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Incorta Nexus Business Assistant

Prerequisites

To interact with the Incorta Nexus, users must have ADVANCED_AUGMENTED_ANALYTICS permission. This permission is available to the roles:

  • SuperRole
  • Nexus User
Note

Starting with the 2025.7.1 release, Incorta Copilot has been renamed to Incorta Nexus.

Enabling a view for Nexus

Users can enable views with edit access to parent business schema. For a view to be eligible for the Nexus, it must be a verified view. If the view is verified, the view can be enabled, completing the following:

  • Edit the business schema
  • Select More options for the verified view
  • Select Enable for Nexus
  • Save the business schema

Prompt shortcuts

Three key characters can assist with actions and type-ahead options when creating a prompt. All characters are optional but will improve the quality of the response.

  • / - A forward slash triggers an advanced Nexus action. These actions include generating insights, making forecasts, clustering data, etc.
  • @ - This character displays a menu of all columns available in the view set within the Nexus context. Continue typing the column name to search among the displayed values.
  • # - This character enables the user to select a data value from the dataset. Continue typing to refine the data value search further. Note that values are organized by columns.

Response Anatomy

Dataset

A dataset will be provided in any response from the Nexus. An optional second view lets you switch to a column chart.

SQL breakdown

A SQL breakdown is available for any response from the Nexus where data was returned. This breakdown provides transparency regarding which query was executed against the view to achieve the result. Additionally, the Nexus will include pseudo-logic to highlight the steps of the query. By doing so, the Nexus allows users to verify the accuracy or relevance of the response.

Summary

When toggled on in the verbosity settings, the Nexus will help provide a natural language response and narrative about the data that was returned.

View reference

At the bottom of the response, a small selection shows the view used for the context. Often, this can be a confirmatory view, but when using a semantic search (with no context assigned), it can indicate the selected view. The selected view is not applied to the conversation's context for semantic searches until "set" is chosen. Changing this value will use the context for subsequent prompts.

While processing requests, the prompt will also scan related insights across the platform and provide them as follow-up recommendations in the prompt. Selecting the insights will give a preview in the Nexus viewport, with an additional option to navigate to the insights directly.

Options

Reset chat

  • This selection will erase the conversation, the context, and any views assigned with context.

Verbosity settings

  • Summary - When toggled on, a summary will be returned in the Nexus response, along with a dataset or visual. Summary-level statistics are shared with the LLM to generate a summary. Turning off the summary will result in a faster response time.
  • Verbosity - The verbosity selection will dictate the summary length with only marginal performance improvement.
    • Detail - Full detailed summary of the dataset
    • Brief - A few brief highlight statistics of the dataset

Target view

In versions before 2024.7.4, a view is required for context. After the release of 2024.7.4, users can execute a prompt, and the Nexus will search for the best business view. For the fastest performance, it is recommended that users select a view before executing a prompt.

Minimize/maximize

The Nexus will toggle between full screen and a side-panel view when selecting this option.

Exit

This option will exit the Nexus, but the conversation will persist throughout the session. The escape key will also exit the Nexus.

Security

Responses of the Nexus will feature the same security benefits as those expected of dashboards.

  • Users cannot query views they do not have view access to
  • A business schema manager must enable views
  • The Nexus will enforce RLS in responses
  • Nexus will not recommend content to a user they do not have access to