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Otus Insights: Chats

Use the Otus AI Insights Chat function to ask questions about data across your Otus account.

Written by Brooke Fodor

🎯 Purpose

The Otus Insights chat is a conversational AI experience built directly into your Otus account. It allows teachers and administrators to ask questions in plain language and instantly receive data-driven answers, all without navigating away from a single page. Whether you're starting a fresh conversation, following up on a previous one, or revisiting a past chat, the Insights Chat is designed to make data exploration fast, flexible, and actionable.


💡 Why Use This Feature?

✅ Ask questions about your data in plain language, no technical skills required.
✅ Get instant answers in multiple formats, including charts, tables, and text.
✅ Follow up within the same chat to dig deeper without starting over.
✅ Revisit past conversations anytime from the left-hand panel.
✅ Take immediate action by adding students from results directly to groups.
✅ Download or copy results to share with colleagues or save for your records.

Reminder: AI Insights is a powerful tool, but AI can make mistakes. Always review responses carefully, rely on your professional expertise, and trust your judgment before taking action.


🔑 Key Features

Feature

What It Does

💬 New Chat

Start a fresh AI conversation at any time.

🔁 Follow-Up's

Ask additional questions within the same chat.

📊 Multiple Formats

Responses appear as bar charts, pie charts, tables, etc.

⏹️ Stop Generation

Halt an answer mid-generation using the stop button.

👥 Add to Groups

Select students from results and add them to groups.

⬇️ Download Results

Export AI-generated results for sharing or records.

📑 Copy Response

Copy the response content to paste elsewhere.

🔁 Regenerate

Refresh a response to receive a new answer option.

👍 / 👎 Feedback

Rate responses to help improve Otus Insights.

🏷️ Auto-Titled Chats

Each chat is automatically titled so you can easily find it.

🕓 Chat History

Access and revisit previous conversations.


💬 New Chats

Step 1: Click AI Insights in the left-hand navigation bar.

Step 2: Click New Chat to begin a fresh conversation.

Step 3: Click into the text bar that reads "Ask a question to get started."

Step 4: Type your question or prompt, then press Enter or click the paper airplane icon to submit.

Insights will generate a response and automatically title the chat so you can return to it at any time.

💡 Pro Tip: The "Context + Task" Formula
To get the most useful results, structure your prompt in three parts:

  1. Context: Tell the AI what data to look at ("Looking at the Unit 3 Test")

  2. Task: Tell it what you want done ("identify the 3 most difficult questions")

  3. Format: Specify how to present the results. ("and provide them in a table.")

Final: Looking at the Unit 3 Test, identify the 3 most difficult questions and provide them in a table.

Working Within a Chat

  • Ask follow-up questions or start a new line of inquiry within the same chat.

  • Use the stop button to halt answer generation at any time.

  • Responses may appear as bar charts, pie charts, tables, or text, depending on what best fits the question.

  • Select specific students from the results and click Add to Groups to take immediate action.

  • Use the download option to export results for sharing or record-keeping.


🕓 Manage Chat History

  • Locate the Recents panel on the left-hand side of the AI Insights Module. Your most recent conversations are listed there.

  • Click the expand/collapse arrow to show or hide the full list of chats.

  • Click any chat title to reopen and continue that conversation.

  • To rename or delete a chat, click the three vertical dots (⋮) next to the chat title and select Rename or Delete.

‼️ Chats are saved for 30 days. After this, they will be cleared from your history.


⚠️ Critical Otus Insights Information

Take Action & Give Feedback

🔁 Regenerate

Refresh the response for a new answer option.

📑 Copy

Copy the response details to share or save the content.

👍 / 👎

Provide feedback on accuracy and usefulness.

  • Evaluate a response as “good” or “bad” by clicking on a thumb icon.

  • Add more information about your feedback.

  • Select an adjective or type in your feedback and send.

  • Close the window if you don’t want to give more information about your feedback.

Why give feedback?

Otus Insights is a new, continuously evolving feature and relies on user feedback to improve. All feedback received is tracked and analyzed by people at Otus. Your feedback could help improve Otus Insights for all educators using it. Adding more information to your feedback using tags or text makes it even more actionable.

  • If you have general feedback or ideas for improvement, submit your thoughts using the chat window.

Important Reminder

Otus Insights is an AI assistant and may occasionally make mistakes. Always review responses carefully and rely on your professional judgment.

Data, Security, & Privacy

Your data remains secure within Otus. It is not shared with third parties or used to train external AI models. For more information, you can review our Terms of Service, Privacy Policy, and AI Tool Terms of Use.

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