wehub-resource-sync
292 lines
7.6 KiB
Markdown
292 lines
7.6 KiB
Markdown
# Chat with your data
|
|
|
|
Transform your data visualization experience with an AI-powered dashboard assistant. Ask questions about your data in natural language, get insights, and interact with your metrics—all through a conversational interface powered by CopilotKit.
|
|
|
|
[Click here for a running example](https://copilotkit.ai/examples/chat-with-your-data)
|
|
|
|
<div align="center">
|
|
<img src="./preview.gif" alt="Chat with your data"/>
|
|
|
|
<a href="https://copilotkit.ai" target="_blank">
|
|
<img src="https://img.shields.io/badge/Built%20with-CopilotKit-6963ff" alt="Built with CopilotKit"/>
|
|
</a>
|
|
<a href="https://nextjs.org" target="_blank">
|
|
<img src="https://img.shields.io/badge/Built%20with-Next.js%2015-black" alt="Built with Next.js"/>
|
|
</a>
|
|
<a href="https://ui.shadcn.com/" target="_blank">
|
|
<img src="https://img.shields.io/badge/Styled%20with-shadcn%2Fui-black" alt="Styled with shadcn/ui"/>
|
|
</a>
|
|
</div>
|
|
|
|
## 🛠️ Getting Started
|
|
|
|
### Prerequisites
|
|
|
|
- Node.js 18+
|
|
- npm, yarn, or pnpm
|
|
|
|
### Installation
|
|
|
|
1. Clone the repository:
|
|
|
|
```bash
|
|
git clone https://github.com/CopilotKit/CopilotKit.git
|
|
cd CopilotKit/examples/copilot-chat-with-your-data
|
|
```
|
|
|
|
2. Install dependencies:
|
|
|
|
```bash
|
|
pnpm install
|
|
```
|
|
|
|
<details>
|
|
<summary><b>Using other package managers</b></summary>
|
|
|
|
```bash
|
|
# Using yarn
|
|
yarn install
|
|
|
|
# Using npm
|
|
npm install
|
|
```
|
|
</details>
|
|
|
|
3. Create a `.env` file in the project root and add your [OpenAI API Key](https://platform.openai.com/api-keys) and [Tavily API Key](https://tavily.com/api-key):
|
|
|
|
```
|
|
OPENAI_API_KEY=your_openai_api_key
|
|
TAVILY_API_KEY=your_tavily_api_key
|
|
```
|
|
|
|
4. Start the development server:
|
|
|
|
```bash
|
|
pnpm dev
|
|
```
|
|
|
|
<details>
|
|
<summary><b>Using other package managers</b></summary>
|
|
|
|
```bash
|
|
# Using yarn
|
|
yarn dev
|
|
|
|
# Using npm
|
|
npm run dev
|
|
```
|
|
</details>
|
|
|
|
5. Open [http://localhost:3000](http://localhost:3000) in your browser to see the application.
|
|
|
|
### Query Parameters
|
|
|
|
The application supports the following optional query parameters:
|
|
|
|
- `openCopilot=true` - Automatically opens the CopilotKit sidebar when the page loads
|
|
- Example: `http://localhost:3000?openCopilot=true`
|
|
|
|
## 🧩 How It Works
|
|
|
|
This demo showcases several powerful CopilotKit features:
|
|
|
|
### CopilotKit Provider
|
|
|
|
This provides the chat context to all of the children components.
|
|
|
|
<em>[app/layout.tsx](./app/layout.tsx)</em>
|
|
|
|
```tsx
|
|
export default function RootLayout({
|
|
children,
|
|
}: Readonly<{ children: React.ReactNode }>) {
|
|
return (
|
|
<html lang="en">
|
|
<body
|
|
className={`${geistSans.variable} ${geistMono.variable} antialiased`}
|
|
>
|
|
<CopilotKit runtimeUrl="/api/copilotkit">{children}</CopilotKit>
|
|
</body>
|
|
</html>
|
|
);
|
|
}
|
|
```
|
|
|
|
### CopilotReadable
|
|
|
|
This makes your dashboard data available to the AI, allowing it to understand and analyze your metrics in real-time.
|
|
|
|
<em>[components/Dashboard.tsx](./components/Dashboard.tsx)</em>
|
|
|
|
```tsx
|
|
useCopilotReadable({
|
|
description:
|
|
"Dashboard data including sales trends, product performance, and category distribution",
|
|
value: {
|
|
salesData,
|
|
productData,
|
|
categoryData,
|
|
regionalData,
|
|
demographicsData,
|
|
metrics: {
|
|
totalRevenue,
|
|
totalProfit,
|
|
totalCustomers,
|
|
conversionRate,
|
|
averageOrderValue,
|
|
profitMargin,
|
|
},
|
|
},
|
|
});
|
|
```
|
|
|
|
### Backend Actions
|
|
|
|
Backend actions are used to handle operations that require secure server-side processing. This allows you to
|
|
still let the LLM talk to your data, even when it needs to be secured.
|
|
|
|
<em>[app/api/copilotkit/route.ts](./app/api/copilotkit/route.ts)</em>
|
|
|
|
```ts
|
|
const runtime = new CopilotRuntime({
|
|
actions: ({ properties, url }) => {
|
|
return [
|
|
{
|
|
name: "searchInternet",
|
|
description: "Searches the internet for information.",
|
|
parameters: [
|
|
{
|
|
name: "query",
|
|
type: "string",
|
|
description: "The query to search the internet for.",
|
|
required: true,
|
|
},
|
|
],
|
|
handler: async ({ query }: { query: string }) => {
|
|
// can safely reference sensitive information like environment variables
|
|
const tvly = tavily({ apiKey: process.env.TAVILY_API_KEY });
|
|
return await tvly.search(query, { max_results: 5 });
|
|
},
|
|
},
|
|
];
|
|
},
|
|
});
|
|
```
|
|
|
|
You can even render these backend actions safely in the frontend.
|
|
|
|
<em>[components/Dashboard.tsx](./components/Dashboard.tsx)</em>
|
|
|
|
```tsx
|
|
useCopilotAction({
|
|
name: "searchInternet",
|
|
available: "disabled",
|
|
description: "Searches the internet for information.",
|
|
parameters: [
|
|
{
|
|
name: "query",
|
|
type: "string",
|
|
description: "The query to search the internet for.",
|
|
required: true,
|
|
},
|
|
],
|
|
render: ({ args, status }) => {
|
|
return (
|
|
<SearchResults
|
|
query={args.query || "No query provided"}
|
|
status={status}
|
|
/>
|
|
);
|
|
},
|
|
});
|
|
```
|
|
|
|
### CopilotSidebar
|
|
|
|
The CopilotSidebar component provides a chat interface for users to interact with the AI assistant. It's customized with specific labels and instructions to provide a data-focused experience.
|
|
|
|
<em>[app/page.tsx](./app/page.tsx)</em>
|
|
|
|
```tsx
|
|
<CopilotSidebar
|
|
instructions={prompt}
|
|
AssistantMessage={CustomAssistantMessage}
|
|
labels={{
|
|
title: "Data Assistant",
|
|
initial:
|
|
"Hello, I'm here to help you understand your data. How can I help?",
|
|
placeholder: "Ask about sales, trends, or metrics...",
|
|
}}
|
|
/>
|
|
```
|
|
|
|
### Custom Assistant Message
|
|
|
|
The dashboard uses a custom assistant message component to style the AI responses to match the dashboard's design system.
|
|
|
|
<em>[components/AssistantMessage.tsx](./components/AssistantMessage.tsx)</em>
|
|
|
|
```tsx
|
|
export const CustomAssistantMessage = (props: AssistantMessageProps) => {
|
|
const { message, isLoading, subComponent } = props;
|
|
|
|
return (
|
|
<div className="pb-4">
|
|
{(message || isLoading) && (
|
|
<div className="bg-white dark:bg-gray-800 p-4 rounded-lg border border-gray-200 dark:border-gray-700 shadow-sm">
|
|
<div className="text-sm text-gray-700 dark:text-gray-300">
|
|
{message && <Markdown content={message} />}
|
|
{isLoading && (
|
|
<div className="flex items-center gap-2 text-xs text-blue-500">
|
|
<Loader className="h-3 w-3 animate-spin" />
|
|
<span>Thinking...</span>
|
|
</div>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{subComponent && <div className="mt-2">{subComponent}</div>}
|
|
</div>
|
|
);
|
|
};
|
|
```
|
|
|
|
### CSS Customization
|
|
|
|
The dashboard uses CSS variables to customize the appearance of the CopilotKit components to match the dashboard's design system.
|
|
|
|
<em>[app/globals.css](./app/globals.css)</em>
|
|
|
|
```css
|
|
:root {
|
|
--copilot-kit-primary-color: #3b82f6;
|
|
--copilot-kit-contrast-color: white;
|
|
--copilot-kit-secondary-contrast-color: #1e293b;
|
|
--copilot-kit-background-color: white;
|
|
--copilot-kit-muted-color: #64748b;
|
|
--copilot-kit-separator-color: rgba(0, 0, 0, 0.08);
|
|
--copilot-kit-scrollbar-color: rgba(0, 0, 0, 0.2);
|
|
/* Additional variables... */
|
|
}
|
|
|
|
/* Custom CopilotKit styling to match dashboard */
|
|
.copilotKitSidebar .copilotKitWindow {
|
|
box-shadow: 0 10px 25px rgba(0, 0, 0, 0.15);
|
|
}
|
|
|
|
.copilotKitButton {
|
|
transition:
|
|
transform 0.2s ease,
|
|
box-shadow 0.2s ease;
|
|
}
|
|
```
|
|
|
|
## 📚 Learn More
|
|
|
|
Ready to build your own AI-powered dashboard? Check out these resources:
|
|
|
|
[CopilotKit Documentation](https://docs.copilotkit.ai) - Comprehensive guides and API references to help you build your own copilots.
|
|
|
|
[CopilotKit Cloud](https://dashboard.operations.copilotkit.ai/) - Deploy your copilots with our managed cloud solution for production-ready AI assistants.
|