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Add AI features in a list (preview)

[This article is prerelease documentation and is subject to change.]

Power Pages offers AI-powered capabilities that enhance data list components with features like AI-generated summaries, visual chart representations, and natural language (NL) filtering. These enhancements help you interpret data more effectively and uncover key insights easily.

The AI summary feature shows data in concise, easy-to-read summaries and charts, so you can better understand complex datasets.

The AI-enhanced search functionality supports natural language queries, traditional text-based searches, and dynamic inline suggestions. You can filter and explore data in a more intuitive and efficient way.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

This guide walks you through enabling and configuring the AI-powered insights for data lists in Power Pages.

Benefits

AI summary for list provides the following benefits:

  • Chart visualizations: The feature converts complex data lists into graphical charts, making trends and key data points more accessible and easier to understand.

  • Data summarization: Automatically generated summaries offer high-level insights into your data, reducing the time spent on manual analysis.

  • Natural language Search: Find data by typing queries in everyday language, or use search suggestions to filter data with a single click.

You can enable AI summary and Natural Language Search on either a new or existing list.

Enable AI summary on a new list

When creating a new data list, you can enable the AI summary feature to automatically generate insightful summaries and visual charts for the list.

To enable AI summary on a new list:

  1. Add a list to the page.

  2. Select AI summary for list to enable or disable AI summary for the selected list. Default for this toggle is enabled.

    Screenshot that shows the list settings from the **Set up** tab.

  3. Complete the configuration and select Done.

Once AI summary list is turned on, the data lists automatically provide AI-driven summaries and visual representations of the data, allowing for a more intuitive and insightful user experience.

Enable AI summary for an existing list

You can also enable the AI summary feature on an existing data list.

To enable AI summary on an existing list:

  1. Select the existing list on the page.

  2. Select Edit List.

  3. In the settings panel, locate the AI Summary for List option.

  4. Toggle the option to On.

  5. Save your changes.

The data list now includes automatically generated summaries and chart visualizations.

Customizing AI summaries

To customize an AI-generated summary:

  1. Select the AI card within the list.

  2. Navigate to Insights to access customization options.

    Screenshot that shows the AI insights settings from the **Insights** tab.

  3. Toggle the Keep insights expanded option ON or OFF to control whether the AI card remains expanded or collapsed by default when the page loads.

  4. Modify the AI card Title to replace the default title with a custom one.

  5. Provide Additional Instructions to refine the AI's insights or influence data visualization.

  6. Define Chart Type preferences, to allow AI to select the most suitable visualization for displaying the data.

Guidelines for additional instructions

When adding extra instructions, avoid the following:

  • Grouping data within the instructions. Example, show top 5 products by order quantity.
  • Applying filters, as this may lead to inaccurate summaries. Example, show insights specific to the "Electronic" product category.

Enable natural language search for list

Natural language (NL) search enhances list usability by allowing users to search and refine data using intuitive, conversational queries, or specific text formats.

To enable natural language filter on an existing list:

  1. Select the existing list on the page.

  2. Select Edit List > More options.

  3. In More options, find the Enable search in this list option.

  4. Turn on the option and make sure Search with natural language is also On.

    Screenshot of the list settings in the **More options** tab.

  5. Save your changes.

The list now lets you use natural language search.

Important

  • Your Power Pages site version must be 9.7.4.x or later for this feature to work.

Key features

  • Natural language queries: Understands what you mean from queries with more than two words. For example, Orders from last week over 500 dollars.

  • Text-based search: If you enter two words or fewer, the list does a text search. To use Copilot search, enter more than two words. To do a text search with more than two words, put the search term in single or double quotes.

Limitations

  • Virtual tables aren't supported.
  • A table should have at least five rows to generate any meaningful summary.
  • Limitations of the Tabular Data Stream (TDS) endpoint also apply to this feature. Learn more about unsupported column types at Supported operations and data types.