Incorta Nexus Smart Agent

Smart Agent is Incorta Nexus's next-generation generative analytics agent. It enables you to analyze data, generate native Incorta insights, create interactive HTML reports, PowerPoint presentations, and Excel workbooks, and leverage AI Containers for context-aware conversations using your desired AI model, including Claude, Gemini, and other supported models.

With Smart Agent, you can ask natural-language questions and receive comprehensive answers, visualizations, exported datasets, and deployed AI applications without writing SQL or navigating data schemas.

Smart Agent capabilities

Smart Agent supports performing the following tasks:

• Generate interactive dashboards and reports
• Create HTML presentations
• Generate Incorta Insight widgets
• Export query results as CSV
• Create Excel workbooks
• Create PowerPoint presentations
• Use AI Containers
• Switch AI models
• Deploy AI Apps (Preview)

Generate interactive dashboards or reports

1. In the Nexus chat, ask for a visualization. For example:
   • "Create an interactive dashboard showing sales trends."
   • "Build a chart comparing Q3 vs Q4 performance by product category."
   • "Generate a visual report of customer segment analysis."
2. Specify your preferred format in the chat, such as an interactive dashboard, chart, or full report.
3. Smart Agent generates a self-contained HTML visualization with interactive elements, including hover details, legends, and a responsive layout.
4. Ask Smart Agent to refine it, for example, "add a filter for 2024" or "change the chart type to a pie chart.
5. The report appears as a card in the conversation. You can select View Report to open it in full screen.
6. Share or download the report.

Create HTML presentations

1. In the Nexus chat, ask for a slide deck. For example:
   • "Create HTML slides summarizing our sales performance."
   • "Build a presentation deck of regional profitability analysis with one slide per region."
   • "Generate a leadership review presentation with key findings and recommendations."
2. Smart Agent generates a navigable HTML slide deck with data-driven content, professional layouts, and styling.
3. The slides appear interactive. You can navigate using arrow buttons, keyboard shortcuts, or the slide counter.
4. Request Smart Agent to edit: "add a conclusion slide" or "highlight the top 3 recommendations."
5. Download the slides as HTML.

Generate Incorta Insight widgets

1. In the Nexus chat, ask for an Insight. For example:
   • "Create an Incorta insight showing total revenue."
   • "Pin an insight widget for this chart to my dashboard."
   • "Generate an insight displaying top customers by sales."
2. Smart Agent detects the explicit Insight request and generates a widget formatted for Incorta dashboards.
3. The Insight appears as a separate card, distinct from the answer.
4. You can copy the insight configuration or open the dashboard to pin it as a new widget.

Export query results as CSV

Follow these steps to download query results as a CSV file:

1. In the Nexus chat, ask Smart Agent to export data. For example:
   • "Export this data as CSV."
   • "Download the results as a file."
   • "Provide the dataset in CSV format."
2. Smart Agent generates a CSV artifact containing all query results.
3. The CSV file is available for download from the card.
4. You can use the CSV in Excel, analytics tools, or other applications.

Create Excel workbooks

1. (Optional) Upload an existing Excel file to Nexus that you want to analyze or modify.
2. Ask Smart Agent to transform or create a workbook. For example:
   • "Read this Excel file and add a summary sheet with totals."
   • "Generate an Excel workbook with sales data by region, including formulas for growth rates."
   • "Create a styled report in Excel with frozen panes and formatted headers."
3. Smart Agent generates a .xlsx with formulas, number formats, frozen panes, and styled cells.
4. Request edits by describing changes: "add a pivot table for regional analysis" or "update the color palette to blue tones."
5. Download the workbook and open it in Excel. All formulas are live and will update if you change inputs.

Create PowerPoint presentations

1. (Optional) Upload a brand template.pptx file if you want the presentation to use your organization's design system.
2. Ask Smart Agent to create a presentation. For example:
   • "Build a PowerPoint deck summarizing Q3 sales performance."
   • "Create a leadership review presentation with slides for each product category."
   • "Generate a stakeholder report with key metrics, trends, and recommendations."
3. Describe the content and structure you want, such as the number of slides, key topics, or data highlights.
4. Smart Agent generates a .pptx, using your brand template if provided, while preserving layouts and visual style, or creates a template-less deck from scratch.
5. Download the presentation and open it in PowerPoint. All charts and text are formatted and ready for review.

Use AI Containers

1. In the Nexus chat, select the + button.
2. Select AI Containers from the context menu.
3. Select the AI Container that you want to attach, or use the Search AI Containers field to find a specific AI Container.
4. Continue the conversation or ask a question.

Smart Agent uses the AI Container's Business Views, dashboard insights, Knowledge Store resources, and instructions to provide context-aware responses.

AI Container context during a chat

• Once attached, an AI Container remains active for the entire conversation session.
• Detach an AI Container by selecting the × button on its context badge.
• Switch to a different AI Container mid-conversation by selecting + again and choosing a different one.
• Only one AI Container can be active per conversation.

Switch AI models

Smart Agent supports multiple LLM models. Admins can configure the available models in the Cluster Management Console (CMC) under Copilot Advanced Config.

To use a different model:

1. In the Nexus chat input area, select the Model dropdown (usually labeled with the current model, for example, "Claude-Opus-4-8").
2. Select a different model from the available options.
3. Your next question will use the selected model. Different models may perform better for different types of queries (analytical vs. creative, complex reasoning vs. speed).

Best practices

• Be specific: "Show sales by region for the top 5 products in Q4" is more effective than "show me sales data."
• Use follow-ups: Instead of asking one complex question, ask a simple one then refine with follow-ups. Smart Agent retains context across turns.
• Request explanations: Ask "why did you choose that approach?" or "explain the forecast methodology" to understand Smart Agent's reasoning.
• Combine capabilities: Ask for a dashboard, then request it as a PowerPoint, then deploy it as an app, all within one conversation.
• Archive outputs: Save important reports, presentations, and apps for future reference and sharing.