Answering questions with Qlik Answers

Using actions with assistants

Assistants can offer you actions to take. Actions run automations assistant creators have added to their assistants for tasks such as sending an email or updating an external source based on the insights uncovered.

When you ask an assistant something related to one of its actions, depending how the assistant creator configured the action, the assistant will either:

• Prompt you to confirm running the automation.

• Start the action without confirmation.

Some actions require you to provide input or confirm details before the action runs. The assistant shows you what will be sent before running the automation. Once confirmed, the action runs and returns the result in the conversation.

You can view which action and automation was used in the sources section of the response, with a link to the action's run history.

Generating application content with Qlik Answers

You can use Qlik Answers to generate charts and sheets for your applications. You can add the charts generated by Qlik Answers to your sheets. You can request specific types of charts when using Qlik Answers.

Qlik Answers supports generating the following chart types:

• Bar chart

• Combo chart

• KPI

• Line chart

• Scatter plot

• Pie chart

• Tree map

• Table

• Pivot table

When generating charts and sheets, you can request specific analyses. For example, if you wanted a chart that looks at the previous 30 days of sales, relative to current previous 30 days, you could ask: Create a chart for the last 30 days of sales, analyzing performance by country and sales office. I want the 30 days to update so that it always relative to the current date.

Generating sheets with Qlik Answers

You can ask Qlik Answers to create sheets for the assistant. Asking with a prompt such as Create a new sheet showing sales data by customer for Boston generates a sheet in the app. You can request multiple sheets in a single request, but it is recommended to limit your request to one or two sheets for the most reliable experience.

You can view your generated sheets under Your own >  AI Generated section of sheets. You can move sheets out of this group or make them public.

Summarizing indexed files

Qlik Answers can list available files and provide document summaries when you ask an assistant about the indexed files in its knowledge bases. For example, you can ask questions such as:

• What files are available?

• Give me an overview of <filename>.

• Summarize <filename>.

You can ask for an overview summary or a detailed summary with citations. You can only ask for one file summary at a time.

Viewing and downloading sources

If you have permission, you can view the sources used by Qlik Answers in its responses. Click View sources in a response to view the sources. Sources are broken down by their citations in the response. You can also click the citation links in responses to view the sources for just that part of the response.

When you view the source, you can see:

• The user prompt

• How Qlik Answers arrived at the response

• The Answer breakdown by source

• The data and expressions used for the charts (if charts were generated)

• The text used for the response (if a knowledge base was used)

  Click to copy the text used from that source. If you have access to the data source used, you can download the source by clicking .

Managing conversation history

You can view previous conversations in History. History is available by clicking . History shows your previous history of interactions as conversation threads. You can select conversations to view the individual interactions between you and the assistant from that session. You can still interact with the responses to each of your questions, such as liking or disliking them, just as you can with responses in an active conversation.

By default, your conversation threads are named with the first question asked. You can rename conversations.

Select a conversation to view it. Click to perform actions on a conversation. You can:

• Rename

• Delete

Answers from general knowledge

When a question is unrelated to any available data source, or when the connected sources cannot fully answer it, Qlik Answers uses general knowledge from the underlying AI model to complete the response.

Qlik Answers does not require a connected data source to answer a general knowledge question, and it does not use web search to do so.

Answers from general knowledge are indicated in the reasoning trace and the answer breakdown by source. To view these indications:

• Reasoning trace: Open View source to see a note explaining the source of the answer, for example: The connected data sources didn't fully answer this question. General knowledge from the AI model was used to complete the response.

• Answer breakdown by source: Any portion of the answer drawn from general knowledge is labeled: This information came from the LLM and needs to be verified for accuracy.

If a question is partially answered by your connected data, Qlik Answers combines the sourced portion with general knowledge and labels each part accordingly.

Exploring Discovery Agent insights with Qlik Answers

You can explore insights in your Discovery Agent feed in Qlik Answers. You access this functionality from your feed by clicking Explore further in Answers on an insight card. For more information, see Navigating insights in feeds and Analyzing Discovery Agent feeds.