AI summaries in Apps

An App can generate a written summary of what you're looking at (a call plan for the selected physician, a verdict on the selected invoice etc.) at the moment you ask for it.

How AI summaries work

An AI summary is written when you ask for it. Press Generate summary and the App sends its instructions plus the data currently on screen to Tellius, which calls the model configured for Apps and returns formatted text rendered in place, alongside the data it describes.

The App never holds model credentials. Every call routes through Tellius, the same boundary as live data.

The three controls

Control	What it does
Generate summary	Writes the summary. Nothing is written until you press it.
Clear cache & regenerate	Discards the stored answer and writes a new one. Use this when the underlying data changed but the text didn't.
Edit instructions	Shows the guidance given to the model in a text box you can change, so you can retune tone, focus, or house rules without editing the App. Editing produces a fresh answer.

What a summary can and cannot do

A summary describes what's on screen. If a number isn't in the view it was given, it isn't available to the summary.

Supported

• Summaries, briefings, recommendations, and verdicts

• Summaries scoped to the current selection or filter state

• Instructions you edit yourself

• Several independent summary blocks in one App

• Summaries over live-queried data

Not supported

• Querying the data platform - a summary only sees what was sent to it

• Reasoning over the full dataset behind a chart

• Generating automatically when the App opens, or on every selection change

• Word-by-word streaming - the answer arrives complete

• Very large selections, which are rejected

Caching

• An answer is stored against the exact combination of instructions and data sent, for about 15 days.

• Reopening the same record weeks later returns the stored answer instantly.

• Change the data, the selection, or the instructions, and a new answer is written.

• If the source updated but the numbers on screen didn't change, the text won't change either. Use Clear cache & regenerate.

Adding a summary to an App

Summaries are opt-in. An app that only shows charts and tables won't have one. Ask for it explicitly. For example, type in "add an AI summary of the selected account", and Kaiya adds the block. An administrator can adjust how summaries behave across future apps.

Combining summaries with live data

An App can do both. Narrow the filter bar, the live cells re-query the source, and a summary block summarises those freshly returned rows. Nothing special is needed to combine them. The summary always describes whatever the cell is currently showing.

Troubleshooting

Symptom	What's happening	What to do
A cell shows an error as soon as the app opens	Your data permissions couldn't be resolved, or you have no permitted values for that filter	Ask an administrator to check data access for this dataset. The app refuses to show rows rather than show the wrong ones.
Refresh succeeds but nothing changed	The app is fully live, so there's no captured data to refresh	Expected. A live app is always current.
"Show this by a different dimension" doesn't work	Only filter values are interactive	Ask Kaiya to edit the app. Grouping is part of the app's design.
A section stayed precomputed after "make it live"	Its data comes from calculation steps, so it can't be re-queried	That section keeps refresh-based data; the rest of the App is live.
The summary text is stale after a data change	An identical earlier answer is cached for about 15 days	Use Clear cache & regenerate.
"Regenerate" returns identical text	The stored answer is being returned for an unchanged request	Use Clear cache & regenerate, or edit the instructions.
Nothing happens on open where a summary is expected	Summaries are generated on request by design	Press Generate summary.
The App has no summary block at all	The request that built the App didn't ask for one	Ask for it explicitly and Kaiya will add the block.