Mobile User Guide

Prerequisites

• Data Agent has been deployed, and you have the mobile access URL.
• The mobile browser supports microphone permission if voice input is needed.
• An admin has configured and enabled at least one agent in the backend, and the access user has permission to use that agent. For permission configuration, see Data Agent Permission Configuration.

Open the Mobile Q&A Page

1. Enter the mobile access URL in the mobile browser address bar: https://<your domain>/m/chatbi. For privately deployed environments, replace <your domain> with the actual environment address.
2. Wait for the page to adapt to the device and open the Data Agent mobile page.

Note

The mobile H5 interface can be integrated into OA apps such as DingTalk, Feishu, and WeCom. For integration methods, see DingTalk Integration, Feishu Integration, and WeCom Integration.

Voice Input

You can ask questions by voice to improve efficiency.

Prerequisites

The Voice Q&A switch has been enabled in the operations backend.

Steps

1. Open the Data Agent access URL on mobile, and tap Voice Input at the bottom to switch to voice input mode.

   Note

   When switching for the first time in the current session, the browser requests system microphone permission. Grant permission before using voice input.

   

2. Press and hold the bottom button to start voice input.

   

3. When you speak, the system recognizes the content and displays it on the screen.

   

4. To cancel sending, swipe upward to cancel the recorded content.

5. Release the button to send the recognized content as text to the model. The following answer flow is the same as a regular query.

Result

• After voice content is recognized, it is filled into the input box as text.
• After sending, the system generates an answer and visualized chart through the regular query flow.
• If voice recognition fails, the input box remains empty. Press and hold again to retry.

Common Phrases

Common phrases let you quickly select a question to ask.

Prerequisites

Common phrases have been added to the corresponding agent.

Steps

1. Enter / on mobile to open the common question window.

2. Select a common question and ask it directly. The system generates an answer and visualized chart through the regular query flow.

   

Favorite

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

Note

Favorited data results do not update when the dataset changes. They keep the snapshot from the time they were favorited.

1. In the lower-right corner of the message card, tap More > Favorite.

2. After the item is favorited, the icon is highlighted.

   

3. To view your favorite questions, click the icon in the upper-left corner of the page and select the corresponding option in the expanded sidebar.

   

Frequently Viewed Questions

Mobile message cards support saving the current answer question and answer data as a frequently viewed question.

Note

Frequently viewed question results update when the dataset changes.

1. In the lower-right corner of the message card, tap the Frequently Viewed Question icon.

2. After the item is saved, the icon is highlighted.

   

3. To view saved frequently viewed questions, tap the menu icon in the upper-left corner and select Frequently Viewed Questions in the expanded sidebar.

   

Landscape Display

When a user unlocks orientation and rotates the phone horizontally, tables are displayed in landscape mode automatically, making it easier to view complete chart information and improve data viewing and analysis efficiency.

1. In the phone control center or system settings, turn off portrait orientation lock.
2. Rotate the phone 90 degrees horizontally. The page automatically switches to landscape layout, and tables and charts expand horizontally.