Tellius
  • ๐ŸšฉGetting Started
    • ๐Ÿ‘‹Say Hello to Tellius
      • Glossary
      • Tellius 101
      • Navigating around Tellius
    • โšกQuick Start Guides
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
    • โœ…Best Practices
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
      • Predict
      • Data
    • โฌ‡๏ธInitial Setup
      • Tellius architecture
      • System requirements
      • Installation steps for Tellius
      • Customizing Tellius
    • Universal Search
    • ๐Ÿ Tellius Home Page
  • Kaiya
    • โ™Ÿ๏ธUnderstanding AI Agents & Agentic Flows
      • Glossary
      • Composer
      • ๐Ÿ—๏ธTriggering an agentic workflow
      • The art of possible
      • Setting up LLM for Kaiya
    • ๐ŸคนKaiya conversational AI
      • โ“FAQs on Kaiya Conversations
      • Triggering Insights with "Why" questions
      • Mastering Kaiya conversational AI
      • ๐Ÿ“’Kaiya Learnings
  • ๐Ÿ”Search
    • ๐Ÿ‘‹Get familiar with our Search interface
    • ๐Ÿค”Understanding Tellius Search
    • ๐Ÿ“Search Guide
    • ๐Ÿš€Executing a search query
      • Selecting a Business View
      • Typing a search query
      • Constructing effective search queries
      • Marketshare queries
    • ๐Ÿ”‘Analyzing search results
      • Understanding search results
      • Search Inspector
      • Time taken to execute a query
      • Interacting with the resulting chart
    • ๐Ÿ“ŠKnow your charts in Tellius
      • Understanding Tellius charts
      • Variations of a chart type
      • Building charts from Configuration pane
      • List of chart-specific fields
      • Adding columns to fields in Configuration pane
      • Absolute and percentage change aggregations
      • Requirements of charts
      • Switching to another chart
      • Formatting charts
      • Advanced Analytics
      • Cumulative line chart
    • ๐Ÿง‘โ€๐ŸซHelp Tellius learn
    • ๐Ÿ•ต๏ธโ€โ™‚๏ธSearch history
    • ๐ŸŽ™๏ธVoice-driven search
    • ๐Ÿ”ดLive Query mode
  • ๐Ÿ“ˆVizpads (Explore)
    • ๐Ÿ™‹Meet Vizpads!
    • ๐Ÿ‘‹Get familiar with our Vizpads
    • #๏ธโƒฃMeasures, dimensions, date columns
    • โœจCreating Vizpads
    • ๐ŸŒApplying global filters
      • Filters in multi-BV Vizpads
      • Filters using common columns
    • ๐Ÿ“ŒApplying local filters
    • ๐Ÿ“…Date picker in filters
      • Customizing the calendar view
    • โœ…Control filters
      • Multi-select list
      • Single-select list
      • Range slider
      • Dropdown list
    • ๐Ÿ‘๏ธActions in View mode
      • Interacting with the charts
    • ๐Ÿ“Actions in Edit mode
      • ๐Ÿ—จ๏ธViz-level actions
    • ๐Ÿ”งAnomaly management for line charts
      • Instance level
      • Vizpad level
      • Chart level
    • โณTime taken to load a chart
      • Instance level
      • Vizpad level
      • Chart level
    • โ™Ÿ๏ธWorking with sample datasets
    • ๐Ÿ”Swapping Business View of charts
      • Swapping only the current Vizpad
      • Swapping multiple objects
      • Configuring the time of swap
    • ๐Ÿค–Explainable AI charts
  • ๐Ÿ’กInsights (Discover)
    • ๐Ÿ‘‹Get familiar with our Insights
    • โ“Understanding the types of Insights
    • ๐Ÿ•ต๏ธโ€โ™‚๏ธDiscovery Insights
    • โž•How to create new Insights
      • ๐Ÿ”›Creating Discovery Insight
      • ๐Ÿ”‘Creating Key Driver Insights
      • ใ€ฐ๏ธCreating Trend Insights
      • ๐Ÿ‘ฏCreating Comparison Insights
    • ๐ŸงฎThe art of selecting columns for Insights
      • โžก๏ธHow to include/exclude columns?
  • ๐Ÿ”ขData
    • ๐Ÿ‘‹Get familiar with our Data module
    • ๐Ÿฅ‚Connect
    • ๐ŸชนCreate new datasource
      • Connecting to Oracle database
      • Connecting to MySQL database
      • Connecting to MS SQL database
      • Connecting to Postgres SQL database
      • Connecting to Teradata
      • Connecting to Redshift
      • Connecting to Hive
      • Connecting to Azure Blob Storage
      • Connecting to Spark SQL
      • Connecting to generic JDBC
      • Connecting to Salesforce
      • Connecting to Google cloud SQL
        • Connecting to a PostgreSQL cloud SQL instance
        • Connecting to an MSSQL cloud SQL instance
        • Connecting to a MySQL Cloud SQL Instance
      • Connecting to Amazon S3
      • Connecting to Google BigQuery
        • Steps to connect to a Google BigQuery database
      • Connecting to Snowflake
        • OAuth support for Snowflake
        • Integrating Snowflake with Azure AD via OAuth
        • Integrating Snowflake with Okta via OAuth
        • Azure PrivateLink
        • AWS PrivateLink
        • Best practices
      • Connecting to Databricks
      • Connecting to Databricks Delta Lake
      • Connecting to an AlloyDB Cluster
      • Connecting to HDFS
      • Connecting to Looker SQL Interface
      • Loading Excel sheets
      • ๐ŸšงUnderstanding partitioning your data
    • โณTime-to-Live (TTL) and Caching
    • ๐ŸŒทRefreshing a datasource
    • ๐ŸชบManaging your datasets
      • Swapping datasources
    • ๐ŸฃPreparing your datasets
      • ๐ŸคพActions that can be done on a dataset
      • Data Pipeline
      • SQL code snippets
      • โœ๏ธWriteback window
      • ๐ŸงฉEditing Prepare โ†’ Data
      • Handling null or mismatched values
      • Metadata view
      • List of icons and their actions
        • Functions
        • SQL Transform
        • Python Transform
        • Standard Aggregation
        • Creating Hierarchies
      • Dataset Scripting
      • Fusioning your datasets
      • Scheduling refresh for datasets
    • ๐ŸฅPreparing your Business Views
      • ๐ŸŒŸCreate a new Business View
      • Creating calculated columns
      • Creating dynamic parameters
      • Scheduling refresh for Business Views
      • Setting up custom calendars
    • Tellius Engine: Comparison of In-Memory vs. Live Mode
    • User roles and permissions
  • Feed
    • ๐Ÿ“ฉWhat is a Feed in Tellius?
    • โ—Alerts on the detection of anomalies
    • ๐Ÿ“ฅViewing and deleting metrics
    • ๐Ÿ–ฒ๏ธTrack a new metric
  • Assistant
    • ๐Ÿ’Introducing Tellius Assistant
    • ๐ŸŽคVoice-based Assistant
    • ๐Ÿ’ฌInteracting with Assistant
    • โ†–๏ธSelecting Business View
  • Embedding Tellius
    • What you should know before embedding
    • Embedding URL
      • ๐Ÿ“ŠEmbedding Vizpads
        • Apply and delete filters
        • Vizpad-related actionTypes
        • Edit, save, and share a Vizpad
        • Keep, remove, drill sections
        • Adding a Viz to a Vizpad
        • Row-level policy filters
      • ๐Ÿ’กEmbedding Insights
        • Creating and Viewing Insights
      • ๐Ÿ”ŽEmbedding Search
        • Search query execution
      • Embedding Assistant
      • ๐Ÿช„Embedding Kaiya
      • Embedding Feed
  • API
    • Insights APIs
    • Search APIs
    • Authentication API (Login API)
  • โœจWhat's New
    • Release 5.4
      • Patch 5.4.0.x
    • Release 5.3
      • Patch 5.3.1
      • Patch 5.3.2
      • Patch 5.3.3
    • Release 5.2
      • Patch 5.2.1
      • Patch 5.2.2
    • Release 5.1
      • Patch 5.1.1
      • Patch 5.1.2
      • Patch 5.1.3
    • Release 5.0
      • Patch 5.0.1
      • Patch 5.0.2
      • Patch 5.0.3
      • Patch 5.0.4
      • Patch 5.0.5
    • Release 4.3 (Fall 2023)
      • Patch 4.3.1
      • Patch 4.3.2
      • Patch 4.3.3
      • Patch 4.3.4
    • Release 4.2
      • Patch 4.2.1
      • Patch 4.2.2
      • Patch 4.2.3
      • Patch 4.2.4
      • Patch 4.2.5
      • Patch 4.2.6
      • Patch 4.2.7
    • Release 4.1
      • Patch 4.1.1
      • Patch 4.1.2
      • Patch 4.1.3
      • Patch 4.1.4
      • Patch 4.1.5
    • Release 4.0
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ยฉ 2025 Tellius

On this page
  • How-to guide
  • Working with Kaiya (non auto-BV mode)
  • Working with Kaiya (auto-BV mode)
  • Ask Kaiya about your Business View
  • Resulting chart

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  1. Kaiya

Kaiya conversational AI

Exploring data and uncovering insights is just a conversation away!

PreviousSetting up LLM for KaiyaNextFAQs on Kaiya Conversations

Last updated 3 months ago

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Welcome to Kaiya, your AI-powered conversational analytics assistant! Kaiya is transforming the way you search, explore, and analyze your data by making it as simple as having a conversation. Kaiya empowers everyone, from data experts to business users, to uncover insights and make data-driven decisions.

With Kaiya, you can:

  • Explore your data just by typing or speaking your queries in plain language.

  • Receive AI-powered analytical results in seconds.

  • Quickly access key metrics, trends, and anomalies without the need for technical expertise.

  • Kaiya remembers your preferences, learns from your feedback, and adapts to your habits, ensuring a more personalized experience over time.

  • Apply filters and summarize the results as required.

This guide will show you how to use Kaiya seamlessly, maximize its capabilities, and adopt best practices to help you get the most out of Kaiya.

The more you use Kaiya, the smarter it becomesโ€”learning from your preferences, patterns, and feedback to deliver insights tailored just for you. Letโ€™s dive in and explore how conversational search is revolutionizing the way we interact with data!

How-to guide

Click on the Kaiya icon in the left pane. The following screen will be displayed to you.

  1. Greetings: Kaiya greets you to start using its conversational Search! Start to type your question in #3 or choose from the curated list of queries in #5.

  2. Business View selection: Choose the relevant Business View (BV) from the list of all available BVs.

  3. Search box: Start typing your question in natural language here and click on the arrow button in the bottom right or press Enter to execute your query.

  4. Voice command: Alternatively, you can click the microphone button and start speaking your query. Once done, you can click on the microphone button again to indicate query completion.

  5. Popular queries: Here, you can find the curated list of queries to kickstart your Kaiya conversational journey. Click on the required query and the same will be populated in the search box.

  6. Show popular queries:

    1. Click on the โ€œShow popular queriesโ€ button and the Queries Library will be displayed.

    2. Select the required Business View (BV) to view the queries associated to that specific BV. Search and sort (by new or old queries), if required.

    3. Click on the required query and the same will be populated in the the search box.

    4. Hover over any query to view the three-dot menu where you can edit or delete a query.

    5. Under Add query, choose the relevant Business View, type the query to be added to the Queries Library, and click on Add Query.

    6. Alternatively, you can ask Kaiya to generate relevant starter questions for you. Click on the wand icon in the far right corner and a question related to the BV will be generated.

    7. Click on Preview button to preview the results of the query in the adjacent tab. Click on Add Query to add the query to the library.

  7. Previous chats:

a. Select a conversation to view the thread. Hover over any conversation to view the three-dot menu where you can rename, share or delete the required conversation.

b. Click on the Previous chats icon to view the history of conversations. Search, sort, or apply filter to view all the chats, your chats, or the ones shared with you.

  1. New chat: Click on New chat to create a new conversation.

  2. Once a query is executed and the results are displayed, you can find details of the analysis (columns, Business View, and the number of rows analyzed along with the time taken to execute the query) under Search Inspector. You can also thumbs up/thumbs down the analysis as preferred.

  1. Business View: The list of all available Business Views are displayed here.

Working with Kaiya (non auto-BV mode)

  1. Under Settings โ†’ Advanced โ†’ Kaiya โ†’ Kaiya Conversation, make sure the toggle "Auto-select Business View" is disabled for non auto-BV mode.

  2. Choose the required Business View from the dropdown and start typing your query. Alternatively, you can choose from the initial set of queries provided below the search box.

  3. Kaiya will work its magic. Depending on the input question, you will find the step-by-step process getting loaded. Most often, you can find these four steps:

    1. Identifying the intent and relevant data

    2. Enhancing context for deeper understanding

    3. Interpreting with AI

    4. Processing data to deliver analytical results

  4. After the process gets completed, the results will be displayed.

  5. The analysis of the resulting chart can be found in the Search Inspector. If you have multiple charts in a conversation, select the required chart to view the respective analysis.

  6. Under Business View, you can find all the columns in the selected BV.

Working with Kaiya (auto-BV mode)

If you're unsure which Business View (BV) to select, Kaiya can automatically identify and select the most relevant one for you. Simply start typing your query, and Kaiya will ensure the appropriate BV is applied. To enable the auto-Business View mode,

  1. Under Settings โ†’ Advanced โ†’ Kaiya โ†’ Kaiya Conversation, enable the toggle "Auto-select Business View".

  2. Navigate back to Kaiya tab and start typing your query without having to select the Business View first.

  3. The following step will be displayed as one of the execution steps.

  1. Kaiya will go through your query and auto-select the relevant Business View for you.

  2. The results will be displayed. You can find "Business View was auto-picked by Tellius Kaiya" near the selected BV.

  1. If the auto-selected BV is accurate, click on the thumbs-up button in the feedback section (below the chart). This helps Kaiya learn and remember the association, ensuring accurate results in the future.

  2. If the auto-selected BV did not meet your expectations, then click on the thumbs-down button in the feedback section. From the following menu, select "Fix it" to rectify the selected BV.

  1. From the dropdown, select the relevant Business View if needed. While Kaiya is designed to intelligently auto-select the most suitable BV, occasional adjustments may be required. Over time, Kaiya learns from your feedback to improve accuracy for future queries.

  1. The analysis of the resulting chart can be found in the Search Inspector. If you have multiple charts in a conversation, select the required chart to view the respective analysis.

  2. Under Business View, you can find all the columns in the selected BV.

Ask Kaiya about your Business View

Kaiya answers natural language questions about metadataโ€”such as measures, dimensions, calculated columns, and date fieldsโ€”so that you can quickly uncover key details about your Business View (BV) without technical expertise. Whether you're a business user trying to understand data relevance before diving into analysis or an analyst seeking granular technical details, Kaiya bridges the gap between technical metadata and business context.

Metadata queries accelerate data discovery, empowers non-technical users, and reduces the back-and-forth between teams. You can ask questions about the structure and content of your dataset (BV) to:

  • Discover available columns (measures, dimensions, date fields, and calculated columns).

  • Understand calculated column formulas and their purpose.

  • Identify fields related to a specific concept or KPI.

  • Bridge the gap between technical metadata (e.g., field definitions) and business relevance.

What type of questions you can ask Kaiya about your Business View

Navigate to the Kaiya conversational search bar in the Tellius interface. Select or activate the Business View (BV) you want to explore. Use natural language to ask Kaiya questions about the metadata.

1. Different types of available columns

"What are the measures and dimensions available in this BV?"

Kaiya provides a structured table listing the columns in the BV, categorized as measures and dimensions.

"What date fields are available in this BV?"

Kaiya displays a table listing all calculated columns along with their descriptions.

"What are the calculated columns available in this BV?"

Kaiya displays a table listing all calculated columns along with their descriptions and types (e.g., Measure or Dimension).

2. Columns related to a specific concept or KPI

"Show me the columns related to sales in this BV".

Resulting chart

  1. Click on the View Data toggle button to view the underlying table data of the chart. Alternatively, you can click on the three-dot submenu of a chart and select Detailed view.

  2. Click on Add to Vizpad to add the chart to an existing or a new Vizpad. You can select from the list of available Vizpads displayed.

  3. Click on Filter to apply filters to the chart.

  1. Click on Download and select the required format in which you want the chart to be downloaded.

  1. If youโ€™re satisfied with the result, click on the thumbs-up button. It will be saved and your preferences will be saved for future queries.

  2. If youโ€™re not satisfied, click on the thumbs-down button. To remediate the results, click on Fix it. If you donโ€™t want to resolve the issue, but only want to provide feedback, click on Give feedback.

The thumbs up/thumbs down feedback is available only in a live conversation and not in history. If the thumbs up or thumbs down is once clicked for a chart, it cannot be changed.

Click on Switch Chart to switch the chart to a different type. The list of applicable chart types will be displayed and you can select the required chart type. For more details, check out .

๐Ÿคน
this section
Kaiya conversational Search
Previous Chats
Rename, share, or delete a conversation
Search Inspector
Kaiya auto-selecting the BV
Auto-select BV by Kaiya
Thumbs-down feedback
Rectifying the auto-selected BV
Displaying columns in the BV
Displaying date fields
Displaying calculated columns
Displaying columns related to sales
Example of a resulting chart
Applying filters to a chart
Download format