. The history icon slides in a list of your past sessions, newest first, each showing its title, message count, and how long ago it was. Click one to reopen it and keep going. A session is created the moment you send your first message, so a chat you open but never use leaves nothing behind.

The chat history slide-in panel listing saved sessions as rows, each with a title, a message count, and a relative timestamp such as 2 hours ago, plus per-row and bulk delete controls.
Chat history. Reopen any past conversation and continue it.
  • New chat starts fresh. Your previous session stays in history.
  • Delete a session per row, or tick several and delete them together. Deletion is confirmed and is not undoable.
  • Each surface only lists its own sessions.
Where it lives: sessions and messages are stored on the server tied to your account, so they survive a reload and follow you across devices. Small UI preferences (whether the sidebar is open, its width, your temperature setting) live in your browser, so those are per-browser.

Connection

The chat runs over a live connection to the server. A typing indicator shows while the AI works; then the full reply appears in the chat at once.

  • It needs a connection. The chat keeps a live link to the server. If it cannot reach it, you will see “Failed to send message. Please check your connection and try again.” It retries and reconnects on its own with a short backoff.
  • Reloading while it is working. If you refresh while the AI is still working on a reply, that response may not arrive or be saved. On reload you will see your question but possibly not the answer. Just ask again.
  • The panel resets on navigation, history does not. Moving between pages can clear the on-screen messages, but your saved session is always one click away in history.

Limits and Good to Know

A few things that are not obvious from the screens.

LimitWhat it means
AI usageAI usage is metered in tokens against an allowance set by your plan. Usage is counted in 30-day periods based on your plan’s start date. After the allowance is exhausted, new Ask AI requests are rejected until the current period resets or the plan changes. The exact token allowance depends on your plan.
Demo limitIn the public demo experience, a session may be capped at a fixed number of questions. The error message reports the applicable limit when it is reached. This cap applies to the demo only, not to a normal signed-in account.
PermissionsYou need chatbot access (the CHATBOT_USE permission) to see either surface at all. The Add to Dashboard button needs widget-create permission — without it the reply still arrives, just without that button. The Add Alert button always shows; the alert-create permission is checked when you actually save, and you’ll be told if you cannot create alerts here. Tag changes need the matching tag permission for the tag’s scope (account or application), checked when you confirm — without it the card shows a note in place of the Confirm button.
ScopeWhen you are inside an application, questions are scoped to that application’s devices.
  • At most one tool per turn. A message either gets a direct answer or triggers a single tool action. To do two things, ask in two messages (first get the insight, then ask for the widget).
  • It will not act behind your back. Widgets, alerts, and tag changes always go through a step you confirm.
  • Use on-screen names. The closer your wording is to your real attribute and device names, the more reliable the answer.
  • Lean on page awareness. Asking “what does this show?” about the current page is faster than re-describing a query.
  • History is your friend. Multi-step work (analyze, then build) is easy to resume from a saved session.

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