Birdview AI assistant

Availability

Overview

Safeguards and security principles

We at Birdview understand our responsibility before our customers and therefore are guided by the following principles when designing Birdview AI assistant:

1. Any actual and training (demo) data being in use at your Birdview account:

• are not available to other customers;
• are NOT available to OpenAI;
• are NOT used to improve OpenAI models;
• are NOT used to improve any Microsoft or 3rd party products or services without your permission or instruction.

2. Fine-tuned Azure OpenAI* models we have developed are available exclusively for your Birdview account’s use.

Enabling AI Assistant

A Birdview administrator can decide whether to give access to Birdview AI assistant to the end users. To enable access:

1. Click through User menu > Company settings > Advanced settings > AI assistant.
2. Use the toggle there to enable/disable the Birdview AI assistant.

Using Birdview AI assistant

To open the chatbot and start communicating with Birdview AI assistant please do as follows:

1. Click in the bottom right corner.
2. Click .
3. Type a question.
4. To start a new line while typing, press Shift-Enter.
5. Press Enter to send.
6. To close the chatbot, click .

What is Birdview AI assistant designed to do?

Birdview AI assistant is designed to handle a number of queries, including but not limited to:

• Project and task search;
• User-based filtering;
• Getting insights from project messages;
• Search the Birdview Knowledge base;
• Smart follow-up;
• General questions.

Project and task search

For this kind of query, you might ask questions of this kind:

• “What tasks is Tim working on this week?”
• “When does the ‘Website Redesign’ project start?”
• “Show me all high-priority tasks due this month.”

The Birdview AI assistant understands natural language queries and provides structured responses that include a list of task or project names, statuses, dates, and more. The AI element consists in intellectual filtering and search based on Birdview project and activity data queried.

User-based filtering

You can ask questions pertaining to specific users. For instance:

• “What John’s tasks beginning next week?”
• “Give me a list of projects, part of Main space, where Alex Monroe is a member.”

In case of uncertainty, the chatbot will ask additional questions.

Get insights from project messages

The chatbot can retrieve and summarize messages attached to projects and tasks, helping you stay on top of updates without digging through threads.

Examples of questions are:

• “Find a message in project # 5466 about a staff meeting.”
• “List all messages mentioning me in project # 677?”

Answers from Birdview Knowledge base

The chatbot can search our Knowledge base and return helpful, longer-form answers when needed.

Examples of questions are:

• “What permissions should I have to become an approver?”
• “Search the Knowledge base for an article on project templates”

At times, you may find an answer incomplete or unsatisfactory, given various sources of data the chatbot is using: the official website, blog, knowledge base, help center, etc. Try to rephrase the question to get better results. Pointing directly at the source of data can help (see Example 2 above).

Smart follow-up handling

The bot remembers the flow of a single conversation, so you can ask follow-ups without repeating yourself.

For example:

• “When does it start?” right after asking about a project.
• “List tasks he is assigned to” after asking about the access level of a user.