> For the complete documentation index, see [llms.txt](https://help.tellius.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tellius.com/tellius-6.4/kaiya/kaiya-conversational-ai.md). # Kaiya conversational AI Explore data with Kaiya, the conversational AI in Tellius that answers natural-language queries, learns from feedback, and delivers instant insights. 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 becomes—learning from your preferences, patterns, and feedback to deliver insights tailored just for you. Let’s dive in and explore how conversational search is revolutionizing the way we interact with data! ### Kaiya in Tellius 6.4 In Tellius 6.4, asking questions and building Business Views, Apps and Missions all happen in one Kaiya chat. Kaiya keeps the context of the whole conversation, so a question can become an App, and the App can become a Mission, without starting again somewhere else. The standalone Kaiya page is retired. Watch a one-minute walkthrough, or read the sections below. {% embed url="" %} #### Start a conversation * From the home page, type your question in the ask box. See [Tellius Home Page](https://help.tellius.com/getting-started/tellius-home-page). * From anywhere in Tellius, select **New Chat** in the left navigation. #### The chat box Below the message box, the chat box has these controls: * **Upload File** (paperclip): attach files to your message. You can also paste an image straight into the message box. See [Attach files](#attach-files) below. * **Connected apps:** the apps connected to Tellius that Kaiya can work with. * **Connect data:** opens the Business View workspace, where you can connect a data source. * **The Business View picker:** shows the Business View the conversation uses. On the home page it reads **Auto detect BV** until you choose one. * **Dictate** (microphone): speak your question instead of typing it. Your words appear in the message box, so you can check them before you send. * **Use voice mode** (the round icon with sound waves): talk with Kaiya out loud and hear its answers. It appears once an administrator turns on voice. See [Kaiya Voice Mode](https://help.tellius.com/kaiya/kaiya-voice-mode). * **Send:** sends your message. You can also press Enter. #### Attach files Select **Upload File** to attach one or more files to a message, and then ask about them. Kaiya decides where each question about a file should go, based on what you ask. That way, you can work with an uploaded file and your Business View data in the same conversation. * **File types:** images (PNG, JPG, GIF and WEBP), PDF, Word (DOCX), Excel (XLSX and XLS), PowerPoint (PPTX), and CSV, TXT, LOG, JSON, HTML, HTM and MD files. * **How many and how large:** up to 10 files in one message, each up to 20 MB. * **Paste an image:** copy an image, such as a screenshot, and press Ctrl+V (Cmd+V on a Mac) in the message box or in the home page ask box. The image is attached the same way as a file you choose with **Upload File**, with the same file types and size limit. Pasting text works as before. * **Where you can attach:** the same file types work everywhere you can attach files in Kaiya. This includes the chat box, the home page ask box, the Insight Apps sidebar and the Kaiya Architect chat. * **What Kaiya reads:** Kaiya reads the text in PDF, Word, PowerPoint and HTML files, and it reads each sheet of a spreadsheet separately. * **After you send:** each file you attach stays in the message you sent, also after you reload the page or reopen the conversation. {% hint style="info" %} **Show Kaiya what you mean.** Pasting a screenshot is the quickest way to point Kaiya at a chart, a layout you'd like an App to follow, or an error you want explained. You don't need to save the image as a file first. {% endhint %} #### While Kaiya works * The **How Kaiya got this** card above the answer shows Kaiya's progress. While Kaiya works, the card stays closed and shows one status line that names the current step and counts the steps so far, for example **Querying the data... · 6 steps**. When the answer is ready, the card reads **Done** with the time the answer took. Open the card to see the steps. See [How Kaiya got this](https://help.tellius.com/kaiya/kaiya-conversational-ai/kaiya-responses#how-kaiya-got-this). In earlier releases, this card was named **Thought Process**. * While Kaiya works, a **Stop response** button (a square) appears beside **Send** in the message box. Select it, or press Esc, to stop Kaiya. If a list, a dialog or the Business View picker is open, the first Esc closes it, and the next one stops Kaiya. While Kaiya stops, the button shows a spinner and reads **Stopping…**. The reply then shows **Response stopped**, and you can carry on in the same conversation. If the response can't be stopped, a message asks you to try again. * **Send** stays available while Kaiya answers, so you can type your next message without waiting. A message you send while Kaiya is busy waits in line and shows **Queued** until the current response finishes. Queued messages run one at a time, in the order you sent them. While Kaiya waits for you to answer a question, approve a change or enter a password, **Send** is unavailable until you respond. * Stopping Kaiya also cancels every queued message. A queued message also doesn't run when the response before it stops or asks you something. It is then marked **Not sent**, and you can send it again. * **Dictate** and **Use voice mode** are unavailable while Kaiya is answering.
The Stop response button beside Send in the message box while Kaiya works
{% hint style="success" %} **Queue a follow-up, or wait for the answer?** Queue the next message when you already know it, such as *"Now break that down by region"* or *"Then export it as a PDF"*. Kaiya picks it up as soon as the current answer is done. Wait when your next question depends on what the answer shows. Remember that **Stop** clears the whole queue, so send the queued messages again if you still need them. {% endhint %} * If Kaiya is briefly unavailable when you start a new conversation, your message goes back into the chat box with your selected Business Views, and a notice asks you to try again in a moment. #### Cards in an answer What Kaiya creates or opens in a conversation appears as a card in its answer: Apps, Missions, skills, files, Business Views and context models. Every card has the same layout: an icon, the name, a short subtitle and an arrow that opens it. * **File cards** show the file name, and a subtitle with the file's type and version, such as **PDF EXPORT · VERSION 2**. The download icon sits before the arrow. * **While a file downloads,** its download icon shows a spinner and can't be selected again, so a large file is downloaded once. If the download fails, a message asks you to try again. The **Download** button in the **Artifacts** panel works the same way. #### The conversation title bar A conversation you have already started shows a title bar above the messages. It shows the conversation's name, or your first question until you rename it. Select the down arrow beside the title for these options: * **Rename:** edit the title in place. Press Enter to save, or Esc to keep the old title. A title can be up to 120 characters long. * **Share:** share the conversation with other people. Shown when your role allows sharing. It isn't offered for a conversation linked to a Mission or an App. * **Transfer ownership:** make someone else the owner of the conversation. Shown to administrators only. * **Mark as Favorite** or **Remove from Favorites:** add the conversation to **Favorites** in the left navigation, or take it off. * **Delete:** delete the conversation. Tellius asks you to confirm. A message then lets you select **Undo**. After the conversation is deleted, a new chat opens. The **Share** icon at the right edge of the conversation shares it too, also when the conversation is linked to a Mission or an App. A conversation someone shared with you shows a **Shared by** label with the owner's name. A new chat has no title bar until you send your first message.
A conversation title bar with its down-arrow menu open, showing Rename, Share (highlighted), Transfer ownership, Mark as Favorite and Delete
The title menu of a conversation linked to a Mission, with the down arrow beside the title highlighted, showing Rename, Transfer ownership, Mark as Favorite and Delete and no Share
{% hint style="warning" %} **Deleting a Mission run's conversation.** When you delete a conversation that holds Mission runs, Tellius also deletes those runs, both manual and scheduled ones, so they leave the Mission's run history. See [Run history](https://help.tellius.com/kaiya/kaiya-missions/how-to-create-a-kaiya-mission/mission-library-and-mission-page#run-history). {% endhint %} #### Panels beside the conversation The icons on the right edge of a conversation open these panels: * **Previous Chats** (the clock icon, on the home page and in conversations): opens the **Conversations** panel. Your chats are grouped by date, such as **Today**, **Yesterday** and **Last 7 Days**. Use the **Search** box to find a chat by name, and **Sort By** to list the **Newest First** or **Oldest First**. Select a chat to open it. Hover over a row to bookmark it as a favourite, or open its menu to **Rename**, **Share**, **Mark as Favorite** or **Delete** it. Select **View all** to open the full **Conversations** page. * **Business Views:** the columns of the Business View in use, with a column search and a filter. * **Artifacts:** the files created in the conversation, such as summary pages and exports, each with a download icon. #### Find and share conversations Select **View all history** under **Recent** in the left navigation to open the **Conversations** page. It lists your conversations with Kaiya, including the briefings your Missions wrote. * **Search and sort:** search by name, or change the sort order, for example by creation date with the newest first. * **Filters:** filter by **User** or by **Type**, and select **Reset** to clear them. The **Type** column shows whether each item is a chat, an App or a Mission. * **Tabs:** **All Chats**, **Favorites**, **Only My Chats** and **Shared with me**. * **Row menu:** **Rename**, **Share**, **Transfer ownership**, **Mark as Favorite** and **Delete**. Favorites also appear under **Favorites** in the left navigation.
The Conversations page with its sorting, User and Type filters and its tabs
**Continue a shared conversation.** When someone shares a conversation with you, it opens with **Continue this conversation** in place of the chat box. Select it to carry on the analysis in your own copy. The files in the conversation also open for you. * Super Users and Content Admins can open another user's conversation, including its files and summary page, and continue it the same way. * If you open a conversation that has not been shared with you, a message names its owner, so you can ask them to share it. #### Conversations from earlier releases Conversations from before 6.4 open in Kaiya chat. Earlier answers, including charts and Deep Insight results, keep the format they were answered in. They are read only, with a link to the classic view for anything Kaiya chat does not show. New questions in the same conversation are answered in the 6.4 format, and Kaiya can still use the context of the earlier messages. A conversation linked to a Mission or an App has an **Open Mission**, **Open App** or **Show Artifact** action to go back to it. ### **Get started with Kaiya** In releases before Tellius 6.4, Kaiya opened from the Kaiya icon in the left pane, on the screen shown below. The steps in this section describe that screen.

Kaiya conversational Search

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 **“Show popular queries”** 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:**

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.

Rename, share, or delete a 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. 8. **New chat:** Click on **New chat** to create a new conversation. 9. 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.

Search Inspector

10. **Business View:** The list of all available Business Views are displayed here. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.tellius.com/tellius-6.4/kaiya/kaiya-conversational-ai.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.