# AI Assistant (InsightFusion) The **InsightFusion AI Assistant** is a chat panel available from anywhere inside FleetFusion. Use it to ask questions about your fleet, jump to a page, draft a report, build a dashboard, or get help understanding what is on the screen — all without leaving the page you are on. > **Permissions:** The assistant is only visible to authenticated users who hold the **FleetAssistant.ChatAgent** permission. If you do not see the floating launcher, ask an administrator to grant the permission to your role. > **Important:** The assistant only ever sees data from your own tenant. Each request is sent with the URL, page title, and any route or query parameters of the page you are currently on so the response can be tailored to your context. Do not paste credentials, customer secrets, or third-party personal data into the composer — treat it like any other channel into your fleet system.
## Opening the assistant The assistant lives behind a floating circular launcher pinned to the corner of every authenticated page. The launcher carries the InsightFusion orb image and is labelled **Open FleetFusion assistant** for screen readers. * Click the launcher to open the panel. * Click it again, or click the **X** in the panel header, to close it. * Click the expand icon in the panel header to switch between the compact panel and an expanded view; click again to restore. The panel header shows the assistant's brand mark on the left and a context label on the right. The label reflects the page you are on — for example, **Dashboard / Fusion Insight** or **Vehicles / Record** — so you always know which area the assistant is reasoning about. The panel state, your draft message, and the last 50 messages are kept in your browser session, so closing and reopening the panel does not lose your conversation. Conversations are also tied to a conversation ID that survives a page reload. ## What the assistant can do The assistant routes every question into one of five tracks, shown as a small label on each reply: * **Help** — explains a page, a feature, or a concept. * **Data** — runs a structured query against your fleet data and returns a table or summary. * **Report** — drafts a report, lets you preview the rows, and can hand off to the report viewer or scheduler. * **Dashboard** — drafts a dashboard, lets you preview its widgets, and can save it to **Fusion Insight** in a single click. * **Clarify** — asks a follow-up question when the request is ambiguous. Replies can include rich content alongside the prose: * **Suggestion chips** offering common next prompts. * **Disambiguation chips** when more than one data domain matches your question (for example, "vehicles" versus "vehicle assignments"). Click one to resend with the chosen domain. * **Hand-off buttons** that take you to a portal page (for example, the report viewer with schedule fields pre-filled) or send a follow-up prompt. * **Draft cards** describing a proposed report or dashboard, including filters, columns, metrics, and any safety warnings. Click **Preview rows** or **Preview dashboard** to see the result without saving. * **Report previews** — a compact table of the first rows the report would return. * **Dashboard previews** — the full set of widgets the assistant would build, with a **Save** button that persists the dashboard and opens it in **Fusion Insight**. * **Tables** rendered with the leaderboard grid for tabular answers. When the assistant needs more information — for example, the vehicle, driver, fleet, or depot you mean — it returns a follow-up prompt. Your next reply is treated as the missing slot rather than a brand-new question, unless your message obviously starts a new request (for example, "what", "show", or "list"). ## Useful prompts A few examples to start with: * "Explain what I can do on this page." * "Show me a useful summary for this area." * "Top 10 drivers by harsh-braking events in the last 30 days." * "Build me a dashboard of fuel use by depot over the last 90 days." * "Schedule the safety summary report weekly on Mondays." * "Open Dashboard / Fusion Insight." — this single phrase navigates straight to the Fusion Insight tab without going through the AI back-end. > **Tip:** Press **Enter** to send. Use **Shift + Enter** for a line break. The composer accepts up to 4,000 characters per message. ## Working with data actions When the assistant runs a data action on your behalf, it stamps the reply with a status badge: * **Ran** — the action completed successfully. * **Ran with notes** — the action completed but returned warnings worth reading. * **Needs detail** — the action is paused waiting for missing parameters. * **Needs permission** — your role does not yet permit this action. * **Failed** — the action could not run; the reason appears beneath the badge. Warnings, missing slots, and follow-up prompts are listed under the badge so you know exactly what to do next. ## When the assistant is unavailable If your tenant has the AI Chat feature switched off, the launcher does not appear at all. If the assistant service cannot be reached after the launcher loads, you see a single message asking you to check the API host and your permissions and try again. Conversations resume normally once the service is back. ## Related articles * [Fusion Insight](/documentation/core-modules/dashboard/fusion-insight.md) * [Dashboard overview](/documentation/core-modules/dashboard.md) * [Navigating the platform](/documentation/getting-started/navigating-the-platform.md) * [What is FleetFusion?](/documentation/getting-started/what-is-fleetfusion.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.fleetfusion.ai/documentation/getting-started/ai-assistant.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.