Using Saved Chat Session as a Workbook

Using Saved Chat Session as a Workbook

You can save your chat session in a new or existing workbook. After saving the chat session, you can resume your query from the Dialogs page or directly within the workbook.

To use your saved chat session as a workbook, perform the following steps.

  1. In the Recent pane, right-click the chat session that you want to open in Kyvos Viewer.

  2. Click Open Chat in Viewer. The chat session will open in Kyvos Viewer.

    image-20250327-124557.png
  3. 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.

      image-20250327-124843.png
    • 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.

    • Share link or grant access.

Copyright Kyvos, Inc. 2025. All rights reserved.