Using AI Copilot — Analytics & Insights

EventHex Copilot is an AI-powered assistant built into the CMS. It uses specialized agents to help you analyze registrations, track performance, generate reports, and manage your event — all through natural language chat.

Access Copilot

Click the Copilot button (floating action button) in the bottom-right corner of the CMS. Copilot opens in one of three modes:

• FAB (floating button) — quick questions without leaving your page
• Sidebar — panel on the right side for extended conversations
• Fullscreen — full-page Copilot for deep analysis

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AI Agents

Copilot has specialized agents, each focused on a domain. Switch between agents using the tabs at the top of the Copilot interface.

Analyst AI Analytics

The analytics engine. Ask questions about your event data and get answers with visualizations.

Quick Actions:

• Summarize Event Data — instant overview of registrations, revenue, and attendance
• Identify Trends — spot patterns in registration timing, ticket popularity, and attendee demographics
• Performance Report — generate a comprehensive event performance summary
• Compare Metrics — compare metrics across time periods or ticket types

Example prompts:

"How many registrations came in this week?"
"Show me revenue by ticket type as a bar chart"
"What's our check-in rate compared to last event?"
"Which ticket is most popular?"

The Analyst AI responds with rich components:

• MetricCard — single KPI with value and trend
• MetricGrid — multiple KPIs in a grid
• BarChart / LineChart / PieChart — data visualizations
• DataTable — tabular data with sorting
• ComparisonCard — side-by-side metric comparison

Ticket AI Tickets

Create and manage tickets through chat:

• Create new ticket types with pricing and limits
• Update ticket settings
• Check ticket availability and sales

Example prompts:

"Create an Early Bird ticket at $99 with a limit of 200"
"How many VIP tickets have been sold?"
"Change the General ticket price to $149"

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Chat Interface

Start a Conversation

1. Click the Copilot button.
2. Select an AI agent tab.
3. Type your question or click a Quick Action button.
4. Copilot streams the response in real-time (SSE streaming).

Attach Files

Click the attachment icon to upload files for analysis. Copilot can process:

• CSV files with attendee data
• Images for context
• Documents for reference

Feedback

Give thumbs up or thumbs down on any response. This helps improve Copilot’s accuracy over time.

Chat History

Copilot remembers your conversation context within a session. You can ask follow-up questions:

"Show me registrations by ticket type"
→ (Copilot shows bar chart)
"Now filter that to the last 7 days"
→ (Copilot updates the chart)

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Display Modes

Mode	Description	Best For
FAB	Small floating button, expands to chat bubble	Quick questions
Sidebar	440px panel on the right	Extended analysis while viewing the dashboard
Fullscreen	Full-page Copilot	Deep data exploration, generating reports

Switch modes using the expand/collapse controls in the Copilot header.

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Best Practices

• Be specific — “Show me registrations” is fine, but “Show me daily registrations for the last 2 weeks as a line chart” gives better results.
• Use Quick Actions — the pre-built prompts are optimized for common analytics tasks.
• Try follow-ups — don’t start a new conversation for related questions. Ask follow-ups to build on previous context.
• Check the data — Copilot is powerful but verify critical business decisions against the actual dashboard numbers.

Note

Copilot uses real-time event data. The insights you see reflect the current state of your event — registrations, check-ins, revenue, and all other metrics.