Merlin

Merlin is Magic Suite's built-in AI assistant, available across Magic Suite applications (Admin, AlertMagic, DataMagic, ReportMagic and others).

Merlin communicates in two ways:

• System toasts - success, error and status notifications, shown automatically
• Interactive chat - a chat box you can type questions into directly

The interactive chat is AI/LLM-backed. Treat its answers as a helpful starting point, and verify anything business-critical against your actual data.

Using the Merlin chat window

• The chat window can be pinned to the side of the screen (docked) or used as a floating panel, and can be maximised or minimised
• Opening or closing Merlin does not lose your place or in-progress edits elsewhere on the page (for example, mid-edit in Report Studio)
• While Merlin works on an answer, it shows what it is doing at each step, for example "Looking up your report schedules"
• Merlin respects your Light Mode / Dark Mode display preference
• Merlin works alongside other open dialogs (create, edit, clone, delete) - it will not trap you in an overlay you cannot exit

What Merlin can help with today

• How-to questions: Merlin searches the Magic Suite help and answers from it, with links to the pages it used
• ReportMagic macros: which macro does what you need, and a macro's parameters and examples, taken from its help page
• The page you are on: what the page is for and what it is showing you
• Report schedules and batch jobs: your schedules, when they last ran, and why a run failed
• Your latest report run: in Report Studio, or for the report selected on a batch job's Progress page, what the macros did, including each warning and error with its message
• Notifications, feedback and badges: your notifications, the feedback you have raised and the badges you have earned, by name and level. Merlin can also raise feedback for you, after showing you a draft to confirm
• Release notes: what changed in a Magic Suite version
• System toast notifications, which continue to work across all apps regardless of chat settings (see below)

Tenant Administrators can also ask about:

• Connections: the Tenant's Connections and whether they are working. On the Connections page, Merlin can also tell you why the Connection you have selected is failing
• Badges leaderboard: who in the Tenant has the most badges, ranked as on the Badges Leaderboard page
• Users: who can sign in to the Tenant, and the access they hold
• Subscriptions (coming in the next 4.6 release): the Tenant's subscriptions to Magic Suite products, with their dates, whether each is active, upcoming or expired, and the Pro quantity where there is one. Prices are not included
• Tickets: tickets in your ticketing system, read through the Tenant's Connection or your own personal one. Merlin adds a note, changes a status or raises a ServiceNow ticket only when you ask it to, and never through a Connection marked Read Only
• Cisco Meraki: read-only questions about your Meraki networks, including the configuration change log: who changed what, and when, for any time window

Note: a dedicated Report Studio co-pilot, an AlertMagic-specific assistant, direct read access to your Tenant's files and projects, and Knowledge Graph-backed answers are all planned but not yet released. Please do not rely on Merlin for these today.

Per-Tenant chat control

Panoramic Data can enable or disable the interactive Merlin chat for a Tenant independently of the rest of Magic Suite. This is a Panoramic Data-controlled setting, not one a customer's own Tenant Admin can change themselves.

Chat is enabled by default for every Tenant. When chat is disabled for a Tenant:

• The interactive chat input is hidden from all users in that Tenant, after a page refresh or in a new tab, and "Merlin chat is disabled for this Tenant." is shown in its place
• Anyone who does try to chat sees a graceful message, for example "An error occurred while processing your chat message: Merlin chat is disabled for this Tenant."
• The request is refused by the server, and no call is made to the underlying AI model. This is enforced server-side, not merely hidden in the user interface
• System toast notifications are unaffected - they keep working normally even when chat is disabled

Why this exists: it lets Magic Suite ship AI features without waiting on any individual customer's AI-approval process. A Tenant can be switched to "chat off" while everything else in Magic Suite continues working normally, then switched back on once approved.

Tips

• Merlin's answers are AI-generated - use them as a starting point and confirm anything important independently
• If Merlin seems to be answering an earlier question rather than your latest one, try closing and reopening the chat
• If you notice unexpected behaviour, please contact Panoramic Data support