thoughtspot · mscrim78 · Jun 25, 2024 · Jun 26, 2024 · Jun 26, 2024 · Jun 26, 2024
diff --git a/cloud/antora.yml b/cloud/antora.yml
@@ -1,7 +1,7 @@
 name: cloud
 title: Cloud
-version: '9.10.0.cl'
-display_version: '9.10.0.cl'
+version: '10.0.0.cl'
+display_version:
 nav:
 - modules/ROOT/nav.adoc
 #asciidoc:

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diff --git a/cloud/modules/ROOT/nav.adoc b/cloud/modules/ROOT/nav.adoc
diff --git a/cloud/modules/ROOT/pages/admin-portal-groups-orgs.adoc b/cloud/modules/ROOT/pages/admin-portal-groups-orgs.adoc
@@ -35,6 +35,10 @@ Use the Admin Console to accomplish the following tasks:
 * *Manage an existing group* by selecting the group you would like to edit: add an existing group to the group, add a user to the group, modify the group's privileges, or resend or test the welcome email
 * *Delete a group* by hovering over a group name, clicking the checkbox that appears, and selecting the *Delete* button
 
+=== Demo data
+ThoughtSpot now supports controlling access to demo data at the Org level. You can leverage this functionality to allow users to try out ThoughtSpot by building Answers and Liveboards. Demo data is available to all users in the Org by default. Users are added to the *Demo Data Retail* group by default. Org administrators can remove users from this group to remove their access to the demo data. The demo data available is *Sample Retail - Apparel* and *Sales Liveboard*.
+
+
 '''
 > **Related information**
 >

diff --git a/cloud/modules/ROOT/pages/ai-answers-best-practices.adoc b/cloud/modules/ROOT/pages/ai-answers-best-practices.adoc
@@ -1,19 +1,15 @@
-= Natural language search best practices
+= Sage search best practices
 :author: Teresa
-:last_updated: 5/17/23
+:last_updated: 7/30/24
 :experimental:
 :linkattrs:
-:page-layout: default-cloud-early-access
+:page-layout: default-cloud
 :description: Learn the best practices for using natural language to search for answers to your business questions.
-:jira: SCAL-187163
+:jira: SCAL-187163, SCAL-207854, SCAL-211072, SCAL-214359, SCAL-217996 (remove EA)
 
 ThoughtSpot Sage enables customers to ask business questions in natural language, and get AI-generated answers back in the search results page. This guide provides tips to help you get the best performance from the natural language search feature. For more information about natural language search, see xref:ai-answers.adoc[].
 
-.[.badge.badge-early-access]#Early Access#
-****
-Natural language search is an Early Access feature and is disabled by default. To enable it, contact your administrator. Once enabled, your ThoughtSpot administrator can grant you access to this feature by assigning the *Can preview ThoughtSpot Sage* user privilege to your user group.
-****
-
+////
 == Worksheet best practices
 ThoughtSpot’s natural language capability in general works well with a well-structured Worksheet that has properly named and non-ambiguous columns. The underlying data doesn’t have restrictions on the number of columns or any join restrictions. However, we do specify some best practices when creating Worksheets to get the best natural language search accuracy:
 
@@ -31,13 +27,33 @@ ThoughtSpot’s natural language capability in general works well with a well-st
 * Indexing
 ** When creating a new use case with low usage on ThoughtSpot, we advise using index priority. Adjusting the xref:data-modeling-index.adoc#column-suggestion-priority[index priority] for your most popular columns helps ThoughtSpot prioritize those columns when generating Answers.
 ** Enabling value indexing improves value accuracy.
+////
 
 == Search best practices
 Follow these best practices when searching using natural language for the most accurate Answers:
 
+* AI-generated Answers are occasionally inaccurate due to their probabilistic nature. Please verify results by checking the search tokens above the chart before using or sharing.
++
+image:best-verify-south.png[Verify search tokens for South region]
++
+image:best-verify-southwest.png[Verify search tokens-- south keyword displaying south and southwest]
+* Upvoting image:icon-like-24px.png[thumbs up icon] a correct Answer teaches the system to return the same answer in the future.
++
+image:best-upvote.png[Upvote a correct Answer]
+* Downvoting image:icon-dislike-24px.png[thumbs down icon] an incorrect Answer adds it for review by an analyst.
++
+image:best-downvote.png[Downvote an incorrect Answer]
 * ThoughtSpot doesn't support personal pronouns yet, therefore, it's best to avoid using personal pronouns, such as "I," "My," "Mine." GPT can't understand them using the data we send it. Instead, use identifiers that exist in your data sources, such as names, email addresses, and so on.
++
+image:prompt-possessive.png[Avoid personal pronouns]
++
+image:prompt-nonpossessive.png[Use specific identifiers]
+* If you are unsuccessful in getting an AI-generated Answer, try making the question more specific. It is advisable to use actual column names or synonyms as entered in the Worksheets, if you know them.
++
+image:prompt-unspecific.png[Avoid general prompts]
++
+image:prompt-specificity.png[Use actual terms from your Worksheet]
 * "Why" questions are not supported yet, therefore, it's best to avoid asking "why" questions that require reasoning or text-based answers. For example, avoid asking "Why did my sales go down in Q2?" These questions aren't supported yet.
 * Our system is not equipped to answer descriptive questions about the data sources. For example, don't ask "How many date columns does the Worksheet have?"
-* If you are unsuccessful in getting an AI-generated Answer, try making the question more specific. It is advisable to use actual column names or synonyms as entered in the Worksheets, if you know them.
 * Use of feedback helps the system learn, so we highly encourage users to provide feedback.
 * A good general guidance for effectively using natural language search would be to ask questions that would be answered using xref:search-data.adoc[Search Data]. If an Answer is expressible in search tokens, it can be answered in natural language.
diff --git a/cloud/modules/ROOT/pages/ai-answers.adoc b/cloud/modules/ROOT/pages/ai-answers.adoc
@@ -1,11 +1,11 @@
-= Natural language search
+= Sage search
 :author: Naomi
-:last_updated: 5/17/23
+:last_updated: 7/30/24
 :experimental:
 :linkattrs:
 :page-layout: default-cloud
 :description: You can now use natural language to search for answers to your business questions.
-:jira: SCAL-156247
+:jira: SCAL-156247, SCAL-201037, SCAL-203901, SCAL-211072, SCAL-214359, SCAL-217996 (remove EA)
 
 // persona: business user
 
@@ -15,12 +15,12 @@ Click the search bar labeled *Ask any business question you have*, select the Wo
 
 ThoughtSpot translates your question into a SQL query using a Large Language Model (LLM). When you enter your question, you will see the AI-generated Answer appear, along with a list of related Answers created by users in your team.
 
-See xref:ai-answers-best-practices.adoc[] for more information about how to best use natural language search.
+See xref:ai-answers-best-practices.adoc[] for more information about how to best use natural language search. Please note that while natural language search supports all the xref:keywords.adoc[languages supported by ThoughtSpot], the accuracy of results may vary for non-English languages.
 
 Note that you must select a Worksheet to see an AI-generated Answer. If you use natural language search when the source is set to *All sources*, you see a list of user-generated Answers that match your query the closest.
 
 ****
-Natural language search is disabled by default. To enable it, contact your administrator. Once enabled, your ThoughtSpot administrator can grant you access to this feature by assigning the *Can preview ThoughtSpot Sage* user privilege to your user group.
+Sage search is disabled by default. To enable it, contact your administrator. Once enabled, your ThoughtSpot administrator can grant you access to this feature by assigning the *Can use Sage* user privilege to your user group.
 ****
 
 == Edit the Answer

diff --git a/cloud/modules/ROOT/pages/analyst.adoc b/cloud/modules/ROOT/pages/analyst.adoc
@@ -10,8 +10,6 @@
 
 Your job is vital to your organization, and here is how you can get your users what they need:
 
-* xref:spotapps.adoc[SpotApps] +
-Gain insight with SpotApps, ThoughtSpot's scriptable applications, which are out-of-the-box solution templates built for specific use cases and data sources.
 * xref:search-assist.adoc[Search Assist] +
 See how ThoughtSpot Search gives you insights into your own data.
 * xref:analyst-onboarding.adoc[Onboarding for analysts] +

diff --git a/cloud/modules/ROOT/pages/answer-experience-new.adoc b/cloud/modules/ROOT/pages/answer-experience-new.adoc
@@ -1,16 +1,16 @@
-= New Answer experience
+= Answer experience
 :last_updated: 4/1/2021
 :linkattrs:
 :experimental:
 :page-layout: default-cloud
 :page-aliases: /admin/ts-cloud/new-answer-experience.adoc, /admin/ts-cloud/answer-v2.adoc
 :description: Learn about ThoughtSpot's new Answer experience, and how to enable it.
 
-Learn about ThoughtSpot's new Answer experience, and how to enable it.
+Learn about ThoughtSpot's Answer experience.
 
 == Overview
 
-The new Answer experience contains multiple new features and feature enhancements.
+The Answer experience contains multiple new features and feature enhancements.
 It is part of ThoughtSpot's move to a new stack.
 It is *_on_* by default for individual ThoughtSpot Cloud users.
 The option to turn it on or off <<toggle-on-off,individually>> is also on by default.

diff --git a/cloud/modules/ROOT/pages/answer-explorer.adoc b/cloud/modules/ROOT/pages/answer-explorer.adoc
@@ -111,6 +111,7 @@ For example, choose *department* if you would like to compare your bakery and pr
 . Select the 2 column values you would like to compare.
 . Select *Apply*.
 
+[#drill-down]
 == Drill down with Answer Explorer
 
 

diff --git a/cloud/modules/ROOT/pages/answers.adoc b/cloud/modules/ROOT/pages/answers.adoc
@@ -2,6 +2,7 @@
 :last_updated: 6/14/2021
 :linkattrs:
 :experimental:
+:feature: Answer
 :page-layout: default-cloud
 :page-aliases: /end-user/search/work-with-answers.adoc
 :description: Answers are the saved results of a search.
@@ -42,6 +43,9 @@ The Save Answer dialog appears.
 +
 When you navigate back to the Answers page, your edited Answer appears in the list.
 
+[#version-history]
+include::partial$version-control.adoc[]
+
 == Other features
 
 You can view other Answer actions by selecting the *More* menu icon image:icon-more-10px.png[more options menu icon] at the upper-right corner of the Answer.

diff --git a/cloud/modules/ROOT/pages/ask-sage.adoc b/cloud/modules/ROOT/pages/ask-sage.adoc
@@ -0,0 +1,130 @@
+= Ask Sage
+:author: Naomi
+:last_updated: 11/16/23
+:description: You can now ask follow-up questions in Sage to refine your answers or take your analysis in a new direction.
+:page-layout: default-cloud-beta
+:jira: SCAL-175485, SCAL-201656, SCAL-208744, SCAL-214359
+
+Ask Sage is a conversational experience that allows you to ask simple follow-up questions on visualizations in a Liveboard using natural language. You can effortlessly gain deeper insights on your metrics.
+
+
+image::ask-sage-save.gif[Ask Sage]
+
+NOTE: Ask Sage is in beta and off by default. To enable this feature, contact {support-url}.
+
+
+== Use Ask Sage
+
+To use Ask Sage, follow these steps:
+
+. Navigate to a Liveboard in ThoughtSpot.
+
+. Choose a visualization to drill down on, select *Ask Sage*, and type your question in natural language in the search bar that appears.
+
+. Your Answer appears.
++
+Type any follow-up question in the bar at the bottom of the window, and click *Enter* or click the arrow icon. For example, you can narrow your results by region, make comparisons between two periods of time, or filter by specific product.
+
+. From *Ask Sage*, you can save the provided Answer, make a copy, or pin to a Liveboard from the *more options* menu.
++
+image::ask-sage-save.png[Save your Ask Sage results]
+
+== Best practices
+
+* You can use natural language to modify the original query expressed in the Answer. For example, you can try instructions like "show this for last year" or "show the monthly trend". In general, you should ask questions that can be answered using Search Data. If an answer is expressible in search tokens, it can be answered in natural language.
+* If you are unsuccessful in getting an AI-generated Answer, try asking the question in different words and specifying all appropriate details. We advise using actual column names or values as provided in the Worksheets, if you know them. If you don't get the expected answer, you can:
+
+** Provide instructions in the next message to correct the answer
+** Edit your original question to be more specific
+** Make a copy of the Answer generated and edit it using Search Data
+
+* ThoughtSpot does not support personal pronouns, therefore, we advise you avoid using personal pronouns such as "I", "My", or "Mine". GPT cannot understand them while using the data we send it. Instead, use identifiers that exist in your data sources, such as names, email addresses, and so on.
+
+* Always verify the answer generated by LLM by checking the Search tokens. The output of Generative AI technology can be inaccurate.
+
+* Ask Sage works well for Worksheets when the terms users mention while asking questions are present in the Worksheet. We recommend using natural language search training experience to help in understanding business terms which are not directly represented in Sage.
+
+== Enable Ask Sage
+For ThoughtSpot Cloud:
+
+Admins can enable Ask Sage using the *AI answers on Liveboard* option in the ThoughtSpot Sage experience section of the Admin page. Once this flag is enabled, all users with *Can use Sage* privileges will see the Ask Sage button on Liveboard visualizations instead of the Explore button. Note that the Explore option will then be accessible under the *more options* menu image:icon-more-10px.png[more options menu].
+
+Each user has the option to opt out from Ask Sage by going to the user profile and choosing to hide *Ask Sage*. If you would prefer to hide Ask Sage by default for all users once the option is enabled, please contact {support-url}.
+
+For ThoughtSpot Embedded:
+
+Ask Sage is disabled by default in ThoughtSpot Embedded. To enable Ask Sage in ThoughtSpot Embedded, set the flag `enableAskSage` to `true`.
+
+== Known Limitations
+
+=== System Capability limitations
+
+* "Why" questions are not supported yet, therefore, it’s best to avoid asking "why" questions that require reasoning or text-based answers. For example, avoid asking "Why did my sales go down in Q2?" These questions aren’t supported yet.
+* Our system is not equipped to answer descriptive questions about the data sources. For example, don’t ask "How many date columns does the Worksheet have?"
+* We do not support requesting a certain type of chart using Natural Language in Ask Sage experience. You can only switch between table and chart view in the conversation mode. You can use the "make a copy" option to take control and continue the analysis using Search Data.
+* We do not currently allow users to interact with answers in Ask Sage to change filters or apply drill-downs.
+
+=== Ask Sage availability limitations
+* You cannot currently use Ask Sage on Liveboards embedded in the Admin section under *System Activities* and *Billing*. We recommend opening these Liveboards from the home page or from Liveboards lists if you want to try Ask Sage on these Liveboards.
+* We do not support Ask Sage on all Liveboard visualizations. Ask Sage will not be available on Liveboard visualizations if:
+** The visualization is created using data sources or Worksheets which are not AI-enabled.
+** The visualization uses multiple data sources.
+** The visualization is of the note tile or headline chart type.
+
+** The query underlying the visualization uses certain keywords. For a list of keywords that are *NOT* supported, see the following:
+
+*** top n … ranked by
+*** by <measure>
+*** daily year-over-year
+*** day of week
+*** growth of … by …
+*** growth of … by … daily
+*** growth of … by … monthly
+*** growth of … by … quarterly
+*** growth of … by … weekly
+*** growth of … by … yearly
+*** month to date
+*** last n days for each month
+*** last n days for each quarter
+*** last n days for each week
+*** last n days for each year
+*** last n hours for each day
+*** last n months for each quarter
+*** last n months for each year
+*** last n quarters for each year
+*** last n weeks for each month
+*** last n weeks for each quarter
+*** last n weeks for each year
+*** next n days for each month
+*** next n days for each quarter
+*** next n days for each week
+*** next n days for each year
+*** next n months for each quarter
+*** next n months for each year
+*** next n quarters for each year
+*** next n weeks for each month
+*** next n weeks for each quarter
+*** next n weeks for each year
+*** quarter to date
+*** today
+*** week to date
+*** year to date
+*** yesterday
+*** detailed
+*** max
+*** min
+*** all
+*** everything
+*** vs, versus
+*** day of month
+*** day of quarter
+*** day of week
+*** day of year
+*** month of quarter
+*** quarter of year
+*** week of month
+*** week of quarter
+*** week of year
+*** in
+*** not in
+*** percentage of
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