> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocrisp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> AI Agents is UNFI Insights' conversational analytics platform — ask questions, build visualizations, generate reports, and automate recurring insights across your UNFI data.

AI Agents gives you a natural-language interface to your UNFI data. Instead of writing queries or building dashboards manually, you describe what you need and an AI agent handles the rest — querying semantic models, generating charts, building presentations, and delivering results on a schedule.

<Frame caption="The AI Agents home page — pick an agent and start asking questions.">
  <img src="https://mintcdn.com/crispinc/1LkmNX6Yhea1WewL/unfi-ai-agents/images/home.png?fit=max&auto=format&n=1LkmNX6Yhea1WewL&q=85&s=f1f68b2e4fac88b6a1d9c3c069333aee" alt="AI Agents home page" width="1214" height="986" data-path="unfi-ai-agents/images/home.png" />
</Frame>

## What you can do

<CardGroup cols={2}>
  <Card title="Ask questions" icon="messages" href="/unfi-ai-agents/sessions">
    Start a conversation with a specialized agent. Ask about sales trends, inventory levels, promotional lift, or any metric in your data.
  </Card>

  <Card title="Visualize data" icon="chart-mixed" href="/unfi-ai-agents/visualizations">
    Agents create interactive D3 charts — bar, line, map, waterfall, and more — styled for both light and dark mode.
  </Card>

  <Card title="Generate reports" icon="file-powerpoint" href="/unfi-ai-agents/presentations">
    Turn insights into polished PowerPoint decks with data tables, charts, and executive summaries.
  </Card>

  <Card title="Schedule recurring runs" icon="calendar-clock" href="/unfi-ai-agents/schedules">
    Automate any analysis on a cron schedule and receive results via email.
  </Card>

  <Card title="Manage files" icon="folder-tree" href="/unfi-ai-agents/files">
    Upload data, browse generated artifacts, and reference files directly in your conversations.
  </Card>
</CardGroup>

## Core concepts

**Session** — A single conversation with an agent. Sessions persist your messages, generated files, and context so you can pick up where you left off or share the results with a teammate. See [Sessions](/unfi-ai-agents/sessions).

**Agent** — A named configuration tuned for a specific domain. You pick an agent when you start a session, and you can switch agents at any time. See [Agents](/unfi-ai-agents/agents).

**File** — Agents create and consume files through a virtual file system (VFS). Charts, CSVs, markdown reports, and PowerPoint decks all live in your file explorer and can be referenced in follow-up messages with `@` mentions. See [Files](/unfi-ai-agents/files).

**Schedule** — A recurring or one-off run of a prompt that delivers its results to a chosen channel. See [Schedules](/unfi-ai-agents/schedules).

**Skill** — A pre-built knowledge module (for example, store clustering or diff-in-difference) that gives an agent domain expertise and specialized tool instructions.

**Tool** — A capability the agent uses behind the scenes — querying data, analyzing files, creating charts, or sending a scheduled result. Every response includes an expandable activity feed so you can see what the agent did.

**Artifact** — Anything the agent produces: a chart, a table, a markdown document, a PowerPoint deck. Artifacts live in your files and can be refined through the chat-based [Artifact Refinement](/unfi-ai-agents/artifact-refinement) editor.

## Getting started

<Steps>
  <Step title="Log in and access AI Agents">
    After logging in to myUNFI, select UNFI Insights to enter your platform homepage. From there, select **AI Agents** in the toolbar. Each UNFI Insights account has its own agents, files, and data access.
  </Step>

  <Step title="Start a session">
    From the home page, choose an agent and type a question in the message input. You can also go to **Sessions** and click **New Session**. See the Quick Start Onboarding Program in the Gallery for a walkthrough.
  </Step>

  <Step title="Explore your results">
    The agent responds with text, tables, charts, and files. Click any chart to expand it, or open the file explorer to browse everything the agent created.
  </Step>

  <Step title="Save and automate">
    Save useful prompts to your library for reuse, or set up a schedule to run the analysis automatically on a recurring basis.
  </Step>
</Steps>

## Navigation

The navigation bar provides quick access to the main areas of the application:

| Link          | Description                                 |
| ------------- | ------------------------------------------- |
| **Sessions**  | Browse and search all past conversations    |
| **Schedules** | Manage recurring and one-off scheduled runs |
| **Files**     | Browse and manage your virtual file system  |

## Mobile support

AI Agents works in mobile browsers. Log in to myUNFI, select UNFI Insights, and access AI Agents in the toolbar. You can read past sessions, ask follow-up questions, review files, and check scheduled work from your phone.

<Frame>
  <img src="https://mintcdn.com/crispinc/pBeEwkJQhLicJqZC/unfi-ai-agents/images/mobile-navigation.png?fit=max&auto=format&n=pBeEwkJQhLicJqZC&q=85&s=6c6f2a3cbd562cdbf766bde5e6d41598" alt="AI Agents mobile browser view showing Sessions and Files navigation at the top of the screen" width="1178" height="1977" data-path="unfi-ai-agents/images/mobile-navigation.png" />
</Frame>
