> 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/exporting-kaiya-conversations.md).
# Exporting Kaiya conversations
Learn about Exporting Kaiya Conversations in Tellius and discover how AI-powered analytics and conversational intelligence improve enterprise decision-making.
Kaiya can create a PowerPoint deck, PDF report, Word document, HTML page, Excel workbook or CSV file from your analysis. See [Ask Kaiya for a file](#ask-kaiya-for-a-file). For decks and PDFs, the storyline flow described below applies. Rather than simply dumping charts and tables into slides, Kaiya generates a storyline (a narrative arc that organizes insights into a logical sequence) and builds the presentation around it. You can review the storyline, refine it in natural language, and preview each slide before exporting.
#### Ask Kaiya for a file
In a Kaiya conversation or a Deep Insight, ask Kaiya to export the analysis, for example *"Export this as a PowerPoint deck."* Kaiya can create:
* a PowerPoint deck
* a PDF report
* a Word document
* an HTML page
* an Excel workbook
* a CSV file
If you don't name a format, Kaiya asks which one you want. Decks, PDFs and Word documents carry your configured logo.
{% hint style="info" %}
**Which format to ask for.** Ask for a PowerPoint deck or a PDF report when you will present the findings or send them to people who only need to read them. Ask for a Word document when others will edit the text. An HTML page opens in any browser, so it suits a quick share by link or email. Ask for an Excel workbook when people will work with the numbers, and a CSV file when you need one table in another tool.
{% endhint %}
* **Several tables.** When a result holds more than one table, an Excel export puts each table on its own sheet. For a CSV, Kaiya asks which table to export.
* **The file card.** The file appears as a card under the answer, with its file name and a subtitle that gives its type and version, for example **PDF EXPORT · VERSION 2**. Select the arrow on the card to open a preview beside the conversation, or the download icon, just before the arrow, to download the file. While the file downloads, the download icon shows a spinner and can't be selected again. If the download fails, a message asks you to try again. The preview has its own download icon.
* **Previews of data files.** CSV and Excel files open in an in-app preview. Excel previews show the sheet tabs and a zoom control. CSV previews show the first 1,000 rows, with a note to download the full file.
* **Previews of other files.** HTML pages and images open in a preview too. Markdown and text files that Kaiya creates, such as a written summary of a Mission plan, also open in a preview beside the conversation, with a download icon.
* **Change one part.** After an export, ask Kaiya to change one slide or switch the file to another format. Kaiya updates only what you asked for, so you don't wait for the whole file to be made again.
* **In a Deep Insight.** Export is offered once any clarification is answered and the Deep Insight completes. While an export is being prepared, the **Export** action is disabled, so each request is exported once.
* **In a Mission.** A Mission can include export steps, so each run can deliver files. See [Kaiya Missions](https://help.tellius.com/kaiya/kaiya-missions).
#### How to export the Kaiya conversation
There are two entry points for triggering an export.
**From the download icon in a conversation:** After a completed Kaiya response, click the download icon that appears alongside the thumbs up/down feedback icons at the bottom. The following dropdown appears:
* **Download the entire conversation as a .doc file:** Exports the conversation as a .doc file immediately
* **Export as PDF or PPT:** Select this option to begin the export flow.
{% hint style="info" %}
In Tellius 6.4, Kaiya answers don't show the thumbs up and down icons. A completed Deep Insight answer, one built in several steps, shows an export icon. Select it, and Kaiya exports that analysis in the same conversation. The icon isn't shown on an answer that is itself an export, on a conversation someone else shared with you, or on the **Report** tab of a Mission briefing. It is unavailable while an export is running, and when the Kaiya cost limit is used up. For any other answer, ask Kaiya for the file in the conversation. See [Ask Kaiya for a file](#ask-kaiya-for-a-file) above. A chart's menu, the three dots at its top right, also offers **Export**, **Copy image to clipboard** and **View in full screen**.
{% endhint %}
**From within a conversation:** You can also express presentation intent directly in Kaiya. For example, type "build me a deck on Q3 territory performance," and Kaiya generates the storyline and builds the deck within the conversation.
#### Setting up the export
The export opens in a split-pane interface. The left panel walks you through the configuration steps as a guided conversation. The right panel displays the export preview.
**Step 1: Choose a format**
Kaiya presents two format buttons: **PDF** and **PPTX**. Click your preferred format.
**Step 2: Select a visual template**
Kaiya asks you to select a visual template. If your admin has uploaded a corporate PowerPoint template, it appears in the available list. In Tellius 6.4, uploading new templates is retired. Templates uploaded in earlier releases stay stored and still show in this list. Select a template to apply your organization's branding. The visual template controls the slide design, color palette, typography, logo placement, and chart styling.
**Step 3: Select storyline structure**
Kaiya asks you to select a storyline structure from the available list. Storyline structures define the narrative arc of the presentation: how findings are organized and sequenced across slides.
**Step 4: Kaiya generates the storyline**
After you confirm both selections, Kaiya generates the storyline which you can r**eview and refine as needed.**
#### Review and refine the files
Once the storyline is generated, the right panel displays the **Export Report** with two tabs: **Storyline** and **Preview**.
**Storyline tab**
* The Storyline tab shows the raw content for each slide in markdown format.
* At the top, two dropdowns labeled **Story** and **Visual** allow you to switch the storyline structure or visual template after generation without starting over.
* Below the dropdowns, a **Slide/Sections Content** area displays the text content of each slide/section.
* Navigation arrows and a slide/section counter (for example, "Slide 2 of 7") let you move between slides/sections.
* Each slide/section includes title, headline text, bullet points with data findings, KPI callouts, and speaker notes.
**Preview tab**
* The Preview tab shows a rendered visual preview of each slide/section as it will appear in the final export.
* Numbered slide/section buttons at the top let you jump to any slide/section.
* The preview displays the formatted output with headings, styled text, bullet points, and layout as they will appear in the downloaded file.
#### Refining the storyline with Kaiya
Below the storyline generation confirmation, a **"Refine with Kaiya"** section appears, where you can type natural language modifications.
For example, you can type "make it shorter," "focus more on the executive summary," "reorder the findings to lead with the churn analysis," or "add a recommendations slide." Submit the instruction, and Kaiya regenerates the modified slides/sections while preserving the rest of the storyline.
#### Exporting the final file
Once you are satisfied with the storyline and preview, click the **"Export as PowerPoint"** button to download the PPTX file. If you selected PDF as the format, the button reads **"Export as PDF"** instead.
#### Template support for admins
In Tellius 6.4, uploading PPT and PDF templates is retired, and the **Document templates** section is no longer under **Settings → Appearance → Branding & Themes**. To shape an export, give Kaiya instructions in the chat, use a custom skill, such as one that sets your house deck format, or share a screenshot of the layout you want. See [Kaiya Skills](https://help.tellius.com/kaiya/kaiya-skills). Templates uploaded in earlier releases stay stored and still show on the older export page.
In releases before Tellius 6.4, under **Settings → Application Settings → Styles → PPT Templates**, admins could upload a corporate PowerPoint template (PPTX file) per environment:
* Kaiya extracts a brand style specification from the template, including color palette, typography, slide layouts, logo placement, chart styling, and visual elements.
* All subsequent exports by any user in that environment are rendered on-brand, matching the uploaded template's visual language.
* When no template is uploaded, Kaiya's default template is used automatically.
#### What gets exported
The exported presentation includes all findings from the Kaiya analysis, organized by the storyline structure. Charts from the analysis are embedded as high-resolution images to guarantee visual fidelity. Where possible, native PowerPoint charts are used so that recipients can edit them after export. Tables are rendered with template-consistent formatting. All numeric values in the exported deck match the source data exactly.
---
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