Get Started with askEdgi

Interactive Guidance Section

The workspace offers quick-access learning components designed to promote platform familiarity and operational efficiency.

Option	Purpose
Watch a Demo	Opens an embedded demonstration of workspace operations, file handling, and analysis execution.
Take a Tour	Launches an interactive walkthrough that highlights key interface elements, buttons, and feature modules.

These options can be initiated at any time and run independently of active workspace operations.

The guidance components operate in a read-only capacity and do not modify workspace configuration or data.

AI Assistant Interface

The AI assistant embedded within the workspace provides a dynamic conversational interface for data exploration, metadata discovery, and analytics generation.

Chat Mode Selection

Mode	Functionality
Smartᵝ	Performs comprehensive reasoning across both discovery and analysis domains. It autonomously identifies intent, retrieves relevant data, and executes analysis.
Discoveryᵝ	Searches and retrieves metadata such as datasets, tables, glossary terms, and governance details. Focuses purely on exploration without performing computation.
Analysis	Executes analytical tasks on datasets already loaded into the workspace, producing summarized outputs, tabular data, or visual insights.

Interaction Process

Select Mode

• Choose the appropriate chat mode (Smart, Discovery, or Analysis) from the selector below the input field to define the context for the assistant's response.

Submit Prompt

• Enter a natural language question or command in the chat input field to specify the requested action or information.

Automatic Processing

• The assistant processes the prompt using the selected mode's specialized capabilities and available workspace data to generate a response.

Review Results

• The system presents the output in dynamically rendered formats, including visual charts, text summaries, or structured data tables based on query content.

Thread Management

The AI chat interface maintains a Thread View that records all historical interactions within the workspace. Each thread represents a complete analytical conversation containing queries, insights, and outputs.

Thread History Access

The interface displays a chronological list of all previous user interactions with the AI assistant.

• Access the conversation history panel to view past threads.

• Threads are organized with the most recent interaction at the top.

Thread Reactivation

Users can reopen any prior conversation thread to continue their analysis from a previous point.

• Select a specific thread from the history list.

• The chat interface reloads the complete conversation context, allowing for new follow-up questions.

Thread-to-Recipe Conversion

This function allows for the transformation of an existing conversation thread into a reusable Recipe.

• Select the conversion option from the menu of a saved thread.

• The system automatically preserves the analytical logic, queries, and configuration from the conversation.

• Open the Threads panel and select the desired conversation thread.

• Click the 'Save as Recipe' option for the selected thread to configure the Recipe.

• Share recipes with internal teams or publish to the Marketplace.

Share AskEdgi Thread (Public Edition Only)

The Share AskEdgi Thread feature allows sharing entire conversation threads, including prompts, responses, and visual elements such as charts and tables, via a secure, accessible link. This functionality enhances collaboration, facilitates knowledge exchange, and supports the sharing of external feedback. The shared thread maintains its original structure, ensuring that recipients can view the complete analytical context in a well-formatted, read-only view.

The sharing functionality currently supports Public Sharing, which allows users to distribute analytical insights externally via a view-only link.

Objectives

• Allow seamless sharing of AskEdgi threads containing questions, responses, and AI-generated visuals.

• Support Public Sharing (accessible to anyone with the link).

• Preserve complete conversation context, including visualizations and formatting, for clear understanding by recipients.

Generate Shareable Link

A Share Thread option is available in each AskEdgi conversation. When clicked, it opens a pop-up modal with three options: Copy Link, Post on LinkedIn, and Post on Reddit.

• Public Share: Generates a link that anyone can view without a login.

Each shared thread opens in a dedicated preview page that preserves formatting, the thread title, and shared view details.

Shared threads are versioned. If a user modifies a thread, the existing link continues to show the same version unless a new link is created manually.

Metadata and Display

The shared thread page displays:

• Thread title and sharing mode (Public).

• Complete Q&A flow, including prompts, responses, and visuals.

Visuals such as charts and tables are displayed in a static, non-interactive format for consistent viewing.

Recipe executions or data workflows cannot be shared as part of a thread.

Steps to Share a Thread

Creator (User A)

1. Open an AskEdgi conversation thread.

2. Click the Share Thread button located in the thread header.

3. A pop-up modal will appear.

4. Select one of the following options:

   1. Copy Link: Copies the shareable URL to the clipboard.

   2. Post on LinkedIn: Opens a pre-filled LinkedIn post with the link.

   3. Post on Reddit: Opens a pre-filled Reddit draft with the link.

1. Upon generating the link, a confirmation toast appears: “Link copied successfully.”

Generated URL Format: https://askedgi.com/public/share/{uuid}

Each URL corresponds to a static snapshot of the current thread.

Viewer (User B)

1. Open the shared link in a browser.

2. The thread loads as a read-only HTML/Markdown page displaying:

   1. Thread title.

   2. Complete conversation (questions, responses, and visual outputs).

   3. Non-interactive charts and tables.

Public links do not require a login and can be accessed directly.

Preview of Shared Thread

• A read-only page that shows the thread title, Public mode, and full conversation.

• Static display of prompts, responses, charts, and tables.

Download table

The download capability in askEdgi allows exporting search results displayed in a Tabular format. This functionality enables quick access to data for analysis, sharing, or archival in a structured CSV format. The download process is straightforward and aligned with the existing system settings to ensure controlled and efficient data handling.

Performance may vary depending on the length of the thread or the volume of visual data included.

The generated download link remains active for 24 hours from the time it is created. Once expired, a new download must be initiated to regenerate the link and access the data again.

Steps to Download Search Results

1. Navigate to askEdgi > Search.

2. Run a search query to display the results in a Tabular format.

3. Locate the Download icon at the top-right corner of the table.

4. Click the Download icon.

5. The table data will be automatically downloaded in CSV format.

The Download icon will not be displayed if the search results are not in a Tabular format.

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