ChatBI Frontend Operation Guide

1. Overview

This article introduces how to use ChatBI for Q&A.

2. Frontend Questioning

Entry: Nine-grid > chat frontend

Note

BI version 7.0.0 and above supports ChatBI frontend entry.

The access link for the query interface is: http://xxx.xxx.xxx.xxx/chatBI (For private deployment customers, please replace the content before /chatBI with your own environment address)

1. When users enter the query frontend, they can see all currently enabled query topics for which the user has user permissions.

2. Click the dropdown to select the topic for querying.
   

   

3. Click recommended questions or input to ask questions. Users can ask the following types of questions:

Question Type	Question Example
Calculate Value	What is the order quantity for "Rubvermaid frame, premium" in China in Q3 2022?
View Trends	Which cities had increasing profits month by month over the past six months?
Check Details	Are there any null values in sales amount?
TopN	Which orders created the highest profits last year?
Make Comparisons	Compare annual profits across different regions over the past year, which three regions had the highest profits?
Year-over-Year/Sequential	Compare quarter-over-quarter sales growth by province in 2023, which provinces had the fastest profit margin growth?

Tips: You can specify the chart type for result display in your question.

1. After sending the question to the system, the system displays question rewriting results, retrieved knowledge, and table selection information during the generation process.

   

3. Function Introduction

Desktop Version

View Current Conversation Dataset

Click "Current Conversation Dataset" to view the query scope of the current topic.

Recommended Questions

• When users start a new conversation, 3 questions for the current topic are recommended by default. Recommended questions can be configured in the Operations Management Backend.

  

• After users ask a question, the system recommends questions that other users might be interested in based on the current question.

  

Switch Visualization

If you're not satisfied with the chart type displayed in the results, you can switch visualization charts. The specific chart types that can be switched are subject to the actual interface.

Note

BI version 7.2.0, Chat BI version 4.7.2, expanded more chart types on the original chart types, including stacked charts, clustered + symbol charts, percentage stacked charts, grouped stacked charts, stacked + line charts, stacked + symbol charts, bubble charts, circular progress bars, multi-ring progress charts.

Favorites

• Users can favorite each question + answer.

  

• After favoriting, you can view historically favorited questions and answer data in the favorites list.

  Note

  Favorited result data will not change with dataset changes.

  

Export

Users can export data results, supporting two methods: export table data and export Excel.

1. Export Table Data: Default value, exports Excel file in WYSIWYG format, including numerical formats, etc.

2. Export Excel: Exports as Excel file in data detail format; will lose numerical formats, styles, and other settings.

Example: When table values have units or chart axes have units,

• Export table data, numerical types will include units, exported as Excel numerical format - custom format;
• Export Excel, numerical types only retain pure numbers, exported as Excel numerical format.

Feedback

• When users agree with/have doubts about the large model's generated results, they can like/dislike in the frontend interface.

  Note

  Likes, favorites, and exports are all considered positive feedback.

  

• For disliked questions, the frontend will display a question feedback entry. After users input feedback, analysts can locate problems that need optimization in the backend and see user feedback information for targeted optimization.

  
  
  

Message Notification

Prerequisite: Email service has been configured. For email service configuration, see Email Service Configuration

When users think data is abnormal and needs verification, or want to inform other users to pay attention to data and take action, they can click the message notification button.

After users fill in the following configuration items and click "OK", the data results obtained from the current Q&A will be sent as attachments.

• Notification Channel: Currently only supports email. Future expansion to WeChat Work, DingTalk, Feishu, and other channels.
• Sender: All configured email services.
• Recipients/CC Users/BCC Users: Can select BI users or external email addresses.
• Notification Title: Default as email title
• Notification Content: Default as email body content.

Clear Context

In Chat BI conversation Q&A, it will determine whether the current question is an independent question.

• If judged as an independent question, it will answer without context.
• If judged as a non-independent question, it will answer with 5 rounds of previous content by default, content beyond 5 rounds will not be included.

If you don't want to include context in Q&A, you can click new conversation or clear context to clear the previous content.

View SQL

Click "SQL" to copy SQL to clipboard.

Add Common Questions

1. If users have relatively fixed questions, they can input "/" in the input box to bring up the common questions quick entry.
2. Click "New Common Question" to input questions, which can be quickly selected later.

Input Suggestions

When users input text, the system will automatically perform keyword matching and display related information to users. Related information includes conversation history, table names, field names, and field enumeration values.

Message ID

Displays message ID in the query interface, click the copy button on the right to copy to clipboard.

Message ID can be used for backend conversation search, provided to GuanYuan for problem troubleshooting, etc.

New Conversation Interaction

Scenario	Conversation Handling Rules
First time opening ChatBI nine-grid	Create new conversation
Close drawer and open again	Retain the most recent historical conversation
Page refresh	Treated as first opening, create new conversation
Enter /chatbi route through drawer zoom entry	Retain the most recent historical conversation
Direct access to PC /chatbi route	Always create new conversation
Direct access to mobile /m/chatbi route	Always create new conversation

Mobile Version

Mobile Version Description

The access link for the mobile query interface is: http://xxx.xxx.xxx.xxx/m/chatbi (For private deployment customers, please replace the content before /m/chatbi with your own environment address).

When users access Chat BI on mobile phones, it will automatically adapt to the terminal and display the mobile query interface. The mobile H5 interface can be integrated into OA applications (e.g., DingTalk apps, Feishu apps, WeChat Work apps, etc.). For integration methods, refer to the help center (using Feishu as an example: Feishu Integration Solution).

Mobile Voice Input

Supports asking questions through voice to improve efficiency.

1. Open the Chat BI access address on mobile, switch to voice input.

   Note

   When switching for the first time in the current conversation, the browser will request system microphone permissions. Voice input function can only be used normally after agreeing.

   

2. Long press the bottom button to bring up the voice input function.

   

3. When speaking, the system automatically recognizes the input content and displays it on the screen. If you need to cancel sending, you can swipe up to cancel the input content. After releasing, the currently recognized content is sent to the large model as text information, and the subsequent process is the same as querying.

   

Mobile Common Questions

After adding common questions on PC, input "/" on mobile to bring up the common questions window for quick selection.

Favorites

Mobile message cards support "favoriting" the current question and answer data.

Favorited answers can be viewed by clicking the entry in the upper left corner.

History Records

Mobile supports viewing historical conversation records for the current topic.