Leo - Introduction
Leo is an interactive, business customizable AI feature to augment various Pisano features while also providing task-oriented suggestions.
Depending on the scenario, users can get suggestions or enhance their experience for supported functions.
The current available assistant features are Flow Review and Dashboard Review.
The flow review takes several user inputs and combines this knowledge with the survey in context to suggest improvement areas for users to create better surveys to gather more insightful feedback.
The report dashboard review analyzes a dashboard and its content to provide insight from the data gathered. This can also help with better and more concise presentations.
A user can navigate to the History Section to find and view previously conducted analyses. This section allows the user to view or reapply previously received recommendations.
Leo assigns 10 credits to each company account initially (may be changed later). Each analysis consumes 1 credit. When credits run out, the relevant person can contact the sales team to request additional credits with just a click.
Users with Flows permission can utilize the Flow Review feature.
Users with Reports permission can utilize the Dashboard Review feature.
Any of these permissions will allow a user to see the history section as well as the Leo button.
If a user wants Leo to perform an analysis directly from within a flow or report, the initial steps (such as flow or report selection) are skipped, and the analysis begins directly with the selected flow or report.