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Your AI Assistant

Every Valiyou user has an AI assistant built into the platform. Click the sparkle icon in the bottom-right corner of any page to open the chat.
Valiyou AI chat panel open on the dashboard, showing the sparkle icon and chat interface
The assistant knows your organization’s data, industry, custom labels and current page. It uses your organization’s own terminology — if you renamed “Sponsor” to “Brand”, the assistant uses “Brand” too.

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What the assistant can do

Answer questions

Ask about your valuations, sponsors, packages or inventory — the assistant looks up live data and answers in context.

Fill forms

Say “create a sponsor called Heineken” and the assistant opens the form and fills the fields. You always press Save.

Navigate

Say “go to Reports” or “show me the latest valuation” and the assistant navigates for you.

Generate insights

On the Reports page, click “Get AI Key Insights” for automatic analysis of your selected valuations.

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Example conversations

Here are things you can ask the assistant:

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Valuations

  • “What is our total valuation?”
  • “Compare the last two valuations”
  • “How has our media value changed?”
  • “What are our TV viewers for the latest valuation?”

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Sponsors & Packages

  • “Create a new sponsor called Nike”
  • “How many sponsors do we have?”
  • “What packages are in draft?”
  • “Show me the Heineken sponsor page”

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Reports & Insights

  • “Go to Reports”
  • “What does the brand multiplier mean?”
  • “Explain the valuation methodology”
  • “Go to Settings”
  • “Open the inventory”
  • “Show me my profile”
The assistant understands both English and Danish. It responds in the same language you write in.

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How it works

  1. Click the sparkle icon in the bottom-right corner (or the chat panel header if already open)
  2. Type your question or instruction
  3. The assistant responds — it may look up data, navigate to a page, or open a form
  4. You stay in control — the assistant never saves, approves or sends anything without you pressing the button
AI assistant conversation showing a question about valuation data with a detailed response

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AI Key Insights on Reports

On the Reports page, select two or more valuations and click “Get AI Key Insights”. The assistant analyzes your data and generates 3–5 actionable insights about trends, patterns and recommendations.
AI Key Insights section on the Reports page showing three generated insights with positive, neutral and negative indicators
No setup required — insights use Valiyou’s built-in AI. Organizations on Professional or Enterprise can connect their own AI provider via Private AI Connection for data sovereignty.

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Privacy

  • Messages and on-screen data are processed by Anthropic (USA)
  • Anthropic does not use API data for model training
  • Full details: Trust Center → Sub-Processors
  • Organizations that need data to stay under their own data processing agreement can use Private AI Connection

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Limits

  • 100 AI operations per organization per day (shared between chat messages and Report insights)
  • Organizations with Private AI Connection have no limit
  • The assistant can read your data but cannot save, approve, send or delete anything — you always confirm

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Frequently Asked Questions

Yes. Every plan includes the AI assistant and AI Key Insights on Reports. The daily limit of 100 operations applies to all plans on Valiyou’s built-in AI.
No. The assistant can open forms and fill fields, but you always press Save, Approve or Send. It never makes changes without your confirmation.
Yes. If you renamed fields in Settings (e.g. “Sponsor” → “Brand”), the assistant uses your custom terms automatically.
Yes. The chat panel works on mobile as a bottom sheet. Drag down to dismiss, tap the sparkle icon to reopen. Your conversation is preserved.
You see a message asking to try again tomorrow. The limit resets 24 hours after the first operation. Connect your own AI provider via Private AI Connection to remove the limit entirely.
Messages are processed by Anthropic in the USA. Anthropic does not use API data for model training. Organizations needing EU data residency can use Private AI Connection with a European AI provider (Azure OpenAI EU, Google Vertex EU, Mistral).

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Next Steps

Reports & AI Insights

Generate AI-powered analysis of your valuations

Private AI Connection

Connect your own AI provider for data sovereignty

MCP Connection

Connect external AI assistants like Claude Desktop

Quick Start Guide

Get started with Valiyou in 5 minutes