Conversation mode

Access the feature

Log on to the Quick BI AIPro home page, or click Create Task in the navigation pane on the left.

Select data

• Click the icon in the lower-left corner of the dialog box to select your data asset.

  You can also enter the at sign (@) in the dialog box to select a data asset.

  To upload a local file for analysis, click Upload File.

• You can set resident data.

  • When selecting data, you can click the icon to the right of the data to set it as persistent data.

    

    After you set persistent data, the current conversation prioritizes data within this scope. You can view the persistent data above the dialog box.

    

  • If you no longer need the persistent data, you can click the icon on the right to clear persistent data.

    You can also click the icon to the right of the persistent data and select Cancel Persistence when selecting data.

Web search

Click the icon in the lower-left corner of the dialog box to enable web search. After this feature is enabled, you can access the Internet using a URL to search for and analyze content.

Select a skill

Click the icon in the lower-left corner of the dialog box to select a skill.

You can also enter a forward slash (/) in the dialog box to select a skill.

To add a new skill, click Add Skill to go to the Skill Management page.

Select an MCP connector

Click the icon in the lower-left corner of the dialog box to select an MCP connector.

Select a large language model

Select a Large Language Model (LLM) for inference and analysis.

Ask questions and get answers

1. In the input box, enter your analysis question in natural language. For example, "What is the month-over-month sales change for each region this month?".

   

   Click the icon to use speech input.

   Note

   Speech input is available only in the public cloud environment and is not supported in on-premises deployments.

   

   Click the icon for a real-time conversation.

   Note

   Real-time conversation is available only in the public cloud environment and is not supported in on-premises deployments.

   

2. After entering the question, press Enter or click the Send button and wait for the AI to return the analysis results.

   You can click Stop generation while the results are being generated.

3. The return value.

   

4. Ask follow-up questions.

   If needed, you can continue to ask related analysis questions in natural language in the input box. The system uses the context to provide consistent and accurate answers to help you explore the information you need.

View and manage results

• Generate a data story from the analysis results.

  Move the mouse over the analysis results and click the icon to generate a data story.

  After generation, you can click the result to view it.

  

• Intelligently generate charts.

  Move the mouse over the analysis results and click the icon to generate a chart.

  

  After the chart is generated, you can switch to a different chart type.

  

• While viewing the data, you can also use the following features.

  No.	Feature	Description
  ①	Like or dislike	Click to like or to dislike. When you dislike a result, you can provide feedback.
  ②	Copy	Copy the content of the analysis result.
  ③	Analysis artifacts	View the analysis artifacts from the conversation. Move the mouse over an artifact, click the icon on the right, and then click Export to export the artifact. Click an artifact to preview its data. You can also click the icon in the upper-right corner of the conversation page to view all artifacts generated in the current conversation. Click a target artifact to preview it and locate its position in the conversation. Search for artifacts by name. Filter artifacts by type.
  ④	Share	Click the icon to select one or more conversations to share. You can share using a private link or a public link. Private link: Only logged-on users can view the content through this link. Public link: Anyone can view the content through the link without logging on. You can also click the icon in the upper-right corner of the page to select one or more conversations to share.
  ⑤	Convert to document	Click Convert to Document. The system automatically triggers the corresponding instruction and generates a document. You can then edit, save as work, download, or view the analysis result in full screen. For specific operations, see Generate a document report.
  ⑥	Data retrieval process	View the data retrieval process to check if the results meet your needs. Note Not every conversation includes a data retrieval process. This information is displayed only when a data retrieval operation was actually performed to generate the result.
  ⑦	Copy Trace ID	Copy the Trace ID to help after-sales support troubleshoot issues.
  ⑧	Delete	Click the Delete button to delete the conversation message, including the question and the reply.

Generate a document report

You can generate a document-style analysis result that is based on charts and explanatory text and supports highly flexible document editing.

1. Convert the analysis result to a document.

2. The system automatically triggers the corresponding instruction and generates the document.

   

3. You can edit, save as work, download, or view the analysis result in full screen.

   1. Click the Edit button to go to the document editing page. You can perform the following operations.

      

      No.	Operation	Description
      ①	AI chat	Click the AI Chat button to add an AI chat dialog box. You can ask questions and perform analysis in the dialog box.
      ②	Insight analysis	Click the Insight Analysis button to add an insight analysis dialog box. You can select content directly from the report for more precise analysis.
      ③	Add chart	Click the Add Chart button to add a chart from a dashboard to the current report.
      ④	AI assistant	Click More and select AI Assistant. In the AI assistant dialog box, you can perform operations such as AI chat, insight analysis, and text visualization.
      ⑤	Extended styles	In addition to basic text styling, you can use rich extended styles from the More menu, such as highlight blocks and columns. This helps you create reports that are more than just text, effectively conveying data information through diverse formats.
      ⑥	Text editing	Edit and modify the text content of the report. You can set text styles, such as headings, numbered lists, bold, and color.
      ⑦	Referenced resources	Click the Referenced Resources icon on the toolbar to view the resources referenced in the current report. Note Currently, only dashboard chart references are supported.
      ⑧	Chart operations	Switch chart types. Show or hide the title, rename the chart, and view in full screen.
      ⑨	Page width	Set the page width to Compact, Regular, Extra Wide, or Full Width.
      ⑩	View outline	Display the outline to view the overall structure of the report.
      ⑪	Update data	Click the Update button in the upper-right corner. The system automatically updates the referenced resources in the report.
      ⑫	Save	Click the Save button in the upper-right corner to save the current report.
      ⑬	Go to My Analytics	Click the icon in the upper-right corner to go to the My Analytics page.
      ⑭	Full screen	Click the icon in the upper-right corner to view the report in full screen.
      ⑮	Close	Click the icon to exit the editing page.

   2. Click Save as Work to save the current document to My Analytics.

      After you save the document, the analysis result is saved as a report in My Analytics.

   3. Click the icon in the upper-right corner to download the report to your local computer. You can download it in Word, image, or PDF format.

      

   4. Click the icon in the upper-right corner to view the report in full screen.

Generate visualization reports

Dashboards support dynamic updates, filtering, and interactive drill-down analysis. They are often used for scenarios that require regular data refreshes and collaborative data sharing within an organization.

1. Enter an instruction to generate a report.

   For example, "Help me generate a dashboard with monthly sales trends." You can also enter "Generate a dashboard from the results above" based on existing analysis results.

   The AI then generates a dashboard.

   

2. After the generation completes, you can perform the following operations.

   No.	Operation	Description
   ①	Edit	Click to enter the editing page, where you can further analyze the content on the dashboard.
   ②	Save as work	Follow the steps in the figure below to save the analysis result as a work. After saving, you can view and manage it in the My Analytics module. Click the icon to go to My Analytics.
   ③	Version history	Click to view the version history.
   ④	Full screen	Display the current dashboard in full screen.
   ⑤	Close	Close the current dashboard display.
   ⑥	Data story	Move the mouse over the chart and click the icon to generate a data story.
   ⑦	Refresh data	Move the mouse over the chart, click the icon, and then click Refresh Data to refresh the current chart data.

Generate an HTML report

You can visually present the analysis conclusions. This feature is often used for one-time exploratory analysis and personalized report creation.

1. Enter an instruction to generate an HTML report.

   For example, after a multi-turn conversation, enter: "Summarize the above analysis into a complete report."

   The AI then summarizes the analysis results from the multi-turn conversation into an HTML visual analysis report.

   

2. After the report is generated, you can click the icon in the upper-right corner of the report to download it to your local computer.

3. You can click the icon on the right to expand the report.

   

4. After you expand the report, you can perform the following operations.

   

   No.	Operation	Description
   ①	Save as work	You can save the report as a work. After saving, you can view the report in the My Analytics module.
   ②	Download	Download the report to your local machine.
   ③	Full screen	Display the current HTML report in full screen.
   ④	Close	Close the current HTML report display.

5. You can modify and regenerate a new HTML report through conversation. This lets you flexibly change the theme color or adjust the content.

   

Generate a PPT presentation

You can generate a PPTX file based on the analysis results of a data asset. The file can be used directly for business presentations.

1. Enter an instruction to generate a PPT presentation.

   For example, enter: "Generate a monthly report PPT based on this data."

2. The AI extracts analysis ideas from the file data and generates a presentation in PPTX format.

3. After the presentation is generated, you can click Download to obtain the PPTX file.

   

Generate a tracking task

After you obtain satisfactory analysis results, you can convert the current analysis into a scheduled push task.

1. Enter an instruction to create a subscription.

   For example, enter: "Push this analysis result to me at 9 AM every day." The system automatically creates the subscription.

2. After the task is created, you can view and manage it in the My Subscriptions module.

Generate a skill

You can generate a reusable skill from the analysis process for future use.

1. Enter an instruction to generate a skill.

   For example, enter: "Help me generate a skill from the analysis logic above." The system automatically creates the skill.

   

2. After the skill is generated, you can modify its name. After you click Confirm and Save, the skill is encapsulated and ready to be used. You can manage it in My Skills.