This article contains frequently asked questions that arise when using AI Agents in TapClicks. You can quickly navigate to a particular FAQ by using the table of contents below. For more information about how to use AI Agents, please refer to this section of the Knowledge Base, FAQs: AI Insights Agents, or FAQs: AI Operator Agents.
What are AI Agents in TapClicks?
What types of AI Agents are available?
Who can access AI Agents?
How are AI Agents configured?
Is data processed by AI Agents secure?
Are AI Agents included in all TapClicks packages?
Is there a cost associated with using AI Agents?
What are AI Agents in TapClicks?
AI Agents are built-in tools within the TapClicks platform that use artificial intelligence to help users work more efficiently. There are two types: Insights Agents, which analyze dashboard and report data to generate written summaries and insights, and Operator Agents, which respond to plain-language prompts to create dashboards, widgets, and calculated metrics. For more detailed information, see FAQs: AI Insights Agents and FAQs: AI Operator Agents.
What types of AI Agents are available?
The following types of AI Agents are available:
- Insights Agents: Analyze data on a dashboard section or report and return insights in a chat panel. For more information, see FAQs: AI Insights Agents.
- Operator Agents: Respond to plain-language text prompts to perform actions within TapClicks, such as creating dashboards, widgets, and calculated metrics. For more information, see FAQs: AI Operator Agents.
Who can access AI Agents?
Access to AI Agents is role-based. Super Admins have access by default. Other user roles can be granted access through permission settings managed by an account administrator.
How are AI Agents configured?
Users with the appropriate permissions can configure their TapClicks instance to use a custom OpenAI API token for processing. This allows control over how requests are billed and processed. Both Insights Agents and Operator Agents are used by entering plain-language prompts directly within the platform.
Is data processed by AI Agents secure?
Yes. AI Agents follow TapClicks' standard data handling and security protocols. If a custom API token is used, users should also review the associated provider's data privacy and security practices.
Are AI Agents included in all TapClicks packages?
AI Insights Agents are part of the SmartSuite package. AI Operator Agents have differing availability based on your TapClicks package. Contact your TapClicks representative to confirm availability in your account.
Is there a cost associated with using AI Agents?
For pricing and access information, contact your Customer Success Manager or the TapClicks sales team.