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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

  • 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.

Assistant chat

A collapsed assistant chat window, with 3 conversation starters.

Full screen chat

An assistant showing the full-screen chat.

You can view previous conversations and saved conversations in Conversations. Conversations is available in the full screen view or by clicking Chat > Conversations. Conversations shows your previous history of interactions with the assistant 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.

Conversations has two sections, Saved and History. History contains your most recent conversations with the assistant. Conversations in your history are removed after a period of time, but you can save important conversations to Saved

Conversations are named with the first conversation in the thread, but can be renamed.

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

Review

You can view conversations history and feedback in Review.

Tip noteReview requires the audit admin role.

Review tab

The Review section of an assistant, showing a table with seven questions.

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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