You can save your charts chat session in a new workbook or an existing one. This way you can store workbook. After saving the chat session within the workbook, allowing you to preserve your data input. You can then resume your query either from the Kyvos Virtual Assistant Copilot GenAI page or directly within the workbook.
To save use your saved chat session as a workbook, perform the following steps.
Click the Save as icon, or you can click the Save as option displayed at the right of the page. The Save dialog box is displayed.
Select the existing workbook or click Add Workbook to save your chat inputs. Click Save and the Chat Session is added to the workbook.
In the Recent pane, right-click the chat session that you want to open in Kyvos Viewer.
Click Open Chat in Viewer. The chat session will open in Kyvos Viewer.
After opening chat session in Kyvos Viewer, you can do the following:
Click Actions menu (…) and you can add parameters, calculated measures, refresh the chat session, change the order of the workbook or refresh data.
Click Add to create a new worksheet, dashboard, or chat session. You can also search the required chat session using the Search bar.
Click Revert to undo the previous changes.
Create workbook shortcuts.
Click Save.
Delete a chat session.
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