[Solved] Inquiry: Enabling Chatbot-like End User Q&A with Telerik Reporting

[Sagar]

Hi Telerik Support Team,

We are currently using Telerik Reporting in our application and are exploring the possibility of providing a chatbot-like experience to our end users for interacting with report data.

Our goal is to allow users to ask natural language questions such as:

• “Show top 5 schemes by return”
• “What is the XIRR of debt funds?”
• “Why did performance drop last month?”

and receive intelligent, context-aware responses based on the underlying report data.

Our intent is to build a controlled and secure chatbot layer that interprets user queries, maps them to report parameters or datasets, and uses Telerik Reporting as the source of truth.

Any guidance, documentation references, or recommended approaches from your side would be very helpful.

[Petar]

Hello Sagar,

Thank you for your interest in Reporting.

Given the use case, have you considered trying out our AI-powered insights feature? It does require configuring an external AI model, and you can do that either by using one of our built-in clients or by plugging in your own implementation. If you are using the Telerik Report Server, there is an option for such configuration as well: AI-Powered Features Settings.

If you want a sneak peek of how it works, I would recommend checking out our AI Insights demo.

Internally, this functionality sends a JSON representation of the report data (along with the user prompt) to ensure the LLM returns responses relevant to it. One thing worth keeping in mind is that this feature currently uses the Kendo UI for jQuery AI prompt component under the hood, rather than a traditional chatbot experience. Still, if it fits your scenario, you may consider giving it a try.

I hope this helps. Please let me know if you have any additional questions regarding this matter.

Regards,
Petar
Progress Telerik