Process Interactive Advisor powered by GenAI

The Process Interactive Advisor provides a structured way to understand and improve business processes.

The advisor uses GenAI to support natural language queries that access process data. The advisor displays information that relates to the business objects that appear in an Insight. The advisor appears in the GenAI Assistant in the OS Portal to support a unified method to review process data.

Note: This option is available after an administrator enables it in the CloudSuite Self-Service Portal (CSSP). If you cannot see this option in your environment, contact your system administrator.

Key features

  • Natural language interaction: Use conversational queries to review information about business objects and obtain specific insights.
  • Contextual relevance: The advisor focuses on the business objects that are displayed in the active Insight to ensure accurate responses.
  • Seamless experience: Access the GenAI Assistant from Process Insights and Insights Designer to continue the review while you navigate between Insights.

Accessing the GenAI Assistant

  1. In Infor Process Intelligence, open the Process Insights menu or the Insights Designer menu.
  2. Select and open an Insight.

    The GenAI Assistant from the OS Portal is displayed on your screen, automatically receiving the context of the selected Insight.

  3. Specify your query in the chat box to request information about business objects, for example:
    • a. "Is there a specific customer impacting the cycle time?"
    • b. "What are all the non-conforming events?"
  4. Specify additional queries to continue the review.
  5. To start a new conversation, select New Conversation in the GenAI Assistant.

Additional notes

  • The Assistant uses only the business objects that are present in the current Insight. If you need answers that use specific filters, include those conditions in your query.
  • The experience is unified and does not require configuration.