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This guide walks you through your first session with AI Agents. By the end, you will have asked a question, explored a follow-up, saved the session, and found it in your session list.

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Prerequisites

  • An active myUNFI account with UNFI Insights enabled.
  • At least one connected channel data source (Natural or Conventional).
If you do not see AI Agents in your navigation, contact UNFI at unfiinsights@unfi.com to enable access.

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Step 1: Open AI Agents

Click AI Agents in the main UNFI Insights navigation. You land on the home page with a message input and the list of agents available to your account.

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Step 2: Pick an agent and ask your first question

Choose an agent from the selector above the message input — for example, Natural or Conventional. Then type a question in plain English:
Press Enter (or click Send). A new session is created automatically and the agent starts working.

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Step 3: Read the response

While the agent works, you see a live activity feed describing what it is doing — querying data, running code, generating a chart. When it is finished the response typically includes:
  • A short text summary of the findings.
  • One or more charts rendered with your account’s light or dark theme.
  • A sortable data table with the underlying values.
  • A live activity feed showing the agent’s progress while it works.
Derived metrics (for example, year-over-year growth or gross margin %) are shown with the full LaTeX formula so you can verify the math.

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Step 4: Ask a follow-up

Type a follow-up that builds on the previous answer. The agent keeps context within the session, so you do not need to repeat details:
The agent returns a new visualization grouped by region, referencing the same products and time period from your first question.
Need hands-free? Click the microphone icon (or press ⌘⇧U / Ctrl+Shift+U) and dictate your question. See Voice input.

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Step 5: Save and share

  • Save a prompt — Hover over one of your own messages and click Save (bookmark icon, next to Edit) to reuse it later from the Prompt Gallery. See Saved prompts.
  • Share the session — Click the 3 little dots in the session header, and select Share. Recipients of the link can open it in read-only mode.
  • Automate the analysis — Ask the agent “schedule this to run every Monday at 8 AM and email me the results” to turn the session into a recurring run. See Schedules.

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Step 6: Find your session later

Sessions are auto-saved as you chat and auto-titled after your first exchange. To return to one:
  1. Click Sessions in the sidebar.
  2. Search by title or content, or filter by agent.
  3. Click any session to reopen and continue asking questions.

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Useful shortcuts

See Settings for the full shortcut list.

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What to try next

Sessions

Learn about session resumability, summarize-and-continue, editing, and sharing.

Visualizations

See the full list of chart types, light/dark theming, and export options.

Files

Upload datasets, @-mention files in chat, and browse everything agents create.

Schedules

Turn any analysis into a recurring run delivered over email, Slack, or Teams.