In this article, we'll cover how and why Visor uses AI. We'll also provide you with more clarity about data and security questions you might have.
This article will answer the following questions:
- What are Visor’s AI Smart Templates?
- What data does AI have access to in Visor?
- What LLM does Visor use?
- Does Visor have an AI agent inside its product?
- Can I use Visor without AI Smart Templates?
What are AI Smart Templates?
Visor makes it easy to create and share visualizations across your portfolio of projects. AI Smart Templates make doing so even more intuitive.
To help you get the most out of your subscription, trial, or free plan, AI Smart Templates will help you create Gantt, Table, Board, and/or Timeline views that you will want to use and share.
How AI Smart Templates Work:
Whenever you create a new workbook in Visor, you will have the option to use our AI Smart Templates. You can also choose not to use this AI Template option.
If you do select the AI Smart Template, AI will use the the data you provided when registering to provide you with a few template choices that we’ll use to generate a workbook for you.
Once you have selected the template that is right for you, you have the option to provide any more helpful context or details. If none of these template choices fit your needs, you can use the “write-in” option where you can describe what you want to create in Visor.
From there, Visor will generate a template that fits your needs. Visor will also populate the data you imported or inputted into your Smart Template.
What data does AI have access to in Visor?
At the heart of trust and security is transparency. That’s why we want you to know what data will (and will not) be used to generate AI Smart Templates.
What data AI will use:
- The information you gave at registration (e.g., whether you’re using Visor for work/school/personal, the team you’re on, you’re job title, and your use case)
- The type of fields you have and the names of the fields (but not the data in the records themselves)
How AI will use data:
Registration data:
AI will use the data you provided upon registration (e.g., “Director of Project Manager who wants to visualize projects for internal stakeholders at work) to provide template choices that fulfill your needs. Examples:
- Product roadmap
- Project portfolio management
- Strategic analysis & reporting
- Project Gantt Chart
- Sprint planning
Field type and field name data:
We do not provide AI with the data in the records you have imported or inputted. Rather, we only give AI the names (or titles) of the fields and the field types.
This data will help AI know what kinds of fields you might need (e.g., Start / End dates for Gantt charts), along with the type of data you want to visualize. Examples:
- “Priority Status” field name will likely generate a workbook to help manage a project
- “Project” field will likely generate a workbook that helps with project portfolio management
What LLM does Visor use?
Visor uses OpenAI’s GPT-4 LLM and ChatGPT to create AI Smart Templates.
You can review OpenAI’s trust and security information here: https://trust.openai.com/.
Does Visor have an AI agent inside its product?
No, we do not force you to interact with an AI agent throughout the Visor experience. In fact, we have a pretty strong POV about how AI is most helpful (and it does not involve chatting with robots).
Our AI Smart Templates follow our approach to AI, which we have coined as “Ambient AI.”
Here’s what our CEO, Michael “Yaro” Yaroshefsky, has to say about our approach to AI:
“Imagine an AI that delivers all its benefits without requiring you to change the way you work or live. This is what I call ‘Ambient AI.’ Rather than demanding your attention, Ambient AI operates subtly—optimizing and personalizing your experience without you even noticing. It becomes an invisible ally, intelligently configuring systems, streamlining workflows, and achieving results with minimal intervention.”
Can I use Visor without AI Smart Templates?
Yes, you can always manually configure a workbook at Visor. Whether you are a new user or a veteran user creating a new workbook, there will be an option to opt out of AI Smart Templates.