Device Insights

PERMISSIONS  Refer to  Device Insights in Permissions.

NAVIGATION  Devices > All > click the hostname of a device > Device Insights

NAVIGATION  Devices > click the name of any previously accessed device > Device Insights

NAVIGATION  Sites > All Sites > click the name of a site > click the hostname of a device > Device Insights

1. Follow any of the navigation paths in Security and navigation to open the device summary page.
2. At the top of the page, click Insights.

   

3. The Insights interface loads in the main content area, presenting the prompt selection panel.

The Insights interface

The Insights interface is divided into two areas: the prompt input area at the top and the prompt selection panel below.

Prompt input area

In the prompt input area, type any natural-language question directly into the prompt input field. For example:

• "Why is this device showing high CPU usage?"
• "Show me all failed patches in the last 14 days."
• "What jobs have run on this device today?"

In addition, configure the Time Range filter using the drop-down menu at the bottom of the prompt input area to set the data collection window.

Prompt selection panel

Below the input area, a library of prompt cards is displayed for quick selection.

Prompts are organized into four tabs:

Tab	Description
All	Displays all prompts contained in the other tabs.
Favorites	Displays all prompts you have favorited for quick access. Click the ★ (star) icon on any card to add or remove it from Favorites.
My Prompts	Displays all custom prompts you have created and saved. Click the ⋮ (three-dot) menu on any card to edit or delete the prompt. Click the ★ (star) icon on any card to add or remove it from Favorites.
Prompt Templates	Pre-built prompts provided by the platform, covering common troubleshooting scenarios. Click the ★ (star) icon to add a template to Favorites, or use the Save to My Prompts option to create an editable copy in My Prompts.

Each prompt card displays the following: 

Element	Description
Title	A short name describing the prompt's purpose.
Description	A brief explanation of what the prompt analyzes or generates.
Time Range badge	Indicates the default data window (for example, Last 24 Hours, Last 7 Days).

To run a prompt to generate device insights, complete the following steps:

1. Select a prompt card from the selection panel, or type a free-form question in the prompt input area.
   • When selecting a prompt card, the prompt is loaded in the prompt input area together with associated filters. The prompt text can be edited if needed before sending it to the AI.
2. Click Run Prompt.
   • If using a prompt card, you can run it in its default configuration by clicking the Run Prompt quick action directly on the card.
3. The interface will then transition to a split-panel view:
   • Left panel (Chat): Displays the conversation thread, including your original prompt and the AI response summary. A follow-up input field at the bottom allows you to refine or drill deeper into the results.
   • Right panel (Insight): Displays the generated analysis with a contextual title, structured data tables with status indicators, and recommended actions.
4. Once an insight is presented, continue the conversation in the chat panel on the left side to refine, drill deeper, or ask follow-up questions.

To close out your insights session when done, you have the following options:

1. Close: Close the session by clicking the X icon in the upper-right corner or Close at the bottom right. This will stop your session and return you to the prompt selection view.
2. Download as PDF: Exports the current result, including charts and tables, as a document for record-keeping, internal reporting, or customer presentations.

Device Insights includes pre-built prompt templates. Kaseya provides these templates ready for you to run as-is, or for use as the foundation for your own custom prompts.

NOTE  While you can't directly modify a system prompt, you can select its prompt card to load the prompt input area with its configuration, and then click Save to My Prompts to create an editable copy. Refer to Managing prompt cards.

In addition to the built-in prompt cards, you can create your own cards in order to get consistent, repeatable insights. You can also edit your custom prompts and delete them as needed.

Once prompt cards are created, they will be available to run against all supported devices.

NOTE  Custom prompt cards are only visible to the user who created them.

To save a custom prompt as a prompt card: 

1. Add your prompt text to the prompt input area.
2. Click Save to My Prompts in the top right.
3. Configure the Prompt Name field. The Description field will contain the configured prompt input and can also be edited at this time.
4. Set the default time range using the selector in the description area (24h, 7d, 14d, or 30d). This affects time-based logs such as the Activity Log and Change Log.
5. Click Save.

The prompt card will now show in the prompt selection panel with a separate icon to indicate that it is user-created.

Once a prompt has been created, you can mark it as a favorite, edit it, or delete it.

To edit a custom prompt card: 

1. Click the ⋮ (three-dot) menu on the custom prompt card, and select Edit.
2. In the window that opens, you can edit the Prompt Name and Description fields.
3. Click Save.

To delete a custom prompt card: 

1. Click the ⋮ (three-dot) menu on the custom prompt card, and select Delete.
2. In the confirmation window, select Remove to permanently delete the prompt card.

When using Device Insights, use the following best practices to help you get the most out of your results: 

• Use follow-up prompts: After an initial insight is presented, ask follow-up questions to continue the conversation and drill into the specifics (for example, "Show me the patch history for the last 30 days").
• Try free-form questions: Any natural language question about the device can be entered directly in the input area.
• Export for documentation: Use the Download as PDF option to export the output so you can attach insights to ticket summaries, documentation, or customer communications.