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AI summaries

Ramya Priya Updated by Ramya Priya

Tellius Copilot's AI-generated summaries provide an immediate snapshot of critical data points and highlight important trends and outliers present in the associated chart. Copilot creates tailored, digestible summaries that simplify the comprehension of charts and tabs.

Chart summary

  1. After creating the required chart in a Vizpad, you can find the purple colored wand on the top right corner of the chart.
  2. Click on "Add AI summary". Tellius Copilot will analyze the chart and generate digestible summary explaining the chart.
Please do not try to add summary before fully completing the chart, as it might lead to incorrect or insufficient information.
  1. If you haven't provided enough details for the chart, the following content will be displayed.
  1. By default, the tone and length of the chart will be set to "Formal" and "Brief".
  2. Click on the Tone dropdown to change the tone of the summary.
  • Formal - Denotes a professional and structured approach
  • Casual - Implies a relaxed and conversational style
  • Neutral - Represents a balanced tone
  1. Click on the Brief dropdown to change the length of the summary.
  • Brief - Provides a concise overview, focusing on the key points for a quick understanding
  • Moderate - Offers a balanced summary, including essential details for a comprehensive insight.
  • Detailed - Delivers an in-depth analysis, covering all aspects for thorough comprehension
Please ensure to carefully review the summary for accuracy and relevance, before proceeding.
  1. Click on the Regenarate summary icon next to the Length dropdown to regenerate a different version of the summary.
  2. Click on the Hide AI summary to hide the generated summary. Once hidden, the previous summary cannot be retrieved and has to be generated anew.
  3. Click on the generated summary to edit it as required.
  4. By default, the Type is set to Tellius Copilot. If you want to provide your own summary/annotations to the chart, change the Type to Custom.
When the "Custom" option is selected, any changes made to the chart configuration will not be updated in the summary. However, if you choose "Tellius Copilot" to generate summaries, then Copilot will automatically detect the configuration changes and update the summary accordingly.
  1. Click on the three-dot kebab menu on every chart, and the following menu will be displayed.
  • Show chart summary: This toggle controls the visibility of the summary in your report.
  • Chart And Summary: Choose this option to display both the chart and its accompanying summary.
  • Only The Summary: Choose this option if you prefer to view just the summary without the chart.
  • Summary Placement: Determine where the summary should be displayed.
    • Right: Click here if you prefer the summary to be displayed on the right side of the chart.
    • Left: Click here if you prefer the summary to be displayed on the left side of the chart.
  1. The above options can also be found under Formatting --> Summary.

Tab summary

In a similar way, summaries for the entire tab can also be generated. All the options available for chart summaries are also applicable to tab summaries.

  1. Click on Show tab summary in the top left corner of a Vizpad and the Copilot will generate a summary that gives an overview of all the charts present in the tab.
  1. The tone and length of the summary can be changed as required. The tab summary can also be regenerated as required.
  2. Copilot-generated summary can be edited. Also, the type of summary can be changed to Custom to include user-generated summaries.
When the "Custom" option is selected, any changes made to the chart configuration will not be updated in the summary. However, if you choose "Tellius Copilot" to generate summaries, then Copilot will automatically detect the configuration changes and update the summary accordingly.
  1. Click on the Close (X) button to remove the tab summary.

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