Overview
The Voyager AI Report Agent is the next huge leap forward in using the power of AI to streamline how users work in Pipeliner. Reports are needed - and used - by all customers but for users who haven't had reports training, it can sometimes be tricky to get the results that are expected. Now though, Voyager AI will do the heavy lifting for users who can instruct the agent to create the report using natural language.
Please note that this feature was first released in Beta in 5.16 (June 2025) with additional features and updates planned for future releases.
The Voyager AI Agent can:
Create a new standard (spreadsheet) report based on the prompt
Recommend the most suitable chart type based on the report structure and automatically adapt it when groupings or filters change
Immediately prompt users to define the report entity and suggest relevant report ideas before a desired entity is selected.
Automatically generate and update report names and descriptions as the report evolves.
Begin reports in draft mode, giving users full control over when a report is finalized and saved.
Allow users to seamlessly switch between the Chat and the Suggestions panel, allowing for flexible configuration regardless of workflow preference.
Chat history is saved after the first successful generation, enabling teams to easily track changes.
Only report-related prompts are accepted, keeping interactions streamlined and results focused.
How to create a Standard Report using the Voyager AI Agent
From Analytics>Reports, click on the "Create with AI (Beta)" menu button ⤵
Start typing your prompt directly into Chat box in the AI panel on the right hand side or click on the lightbulb icon to "Show Suggested Prompts". Click on a prompt that is close to - or matches - the type of report you want to select it (you can add to or edit it as needed) and then click on the arrow to generate the draft report ⤵
The AI agent will create the draft report and will detail the parameters used ⤵
Continue to use the chat box to enter additional prompts to update the draft report until you are happy with the results. Click on "Create" to create your new report ⤵
Once your report has been created you can use the "Settings" button to interact with and change the parameters yourself or the "AI Agent" button to use the AI to edit your report. You can see all previous prompts in the chat history by clicking on "Show recent prompts" ⤵
Frequently Asked Questions (FAQs)
How do I find out more information about working with Reports in Pipeliner?
Our Knowledgebase has a series of report-related articles to help you learn about all report features. Click on this link: http://help.pipelinersales.com/en/?q=reports