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Conversational Finance
VIANAI
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Conversational Finance

    Manage conversations and questions

    In addition to a variety of basic actions you can perform on conversations and questions, you can also curate questions within a conversation and rerun a conversation as the data changes.

    Basic actions for questions

    Each question has a set of icons for you to copy the question to the clipboard, delete the question, or mark a question as a favorite.

    UI question actions

    Basic actions for conversations

    Open the Conversations pane in the left nav bar to manage conversations.

    UI conversation actions

    • New conversations are named after the first question by default and appear under the Other label.

    • Search for a conversation by name.

    • Pin a conversation to the top of the list.

    • Rename a conversation for convenient reference.

    • Delete a conversation.

    Curating questions in a conversation and rerunning a conversation

    1. Ask a series of questions in a conversation that you want to rerun as data changes.

    2. Delete any questions you don’t want to include in the conversation.

      Note: If the deleted question has follow-up questions, the follow-up questions are also deleted.

    3. Pin the conversation to the top of the list.

    4. Rename the conversation for easy reference.

    5. When you want to rerun the conversation, click the conversation name to open the conversation and click the Rerun button.

      UI run conversation

      Note: You can rerun up to five conversations concurrently.

    6. A popup appears describing the process of rerunning the conversation. Click Run to proceed.

      UI run conversation popup

    7. When the rerun begins, a message appears in the bottom-right of the UI.

      UI run conversation message

    8. As the rerun is in progress, a message bar appears at the top of the UI with “Rerun in progress” on the left and a label indicating the questions currently being answered on the right. For example:

      UI run conversation progress UI run conversation progress

    9. When the rerun is complete, a message appears in the bottom-right of the UI.

      UI run conversation complete

      Note: If you are in another conversation when the rerun completes, you can click Go to conversation to view the rerun results.

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