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47 changes: 47 additions & 0 deletions interactivity/AI-powered-insights.md
Original file line number Diff line number Diff line change
Expand Up @@ -18,6 +18,44 @@ The AI-powered insights during report preview provide comprehensive capabilities

* Output: This feature generates outputs from the AI, including summaries, highlights, and other predefined commands, enhancing the overall productivity and efficiency of the report viewer.

## Feature Concept

Enable users to get quick answers from reports without external tools, enhancing productivity. To do that, integrate GenAI into report previews, offering predefined and custom prompts for summaries and answers.

1. Prompt UI Implementation:

* Integrate prompt UI into the Web report viewer first, followed by other viewers
* Offer predefined summary prompts to enhance productivity
* Request end-user consent for data sharing with GenAI
* Allow context selection (whole document, page number, range of pages)

1. Backend:

* Abstract the backend to enable client developers to hook a GenAI service of choice
* Provide implementations for `OpenAI`, `Azure AI Inference`, `Azure OpenAI`, `Ollama`, and `OpenAI`.
* Test and provide implementation for local LLM models for zero cost and data safety

1. Acceptance Criteria:

* Extract text from whole documents or page ranges in a suitable format for GenAI
* Abstract GenAI calls using MS semantic kernel or similar
* Support `OpenAI`/`Azure OpenAI` and other built-in services
* Enable use of local LLMs like Syncfusion
* Configure viewer UI to show prompt UI only if the backend is set up
* Reuse `Kendo`/`Telerik` components for prompt UI
* Allow predefined and custom prompts
* Request end-user consent for data sharing
* Configure report viewer model for predefined prompts, custom prompts, and data sharing consent

1. Viewer Support:

* Ensure support for `jQuery`, `Angular`, `Blazor`, `WPF`, and `WinForms` report viewers.
* UX design for Insights pane

## User Consent for AI Summaries

Before using the AI Prompt Dialog, users must give consent for the AI to process their provided text. This ensures transparency and user control over their data.

## Configure the AI

| Setting | Description |
Expand Down Expand Up @@ -84,6 +122,9 @@ Below is an example of how to configure the project for the `AzureOpenAI` option
</AIClient>
</Telerik.Reporting>
````
The following screenshot shows the UI of the AI system after configuration.

![The UI of the AI system after configuration.](images/UIOfTheAI.png)

## Extensibility

Expand All @@ -104,3 +145,9 @@ static Telerik.Reporting.AI.IClient GetCustomAIClient()
````

> The configured predefined prompts can be modified at runtime by overriding the `UpdateAIPrompts` method of the [ReportsController](/api/telerik.reporting.services.webapi.reportscontrollerbase) class.

## See Also

* [Overview of the AI Interactivity]({%slug telerikreporting/using-reports-in-applications/display-reports-in-applications/web-application/ai-interactivity%})
* [AIClient Element Overview]({%slug telerikreporting/aiclient-element%})
* [Interface IClient](https://docs.telerik.com/reporting/api/telerik.reporting.ai.iclient)
Binary file added interactivity/images/UIOfTheAI.png
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