Chat Assistant Widget

The Advanced Analytics Chat Assistant widget embeds the Trendz AI Assistant directly into a ThingsBoard dashboard. Users can type questions about the selected entity and receive visualizations instantly, without leaving the dashboard.

The Chat Assistant widget embedded in a ThingsBoard dashboard. Visualization generated in response to the question.

This guide shows how to set up the widget so it responds about the entity selected in an entities table on the same dashboard.

  ┌─────────────────────────┐    row click     ┌──────────────────────────┐
  │  Entities Table Widget  │ ───────────────▶ │  Dashboard state         │
  │  (Alias 1: asset type)  │  sets "default"  │  entity param: "default" │
  └─────────────────────────┘                  └────────────┬─────────────┘
                                                            │ bound to
                                               ┌────────────▼─────────────┐
                                               │  Chat Assistant Widget   │
                                               │  (Alias 2: state entity) │
                                               └──────────────────────────┘

1. Create a dashboard.

   Go to Dashboards → Add Dashboard → Create New Dashboard, enter a title, and click Add.

   

2. Set up two aliases.

   Open Aliases → Add Alias and create the first alias:

   • Alias Name: any name (e.g., Assets)
   • Filter Type: Asset type
   • Select the asset type, then click Add.

   Add a second alias:

   • Alias Name: any name (e.g., Selected Asset)
   • Filter Type: Entity from dashboard state
   • State entity parameter name: default
   • Click Add.

   Click Save once both aliases are listed.

   Go to Aliases → Add Alias. First alias — Filter Type: Asset type, select the desired asset type. Second alias — Filter Type: Entity from dashboard state, State entity parameter name: default. Confirm two aliases are listed, then click Save.

3. Add an Entities Table widget.

   Click Add Widget, select Tables → Entities table. Set the Entity alias to your first alias (the asset-type alias).

   Add a row-click action:

   • Action source: On row click
   • Name: any name
   • State entity parameter name: default

   Click Save, confirm the action is listed, then click Add.

   Click Add Widget, select Tables. Select Entities table. Choose the first alias as the entity alias, then click Add action. Add a new action. Action source: On row click. State entity parameter name: default. Click Save and confirm one action is listed. Click Add to add the Entities Table widget.

4. Add the Advanced Analytics Chat Assistant widget.

   Click + Add widget, select Advanced analytics Bundle → Advanced analytics Chat Assistant.

   Configure it:

   • Entity alias: select your second alias (the dashboard-state alias)
   • Data key: Name
   • In Appearance, fill in the Filter name field with the name of the Trendz Business Entity you want to filter by, then click Add.

   Click Save.

   Click + Add widget. Select the Advanced analytics Bundle. Select Advanced analytics Chat Assistant. Entity alias: second alias. Data key: Name. In Appearance, fill in the Filter name fields and click Add.

5. Interact with the AI Assistant.

   Click on any row in the Entities Table to select an asset, then click START AI CHAT. In the pop-up, type your question about the selected asset.

   The assistant remembers the conversation context — you can ask follow-up questions without restating the original request. To start a fresh conversation, click New Conversation. To return to a previous conversation, use the dropdown under the Current Chat label.

   Click on the desired asset, then click START AI CHAT. Ask a question about the selected asset in the pop-up window. The assistant responds with a visualization. Ask follow-up questions or add specifications — the assistant remembers context. Click New Conversation to start a fresh chat. Use the Current Chat dropdown to return to a previous conversation.

   Conversations started from the dashboard widget are tagged as Dashboard Origin in the Trendz Chats tab. You can view messages or save generated views from there.