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Data Analysis Toolsets

The Xpert Data Analysis Toolset provides a suite of tools seamlessly integrated with the Xpert data analysis platform, specifically designed for business intelligence analysis.

How to Configure Models for Analysis?โ€‹

To use the ChatBI toolset for analyzing models in the data analysis platform, you need to authorize the toolset to access one or more models. As shown in the image below, in addition to the Name and Description attributes, the Chat Models attribute allows you to select the models for analysis. Save the authorization, enable the three tools, and save the settings.

ChatBI Toolset authorization
ChatBI Toolset Authorization

Why Are No Chat Models Available?โ€‹

The Chat Models list needs to be created in the Chat BI system configuration page of the Xpert data analysis platform. Select a semantic model and one of its entities, then provide an entity description and detailed introduction to complete the setup.

ChatBI Toolset authorization
ChatBI Toolset Model Configuration

For more details about semantic models, refer to Semantic Models.

How to Use the ChatBI Toolset?โ€‹

When orchestrating agents in Xpert Studio, right-click to add a toolset. Locate the authorized ChatBI toolset and add it to the Studio panel. Connect the agent node to the ChatBI toolset node. The agent will then be able to utilize the tools in the ChatBI toolset to address user queries related to data analysis.

ChatBI Toolset use
Using the ChatBI Toolset in Xpert Studio

Final Usageโ€‹

In the end-user chat interface, Xpert experts can ask questions related to data models. Xpert will query the models as needed and provide answers using graphical components where applicable.

ChatBI Toolset use in chat
Chatting with the ChatBI Toolset

ChatDB Toolsetโ€‹

The ChatDB toolset includes tools for directly interacting with databases. It converts user natural language queries into SQL commands to retrieve answers from the database.

The usage process is similar to ChatBI.