ZBrain Documentation
  • ZBrain Documentation
    • ZBrain XPLR
      • ZBrain XPLR modules
      • Get started with ZBrain XPLR
      • Simulation XPLR
      • Solution XPLR
      • Portfolio XPLR
      • Functional Design XPLR
    • ZBrain Builder
      • Components of ZBrain Builder
      • 📚Knowledge base
        • How to create a knowledge base?
        • Knowledge source
        • Information schema
        • File summary
        • Automated reasoning
        • Retrieval testing
        • Knowledge base settings
      • 📱App
        • How to leverage knowledge base for app creation
        • How to set up and customize your app?
        • How to access the app reporting dashboard?
      • 🤖ZBrain AI agents
        • Get started with agents on ZBrain Builder
        • Deploying pre-built agents
        • Creating custom AI agents
          • Agent setup
          • Define input sources
          • Define Flow
            • Key elements of a Flow
            • Flow Components
              • Activepieces Platform
              • AITable
              • Airtable
              • Amazon S3
              • Amazon SNS
              • Amazon SQS
              • Amazon Textract
              • Apify
              • Apollo
              • Approval
              • Asana
              • Azure Communication Services
              • Azure Cosmos DB
              • Azure Document Intelligence
              • Azure OpenAI
              • Azure Translation
              • Bannerbear
              • Baserow
              • Beamer
              • Bedrock Claude
              • Bettermode
              • Binance
              • Bing Search
              • Blackbaud
              • Bonjoro
              • Box
              • Brevo
              • Brilliant Directories
              • Bubble
              • CSV
              • Calendly
              • Certopus
              • Clearout
              • Clockodo
              • Code
              • Confluence
              • Connections
              • Constant Contact
              • Contiguity
              • Contentful
              • Customer.io
              • Crypto
              • Databricks
              • Data Mapper
              • Date Helper
              • DeepL
              • Delay
              • Discord
              • Discourse
              • Drip
              • Dropbox
              • Dust
              • Facebook Pages
              • Figma
              • Files Helper
              • Flowise
              • Flowlu
              • Formbricks
              • Frame
              • Freshdesk
              • Freshsales
              • GCloud Pub/Sub
              • GenerateBanners
              • GhostCMS
              • GitHub
              • GitLab
              • Gmail
              • Google Calendar
              • Google Contacts
              • Google Docs
              • Google Drive
              • Google Forms
              • Google Gemini
              • Google My Business
              • Google Search
              • Google Search Console
              • Google Sheets
              • Google Tasks
              • Groq
              • Hacker News
              • Heartbeat
              • HubSpot
              • HTTP
              • Image Helper
              • Inputs
              • Instagram for Business
              • Intercom
              • Invoice Ninja
              • Jira Cloud
              • Jotform
              • Kimai
              • Kizeo Forms
              • LeadConnector
              • Line Bot
              • Linear
              • LinkedIn
              • LinkedIn Actions
              • LLMRails
              • Lusha
              • MailerLite
              • Mailchimp
              • Mautic
              • Microsoft Dynamics 365 Business Central
              • Microsoft Dynamics CRM
              • Microsoft Excel 365
              • Microsoft OneDrive
              • Microsoft Outlook Calendar
              • Microsoft Teams
              • Mixpanel
              • MongoDB
              • Notion
              • Odoo
              • OpenAI
              • OpenRouter
              • Pastebin
              • PDF
              • Postgres
              • PostHog
              • Pushover
              • Qdrant
              • Queue
              • Razorpay
              • Router
              • Salesforce
              • SendGrid
              • ServiceNow
              • SFTP
              • SharePoint
              • Slack
              • SMTP
              • Snowflake
              • SOAP
              • Spotify
              • Stability AI
              • Stable Diffusion Web UI
              • Storage
              • Stripe
              • SurrealDB
              • SurveyMonkey
              • Taskade
              • Telegram Bot
              • Text Helper
              • Trello
              • Twilio
              • Twitter
              • Utilities
              • WhatsApp Business
              • WordPress
              • XML
              • YouTube
              • ZBrain
              • Zendesk
              • ZeroBounce
              • Zoho Books
              • Zoho CRM
              • Zoho Invoice
              • Zoom
            • How to Define a Flow?
            • How to Test Each Step in the Flow?
          • Configure Additional Settings
          • Test and Deploy Agents
          • How to access, monitor, and manage agent performance and tasks?
      • Settings
      • 📖API tutorials
        • 📚Knowledge base
          • Automated reasoning
        • 📱APP
        • 🤖Agents
Powered by GitBook
On this page
  • Overview
  • Adding solutions to Solution XPLR
  • Creating the solution
  1. ZBrain Documentation
  2. ZBrain XPLR

Solution XPLR

PreviousSimulation XPLRNextPortfolio XPLR

Last updated 1 day ago

Overview

Solution XPLR is dedicated to the detailed design of specific AI solutions. It provides a structured workflow that guides users through the complete solution development process, from initial requirements gathering to comprehensive implementation planning. At its core, solution XPLR enables organizations to transform high-level AI opportunities identified in the Taxonomy XPLR/ AI solutions library into solution blueprints.

Solution XPLR supports the solution development lifecycle through three key phases:

  • Research: Identifying and validating business needs and potential approaches

  • Evaluate: Assessing feasibility, benefits, and alignment with organizational goals

  • Optimize: Refining the solution design for maximum impact and implementation readiness

This bridges the critical gap between AI opportunity identification and designing an actual solution, ensuring that valuable insights from the assessment phase translate into executable implementation plans.

Adding solutions to Solution XPLR

You can add a solution to Solution XPLR using two different methods:

Method 1: Using the AI solution library

Navigate to the AI solution library

  • From the Simulation XPLR page, click on 'AI solution library.'

  • You will be directed to the AI solutions page, showcasing a collection of enterprise-ready GenAI solution ideas across multiple industries and functional areas.

Browse and select a solution

  • Click the dropdown near the total number of solutions to expand the filter

  • Use filters to categorize available solutions by industry, function, impact type, benefit area, or search manually with keywords.

  • Select the solution that best aligns with your use case by clicking on it.

Review solution details

On the solution entry page, you can review comprehensive information about the solution:

  • Overview: A high-level description of the solution and its purpose

  • Data requirements: Necessary data inputs for successful implementation

  • Data sources: Specific sources where required data can be found

  • Implementation considerations: Factors to consider during deployment

  • Benefits: Expected business outcomes and value drivers

  • AI agents: Both essential and optional AI agents needed

Add to favorites (Optional)

  • Click the ⭐ star icon to add the solution to your favorite solutions for easy access later.

Add to solution XPLR

  • Click the '+ Add to Solution XPLR' button.

  • A confirmation pop-up will appear.

  • Click '+ Add' to confirm your selection.

Edit and finalize the solution entry

  • You will be redirected to the Solution XPLR page.

  • The following fields will be auto-populated based on the selected solution:

    • Solution name: Title of the AI solution

    • Detailed description: Explanation of the solution

    • Expected benefits: Anticipated business outcomes

    • Taxonomy: Organizational classification

  • Select the appropriate industry from the dropdown menu.

  • Review and edit these fields if needed to better align with your specific requirements.

  • Configure optional settings:

    • Search existing solutions: Toggle on to search for similar implementations.

    • Use best practice process: Toggle on to leverage recommended implementation approaches.

  • Attach any relevant files by clicking ‘Attach file.’

  • Click 'Create my solution' to proceed to solution design.

Method 2: Using the Taxonomy XPLR

Select a functional area

  • In Taxonomy XPLR, navigate to the organizational structure section.

  • Choose the appropriate functional area:

    • Front office: Customer-facing functions (Marketing, Sales, Services)

    • Mid office: Operational functions (Supply chain)

    • Back office: Administrative functions (Finance, HR, IT, Procurement)

Choose a function and process

  • Select the specific function within your chosen area.

  • Navigate to the process related to your business use case.

Explore AI solutions

  • Click on the AI solutions section to view available solutions for the selected process.

Select and review a solution

  • Choose the AI solution that best matches your needs.

  • Review the detailed information about the solution:

    • Impact: Indicates whether the solution provides a breakthrough, transformative, or incremental impact based on the level of transformation it achieves.

    • Overview: Solution description and purpose

    • Data requirements: Necessary data inputs

    • Data sources: Origin of required data

    • Implementation considerations: Deployment factors

    • Top benefits: Expected outcomes

    • AI agents& tools: Required AI agents

Add to favorites (Optional)

  • Click the ⭐ icon to add the solution to your favorites.

Add to Solution XPLR

  • Click ‘+ Add to Solution XPLR.’

  • Confirm your selection by clicking '+ Add' in the popup.

Edit and finalize the solution entry

  1. You will be taken to the Solution XPLR page with pre-filled fields.

  2. Review and customize the solution details as needed.

  3. Select the appropriate industry.

  4. Configure the toggle options and add any attachments.

  5. Click 'Create my solution' to initiate the solution design process.

Method 3: Creating a custom AI solution

For organizations requiring a fully tailored AI solution beyond pre-built templates, you can manually input all necessary information to ensure alignment with specific business needs.

Enter solution details

On the Solution XPLR page, provide comprehensive information for your custom solution:

  • Solution name: Choose a clear, descriptive name that reflects the purpose and scope of your AI solution.

  • Detailed description: Include a thorough explanation covering:

    • The business process or challenge being addressed

    • Existing pain points and inefficiencies

    • The business objectives you aim to achieve

    • Stakeholders and teams involved

    • Required data sources and inputs

    • Desired outcomes and key success metrics

  • Expected benefits: Clearly outline measurable benefits such as:

    • Increased operational efficiency (time or cost savings)

    • Improved output quality or accuracy

    • Enhanced customer experience

    • Revenue growth or margin optimization

    • Risk reduction or compliance improvements

  • Taxonomy: Select the relevant internal classification, if applicable.

  • Industry: Choose the most appropriate industry from the dropdown list.

Configure solution options

Customize additional settings to enhance solution effectiveness:

  • Search existing solutions: Enable this toggle to discover similar implementations for inspiration or benchmarking.

  • Use best practice process: Turn this on to incorporate proven, industry-standard methodologies into your solution design.

Add supporting documentation

  • Use the ‘Attach file’ option to upload any relevant documents, such as business cases, architecture diagrams, or stakeholder inputs.

Finalize and create your solution

  • Carefully review all input details for completeness and accuracy.

  • Click ‘Create my solution’ to initiate the custom solution design process.

  • The platform will then guide you through the remaining steps to refine and build your AI solution.

Creating the solution

After submitting the base solution information, the system begins the solution design process automatically. This process consists of three main phases:

  • Research

  • Evaluate

  • Optimize

During this process, the system will:

  • Design the comprehensive solution

  • Create visual diagrams of workflows and processes

  • Fetch AI data to populate the components

After processing is complete, you will have access to a fully designed solution with five key components:

  1. Data sources

  2. Process flow

  3. Agentic workflow

  4. Benefits & impact

  5. Summary overview

Data sources

The Data sources screen provides detailed information about all data sources required for your AI solution.

View data source details

For each data source, you can view:

  • Data source: Identifier for the data source

  • Technology: Platform or technology that hosts the data

  • Essential/optional: Whether the data source is required or supplementary

  • Access: Internal (within your organization) or External (from outside sources)

  • Quality: High, Medium, or Low data quality rating

  • Type: Data format (API/SQL/File) and structure (Structured/Semi-structured/Unstructured)

  • Data assessment: Current assessment state (Review/Ready)

Modify data sources

  • Add a data source: Click the '+' button at the bottom of the screen

  • Delete a data source: Click the three dots (⋮) next to the data source and select 'Delete'

Complete data assessment

  • Click on the 'Review' status in the data assessment column.

  • A data assessment questionnaire will open.

  • Answer all questions regarding the data source's availability, quality, and accessibility.

  • Click 'Save' when complete.

  • The status will change from 'Review' to 'Ready' if there are minimal barriers to implementation.

Proceed to the next step

  • Click the 'Next' button at the bottom right of the screen to continue to Process flow.

Process flow

The Process flow section allows you to visualize and customize the business process that your AI solution will enhance.

Curate the workflow

  • Update steps to reflect your organization's specific process.

  • Identify opportunities for AI enhancement at each step of the workflow.

Customize the diagram

  • Click on the diagram to enter edit mode.

  • Add, modify, or remove elements to accurately represent your process.

  • Connect elements to show the process flow.

  • Click 'Save' when you are finished.

AI hubble panel

When you click on a step within a process flow (represented by a blue-colored box), the Hackett AI hubble panel opens. It identifies and recommends the most effective AI agents tailored to that specific step. Within this panel, you can navigate to the AI hubble tab, which allows you to view:

  • Name: Identifier for the AI opportunity

  • Description: Detailed explanation of the opportunity

  • AI enablers: Technologies that can support the opportunity:

    • Conversational AI: Facilitates human-like interactions through natural language processing, enabling chatbots and virtual assistants to understand and respond to user queries effectively.

    • Cognitive AI: Emulates human cognitive functions such as learning, reasoning, and problem-solving, allowing systems to perform tasks that typically require human intelligence.

    • Workflow AI: Streamlines and automates business processes, enhancing operational efficiency by reducing manual intervention and optimizing task management.

    • Prediction AI: Utilizes historical data and machine learning algorithms to predict future events or trends, aiding businesses in making informed decisions.

    • Content AI: Assists in the creation, management, and curation of digital content, including text, images, and videos, thereby boosting productivity and creativity.

    • Insight AI: Analyzes large datasets to extract meaningful insights and patterns, providing valuable information that supports strategic planning and decision-making.

Manage AI opportunities

  • Click on the Opportunities tab to explore AI agents related to the selected step.

  • Review both essential and optional agents displayed for the current step.

  • Essential agents are required for the process to function properly. Optional agents can enhance functionality, but are not mandatory.

  • Each AI agent provides the following information:

    • Agent name: The name of the AI agent

    • Description: A detailed explanation of the agent’s functionality

    • Data sources: Indicates the data the agent utilizes

    • AI enabler type: Technologies supporting business automation opportunities (e.g., Workflow AI or Content AI)

    • Priority tag: Marked as Essential or Optional

    • Plug icon: Indicates the option to generate embedded AI

  • Select, edit, or delete agents according to your requirements.

  • Create a new AI opportunity by clicking the '+' button.

  • Enter the required information:

    • Opportunity name

    • Context information

    • Knowledge data requirements

Generate AI opportunities

  • Click the ✨ (Glitter icon) to generate AI opportunities using LLM. A confirmation dialog will appear with the message "Generate more AI opportunities?" Click ‘Yes’ to proceed with the generation process.

  • After the generation completes, review suggestions and select those that align with your objectives.

Configure enterprise context

  • Click the 🏢 (Building icon) to open the enterprise context panel.

  • Input your industry and industry description in the company tab.

  • In the Technology/Data landscape tab, define your organization's technological ecosystem:

    • Select relevant platform categories applicable to your business (e.g., GenAI Development, ERP, CRM, HCM, SCM etc.)

    • Specify the technology vendors implemented for each selected category

    • Identify associated data resources by selecting:

      • Data sources (indicated by the database icon)

      • Embedded AI capabilities (marked by the AI chip icon)

    • Provide descriptive information about data assets where additional context is beneficial

  • Click ‘Save’ once done.

Import/export data

  • Click the ≡ (Three lines icon) to access import/export options.

  • Import options:

    • TXT format

    • ZIP archive

    • XML format

  • Export options:

    • XML format

    • ZIP files

    • PNG image

    • SVG vector graphic

Proceed to the next step

  • Click 'Next' to continue to the agentic workflow stage.

Agentic workflow

The agentic workflow page visualizes how AI agents will interact within your business process to create an end-to-end automated solution.

Workflow visualization

  • BPMN-style diagram: Business Process Model and Notation diagram showing the complete workflow.

  • Swim lanes: Horizontal sections representing different roles or departments.

  • Agent nodes: Icons representing AI agents handling specific tasks.

  • Decision points: Diamond shapes showing conditional paths based on process conditions.

Agent components

Each agent in the workflow:

  • Is represented by a distinct icon

  • Was selected through AI hubble's intelligent recommendation

  • Is based on process requirements defined in the previous process flow step

  • Handles specific tasks within the overall process

Agent overview panel

The right panel displays each agent’s name, designation(required/supplementary), a detailed description, and key benefits.

Workflow interactions

The diagram shows:

  • Sequential connections between agents

  • Parallel processes where applicable

  • Decision points determining different path options

  • End points for process completion

Proceed to the next step

  • Click 'Next' to continue to the business & impact assessment step.

Benefits & impact

The benefits & impact section allows you to evaluate the feasibility, benefits, and costs of your AI solution.

Solution overview

This page displays:

  • Solution name

  • Feasibility status

  • Benefits summary

  • Preliminary cost estimate

Feasibility assessment

  • Click the 📗 (Book icon) under feasibility to perform the assessment.

  • A panel will open with questionnaire pages for:

    • Security/governance: Data security, compliance, and governance considerations

    • Infrastructure: Technical infrastructure requirements and readiness

    • AI talent: Skills and resources needed for implementation

  • For each question, select the appropriate score:

    • N/A: Not applicable

    • Low: Minimal readiness

    • Medium: Partial readiness

    • High: Full readiness

  • Add comments for context if needed.

  • Complete all questionnaire pages by clicking 'Next' to proceed between pages.

  • Click 'Save' when all sections are complete.

  • Based on your responses, the system will generate a readiness score and feasibility status:

    • Ready: Indicates minimal barriers to implementation

    • Remediate: Suggests addressing identified gaps before proceeding

Benefits analysis

  • Click the💲to open the benefit analysis panel.

  • The interface allows you to quantify expected business value across multiple dimensions:

    • Revenue growth:

      • Revenue

      • Price

      • Volume

    • Customer experience:

      • Customer satisfaction

      • Customer churn

      • Customer LTV

      • Customer count

    • Process productivity:

      • Processing speed (hours)

      • Process volume

      • Process accuracy

    • Employee productivity:

      • Units per FTE

      • Capacity/creation time (hours)

    • Cost savings:

      • FTEs

      • Cost reduction

      • Cost per unit

    • Working capital:

      • Days Sales Outstanding (DSO)

      • Days Payable Outstanding (DPO)

      • Days Inventory Outstanding (DIO)

  • For each metric, enter:

    • Current baseline: Present performance values

    • Target: Expected future performance after implementation

    • Comments: Context, assumptions and justification for projections

  • Click '+ Add benefits' to include additional metrics if needed.

  • The system will calculate total benefits based on your entries.

Preliminary cost estimation

  1. Click the ✨ (Glitter icon) under preliminary cost.

  2. The system will generate an implementation cost estimate using LLM.

  3. Review the estimated cost.

Proceed to the final step

  • Upon calculation of the preliminary cost, the system automatically generates and displays the projected ROI percentage, quantified benefits value, and impact levels across five key business dimensions.

  • Click 'Next' to continue to the summary overview.

Summary overview

This section provides a comprehensive view of your AI solution and its expected impact.

Solution summary

The page displays:

  • Overview: Summary of all agents in the solution

  • Impact: Expected business impact areas

  • Data readiness: Status of data source preparation

  • Feasibility: Overall implementation readiness

    • Infrastructure score

    • AI talent score

    • Security/Governance score

  • Total benefits: Calculated financial benefits

  • ROI: Return on investment percentage

  • Preliminary cost: Estimated implementation cost

Next steps

  • Click '+ Send to Portfolio' to add this solution to Portfolio XPLR for prioritization against other AI initiatives.

  • This enables your organization to compare and rank multiple AI solutions based on business value, feasibility, and strategic alignment.

By following this guide, you can effectively use Solution XPLR to design comprehensive AI solutions tailored to your organization's specific needs. The structured approach ensures that all aspects of the solution, from data requirements to impact, are thoroughly considered and documented before implementation begins.