Using Ask Kyvos Copilot as a Virtual Assistant
Important points to know
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Important After upgrading Kyvos, you must resave the semantic model to enable Ask Kyvos Copilot for Conversational Analytics. |
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To use Kyvos Copilot for conversational Analytics, select a semantic model.
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To enable conversational analytics to function effectively on your semantic models, ensure that you provide the necessary metadata—such as key elements, tags, and descriptions for attributes, levels, and measures—and then re-save the semantic models.
You can
share chat sessions with other users or groups.You can save chat sessions as workbooks.
To generate sample questions, you must set the key elements in the Conversational Analytics metadata.
The system’s internal semantic models are not available for conversational interaction. However, all business semantic models, such as ROLAP and MOLAP, are supported.
To use Kyvos Copilot for Conversational Analytics, select a semantic model. You can either select a semantic model from a predefined list. After selecting the semantic model, the predefined list of questions will be displayed. Semantic models are displayed based on your profile and usage pattern.
For example,Recently opened semantic model.
Mostly queried semantic model.
You can change the semantic model at any point in time.
It is recommended to review to review the best practices before you start working with Kyvos Copilot.
Using Kyvos Copilot
To use the Ask Kyvos Copilot virtual assistantpowered by GenAI, perform the following steps.
On the Home page, click Start Data Analysis Journey.
Alternatively, in the toolbar menu, click Ask Kyvos Copilot.
The virtual assistant Ask Kyvos Copilot GenAI page is displayed.
Click New Chat to start the conversation. Alternatively, add (//) as a prefix to the keyword. For example, //Show Profit.
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Tip
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Select the semantic model from the predefined list. You can also change the semantic model on the Change Semantic Model dialog box.
Select the semantic model and click Change. On the confirmation dialog, click Continue.
The predefined questions related to the selected semantic model is displayed.
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Note The predefined questions are displayed only when the key elements are defined in Conversational Analytics Metadata. |
Clicking on these questions instantly generates the answers, further streamlining your analysis.
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Tip For quick assistance with using Ask Kyvos Copilot, a set of tips is displayed. Click the tip icon ( |
Alternatively, to add a query manually, enter your query in the input box and click the Submit Query button.
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Note You can also use the microphone option ( |
To modify your input visualization according to your business requirement, use the additional options listed below on this page.
To save your chat session as a workbook that would be part of your dashboard, click Save.The Save dialog box is displayed.
Click Add Workbook. By default, the workbook is added to the Root folder. You can also add a new folder to save the workbook in a Root folder instead.
Add a unique name in the Workbook Name text box and click Add. The workbook will be added to the folder. After saving the workbook will be displayed in Kyvos and you can use it.
For more information, see Saving Chat as Workbook.
To create a copy of the chat session, click the Save as option to save the chat.
Additional options
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You can modify your input visualization as per your business requirement.
On the Ask Kyvos Copilot
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GenAI page, you can do the following
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To modify your question, click the Edit, Re-submit or Copy to Clipboard icons(
) that appear next to the
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question.
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To obtain a new list of questions related to
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the
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selected semantic model
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, click the Refresh button (
). The new list of questions will be displayed.
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To copy the summary of the answer, clickthe Copy Summary icon(
)
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.
To update the summary, click the Rephrase link.
To modify the title of the answer, click the Edit Title (
) option.
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Click the Rephrase link to reword the summary.
To save the chat to a specific point, click the Save As Up to Here option.
To maximize or minimize the visualization, click this icon (
). To Generate Comprehensive Summary, click the link displays at the bottom of the input as needed. A summary will be generated.
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Click the Edit Title () option to modify the title of the answer.
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Click the Save As Up to Here option
Other additional options:
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After generating the comprehensive summary, you can view the option to Generate a Concise Summary. Click the link, and a precise summary of the input will be created.
To view the semantic model details, click the Show Info icon (
).
You can also click the Edit SQL Query link to change semantic model in SQL editor. Click Apply. The data changes will reflect on the
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Ask Kyvos Copilot GenAI page.
To view the data summary in the native language, click the Data Summary
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icon (
)
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Settings: Click this icon to do some settings to view the data. The setting options vary depending on the type of questions and view type you select for data input.
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Save: Click this link to save the data in workbook that would be part of your dashboard displays on the right of the page. You can click the Save as option to save the data. After saving the workbook will be displayed in the Kyvos and you can use it for further operations.
Once you have configured the Conversational AI option on the GenAI page, the Ask Kyvos Copilot feature will be displayed on the Kyvos Home page and in the toolbar menu.
Kyvos Home Page
Kyvos Toolbar Menu
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The Ask Kyvos Copilot must be configured through the Kyvos Manager on the GenAI Configuration page.
You can either select a semantic model from a predefined list. After selecting the semantic model, the predefined list of questions will be displayed. You can change the semantic model at any point in time.
You can type your query or use the microphone option to generate it.
The Ask Kyvos Copilot feature provides a flexible communication platform. You can initiate a new chat session or continue with an existing one. Your chat history is preserved, enabling you to revisit previous queries.
The Ask Kyvos Copilot is a context-aware feature, which means there's no need to repeat previous queries when delving deeper into a query. It automatically responds by understanding the context of the preceding query.
Once you input a query, Kyvos Ask Copilot fetches the relevant information based on the selected semantic model. You can view the data input and use different operations, such as showing info and data summary, saving the data as a workbook that would be part of your dashboard, and using different settings for data, making it easy to understand and analyze.
The input of your query is displayed based on the metadata of the semantic model. The metadata, such as metadata, such as description, key, tags, drivers, and key element settings, enables you to get more targeted and relevant data inputs. If metadata of the semantic model is not sufficient, the accuracy of the answers might be inappropriate. In this case, you can modify semantic model metadata at any point in time.
You can export and share analysis in formats like PDF, Image, and CSV.
You can attempt a maximum of three attempts to ask queries. After reaching the maximum number of attempts, an error message is displayed. Additionally, you can view details of the error. This helps you narrow or modify your queries.
You can remove the unwanted chats.
System semantic models are not supported. All business semantic models, ROLAP and MOLAP, are supported.
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Tip
For quick assistance with using Ask Kyvos Copilot, a set of tips is displayed. Click the tip icon (
) to view the following suggestions.
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.
To adjust the visualization settings—such as view type, color scheme, and input template—click the Settings icon (
). The available options will vary based on the type of question and the chosen view format for data input. For more information, see the Working with Charts section. 
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Related Topics
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