Process Advisor AI Assistant

Note: This feature is available as a technology preview.

Note: Process Advisor is only available for SaaS customers.

Process Advisor transforms natural language questions into data queries and provides you with access to process statistics. It can analyze your processes to identify bottlenecks, inefficiencies, and improvement opportunities. By communicating with it, you can receive comprehensive process analysis, add results to dashboards, or build and configure charts directly in the chat.

Process Advisor is based on the granite-4-h-small model.

Before you begin

Make sure that you have the correct authorization and permission to access the Process Advisor feature. The authorization you need is called AI Assistants - Process Advisor with the permission read. Without them, the feature will not be visible to you. For more information about how to grant authorizations and permissions, see Managing authorizations.
Make sure that you have enabled Process Advisor in your settings. To do so, complete the following steps:
1. Open any project.
2. Go to Data & Settings > Project > Integration & API.
3. Use the toggle to activate Process Advisor.
Make sure that your project is synced with Process Advisor. If you are using an older project that is not yet synced with Process Advisor (for example, if you had a project in a previous version of IBM Process Mining, and you upgrade to 2.1.0), go to Data & Settings > Data > Data source and click Visualize.

Process Analysis Capabilities

Process Advisor can provide comprehensive process analysis when you ask questions about process performance, bottlenecks, or improvement opportunities. The analysis includes:

Potential Pain Points: Identification of process bottlenecks, inefficiencies, and areas of concern with explanations of their business impact.
Typical SLAs & KPIs: Benchmark metrics and key performance indicators relevant to your process type.
Recommendations: Targeted suggestions for process improvements focused on addressing identified pain points.
What-if Scenarios & Action Checklist: Quick scenario analysis and actionable steps you can take to improve the process.

The AI assistant integrates with IBM Process Mining tools to access and analyze data from case statistics, process variants, custom SQL queries and charts, statistical analysis, and relevant data tables.

Using Process Advisor

To access Process Advisor assistant, click the button in the bottom right corner of the screen.
In the chat, ask Process Advisor for specific statistics and explanations, ask it to add results to your dashboards, or ask it to create you a chart presenting your data.
For example, you can use the following prompts:

Basic queries:
- What is the monthly trend of a specific activity?
- What is the most involved resource?
- Show me my resources sorted by cost.
Process analysis queries:
- Can you analyze this process and tell me which areas might be potential bottlenecks or pain points?
- What are the main inefficiencies in my process and how can I improve them?
- Identify the activities that are causing the most delays and suggest improvements.
- Compare my process performance against typical SLAs for this type of process.

Tip: If you are getting an error, make sure that your project is synced with Process Advisor. If you are using an older project that is not yet synced with Process Advisor (for example, if you had a project in a previous version of IBM Process Mining, and you upgrade to 2.1.0), go to Data & Settings > Data > Data source and click Visualize.

Important: If you ask a question to the Process Advisor immediately after clicking Visualize, you might get the error The server is not ready to answer. This usually happens because the Process Advisor is still ingesting all the data. The error should automatically resolve itself after a few minutes when the data ingestion is finished, and you can get back to using Process Advisor again.

Fine-tuning Process Advisor

To fine-tune how Process Advisor replies to certain queries, see AI.