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Answering questions with Qlik Answers

Chat with agents, create charts and sheets, view sources, manage conversations, and more.

Qlik Answers provides an agentic generative AI (GenAI) chat experience for asking questions and getting answers from different data sources.

As you ask questions, answers are processed by Qlik Answers agents to interpret your questions and build responses using the available sources, ensuring the responses are relevant to your needs. You can view the sources used to create the answers.

Qlik Answers is accessed by clicking Open Answers in the navigation bar.

Qlik Answers open, showing available sources

An open Qlik Answers agentic chat, showing the three sources to choose from: Qlik Help, Application analysis, and Answers assistants

You can also access a full-screen Qlik Answers chat from Answers in the navigation menu in the Insights and Analytics activity centers.

Answers, from the navigation menu

You require user role permissions to ask Qlik Answers questions. For more information, see Qlik Answers access and permissions.

If you have permissions to create and edit assistants, see Working with assistants for more information.

Choosing your context

When you open Qlik Answers, you need to pick what context you want to use for your agentic chat. Qlik Answers has the following options:

  • Qlik Help: Get answers from the Qlik Help. This is selected by default.

  • Application analysis: Get answers from applications available with Qlik Answers.

  • Answers assistants: Get answers from assistants that use applications and knowledge bases as data sources.

Information noteIf you open Qlik Answers with an application open, and that application is available for Qlik Answers open, Qlik Answers automatically starts a chat using that application as the source.

You may also have access to legacy assistants. Legacy assistants are assistants created for the initial version of Qlik Answers and offer a different non-agentic chat experience. You can find them in the catalog and chat with each assistant directly. For information on using legacy assistants, see: Answering questions with legacy assistants.

Qlik Help

Qlik Help answers your questions about Qlik Cloud, based on the Qlik Cloud documentation.

It is the default agent when you open Answers outside of an application in an activity center.

Qlik Help is context sensitive; it filters the help content based on what activity center you are in. For best results, if you want to ask a question about Analytics for example, you need to go to the Analytics activity center. If the answer is not what you need, you can click Ask again without previous context at the end of the answer, to make Qlik Answers run the question again without using the previous context.

It includes links to relevant help topics at the end of the answer. When you click one of the links, the help topic appears in the chat. You can also click Go to topic to open Qlik Cloud documentation outside of the chat in a new tab in your browser.

Requirements: User must have a role with the permission Qlik product help set to Allowed.

Help agent answering a question

Application analysis

Application analysis provides you with access to all the Qlik Answers-enabled applications to which you have access. You can select an application and then start asking questions. Qlik Answers will generate answers based on the data within the application.

If you have the corresponding application open when chatting with Qlik Answers, you can also add charts and sheets to that application using Qlik Answers.

Application analysis agent, showing available applications

Answers assistants

Answers assistants provides you with access to all the Qlik Answers assistants to which you have access. Assistants can use two kinds of data sources:

  • Knowledge bases, which contain unstructured data in files such as:

    • TXT

    • PDF

    • DOC, DOCX

    • PPTX

    • HTM, HTML

    • MD

    • ODT

    • RTF

  • Applications, which contain structured data.

An assistant can use one or both kinds of data. If you have the corresponding application open when chatting with Qlik Answers, you can also ask Qlik Answers to create charts and sheets for you in that application.

Answers assistants, showing available assistants

Chatting with Qlik Answers

You can chat with an assistant by opening Qlik Answers and selecting the agent you want to chat with. If you have an open application that is activated for Qlik Answers, the application will be selected by default.

Qlik Answers chat

Enter your question and Qlik Answers generates a response. Qlik Answers uses different agents to generate responses. You can click Show reasoning to view the reasoning of each agent as your response is generated.

Qlik Answers agent reasoning, showing the reasoning for the Semantic Search Agent

Qlik Answers offers as complete responses as possible, including charts and recommendations.

Qlik Answers response, with charts and recommendations

You can ask follow-up questions. Qlik Answers will understand the context from the previous question. Qlik Answers can also suggest followup questions. Click the followup to ask the question.

Qlik Answers response, with suggested followup question

If you want to start a new conversation, click Start new chat. In a conversation thread, if you want to ask the previous question again without the context of the previous questions and responses, click Ask again without previous context.

Assistants may include default conversation starter questions. If you click a conversation starter, it will ask Qlik Answers that question.

Generating app content with Qlik Answers

You can add charts and sheets from Qlik Answers to your applications. Qlik Answers will generate charts as a part of its responses.

Information noteQlik Answers users your permissions when determining what you can see and do in an app. If you do not have permission to create sheets in an app, you will not be able to generate new content for an app.
Tip note

If you are not sure what kind of analyses Qlik Answers can generate for you, try asking Qlik Answers what it can tell you about your data and what analyses it sees.

You can ask for specific charts or sheets. For example, you could ask Create a chart that shows previous 30 days of sales by country and sales office. You can give detailed instructions to Qlik Answers. 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 a specifically requested chart

Tip note

If you do not get the chart you wanted, try asking for it again in more detail as to the specifics of what you want to see.

Adding charts to sheets

If you are using Qlik Answers within an application, you can add generated charts to your sheets. You can add them to existing sheets or new sheets.

Do the following:

  1. Under the Qlik Answers response, click Add to sheet.

  2. Select the charts to add to a sheet.

  3. Select an existing sheet or create a new sheet.

  4. Click Add to existing sheet or Add to new sheet.

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.

Generating sheets

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.

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

Viewing sources used in an answer for a specific chart

Managing conversation history

You can view previous conversations in History. History is available by clicking Open history. 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.

Conversation history for an application

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

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

  • Rename

  • Delete

Providing feedback on responses

You can provide feedback to the responses Qlik Answers generates. Click Like or Dislike after a generated response to rate it. If you click Dislike, you can provide a reason why it was not helpful and optionally provide additional feedback.

Feedback options

The Improve future answers dialog. The following feedback options are available: Inaccurate, Irrelevant, Repetitive, Unhelpful, and Other. There is a text box for adding additional feedback.

Feedback is useful to the assistant and knowledge base owners, so they can use it to improve their assistant and knowledge curation.

Limitations

Qlik Answers agentic chat has the following limitations:

  • There is a 500 character limit per question in chat.

  • The Qlik Answers agentic chat does not support voice-to-text. Qlik Answers legacy assistants do support voice-to-text however. For more information, see Answering questions with legacy assistants

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