# Configure WriteBackExtreme

PowerKPIs can be combined with [WriteBackExtreme](https://docs.infotopics.com/writebackextreme/) to enable collaboration features such as comments and AI-generated summaries.

### **Requirements**

* PowerKPIs v4.0.0 or higher
* WriteBackExtreme v6.1.0 or higher

### **Add PowerKPIs to your dashboard**

* Use your local **PowerKPIs `.trex` file** and add it to your dashboard\
  **OR**
* Download the **PowerKPIs `.trex` file** from your free trial and add it to your dashboard

### **Verify Collaboration & AI availability**

1. Open the PowerKPIs configuration (⚙️)
2. Go to the **“Setting up PowerKPIs”** tab
3. Verify that **“Collaboration and AI”** is available

### **Connect to WriteBackExtreme**

1. Open the PowerKPIs configuration
2. Navigate to:\
   **Setting up PowerKPIs → Collaboration and AI → Connect Backend**
3. Enter your **WriteBackExtreme URL**
4. Log in using one of the supported methods:
   * Username & password
   * SAML / SSO
   * OAuth

<figure><img src="/files/j5aCnhXnqNqpFlGT551L" alt=""><figcaption></figcaption></figure>

### **Create or connect to a schema**

To use collaboration features, you need to connect to a **schema**.\
This schema is used to store comments and AI-generated summaries.

#### **Create a new schema**

1. Enter a **schema name**
   * Allowed characters: letters, numbers, underscores, and hyphens
2. Select a **connection**
3. Click **“Create Schema”**

You will automatically be connected to the newly created schema.

#### Connect to an existing schema <a href="#connect-to-an-existing-schema" id="connect-to-an-existing-schema"></a>

1. Select your desired schema from the dropdown
2. Click **“Connect Schema”**

<figure><img src="/files/U1hm973InoJlwntYdtds" alt=""><figcaption></figcaption></figure>

### Enable AI (optional) <a href="#create-a-schema" id="create-a-schema"></a>

Before enabling AI, make sure:

* WriteBackExtreme is connected
* AI is configured in the **WriteBackExtreme Management Console**

AI configuration in WriteBackExtreme (model and agents) only needs to be completed once by an administrator.

{% content-ref url="/spaces/0gkOLIfzuEyMP2kvoT9o/pages/mCEiNW4duW0942V4CFvp" %}
[NEW: AI Platform](/writebackextreme/features/management-console/new-ai-platform.md)
{% endcontent-ref %}

#### **Enable AI summaries**

1. Open the PowerKPIs configuration (⚙️)
2. Navigate to:\
   **Setting up PowerKPIs → Collaboration and AI**
3. Expand the **Set Up AI** section
4. Enable **AI Summaries**

When enabled, AI agent buttons wil appear when opening KPI cards.

#### **AI agents & prompts**

PowerKPIs uses predefined AI agents configured in WriteBackExtreme.\
These agents are fixed and automatically linked, no manual selection is required.

The following agents are available:

* **KPI Summarizer Agent**\
  Used to summarize individual KPI cards.
* **Tree Health Check Agent**\
  Used to analyze entire driver trees. This action is only available in tree layout.
* **Cockpit Analysis Agent**\
  Used to analyze KPI cockpits. This action is only available in grid layout.

Each agent shows its **status** (e.g. *available*) in the configuration.

#### **Customize the system prompt (optional)**

You can provide a custom **system prompt** for each agent.

This allows you to:

* Adjust tone and style
* Define formatting
* Provide additional business context

> 💡 Default prompts are already configured in WriteBackExtreme.\
> Any custom prompt will extend the default behavior.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.infotopics.com/powerkpis/getting-started/configure-writebackextreme.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.