Multi-Business View conversations

Some business questions cannot be answered from a single Business View. A field force performance question may need call activity from one BV, prescription volume from another, and target attainment from a third. Kaiya supports answering these questions in a single turn by selecting multiple BVs and joining them through soft links.

This page is the technical reference for how multi-BV behaves and what to expect across different configurations.

Auto-BV and Multi-BV work together. If you are asking questions in auto-BV mode, then Kaiya will be able to select more than 1 Business View, if required. As the course of the conversation shifts, Kaiya can auto-select the underlying Business View accordingly.

What is a soft link?

A soft link is a way of telling Kaiya "this column in BV 1 and this column in BV 2 mean the same thing in the real world."

Two columns with the same name in different BVs could mean totally different things. So an admin tells Kaiya explicitly: "the account_id column in the Sales BV is the same thing as the account_id column in the Field Activity BV." This declaration is called a soft link.

Once the soft link exists, Kaiya can answer questions that need data from both BVs at the same time such as "show me prescription volume next to call activity for each account." Kaiya uses the soft link to match rows across the two BVs, the same way you'd use a shared column to do a VLOOKUP in Excel. Check out this page for more details.

The word "soft" is there to distinguish it from a regular database join, which is enforced at a deeper level. Soft links live at the Tellius BV layer; they don't change the underlying database.

There can be a maximum of 3 BVs per question. The first BV is the primary BV (the first one Kaiya picks in Auto-BV, or the first one you select manually). It governs the SQL dialect, fiscal calendar, and date column for the conversation. BVs are joined via soft links. All BVs in a single question must come from the same data source.

Multi-BV works when all BVs in a question are sourced from the same Tellius data source (for example, all sourced from the same Snowflake connection, or all from the same Redshift cluster).

If the soft links are present, and the BVs are from the same datasource, then Kaiya runs a single joined query across the selected BVs and answers from the combined result.

Kaiya Apps and Kaiya Missions reuse the same logic. If you generate an App or set up a Mission from a multi-BV conversation, the resulting App or Mission inherits the BV selection and behaves the same way each time it runs.