Feature Overview
The CoolPlanet AI feature is designed to help users make sense of complex data presented in charts and tables throughout the platform. By leveraging AI-powered assistance, it simplifies data interpretation, highlights trends, identifies anomalies, and suggests actionable insights — even for users without specialized analytical expertise.
Who is it for?
This feature is ideal for:
Analysts and engineers looking for quick insights.
Operations teams monitoring dashboards and workbooks.
Users reviewing incident trends or seeking optimisation opportunities.
Where to Find It
The CoolPlanet AI button is available in multiple parts of the application, where users are investigating, manipulating or creating charts. It is accessed by clicking the 'CoolPlanet AI' button in the header of these charts:
On hover over a widget in the Dashboard.
In expanded widgets within a Dashboard.
In Enterprise dashboards (expanded widgets).
Inside the Data Source preview modal.
In the Workbook Explore view.
In the Event detail views.
Launching the Modal
When clicking the CoolPlanet AI button, a modal opens that overlays the current widget:
Left Panel: Displays a preview of the chart or table (inheriting the date and time range from the widget below).
Right Panel: Hosts the AI conversation.
Example Use Cases
Detecting Anomalies:
Identify unusual trends in energy consumption or operational metrics.Optimization Opportunities:
Find ways to improve efficiency, reduce costs, or adjust processesTrend Analysis:
Spot seasonal variations or shifts in patterns that might not be obvious.Root Cause Analysis:
Ask questions to understand the underlying reasons for sudden changes.
Actions Available on AI Response
On each reply by the AI, a plus icon becomes available. On click, this allows the user to;
Create Opportunity
Create Task
Create Watcher
Create Opportunity
An Opportunity can be created based on insights generated from the conversation. These can be created for one or multiple sites. The name and description are auto-generated using the AI response and can be edited.
Create Task
An Opportunity can be created based on insights generated from the conversation. These can be created for one site only and optionally assigned to a user. The name and description are auto-generated using the AI response and can be edited.
Create Watcher
The Ask AI feature is seamlessly integrated with watcher creation functionality. Users can act immediately on AI insights by setting up Simple Watchers, which alert them if similar patterns or anomalies occur in the future.
Note that this is currently only available in the expanded Datasource preview.
Simple Watcher Modal
Upon clicking, a modal opens where users can configure their watcher with the following;
Name and Description:
Generated using the AI response, can be edited.Datasource Selection:
If more than one Datasource is used in the chart, the top is selected by default, and can be changed in the dropdown.Site
Defaults to the site the Datasource is linked to and cannot be changed, unless a Weather Datasource is selected, in which case the user selects the Site.
Other Settings
Value thresholds (Above/Below) to set alert ranges. Defaults to the max and min of the Datasource selected.
Interval and fold settings.
Number of occurrences before alert triggers.
Chart
The time series is made visible in a chart with visual threshold lines visible for the max and min values.
Any Opportunity, Task or Watcher created is then visible in the conversation thread. Clicking the link opens the full detail of the entity created.
Current Limitations
Please note the following current limitations on the CoolPlanetAI feature;
1. Previous chats are not stored: Once you close the modal, the chat will be lost.
2. Data Limits: The AI Chat is limited how much data it can ingest and talk about. Long chats, or data heavy chats may run out of memory when this limit is reached.