Geotab Ace — User Guide
Geotab Ace is an AI assistant created for users to communicate with complex datasets as if they are having a straightforward conversation, making data access more accessible and democratic. The tool provides a chat interface with your telematics data. Using generative AI technology, it transforms your questions into precise queries that seek out the requested information from appropriate tables, ensuring an efficient and insightful response.

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User Guide

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July 2025

What is Geotab Ace?

Geotab Ace is revolutionizing data analytics by introducing conversational analytics that simplify the process of data exploration and decision-making.

Unlike traditional methods, which require navigating multiple layers like locating reports, setting filters, and performing manual data manipulation, Ace streamlines the workflow by enabling users to directly query their data in natural language and get immediate answers.

This approach eliminates redundant steps, such as downloading and processing data in external tools, and facilitates comparisons or follow-up questions with minimal effort.

By reducing the time from question to insight, Geotab Ace empowers users to focus on deriving meaningful conclusions and driving actionable outcomes, rather than struggling with complex analytics setups.

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How it works

Geotab Ace is designed to streamline the flow of questions and ensure accurate responses through a meticulous multi-stage process. Upon receiving a query, it undergoes an initial evaluation by the Audit Layer to determine its validity and appropriateness for further processing. Once cleared, the query advances to the Knowledge Layer, where the system identifies the most relevant questions and data schema to construct an accurate query. This task is entrusted to a sophisticated Generative AI (LLM), which carefully crafts the query in a format compatible with Google BigQuery (GBQ).

After the Generative AI successfully formulates the query, it is executed within GBQ. Assuming the query executes without issues, the resultant data is then sent to the Reasoning Engine, which synthesizes the information into a coherent response. If the query does not meet the criteria at the Audit Layer, or if the Generative AI composes a query that is deemed unsuitable, the process stops, and the system indicates that it is unable to provide an answer. This robust system ensures that only precise and high-quality information is delivered in the response.

Available datasets

The following datasets are currently available to be parsed by Geotab Ace:

  1. Trip details: Including distance, duration, speed metrics, idling duration.
  2. GPS logs: Coordinates, speed, and GPS connection status.
  3. Zones: Details, coordinates, group associations, and type.
  4. Device data: Active times, groups, time zone, type, billing, replacement info, engine hours, odometer readings.
  5. Rules and Exceptions: Rule conditions, associations, exception event details.
  6. Diagnostic data: Status, descriptions, measures, fault classes, severity, source ECU.
  7. Electric Vehicle (EV) assessments: Suitability, charge times, trip details, energy estimates, emissions comparisons.
  8. Vehicle KPIs: Idling, engine hours, fuel usage, fuel economy, mileage, odometer, maintenance insights, groups.
  9. Safety: Predictive safety analytics, collision probability, number of collisions.
  10. Vehicle metadata and grouping: Engine type, make, model, year, manufacturer, MyGeotab Groups.
  11. Driver and Driver KPIs

✱ NOTE: If you are not sure about what is included, ask Geotab Ace “What data do you have access to?” and check back regularly, as new data is continuously being added. In addition to understanding what data is available, this question will also provide data history. While data history may vary by table, all data is available from January 1st, 2024 and onwards.

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Getting started with Geotab Ace

User account prerequisites

To enable and use Geotab Ace, the user account must either have the Admin role, or if they do not have the Admin role, their assigned role must have ALL of the following permissions enabled (for example, if you want to create a new role for users to use Ace without granting them Administrator-level access):

  1. View Assets
  2. View engine diagnostics
  3. View Driver Analytics
  4. View Vehicle Analytics
  5. View driver identification features
  6. View engine types
  7. View EV Performance Data
  8. View exceptions
  9. View exception rules
  10. View fault data
  11. View groups
  12. View status data
  13. View zones
  14. Trips and activity report
  15. View fill-ups, EV charging history, and fuel transactions
  16. Zone visits report

Enabling Geotab Ace

Here’s how to enable Geotab Ace:

  1. Select your account name in the top right of the screen and then select Options:
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  3. Go to the Beta Features tab:document Image
  4. Find Geotab Ace on the Beta Features tab and then enable its toggle: document Image
  5. Once enabled, select Geotab Ace from the main MyGeotab menu to access the AI assistant:

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Using Geotab Ace

You can access your previous chats by clicking the History button.

To get answers from Ace, you can enter a question in the Ask your question here text box:

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Alternatively, you can ask one of the auto-generated questions/categories by clicking on one of the categories below the text box and then either pressing the Enter key or the Send icon beside the text box.

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✱ NOTE: You should use the @ symbol to search for entities within your database to add to your query. Once you have found the name you are looking for, select the name from the dropdown list to add it to the text box with quotation marks.

✱ NOTE: Depending on the complexity of the question the response times can vary from 10 to 60 seconds on average.

After getting the answer, you have the options to Copy the text, Download CSV, or choose to Show SQL.

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If you want more information on the same topic, ask a follow-up question.

To start a new topic, click New Chat:

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Chat history

Ace has the ability to reference past interactions with you, ensuring a smooth conversation flow and improving its performance in responding to your queries.

Providing feedback

We encourage you to provide feedback using the thumbs up and thumbs down icons included in Ace’s answers to your queries:

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Troubleshooting

This section explains how to solve or understand some common scenarios you might encounter when using Geotab Ace.

No response

If you do not see an answer to your question, please try again as we are continuously improving the stability of the tool. If the issue persists, try rephrasing your question following the Geotab Ace Prompt Guide.

Access denied

This page indicates that you do not have the required clearance levels to use the tool. Please ensure that the role assigned to the user is either Admin, or has all the permissions listed in the prerequisites of this document:

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Empty data frames

An empty table means that there is no data to answer your question. For example, if you ask whether a specific vehicle has an active fault and the answer is no, this is what the response would look like:

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Additional resources

Resource

Description

Geotab Ace Prompt Guide

This guide covers everything you need to know regarding top questions to ask and how to create prompts to get the answers you need.

Responsible AI & Privacy White Paper

This document shares Geotab’s approach to responsible deployment of generative AI within the context of Geotab Ace.

Frequently asked questions

How can I access Geotab Ace?

Geotab Ace can be enabled through Beta Features in MyGeotab for supported regions and segments: US, Canada, and EU based on the database setting. Refer to the Enabling Geotab Ace section of this document for more information.

Are there data access and security clearance requirements?

Yes. Users need the Administrator security clearance and Everything Data access to use Geotab Ace.

Are there other restrictions I should be aware of?

Geotab Ace will not be available to Commercial Government, Public Works, or partner-labeled Customers.

Does Geotab Ace understand languages other than English?

Yes. Geotab Ace understands other languages and matches the language at which the question has been asked.

Is my data being shared with a Large Language Model?

The short answer is no. For more details, refer to the Responsible AI & Privacy White Paper.

Who is the ideal user for this solution?

Geotab Ace has the potential to reach all levels of the organization, from everyday MyGeotab users to the CEO. Considering the democratization of data that this tool brings, we may learn that users that were not as familiar with MyGeotab before can now get answers themselves via simple natural language questions.

How can I avoid confusion, since there is a lot of information for the user to retain before using the tool?

The tool explains its own processes and assumptions. Most of the communication to clarify any confusion will happen in Ace.

How soon after a new rule is added will Geotab Ace be able to index it? What is the refresh rate?

The tables update in near-real-time, but it can take up to an hour before it is indexed by Geotab Ace.

Legal disclaimer

The Geotab Ace feature is for informational purposes and does not constitute legal, financial or professional advice. This feature is completely automated and does not involve direct human interaction. Geotab provides no representations or warranties of any kind, express or implied, regarding the completeness, accuracy, reliability, suitability or availability of this feature or its outputs. Geotab does not assume any responsibility or liability for any consequences arising from the use or misuse of this feature or the reliance on the information provided. Users must comply with all applicable laws, including privacy and AI laws, regarding the use of personal information and will not use this feature for employment related decisions. Geotab may modify, update, or discontinue offering this feature at any time without prior notice and will not be liable to any parties as a result of such actions. You agree to use this feature in accordance with the Geotab Ace User Guide and acknowledge the contents, use of data, restrictions and limitations contained therein. Any feedback or inputs provided will be utilized to maintain and improve the functionality of Geotab Ace.

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