Overview
The Chat Experience in Max allows users to interact seamlessly with Max, an AI-powered assistant that runs various types of data analyses based on user input. It provides a user-friendly interface designed to help users review their conversation, input new queries, and review analysis artifacts generated by Max’s skills.
Review the Conversation
The conversation has the following sections within it. Starting from the top of the conversation panel:
- The copilot that is being used is shown at the beginning of each conversation. This can include an image, name and description for the copilot.
- Starter questions are shown at the top of each conversation. Simply click on these questions to start the conversation with Max.
- Any entries created by you, the user, are shown in a bubble.
- Max’s replies are left-aligned and include Max’s head to the left of the message
For the messages you have typed, the following interactions are available.
- The last question can be deleted.
- The last question can be edited and rerun.
- Any question can be saved to your favorites for easy access later. Saving a question only saves the text of the question, not the answer.
Max’s replies have four primary areas.
- Any artifacts that Max has generated are available for review by clicking on the artifact overview card. This card is not present for every Max response. It will depend on whether the response included the generation of an artifact.
- Max will chat back with a message for every message you send it.
- Interactions and information about the answer.
- Suggested follow-up questions which can be clicked on to generate a new question that continues the conversation.
The following are the interactions and ancillary information available on each answer.
- You can easily copy the text of the answer
- You can give feedback by using the thumbs up or down actions to let the system know what you think of the answer.
- If an answer had been gathered before, possibly for another user, Max will gather that answer to ensure a speedy response. If that has happened the refresh icon will appear that you could use if you wanted to regenerate the answer.
- You can also see when the response was generated for this conversation.
Input New Queries
The Chat input allows you to submit additional questions to Max. Simply type into the input box and press ENTER or click the send icon.
The '+' button allows you to start a new conversation with Max.
While a question is processing, you have the option to STOP it by pressing the STOP button found on the right of the Chat input.
A useful feature of the Chat input is its ability to help you find items in your database, even if you're unsure of how they are labeled. It performs a fuzzy search to look up all matching dimension values, so even if you misspell a term, it can still identify relevant items. Simply select an item from the list, and it will be added to your question.
Review Analysis Artifacts
The artifact section has four subsections.
- The artifact toolbar allows you to see the title of the artifact that was produced, zoom in on the artifact, and download a spreadsheet that contains the artifacts underlying data.
- Any charts and tables that were produced by Max are displayed directly below the toolbar. These charts and tables can be copied to the clipboard for easy transfer to documents, spreadsheets and presentations.
- If Max has written any insights they will be shown directly below the charts and tables. These too can be copied for easy transfer to documents or presentations.
- Lastly, the parameters with which the analysis was performed are shown. This allows you to have confidence in the analysis presented and serves as a reminder if returning at a later time or sharing with others.
Additional Capabilities
If multiple copilots have been shared with you, the top of the screen will allow you to toggle between the copilots.
A chat conversation can be shared with others by simply using the share icon at the top of the screen. Clicking this icon will enable you to copy a link that can be shared with others who have access to Max.
Accessing the Feature
When opening Max you are automatically started inside of Chat. For most users this will be the only area of the product they access. For administrators and developers of skills who utilize Skill Studio or the Administrative console, to return to Chat simply click on Max’s head in the top right corner and then choose Chat.
Best Practices
When chatting with Max try to be clear about what you are pursuing. Max will try to follow along with the conversation but if an input is ambiguous as to whether it’s a continuation of the conversation or a brand new question then Max may not always make the right assumptions.
Don’t worry if Max gets something wrong. Try to rephrase the question or provide clarity if there was a core concept that Max got wrong. Max will rerun the analysis with this updated information.
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