Working with Kyvos Dialogs for Conversational Analytics
Important points to know
From Kyvos 2024.12 onwards,
If the query language is selected as SQL, and the querying language of the semantic model is SQL and MDX, the semantic model will be displayed in the list.
If the query language is selected as MDX, you cannot select the semantic model for querying, as it will be disabled in the list.
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 Dialogs 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 Dialogs.
Using Kyvos Dialogs
To use the Kyvos Dialogs powered by GenAI, perform the following steps.
On the Home page, click Start Data Analysis Journey.
Alternatively, in the toolbar menu, click Dialogs.
The Dialogs 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 semxantic 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 Kyvos Dialogs, 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.
Note
You can execute commands, such as questions about the semantic model or other topics excluding business-related questions.
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, it will display 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.
Elastic Search
Kyvos now supports elastic search, enabling comprehensive text matching across all available dimension values. With this support, the Kyvos Dialogs autocompletes the search keyword when entering a few initials of the keyword in the message box using data synonyms or actual data value. Consequently, a dynamic list is generated based on search keyword, making it easier for users to select the required value.
For example, in case of using synonym, if you type //show sales for “Bharat” 2025, Kyvos Dialogs automatically detects the synonym for India and displays the sales for that year. Additionally, if you enter only a keyword without quotes, it provides options to select the required keyword from the list and displays the data accordingly.
If you use the same synonym for querying data without using the double slash (//), the query will fail.
Prerequisites
To make elastic search functionality work with Kyvos Dialog, complete the following prerequisites:
While adding an Elastic Search service or upgrading, the port 9200 must be enable on all Kyvos Components.
Add the ENABLE_GENAI_VALUE_SEARCH property in the global.properties via Kyvos Manager.
Download the updated Synonym file from "Manage Configuration Files" in Kyvos Manager.
Additional options
You can modify your input visualization as per your business requirement.
On the Dialog page, you can do the following
To obtain information beyond business-related topics, you can type commands or questions about the semantic model, tips, or other subjects.
Example-1 | Example-2 |
|---|---|
| |
To apply the data formatting (units) for SQL calculated fields, type your question in the text box.
To modify your question, click the Edit, Re-submit or Copy to Clipboard icons (
) 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.
Click the three dots' Actions menu to:
To modify the title of the answer, click the Edit Title option (
).
To maximize or minimize the visualization, click the Maximize Visualization option. Similarly, you can minimize using the () button.
To save the chat to a specific point, click the Save As Up to Here as New Chat option.
To view the semantic model details, click the Show Info option. The info dialog is displayed. 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 Dialogs page.
To export the visualization in an image or a CSV file, click the Export option.
To pin the visualization, click the Pin option.
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 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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