Merge pull request #3247 from syncfusion-content/EJ2-1030280-AI-Assist

1030280: Updated UG content for Built-In AI Assist for Spreadsheet

Author: sridhar-alagirisamy

Document-Processing-toc.html

@@ -5653,8 +5653,7 @@
 							<li><a href="/document-processing/excel/spreadsheet/react/getting-started">Getting Started</a></li>
 							<li><a href="/document-processing/excel/spreadsheet/react/ui-builder-skill">Agentic UI Builder</a></li>
 							<li><a href="/document-processing/excel/spreadsheet/react/data-binding">Data Binding</a></li>
-							<li>
-								<a href="/document-processing/excel/spreadsheet/react/ai-assist/ai-assist">AI Assist</a>
+							<li><a href="/document-processing/excel/spreadsheet/react/ai-assist/overview">AI Assist</a>
 								<ul>
 									<li><a href="/document-processing/excel/spreadsheet/react/ai-assist/integration">Integration</a></li>
 									<li>AI Service

Document-Processing/Excel/Spreadsheet/React/ai-assist/ai-service/using-node-js.md

@@ -11,8 +11,6 @@ documentation: ug
 
 AI Assist requires a backend service to process prompts and return AI-generated responses. This topic explains how to create a **Node.js** server with **Azure OpenAI** credentials.
 
----
-
 ## Prerequisites
 
 Ensure the following are available before you begin.
@@ -42,8 +40,6 @@ const azureDeploymentName   = 'Your_Deployment_Name';
 * Node.js v18 or later
 * npm v9 or later
 
----
-
 ## Install dependencies
 
 Run the following command in your server project:
@@ -80,8 +76,6 @@ Ensure your `package.json` includes `"type": "module"` to support ES module impo
 }
 ```
 
----
-
 ## Configure credentials
 
 Create a `.env` file in the project root and add your Azure OpenAI credentials:
@@ -95,8 +89,6 @@ apiVersion  = Your_Azure_OpenAI_API_Version
 
 > **Important:** Add `.env` to `.gitignore` to prevent exposing secrets.
 
----
-
 ## Configure required modules
 
 Create `ai-model.js` to initialize the Azure OpenAI client using the credentials from `.env`:
@@ -163,8 +155,6 @@ app.listen(PORT, () => {
 });
 ```
 
----
-
 ## Run the server
 
 Run the following command to start the server:
@@ -179,8 +169,6 @@ The server runs on `http://localhost:3000`. Update the AI Assist endpoint like b
 http://localhost:3000/api/AIAssist/Chat
 ```
 
----
-
 ## Connect to the React Spreadsheet
 
 Once the server is listening, Configure the `requestUrl` inside [`aiAssistSettings`](https://ej2.syncfusion.com/react/documentation/api/spreadsheet/index-default#aiassistsettings) to point to the server endpoint:
@@ -208,8 +196,6 @@ export default function App() {
 
 {% endraw %}
 
----
-
 ## Reference
 
 ### Environment variables (`.env`)
@@ -243,8 +229,6 @@ And returns:
 }
 ```
 
----
-
 ## Sample
 
 A Node.js server sample project is available for quick setup. Extract the archive, update the Azure OpenAI credentials in the `.env` file, and start the server using the following command
@@ -255,9 +239,6 @@ npm start
 
 [Download Node.js Server](https://drive.google.com/file/d/1V3TlO_6GS3dV986I7sDizmE9kwojkOrx/view?usp=drive_link)
 
----
-
 ## See also
 
-* [AI Assist overview](../ai-assist)
 * [Web API (.NET) server setup](./using-web-api)

Document-Processing/Excel/Spreadsheet/React/ai-assist/ai-service/using-web-api.md

@@ -11,8 +11,6 @@ documentation: ug
 
 AI Assist requires a backend service to process prompts and return AI-generated responses. This topic explains how to create an **ASP.NET Core Web API** using **Azure OpenAI** credentials.
 
----
-
 ## Prerequisites
 
 Ensure the following are available before you begin.
@@ -42,8 +40,6 @@ const azureDeploymentName   = 'Your_Deployment_Name';
 * .NET 8 SDK or later
 * Visual Studio 2022 or the .NET CLI
 
----
-
 ## Install dependencies
 
 Run the following commands in your Web API project to install the required NuGet packages:
@@ -60,8 +56,6 @@ dotnet add package Microsoft.Extensions.AI.OpenAI
 | `Microsoft.Extensions.AI` | Abstractions for AI services in .NET |
 | `Microsoft.Extensions.AI.OpenAI` | Bridges `IChatClient` with the Azure OpenAI client |
 
----
-
 ## Configure credentials
 
 Add the Azure OpenAI credentials in `appsettings.json` under `AI` section:
@@ -76,8 +70,6 @@ Add the Azure OpenAI credentials in `appsettings.json` under `AI` section:
 }
 ```
 
----
-
 ## Configure required modules
 
 Update `Program.cs` to register the Azure OpenAI client and required services:
@@ -193,8 +185,6 @@ namespace WebService.Controllers
 }
 ```
 
----
-
 ## Run the application
 
 Run the following command to start the Web API server:
@@ -209,8 +199,6 @@ The server runs on `https://localhost:{port}` (as defined in `launchSettings.jso
 https://localhost:{port}/api/AIAssist/Chat
 ```
 
----
-
 ## Connect to the React Spreadsheet
 
 Once the server is listening, Configure the `requestUrl` inside [`aiAssistSettings`](https://ej2.syncfusion.com/react/documentation/api/spreadsheet/index-default#aiassistsettings) to point to the server endpoint:
@@ -236,8 +224,6 @@ export default function App() {
 
 {% endraw %}
 
----
-
 ## Reference
 
 ### Configuration keys (`appsettings.json`)
@@ -270,8 +256,6 @@ And returns:
 }
 ```
 
----
-
 ## Sample
 
 A Web API server sample project is available for quick setup. Extract the archive, update the Azure OpenAI credentials in `appsettings.json`, and start the server using the following command:
@@ -283,9 +267,6 @@ dotnet run
 * [Web API Server](https://drive.google.com/file/d/13K7a89Vk4Xt7dgd4wt49q272bSVSVuz3/view?usp=drive_link)
 * [Live Demo](https://document.syncfusion.com/demos/spreadsheet-editor/react/#/tailwind3/spreadsheet/ai-smart-spreadsheets)
 
----
-
 ## See also
 
-* [AI Assist overview](../ai-assist)
 * [Node.js server setup](./using-node-js)

Document-Processing/Excel/Spreadsheet/React/ai-assist/integration.md

@@ -17,7 +17,10 @@ AI Assist integrates seamlessly into your React Spreadsheet application, enablin
 
 Ensure the following before integrating AI Assist:
 
-* Backend Server: A running backend AI service (Node.js or Web API) with Azure OpenAI credentials configured on the server. For setup instructions, see [Web API Server](./ai-service/using-web-api.md)/[Node.js Server](./ai-service/using-web-api.md) for setup instructions.
+* Backend Server: A running backend AI service (Node.js or Web API) with AI credentials configured on the server.
+* For setup instructions, see the:
+    * [ASP.NET Web API Server](./ai-service/using-web-api)
+    * [Node.js Server](./ai-service/using-node-js)
 
 ### Inject the AI Assist Module
 
@@ -47,8 +50,6 @@ function App() {
 
 This enables the AI Assist into the spreadsheet.
 
----
-
 ### Configure AI Assist Settings
 
 Use the [`aiAssistSettings`](https://ej2.syncfusion.com/react/documentation/api/spreadsheet/index-default#aiassistsettings) property to connect spreadsheet to the backend server and customize the AI Assist.
@@ -75,8 +76,6 @@ function App() {
 
 Your Spreadsheet is now integrated with AI Assist and ready to use.
 
----
-
 ## How-To Guides
 
 ### Open and Close the AI Panel
@@ -90,9 +89,7 @@ Your Spreadsheet is now integrated with AI Assist and ready to use.
 
 All actions performed by AI Assist are recorded in the spreadsheet's undo/redo history. Press Ctrl+Z to revert any change made by the AI, just like a manual edit.
 
----
-
-### How to Attach Extra Data Before a Request is Sent
+### How to Customize the Request Before Sending
 
 Use the [`promptRequest`](https://ej2.syncfusion.com/react/documentation/api/spreadsheet/index-default#promptrequest) event to add custom data — such as a user ID or session token — to the request before it reaches your server.
 
@@ -121,8 +118,6 @@ function App() {
 
 You can also prevent the request entirely by setting `args.cancel = true`.
 
----
-
 ### How to Handle AI Responses
 
 Use the [`promptResponse`](https://ej2.syncfusion.com/react/documentation/api/spreadsheet/index-default#promptresponse) event to run custom logic after the AI completes its task — for example, logging results or showing a notification.
@@ -148,8 +143,6 @@ function App() {
 }
 ```
 
----
-
 ### Troubleshoot server connection issues
 
 If the AI panel displays an error message:
@@ -173,8 +166,6 @@ If the AI panel displays an error message:
     * Review the terminal/console where your server is running
     * Look for connection or authentication errors
 
----
-
 ## API References
 
 ### AI Assist Settings
@@ -185,17 +176,13 @@ If the AI panel displays an error message:
 | `placeholder` | `string` | The hint text shown inside the prompt input box. |
 | `promptSuggestions` | `string[]` | A list of quick-start prompts shown to the user as clickable suggestions. |
 
----
-
 ### Events
 
 | Event | When it fires | Common use |
 |---|---|---|
 | [`promptRequest`](https://ej2.syncfusion.com/react/documentation/api/spreadsheet/index-default#promptrequest) | Before the prompt is sent to the server | Attach extra data or cancel the request |
 | [`promptResponse`](https://ej2.syncfusion.com/react/documentation/api/spreadsheet/index-default#promptresponse) | After the AI completes and responds | Log results or trigger custom UI updates |
 
----
-
 ### What Can You Ask the AI?
 
 Type your request in plain English — no formulas or technical knowledge needed.
@@ -266,8 +253,6 @@ Type your request in plain English — no formulas or technical knowledge needed
 | *"Add a line chart showing the monthly trend"* | Creates a line chart to visualize changes over time |
 | *"Insert a pie chart with a title called 'Revenue Split'"* | Creates a pie chart with a custom title |
 
----
-
 ## See also
 
 * [Node.js server setup](./using-node-js)

…Spreadsheet/React/ai-assist/ai-assist.md …/Spreadsheet/React/ai-assist/overview.mdDocument-Processing/Excel/Spreadsheet/React/ai-assist/ai-assist.md renamed to Document-Processing/Excel/Spreadsheet/React/ai-assist/overview.md Document-Processing/Excel/Spreadsheet/React/ai-assist/ai-assist.md renamed to Document-Processing/Excel/Spreadsheet/React/ai-assist/overview.md

@@ -13,21 +13,11 @@ documentation: ug
 
 ![Spreadsheet AI Assist panel](../images/spreadsheet_ai_assist.gif)
 
----
-
-## Server Connection
-
-To configure the backend service, refer - [Web API Server](./ai-service/using-web-api.md)/[Node.js Server](./ai-service/using-web-api.md)
-
----
-
 ## Integration
 
 AI Assist integrates seamlessly into your React Spreadsheet application with minimal configuration. This includes injecting the module, enabling the feature, configuring the backend server connection, handling events, and exploring the full range of supported prompts.
 
-For complete setup instructions, how-to guides, API references, and prompt examples, see [AI Assist Integration](./integration.md).
-
----
+For complete setup instructions, how-to guides, API references, and prompt examples, see [AI Assist Integration](./integration).
 
 ## How AI Assist Works in spreadsheet
 
@@ -37,15 +27,30 @@ Understanding how AI Assist processes your request helps you write better prompt
 
 When you submit a prompt in the AI Assist panel, the following happens behind the scenes:
 
-**1. Intent Recognition**
+- **Intent Recognition**
 Your prompt is sent to the AI server, which reads it and determines what type of action you want — for example, formatting, editing, generating a report, or creating a chart. This step figures out the *what*.
 
-**2. Command Generation**
+- **Command Generation**
 Once the intent is known, the spreadsheet's current data and the identified action are sent back to the AI. The AI then generates a precise set of instructions — such as which cells to update, what styles to apply, or what chart data to use. This step figures out the *how*.
 
-**3. Execution**
+- **Execution**
 The generated instructions are applied directly to the spreadsheet. The result appears instantly in the grid, and a confirmation message is shown in the AI panel. Every change is also added to the undo history, so nothing is permanent.
 
+## Supported Features
+
+AI Assist supports a wide range of spreadsheet operations through natural language prompts:
+
+| Feature | Description |
+|---|---|
+| **Data Analysis** | Generate insights including summaries, KPIs, top records, and visual suggestions. |
+| **Data Operations** | Edit cell values, apply AutoFill, and manage content. |
+| **Rules & Validation** | Apply conditional formatting and data validation rules. |
+| **Formatting** | Apply styles such as bold, italic, font color, background color, number formats, and wrap text. |
+| **Structure Management** | Insert/delete rows and columns, merge cells, and freeze panes. |
+| **Clipboard Actions** | Perform cut, copy, and paste operations through AI commands. |
+| **Navigation** | Perform sorting, filtering, and find & replace operations. |
+| **Visualization** | Insert charts with multiple types, themes, titles, and sizing options. |
+
 ### Writing Effective Prompts
 
 AI responses are only as good as the prompt you provide. Vague requests like *"fix this"* give the AI very little context. More specific prompts like *"highlight all values in column B that are greater than 500 in red"* produce reliable, accurate results.
@@ -54,23 +59,16 @@ AI responses are only as good as the prompt you provide. Vague requests like *"f
 
 AI Assist only operates on the **currently active sheet**. It cannot read from or apply changes across multiple sheets in a single prompt.
 
----
-
 ## Limitations
 
-Understanding the current limitations of AI Assist helps you plan your integration and set accurate expectations for end users.
-
-* **Backend server is required**: AI Assist relies on a running backend service to process prompts. You must configure a valid `requestUrl` that points to an active Node.js or ASP.NET Web API server. The feature will not work in offline environments or when the server is unreachable.
+* **Backend server is required**: AI Assist relies on a running backend service to process prompts. You must configure a valid `requestUrl` that points to an active Node.js or ASP.NET Web API server.
 
 * **Operates on the active sheet only**: AI actions are scoped to the sheet that is currently open and selected. If you need the same change applied to multiple sheets, you must submit a separate prompt for each sheet individually.
 
 * **Prompt clarity affects result quality**: The AI interprets your request as written, so the quality of the output depends on how clearly the prompt is phrased. Broad or ambiguous prompts such as *"fix this"* may not produce the intended result. For consistent and accurate outcomes, use specific instructions — for example, *"bold the header row and apply a blue background to cells A1 through E1"*.
 
-* **Single-file scope**: AI Assist works exclusively within the currently loaded spreadsheet. It cannot read data from or apply changes to other Excel or CSV files that are not open in the same session.
-
----
-
 ## See Also
 
-* [Charts](../charts-and-visualizations.md)
+* [Open-Excel-Files](../open-excel-files)
+* [Save-Excel-Files](../save-excel-files)
 * [Data Binding](../data-binding)