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Working with assistants

Assistants offer an interface to interact with a range of data sources through natural language questions. Assistants can be for personal use or shared with other users to consume inside or outside Qlik Cloud.

Assistants allow you to offer domain-specific experiences that pull on multiple sources of information.

Assistants are available through Qlik Cloud, but can be embedded into your workflows and systems. The chat can be embedded into other web interfaces in other systems using Qlik Embed. You can also create custom UI using APIs. For more information, see Qlik Developer.

Navigating assistants

Assistants are divided into the following sections:

  • Overview

  • Chat

  • Review

    Tip noteReview requires the audit admin role.
  • Conversation starters

  • Settings

Overview

Overview provides basic information about the assistant. You can manage your assistant's knowledge bases from Overview.

Overview in assistants

Overview tab of an assistant, showing knowledgebases and a chat with 2 conversation starters.

Chat

Chat is available on all tabs except for Review. This allows you to test the chat as you create your assistant. To hide chat, click Hide chat. To make the chat full screen, click Expand chat.

For more information on using chat, see Answering questions with Qlik Answers.

Assistant chat

A collapsed assistant chat window, with 3 conversation starters.

Review

You can view conversations history and feedback in Review.

Review tab

The review tab of an assistant, showing the conversation 'What is insight advisor'. The conversation is displayed in the chat history and the assistant's response has been marked as reviewed.

Reviewing assistant conversations

Conversation starters

You add starter questions for your assistant users in Conversation starters. Starter questions help your assistant's users understand what kinds of answers they can get from the assistant.

Conversation starters

The conversation starters tab, showing two conversation starters.

Adding conversation starters

Settings

You can adjust assistant settings in Settings. You can:

  • Update the name, description, and tags.

  • Customize an avatar icon.

  • Customize error messages.

  • You can also add a welcome message.

Settings tab

The Settings tab, showing the available details and settings for the assistant and chat.

Customizing assistant settings

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