In addition to the Research Agent and Data Preparation Agent, Displayr has an AI-based chat (available to trialists only). This allows you to have a conversation with Displayr to help you quickly clean and tidy your data, and build, analyze, visualize, and share your report in minutes! It doesn't matter where you are in your research career or experience with Displayr. We've built an AI tool that can help you.
Note: This feature is currently in the Beta phase and only available to Displayr trialists. Contact support@displayr.com with any questions or feedback.
This article is broken into the following sections:
Requirements
- Displayr AI needs to be enabled. See Opting In and Out of Displayr AI.
- A data set. See a list of file formats supported by Displayr here.
- At the time of release, this feature is only available to Displayr Trialists.
The "Happy Path"
Chat makes suggestions throughout the conversation about next steps, which we call the "happy path". For example:
Following these prompts and suggestions, when they are available, will help you create useful analyses.
If you are a novice researcher, a "happy path" guides you in the right direction and helps you to keep going in that direction. If you are a new or experienced Displayr user, you'll be guided down a “happy path” to quickly complete analysis and reporting, freeing up your time to add value.
For example, if you are looking for the quickest way to get from adding your data to publishing your report, your happy path would look like:
- Open a new Displayr document.
- Add data.
- Write report using Research Agent.
- Move uninteresting pages to appendix.
- Publish as dashboard.
Using Chat
If you prefer to use chat to ask how to do things within Displayr, we have you covered. Similar to using other AI tools, like ChatGPT or Claude, you can type your question in the Ask anything... prompt after you've entered your objectives and population description. Even if you are following the "happy path", you can ask questions in between steps.
For example, if I ask the Chat agent how to create a banner, it will give me the steps as well as a link to our Help documentation that goes in-depth about the process and details. Keep in mind, the Chat agent won't perform the steps for you unless you are using one of the suggested actions that are part of the "happy path".
See the Best Practices section for tips on how to work with the Chat agent in conversation and prompting.
Best Practices
As with any AI conversational tool, like ChatGPT or Claude, it's important to keep some things in mind.
Prompts
You need to be specific and clear when asking questions/prompting. If Chat doesn't give you the right or best answer the first time, try refining your prompt. Provide as much information as you can about the request and what you want. We have an article to help you with prompts when working with AI: Getting Started with AI Prompting in Displayr.
Use the suggested action buttons
As mentioned above, the suggested actions, or "happy path", are there to help you quickly build your analyses and report. When it's available, click the action button rather than typing in a new question. This will save you from having to go through the steps manually.
Check your data and outputs
If you've used other AI conversational tools, you'll know that Chat may hallucinate or provide incorrect information. It's important to always check results before making conclusions or sharing with your clients.
See Limitations for more information about what Chat may not be able to do.
The Chat panel
Initially, Chat will appear in the middle of your screen, but once you start creating pages, the chat panel will move to the right of the page. You can make the chat panel smaller by "grabbing" the left edge with your mouse and dragging the panel to the right.
If you want to reset the conversation, i.e., restart, click the icon in the upper right corner of the chat panel. To contact Support at any point, click the
icon in the upper right corner of Displayr (above the Share button). This will ensure that the Support Team gets relevant information about your document and chat, and can get to helping you.
If you want to cancel a request, click the Stop button to the right of the prompt field. If you are running a process that's part of the "happy path" and you want to cancel, click the Cancel button that appears in the pop-up dialog.
Additional Notes
Limitations
- Your conversation is reset each time your browser/project reloads or you close or navigate away from your Displayr document. Your conversation is not saved.
- If your question is not about data analysis or how Displayr works, Chat agent will not be able to provide an answer. The agent cannot search for information on the Internet.
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Chat can only "see" and interpret text from text boxes in your report. That means you can ask it questions about any written commentary, but you cannot ask it questions about tables or charts. For example:
- You can ask "What are the main conclusions from my report?" and the agent will read through your text boxes/commentary and provide a response.
- You cannot ask it to "Provide a list of all the text variables in my data set" or "Summarize the table on the page".
- You can automatically add commentary to, e.g., summarize outputs, by selecting the output, then clicking on the three dots that appear in the upper left to select Add Commentary. Alternatively, use the happy path prompts to add commentary if it appears as a suggestion or use one of our customizable AI features. The Chat agent will then be able to read from those commentary outputs (text boxes).
- Chat cannot "see" if you have pages or a data set in your document.
- Chat cannot see any chat history or prior prompts, including the question immediately prior, so treat each question or prompt like you are starting from scratch.
- Multiple users cannot be part of the same chat at the same time. While you can have multiple users in a document at a time, you will not be able to see their chats and vice versa.
- You cannot paste images into the chat. If you paste data into the chat, the agent will not be able to take any specific actions on it.
Frequently Asked Questions
Why is it labeled as Beta?
We're still ironing out some kinks and looking for feedback. Contact support@displayr.com with feedback and questions.
Can I modify the report?
Yes. Every aspect can be edited/modified.
Can I control the defaults for charts and text?
Yes. Text defaults and default color settings are controlled via the page master.
Otherwise, there are 10 alternative ways of displaying the data, based on the properties of the data. The 10 defaults are shown below. To change any of these, create a visualization as per your requirements and save it as a template, giving it the names as shown below (e.g., to replace the pie chart with something else, create a visualization and save it as Chat Template Six or Fewer Mutually Exclusive Categories).
Does Chat support languages other than English?
Currently, only English is supported when using Chat. Future releases (date TBD) will support languages other than English.
Chat cannot translate your outputs or text into a different language.
Where is the object inspector?
The object inspector might be collapsed. Look for it to the right of the Report tree. You can expand it by clicking on the blue text or grabbing the right edge with your mouse and dragging to the right.
Can I turn off Chat?
Yes, by opting out of Displayr AI.
I have questions about where my data is stored and if it's used for training.
See Frequently Asked Questions About Using AI in Displayr for information about data processing and AI in Displayr.
I'm getting an error.
See some common Displayr AI errors and what to do when you see them here. If you are getting a different error, please click the button in the upper-right corner of Displayr (above the Share button) to contact the Support Team.
Can I have multiple data sets in my project?
Yes, however, remember that Chat cannot see the specifics of your document, so it may not give you outputs based on a specific data set.
Do I need to enter objectives and a population definition each time I start a conversation with chat?
No. Where the Chat needs to have the background and research objectives, you will be prompted to enter your objectives and a population definition, including when using the Research Agent.
Can I delete my Chat history?
No. Keep in mind that your chat is cleared whenever your browser/document refreshes, or you close the document.
Can I use summary tables with Chat?
Summary tables, such as tables from Excel, as a data source are not currently supported by Chat.
Does Chat use AI tokens?
Yes. When you purchase a Displayr license, your license covers the typical AI usage of a user for the 12-month license period. The AI package of a Displayr trial is 1.25% of the AI Package that comes with a full license. You can check your AI usage here.
Next
Getting Started with AI Prompting in Displayr
Get Started Using AI in Displayr
Opting In and Out of Displayr AI
Frequently Asked Questions About Using AI in Displayr
Tracking Your Displayr AI Usage
How to Automatically Check and Prepare Your Data with Data Preparation Agent