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Incorta Copilot Storytelling

The Generate Story feature allows users to automatically create comprehensive, multi-tab dashboard from a simple text prompt. This powerful tool transforms natural language requests into professionally formatted analytical dashboards with minimal user effort.

Creating a Story

Basic Workflow

  1. Open the Generate Story dialog

    • Click the Generate Story button in the top right of the content page.

  2. Select required parameters

    • Business Schema: Choose the business schema containing your data
    • Business View: Select the specific view to analyze
    • Describe your story: Enter a natural language prompt describing the analysis you want

  3. Generate the story

    • Click the Generate button to create your story
    • A processing indicator will show progress through initialization and content generation phases

  4. Review and use your new story

    • The system automatically navigates to your newly created story once generation is complete

Story Generation Process

When you submit your prompt, the system:

  1. Initializes the story framework
  2. Creates a cover page
  3. Generates an introduction based on your prompt
  4. Builds specialized analytical tabs based on the data and prompt
  5. Prepares a conclusion summarizing key findings

Story Structure and Components

Each generated story follows a consistent template format with presentation-ready dimensions and includes:

Cover Page

  • Title reflecting your analysis focus
  • Professional background design
  • Auto-generated timestamp

Introduction

  • Comprehensive overview of the analysis purpose
  • Strategic context for the insights
  • Explanation of what will be covered in the story

Content Tabs

The system automatically creates the most relevant analytical tabs based on your prompt. The max number of tabs created for content will be three tabs.

Conclusion

  • Summary of key findings
  • Strategic recommendations based on the analysis
  • Next steps or opportunities identified

Best Practices for Prompt Writing

For optimal results when describing your story:

  1. Be specific about your analysis goals

    • Example: "Analyze my customer demographics" rather than "Show me customer data"

  2. Mention specific dimensions of interest

    • Example: "Analyze customer demographics with focus on lifestyle segments and age groups"

  3. Include business context if relevant

    • Example: "Analyze customer demographics to identify opportunities for targeted marketing"

  4. Keep prompts concise but comprehensive

    • Aim for 1-3 sentences that clearly describe your analytical needs

Editing and Sharing

After generation, you can:

  • Navigate between tabs using the horizontal tab navigation
  • Edit any component by clicking into text areas

Technical Considerations

  • Stories are built using your selected business view's data
  • Visualizations are chosen automatically based on data characteristics and analytical best practices
  • System uses AI to determine the most insightful ways to present your specific data