You can set conversational analytics metadata to start an AI chat session with Kyvos Dialogs. The metadata that you set can be exported or imported as needed.

You can set AI settings for a specific semantic model.

• Setting metadata

• Exporting metadata

• Importing metadata

Setting metadata

To set the metadata for conversational analytics, perform the following steps.

1. From the Toolbox, click Semantic Models.

2. Select a semantic model from the list.

3. Click the Refine tab > AI Settings. On the page, click the Set Metadata link.

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4. The Conversational Analytics Metadata dialog is displayed.

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5. Click the Ask Kyvos Copilot link to generate business context and tags for semantic model's column.

6. In the Key Element column, select the checkbox against fields that you want to use for conversational analytics.

7. In the Visible column, select the checkbox against fields that you want to use for conversational analytics.

8. To filter the key elements and fields you wish to use for conversational analytics, select one of the following options:

   1. All: Displays all columns (both dimensions and measures) available in the semantic model.

   2. Yes: Displays only the columns you have selected.

   3. No: Displays only the columns that remain unselected.

9. Add tags for more information as needed. These tags will help you to get better results in case of similar columns.

10. Add the synonym and select the column. This will help LLM to generate results as per the provided synonyms.

11. Click Apply.

Exporting metadata

The metadata that you set can be exported in the CSV file.

To export the metadata for conversational analytics, perform the following steps.

1. From the Toolbox, click Semantic Models.

2. Select a semantic model from the list.

3. Click the Refine tab > AI Settings. On the page, click the Export Metadata link.

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4. The Export Conversational Analytics Metadata dialog is displayed.

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5. Click Download. The CSV file will be downloaded. In the CSV file, tags will be displayed as comma-separated values, and the key elements field value will be shown as ‘Yes’ or ‘No’.

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Importing metadata

The metadata that you set can be imported to the CSV file.

To import the metadata for conversational analytics, perform the following steps.

1. From the Toolbox, click Semantic Models.

2. Select a semantic model from the list.

3. Click the Refine tab > AI Settings. On the page, click the Import Metadata link.

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4. The Import Conversational Analytics Metadata dialog is displayed.

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5. Select the required metadata file from your local machine.

6. Click Import. The success message is displayed.

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