Working with Kyvos Copilot for Conversational Analytics

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.
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 Kyvos Copilot powered by GenAI, perform the following steps.

On the Home page, click Start Data Analysis Journey.
Alternatively, in the toolbar menu, click Ask Copilot.
The 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.
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.

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.

Tip

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

Alternatively, to add a query manually, enter your query in the input box and click the Submit Query button.

Note

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

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

Additional options

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 () that appear next to the question.
To obtain a new list of questions related to the selected semantic model, click the Refresh button ( ). The new list of questions will be displayed.
To copy the summary of the answer, click the Copy Summary icon ().
To update the summary, click the Rephrase link.
To modify the title of the answer, click the Edit Title () option.
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. 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 Ask Kyvos Copilot GenAI page.
To view the data summary in the native language, click the Data Summary icon ().
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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