Analytics AI Assistant
The CTMS platform includes an AI-powered analytics assistant that allows you to query clinical trial data using natural language—no SQL or technical knowledge required.
Overview
The Analytics AI Assistant uses:
- Agentic AI — Intelligent agents that understand your intent
- Semantic Layer — Consistent metrics from Cube.js
- MCP Protocol — Model Context Protocol for AI tool integration
Availability
The Analytics AI Assistant is available to Platform Administrators only.
Getting Started
Accessing the AI Assistant
- Log in with Platform Administrator credentials
- Perform a full page refresh after login
- Look for the AI Assistant panel on the dashboard
Asking Questions
Simply type your question in natural language. The AI will:
- Interpret your request
- Query the semantic layer
- Return formatted results
Sample Questions
Basic Metrics
| Question | What it returns |
|---|---|
| "How many studies are there?" | Total study count |
| "List all KPIs" | Available metrics from semantic layer |
| "How many subjects are enrolled?" | Total enrollment count |
| "What is the screen failure rate?" | Screening failure percentage |
Trend Analysis
| Question | What it returns |
|---|---|
| "Show subject onboarding trend" | Enrollment over time chart |
| "Show enrollment by month" | Monthly enrollment breakdown |
| "Show visit completion trend" | Visit compliance over time |
Safety & Adverse Events
| Question | What it returns |
|---|---|
| "Show adverse events by study" | AE distribution across studies |
| "How many SAEs were reported?" | Serious adverse event count |
| "Show AEs by severity" | Breakdown by Mild/Moderate/Severe |
Dashboard Generation
| Question | What it returns |
|---|---|
| "Show all KPIs as elegant KPI cards using Tailwind" | Styled KPI card components |
| "Show all KPIs as an elegant KPI dashboard" | Complete dashboard layout |
| "Create a study overview dashboard" | Study-focused metrics display |
Tips for Better Results
Be Specific
❌ "Show data"
✅ "Show enrollment count by study phase"
Ask for Visualizations
✅ "Show enrollment trend as a line chart"
✅ "Display KPIs as cards with Tailwind styling"
Request Comparisons
✅ "Compare enrollment across sites"
✅ "Show adverse events by study and severity"
Available Metrics
The AI can query any metric available in the semantic layer:
| Category | Metrics |
|---|---|
| Enrollment | Subject count, screen failures, enrollment rate |
| Studies | Study count, phase distribution, status |
| Visits | Completion rate, missed visits, compliance |
| Safety | AE count, SAE count, severity distribution |
| Sites | Active sites, site performance, country distribution |
Limitations
- Available to Platform Administrators only
- Requires page refresh after login to activate
- Complex multi-step analyses may need multiple questions
- Real-time data depends on semantic layer refresh
Troubleshooting
AI Assistant Not Visible
- Verify you have Platform Administrator role
- Perform a full page refresh (Ctrl+Shift+R or Cmd+Shift+R)
- Check browser console for errors
No Response
- Check network connectivity
- Verify Cube.js semantic layer is running
- Try a simpler question first