Build a Publication with the Chatbot

Pyramid enables the creation of a highly formatted publication report using natural language. By simply typing in the requirements into the Chatbot prompt, Pyramid’s AI engine creates the appropriate content and selects the optimal layout across one or more pages.

In this exercise, we'll build a new publication using the Publish Chatbot.

STEP 1 Access the Chatbot

Before you get started, launch Publish to create a new Publication.

Click on the Chatbot icon (red box below) at the bottom-right of the Publish app.

STEP 2 Select a Model

Select the required Model from the options. If required, more models can be accessed by clicking on the more models option. Click here to learn more about selecting models in the Chatbot.

STEP 3 Type in your request

Type in your requirements into the Chatbot prompt using plain English and click on the run button (red box).

Click here to learn more about using prompts in the Chatbot.

The system will process the request, advising you to wait and then it will display the Publication and a confirmation message in the chat describing the created publication.

The system will create a publication by performing the following functions based on the requirements:

  • Generate a cover page using the default page template containing a generated report title (red box below).
  • Generate multiple Discoveries on multiple content pages (green box below) using AI to determine the required visual, measures and dimensions to be included. The Discovery can be accessed by right clicking on it and selecting "Open in Discovery" where the Discovery can be adjusted, or shared if required, by saving it to the Content Explorer.
  • Generate Slicer(s) and perform heuristics to create interactions between the slicers and content items. The Interaction Manager can then be used to adjust these relationships to manage the filtering of content items when exporting or subscribing to the publication.
  • Generate KPIs using optimization techniques to display the KPI.
  • Display all content items (headings, Slicers, KPIs, Discoveries) on the pages using the AI engine to determine the optimal placement of all items.

Note: There can be a delay while creating the content items and configuring the Publication

STEP 4 Review and Modify

Once created, you can modify the publication by using comments in the Chatbot to change the data model, hierarchies, and measures.

Click here to learn more about using comments in the Chatbot.

You can also add, remove or adjust content items to suit your requirements.

The content items can be rearranged using the Auto Layout option or they can be manually adjusted on the canvas.

Click here to learn more about using Auto Layout.

STEP 5 Save Publication

Save your publication in My Content as Customer Profile Sales Analysis.

  • Click here for an example on How to Build a Publication without using AI.