Training Ask Zia

Ask Zia's natural language interface can comprehend your data model to provide appropriate answers. However, it may not interpret every domain-specific jargons. In such scenarios, Ask Zia can be trained to learn domain-specific skills to answer targeted questions.

This section lists the various ways to train Ask Zia.

Customizing Ask Zia
Invoking Ask Zia Settings
Publishing Ask Zia
- Creating Permalink
- Embed Ask Zia
Language

Customizing Ask Zia

You can customize Ask Zia to fit your exact requirements, using Synonyms, Column Priority and Default Functions.

Synonyms

When you draft a question, the business term you use may differ from the name of the column from which you want to fetch data. The Synonyms section under Ask Zia settings helps you bridge this difference. This option allows you to map the business terms that are in natural language to the corresponding columns in your data table.

For example, the question 'Show me the revenue trend' asks for the data from the Sales column in the Sales table. In such cases, use the Synonyms section to specify that the term 'Revenue' refers to the column-Sales. Ask Zia will then fetch data from the Sales column for all future references to revenue.

To access the Synonyms section, right-click the column and select Ask Zia settings.

In the Ask Zia settings page, enter your list of synonyms under the Synonyms section, specific to the selected column.

You can also map the business terms in your questions to the corresponding columns in the data table while entering your questions into Ask Zia.

Column Priority

This option allows you to specify the priority in which the columns should be considered by Ask Zia. When you have multiple columns with similar names in your workspace, Ask Zia will use the value set in Column Priority to rank the columns and generate reports accordingly.

Default Function

Analytics Plus provides a wide range of summary functions to summarize the data in your report. By default, Ask Zia will apply the most appropriate summary function over each column, and generate reports accordingly. This function can be changed to other summary functions using the Default Function drop down in the Ask Zia settings page.

For example, 'Monthly sales' will display the total sum of sales across months, as the default function is set as "Sum". This can be changed to the "Average" if average is more commonly used while running reports on monthly sales.

Note: Asking for specific summary functions while putting forth questions to Ask Zia overrides the default function that is set in the Ask Zia settings page. For example, if 'Monthly sales' is asked, Ask Zia will display the total sum of sales across months, even when the default function for the Sales table is now set as Average.

Invoking Ask Zia Settings

The Ask Zia settings page can be accessed in three ways:

From the Ask Zia page: You can access the Ask Zia settings by clicking the settings icon on the top right corner of the Ask Zia page.

Using the table's Edit Design mode: By opening a table and clicking Edit Design, you can modify the Synonyms, Default Function and Column Priority columns to edit Ask Zia's settings.

Using Column settings: You can also right-click a column and select the Ask Zia Settings option to access the settings page.

Publishing Ask Zia

Analytics Plus paves a way to let your users gain the advantage of Ask Zia. You can either create a permalink or generate an embedded link and share it with the users to access Ask Zia and generate their own reports.

Creating Permalink

To create a permalink link, follow the steps below:

Click the Settings icon from the Ask Zia window, and choose URL/Permalink from the drop-down.
In the dialog that appears, choose one of the following access permission and click OK.
- Access with Login: Select this option to securely publish Ask Zia. Users should login to Analytics Plus and have the required tables shared with them to create reports using Ask Zia.
- Access without Login: Choose this option to publish Ask Zia publicly. Any user with the link can access the Ask Zia page without logging into Analytics Plus and can create reports over the tables which are shared publicly on the web.
Configure the required customization options:
- Social Widget: Enable this checkbox to add Facebook, LinkedIn and Twitter icons in Ask Zia window for users.
- Make Conversation mode as default: This option allows you to set the conservation mode as the default page for users. However, users can change it to normal mode by disabling the Conversation Mode toggle button. Click here to learn more about conversation mode in Ask Zia.
Copy the generated URL and share it with the users.

Embed Ask Zia

To embed Ask Zia in your environment, follow the steps below:

Click the Settings icon from the Ask Zia window, and choose Embed from the drop-down.
In the dialog that appears, choose one of the following access permission and click OK.
- Access with Login: Select this option to securely embed Ask Zia. Users should login to Analytics Plus and have the required tables shared with them to create reports using Ask Zia.
- Access without Login: Choose this option to embed Ask Zia publicly. Any user can access the embedded Ask Zia page without logging into Analytics Plus and can create reports over the tables which are shared publicly on the web.
Configure the required customization options:
- Social Widget: Enable this checkbox to add Facebook, LinkedIn and Twitter icons in Ask Zia window for users.
- Make Conversation mode as default: This option allows you to set the conservation mode as the default page for users. However, users can change it to normal mode by disabling the Conversation Mode toggle button. Click here to learn more about conversation mode in Ask Zia.
- Set Screen Size: This options lets you set the required screen size to embed the Ask Zia in your environment.
Copy the generated URL and embed it in your environment.

Language

Ask Zia enables you to ask questions in two different languages such as English and Spanish. The language specified in the Analytics Plus account will be the default language for Zia. However, you can change Zia's language by clicking the Language Settings icon located at the right corner of the textbox used to draft questions.