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ImprovementAI
yesterday

Export your AI Advisor chat sessions!

Since we released our AI Advisor agent, we've been noticing a steady and consistent increase of its usage throughout our user base. When discussing with our customers to understand how they use it, we usually notice a couple things:

  • More often than not, a few champions within the company use AI Advisor in a rather advanced fashion, chaining prompts that leverage different data-sets;
  • The rest of the users mostly use AI Advisor in a one-shot pattern of question, answer, then move on.

Some of our key conclusions are

  1. AI (Advisor) is a muscle: unless you keep exercising it and attempt new prompts, it is hard for users to wrap their heads around what AI Advisor can do that they haven't yet discovered
  2. Emulation is key to adoption: constant exposure to successful/fruitful AI Advisor sessions is a big factor for internal adoption, and helps users develop a sense of the "field of the possibles" in terms of its usage
  3. Sometimes (often) you need to share things with non Kentik users: Whether attaching investigation context for post-incident reporting, or sharing a network planning exercise with others in the organization, we see many needs to be able to create a sharable, portable artifact that is better than "copy & paste."

For that reason, we're adding a couple features for users to share sessions recorded as PDF.


Export AI Advisor chat sessions as PDF

Title says it all: with this function, users can now download any chat session, current or past as a PDF file and share it with other users.

When using AI Advisor in the chat popover mode, you'll notice these series of icons in the title bar, one of them will download the current chat session as a PDF


When using AI Advisor in Full screen mode, 

In both cases, a green toast will let you know when your export is ready with a link to save it as a PDF

Cranking it up a notch: Scheduled Export Subscriptions

This is when things get interesting: building on this foundation, we added a capability for AI Advisor to run offline, on a schedule.
First off head to Company Settings > Reports Subscriptions

and then click Add Subscription (top-right action button), you will now be presented with a new Share type: AI Advisor

which will give you access to configuration options for your scheduled AI Advisor Report

  • Naming the PDF file exported
  • Email recipients to configure it for (TO, CC, BCC)
  • Scheduling options (daily, weekly, monthly, last day of the month)
  • A field for the prompt you want AI Advisor to run and export as a PDF

Here's an idea of how we've seen this feature being used: 

  1. Schedule a report to be run every Monday morning and set to your inbox
  2. Configure the report to rely on the following prompt: 

"Give me a summary of anything critical that has happened over the past weekend, only display a table of summary action items, each one with their level of priority"

Here's an extract of a sample report you could receive in your inbox after a busy weekend

...another example, derived from this one:

  • Network Config Changes made over the weekend can be seen as riskier because of only On-Call staff being available to review them
  • Sometimes these changes are made in emergency to temporarily solve a customer issue and need to be reviewed on Monday when all the engineering staff is present
  • Kentik's NMS offering now by default includes Config Back and Diff'ing for devices enrolled in it, meaning AI Advisor knows about any change made at anytime, by anyone.

What about getting a weekend config change summary on Monday delivered to the Engineering team's inbox to review ?

A scheduled prompt like this one would do the trick

"Show me a summary of all device config changes that have happened over the weekend on all devices, including who made the change

Which would yield a PDF report similar to the one below

How do I make the best use of AI Advisor Scheduled Reports?

This feature really shines when used in conjunction with our AI Runbooks (see the AI Advisor release announcement): with Runbooks, our users can instruct AI Advisor to follow a specific procedure, featuring

  • Natural language instructions that mirror your own operating procedures
  • A step by step detailed reasoning containing what data-sets to pull into an investigation: traffic analysis queries, NMS metrics, Syslog and Trap event entries, on-demand synthetic tests, configuration backups diffs and even run show commands
  • Title and Description metadata, leveraged by AI Advisor to know when to dynamically summon them

Concretely, if you're a Claude Code user, you can think of these as Claude Skills.

These capabilities now can get leveraged offline with AI Advisor Subscription Reports with prompts such as:

Execute the "NTP and Syslog audit" Runbook

In that example, AI Advisor would fetch the Runbook and execute the instructions in it, turning it into a powerful audit tool that will be summoned regularly, sending your Engineering/Operations team a report with actions for them to review and apply.

Avatar of authorGreg Villain