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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.

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