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Important

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After upgrading Kyvos, you must resave the semantic model to enable Ask Kyvos Copilot for Conversational Analytics.

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You can export and share analysis in formats like PDF, Image, and CSV.

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You are allowed a maximum of three attempts to submit queries. Once you reach this limit, an error message will appear, along with details about the error. This information can help you refine or adjust your queries.

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You can remove the unwanted chats.

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Important points to know

  • 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.

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Note

  • 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

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  • . 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 powered by GenAI, perform the following steps.

  1. On the Home page, click Start Data Analysis Journey.

    image-20241106-110233.png

    Alternatively, in the toolbar menu, click Ask Kyvos Copilot.

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    The Ask Kyvos Copilot GenAI page is displayed.

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  2. Click New Chat to start the conversation. Alternatively, add (//) as a prefix to the keyword. For example, //Show Profit.

  3. Select the semantic model from the predefined list. You can also change the semantic model on the Change Semantic Model dialog box.

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  4. 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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The predefined questions are displayed only when the key elements are defined in Conversational Analytics Metadata.

  1. Clicking on these questions instantly generates the answers, further streamlining your analysis.

    image-20241106-113152.pngImage Modified
Tip

Tip

For quick assistance with using Ask Kyvos Copilot, a set of tips is displayed. Click the tip icon (image-20240926-055439.png) to view the following suggestions.

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Note

You can also use the microphone option (image-20241107-090612.png) to speak your query, and it will be automatically entered into the input box for you.

  1. To modify your input visualization according to your business requirement, use the additional options listed below on this page.

  2. To save your chat session as a workbook that would be part of your dashboard, click Save.The Save dialog box is displayed.

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    1. 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.

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    2. 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.

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  3. To create a copy of the chat session, click the Save as option to save the chat.

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You can modify your input visualization as per your business requirement.

On the Ask Kyvos Copilot GenAI page, you can do the following

  • To modify your question, click the Edit, Re-submit or Copy to Clipboard icons(image-20241106-131135.pngImage Modified) that appear next to the question.

  • To obtain a new list of questions related to the selected semantic model, click the Refresh button (image-20241106-133202.pngImage Modified ). The new list of questions will be displayed.

  • To copy the summary of the answer, clickthe Copy Summary icon(image-20241106-135450.pngImage Modified).

  • To update the summary, click the Rephrase link.

  • To modify the title of the answer, click the Edit Title (image-20241106-142546.pngImage Modified) option.

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  • 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 (image-20241107-130347.pngImage Modified).

  • To Generate Comprehensive Summary, click the link displays at the bottom of the input as needed. A summary will be generated. 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.

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Additional options

You can modify your input visualization as per your business requirement.

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  • To view the semantic model details, click the Show Info icon (image-20241106-140251.png).
    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 Ask Kyvos Copilot GenAI page.

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  • To view the data summary in the native language, click the Data Summary icon (image-20241106-140618.png).

  • To adjust the visualization settings—such as view type, color scheme, and input template—click the Settings icon (image-20241107-133910.png). 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.

    image-20241106-140734.pngTo save the data in the workbook that would be part of your dashboard, click Save.The Save dialog box is displayed.image-20241107-135552.pngImage Removed
    1. 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.

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    2. 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.

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    To create a copy of the chat session, click the Save as option to save the chat.

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Related Topics

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