Configure WriteBackExtreme

PowerKPIs can be combined with 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

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

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

Enable AI (optional)

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.

NEW: AI Platform

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.