Created AI-powered-insights.md

doc-output/configure-the-report-engine/aiclient-element.md

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+---
+title: AIClient Element
+page_title: AIClient Element Configuration
+description: "Learn how to utilize the AIClient Element to configure the AI model used for GenAI-powered insights during report preview."
+slug: telerikreporting/aiclient-element
+tags: aiclient,element,ai
+published: True
+position: 13
+---
+
+<style>
+table th:first-of-type {
+	width: 10%;
+}
+table th:nth-of-type(2) {
+	width: 90%;
+}
+</style>
+
+# AIClient Element Overview
+
+The `AIClient` element specifies the configuration settings for the GenAI-powered insights functionality of Telerik Reporting. It is used to connect the Reporting engine to a local or remote LLM, as well as configure the behavior of the built-in Reporting AI capabilities.  
+
+## Attributes and Elements
+
+__`<AIClient>` element__
+
+|   |   |
+| ------ | ------ |
+|Attributes|<ul><li>__friendlyName__ - Required string attribute. Specifies the name that corresponds to the type of AI client to be used. The names of the currently supported AI client types are: `MicrosoftExtensionsAzureAIInference`, `MicrosoftExtensionsAzureOpenAI`, `MicrosoftExtensionsOllama`, and `MicrosoftExtensionsOpenAI`.</li><li>__model__ - Required string attribute. Specifies the AI model to be used for generating responses. For example, setting the model to "gpt-4o-mini" indicates that the GPT-4o mini model variant is being utilized.</li><li>__endpoint__ - Optional string attribute. If set, specifies the URL of the AI service endpoint.</li><li>__credential__ - Optional string attribute. If set, specifies the authentication credentials used to access the AI service.</li><li>__requireConsent__ - Optional boolean attribute _(true by default)_. Determines whether users must explicitly consent to the use of AI services before the AI report insights features can be utilized within the application.</li><li>__allowCustomPrompts__ - Optional boolean attribute _(true by default)_. Determines whether users are allowed to freely communicate with the AI model. If set to false, custom queries are forbidden and only the predefined prompts can be used.</li></ul>|
+|Child Elements|<ul><li>__predefinedPrompts__ - Optional element. Defines a list of predefined prompts that the AI client can use.</li></ul>|
+|Parent Element|__Telerik.Reporting__ - Configures all settings that the Telerik Reporting Engine uses.|
+
+__`<predefinedPrompts>` element__
+
+|   |   |
+| ------ | ------ |
+|Attributes|None|
+|Child Elements|<ul><li>__add__ - Optional element. Adds a prompt to the list of predefined prompts.</li></ul>|
+|Parent Element|__AIClient__|
+
+__`<add>` element__
+
+|   |   |
+| ------ | ------ |
+|Attributes|__text__ - The text of a predefined AI prompt.|
+|Child Elements|None|
+|Parent Element|__predefinedPrompts__|
+
+## Example
+
+The following code example demonstrates how to configure the Reporting engine with an Azure OpenAI client that uses the GPT-4o mini model variant. In addition, the AI functionality is limited to a few predefined prompts that enable it to summarize and translate the report.
+
+XML-based configuration file:
+
+````XML
+<?xml version="1.0"?>
+<configuration>
+	<configSections>
+		<section name="Telerik.Reporting" type="Telerik.Reporting.Configuration.ReportingConfigurationSection, Telerik.Reporting" allowLocation="true" allowDefinition="Everywhere" />
+	</configSections>
+	<Telerik.Reporting>
+		<AIClient
+			friendlyName="MicrosoftExtensionsAzureOpenAI"
+			model="gpt-4o-mini"
+			endpoint="https://ai-explorations.openai.azure.com/"
+			credential="..."
+			requireConsent="true"
+			allowCustomPrompts="false">
+			<predefinedPrompts>
+				<add text="Generate an executive summary of this report."/>
+				<add text="Translate the document into German."/>
+			</predefinedPrompts>
+		</AIClient>
+	</Telerik.Reporting>
+...
+</configuration>
+````
+
+JSON-based configuration file:
+
+````JSON
+"telerikReporting": {
+	"AIClient": {
+		"friendlyName": "MicrosoftExtensionsAzureOpenAI",
+		"model": "gpt-4o-mini",
+		"endpoint": "https://ai-explorations.openai.azure.com/",
+		"credential": "...",
+		"requireConsent": true,
+		"allowCustomPrompts": false,
+		"predefinedPrompts": [
+			{ "text": "Generate an executive summary of this report." },
+			{ "text": "Translate the document into German." }
+		]
+	}
+}
+````
+
+> When adding the `Telerik.Reporting` section manually, do not forget to register it in `configSections` element of the configuration file. Failing to do so will result in a [ConfigurationErrorsException](https://learn.microsoft.com/en-us/dotnet/api/system.configuration.configurationerrorsexception?view=dotnet-plat-ext-7.0) with the following text: *Configuration system failed to initialize*.
+

interactivity/AI-powered-insights.md

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+---
+title: AI-Powered Insights in Report Preview
+page_title: AI-Powered Insights in Report Preview
+description: "Learn how to implement an AI-powered prompt UI as part of any web-based report viewer."
+slug: telerikreporting/designing-reports/adding-interactivity-to-reports/ai-powered-insights
+tags: telerik, reporting, ai
+published: True
+position: 1
+---
+
+# AI-Powered Insights Overview
+
+The AI-powered insights during report preview provide comprehensive capabilities, including response generation, prompt creation, AI output interaction, and execution of predefined commands.
+
+## AI Features
+
+* Ask AI: This window allows users to ask questions to the AI, facilitating dynamic responses based on the document context.
+
+* Output: This feature generates outputs from the AI, including summaries, highlights, and other predefined commands, enhancing the overall productivity and efficiency of the report viewer.
+
+## Configure the AI
+
+| Setting | Description |
+| ------ | ------ |
+|friendlyName|This setting specifies the name corresponding to the type of AI client you wish to use. For example, setting friendlyName to "MicrosoftExtensionsAzureOpenAI" indicates that the Azure OpenAI client is being utilized.|
+|model|This setting specifies the AI model to be used for generating responses. For example, setting the model to "gpt-4o-mini" indicates that the GPT-4o mini model variant is being utilized.|
+|endpoint|This setting specifies the URL of the AI service endpoint.|
+|credential|This setting specifies the authentication credentials required to access the AI service. It ensures that the AI client can securely connect to the specified endpoint.|
+|requireConsent|A boolean configuration option that determines whether users must explicitly consent to the use of AI models before the AI report insights features can be utilized within the application.|
+|allowCustomPrompts|This setting is set to true by default. If you set it to `false`, users will only be able to use the predefined prompts and will not be allowed to ask custom prompts.|
+|predefinedPrompts|This setting specifies a list of predefined prompts that the AI client can use. Each prompt is defined by a text attribute, which contains the prompt's content.|
+
+__AI clients__
+
+There are four available options for the `friendlyName` setting:
+
+| Client Type | Friendly Name |
+| ------ | ------ |
+|Microsoft.Extensions.AI.AzureAIInference|"MicrosoftExtensionsAzureAIInference"|
+|Microsoft.Extensions.AI.OpenAI + Azure.AI.OpenAI|"MicrosoftExtensionsAzureOpenAI"|
+|Microsoft.Extensions.AI.Ollama|"MicrosoftExtensionsOllama"|
+|Microsoft.Extensions.AI.OpenAI|"MicrosoftExtensionsOpenAI"|
+
+Depending on which option will be used, a corresponding `Telerik.Reporting.Telerik.Reporting.AI.Microsoft.Extensions.{name}` NuGet package must be installed in the project. In other words, please install one of the following packages before continuing with the configuration:
+
+	- `Telerik.Reporting.AI.Microsoft.Extensions.AzureAIInference`
+	- `Telerik.Reporting.AI.Microsoft.Extensions.AzureOpenAI`
+	- `Telerik.Reporting.AI.Microsoft.Extensions.Ollama`
+	- `Telerik.Reporting.AI.Microsoft.Extensions.OpenAI`
+
+Below is an example of how to configure the project for the `AzureOpenAI` option.
+
+````JSON
+{
+	"telerikReporting": {
+		"AIClient": {
+			"friendlyName": "MicrosoftExtensionsAzureOpenAI",
+			"model": "gpt-4o-mini",
+			"endpoint": "https://ai-explorations.openai.azure.com/",
+			"credential": "...",
+			"requireConsent": false,
+			"allowCustomPrompts": false,
+			"predefinedPrompts": [
+				{ "text": "Prompt 1" },
+				{ "text": "Prompt 2" }
+			]
+		}
+	}
+}
+````
+````XML
+ <Telerik.Reporting>
+     <AIClient
+         friendlyName="MicrosoftExtensionsAzureOpenAI"
+         model="gpt-4o-mini"
+         endpoint="https://ai-explorations.openai.azure.com/"
+         credential="..."
+         requireConsent="false"
+         allowCustomPrompts="false">
+         <predefinedPrompts>
+             <add text="Prompt 1" />
+             <add text="Prompt 2" />
+         </predefinedPrompts>
+     </AIClient>
+ </Telerik.Reporting>
+````
+
+## Extensibility
+
+If necessary, the Reporting engine can use a custom `Telerik.Reporting.AI.IClient` implementation, which can be registered in the Reporting REST Service configuration:
+
+````C#
+builder.Services.TryAddSingleton<IReportServiceConfiguration>(sp => new ReportServiceConfiguration
+{
+    HostAppId = "MyApp",
+    AIClientFactory = GetCustomAIClient,
+    ...
+});
+
+static Telerik.Reporting.AI.IClient GetCustomAIClient()
+{
+    return new MyCustomAIClient(...);
+}
+````
+
+ > The configured predefined prompts can be modified at runtime by overriding the `UpdateAIPrompts` method of the [ReportsController](/api/telerik.reporting.services.webapi.reportscontrollerbase) class.