AI Analyze & Update

Overview

AI Analyze intelligently reviews your program to help you progress initiatives or opportunities, get ahead of risks, and make prioritization decisions. The chatbot responds to natural language prompts by assessing your relevant program data.

AI Analyze evaluates information configured within the solution to generate contextual insights. In addition to analyzing attribute data, AI Analyze understands the broader structure of your program, including how work items are organized, connected, and managed. By combining program data with structural context and solution logic, AI Analyze can provide comprehensive responses about both program performance and the methodology used to manage it.

When AI Analyze identifies recommended changes based on a user prompt, users can review, modify, and accept attribute value updates directly within the chat window without ever leaving the conversation. Governance and data integrity remain fully intact, with the chatbot only surfacing attributes it has been granted visibility to and all existing editability rules enforced, ensuring users can only update values they have the appropriate rights to change.

Configure AI Analyze

In addition to the default Program Structure and Logic, AI Analyze can be configured to review specific attribute values from select templates. Once configured, the Chatbot will respond to questions with the specified attribute values returned.

  1. As an App Admin, select ‘Apps’ from the Sidebar.
  2. Choose an App name to be brought to the App Detail page.
  3. Select the ‘AI’ Tab.
  4. To define a new template for AI Analyze, select the ‘+ Configure Type’ button.
  5. From the AI Chatbot Enablement dialog, choose a template type. The Name attribute will be included by default.
  6. Use the checkbox to the left of the attribute name to enable an attribute (association, checkbox, date, metric, number, pick list, text, or role). The chosen attribute’s definition will be automatically included. Optionally, use the selector on the right to filter available attributes by their type. Follow the same process to add more attributes if desired.
  7. Save and Publish.

To edit a previously configured template for AI Analyze, click the edit icon (pencil) for an existing template to add or remove attributes.

Note: Admin Only attributes are not available for AI Analyze.

Analyze Chatbot Key Features

  • Easy Access & Continuous Chatting. Shibumi Analyze can be accessed from any page within the solution and maintains a history of previous chat logs for easy reference.
  • Recommendation and Updating. Shibumi Analyze can provide recommendations to attribute values it has access to based on a user prompt. These recommendation can then be applied directly within the chat window.
  • Security. Shibumi recognizes that security is critical for clients. The chatbot follows the Shibumi security model and will never respond with information that the user does not already have permission to access.
  • Structural Intelligence. AI Analyze understands the structure of the program, including template relationships, business rules, and calculations. This allows the chatbot to interpret how work items are connected, who is responsible for them, and how they influence one another across the solution.
  • Reasoning. The chatbot explains, in plain language, the steps taken to arrive at its conclusions and includes supporting data/visualizations when available.
Updated on July 25, 2026

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