> For the complete documentation index, see [llms.txt](https://docs.getinfinity.app/user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getinfinity.app/user-guide/comprehensive-user-guide/2.-charts/creating-charts/ai-chart-builder.md).

# AI Chart Builder

The **AI Builder Wizard** in Infinity allows users to create charts effortlessly using **natural language inputs**, automating data selection, transformation, and visualization. Follow these steps to generate and customize charts with AI.

***

### **Step 1: Access the AI Builder**

1. Click on the **"AI Builder Icon"** in the left sidebar.

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2FwCqPEglubsJVWceBgzoi%2Fimage.png?alt=media&amp;token=2eba2681-727d-4f1d-862c-34bc0e03aa69" alt=""><figcaption></figcaption></figure>

💡 *This will initiate the AI Builder, which automates the chart creation process.*

***

### **Step 2: Enter a Prompt**

1. In the input box, type a **natural language query**, such as:
   * `"Sales by month"`
   * `"Compare revenue by region"`
2. Provide additional details if needed, including:
   * **Column names** (e.g., `total_sales`, `date`)
   * **Business rules** (e.g., exclude refunds)
   * **Aggregation rules** (e.g., sum, average, count)

📌 *The more details provided, the more accurate the AI-generated chart will be.*

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2FqsCWobcrqp40ZtJGeGIz%2Fimage.png?alt=media&amp;token=07337523-6e1a-4ac8-abff-afc7d4a9b36c" alt=""><figcaption></figcaption></figure>

***

### **Step 3: Click "Next"**

1. Review the provided information.
2. Click **"Next"** to proceed.

🛠️ *The AI will analyze your input and guide you through the next steps.*

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2FHZImAjzyMnc1jFtpJ6CA%2Fimage.png?alt=media&amp;token=000ec8da-1002-49cc-9d4b-1810b34381b8" alt=""><figcaption></figcaption></figure>

***

### **Step 4: Select the Data Source and Relevant Tables**

1. Choose a **data source** from the available options:
   * Public datasets
   * Uploaded files
   * Beacons
   * Connected databases
2. Select the **relevant tables** for your chart.

🔍 *Ensure that the correct tables are chosen for accurate data visualization.*

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2Fo6h06NbO7FlOjPDqPkE1%2Fimage.png?alt=media&amp;token=153b72c8-0534-4ae5-9fb2-eb2a9fdf051e" alt=""><figcaption></figcaption></figure>

***

### **Step 5: Fill in Additional Information**

1. AI Builder may prompt for additional inputs, such as:
   * Date range selection
   * Filters (e.g., region = "North America")
   * Grouping conditions
2. Enter the necessary details to refine your visualization.

📊 *These settings help fine-tune the chart output based on your analysis needs.*

***

### **Step 6: Click "Next" to Proceed**

1. After reviewing all selections, click **"Next"** to continue.
2. The AI will process the query and generate the chart.

⏳ *This step allows the AI to execute data processing and chart generation in the background.*

***

### **Step 8: AI Generates the Chart & Opens the Customization Page**

1. The AI **automatically builds the chart** based on your input.
2. You will be redirected to the **Customization Page**, where you can:
   * Modify chart type, colors, labels, and layout.
   * Adjust filters, axis settings, and formatting.
   * Add annotations, titles, and custom calculations.

🎨 *Customize the chart to fit your exact requirements before saving.*

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2FpDERPXng4wPovOoEtVi5%2Fimage.png?alt=media&amp;token=338857b8-33a4-4260-8bc7-bd16ab5914d1" alt=""><figcaption></figcaption></figure>

***

### **Step 9: Save Your Chart**

1. Once satisfied with your chart, click **"Save"**.
2. The chart will be stored in your dashboard for future access and analysis.

💾 *Your customized chart is now ready for use in reports and presentations.*

***

### **Next Steps**

For advanced customization options, refer to the [**Customization Guide**](/user-guide/comprehensive-user-guide/2.-charts/chart-customization.md), which covers:

* Using the **point-and-click wizard** for modifications.
* Leveraging the **AI chatbot** for additional refinements.
* Utilizing the **JavaScript editor** for advanced customizations.

🚀 *With AI Builder, chart creation is fast, intuitive, and fully automated, allowing users to focus on insights rather than manual configurations.*