Getting Started
Opening the Chat
A circular floating action button (PiXi icon) appears in the application (bottom area). Click it to open the Chat window. When minimized you can reopen it by clicking the same button.
The chat is available on Data Manager views. It is controlled by the
showDataManagerfeature flag — if you don't see the button, the feature may be disabled for your tenant.
Docked vs Floating
| Mode | How | Notes |
|---|---|---|
| Docked | Click the sidebar (layout) icon | Snaps to right edge, full height under header |
| Floating | Click the dock icon again | Draggable & resizable within the visible chat area |
Default floating size is 320 × 450 px.
Resizing & Moving
- Drag the edges / corners (floating mode only) to resize.
- Drag the header grip (icon with vertical dots) to move.
- Double‑click the header (floating) to reset to default size & position.
Chat Modes
The chat supports two modes, toggled via the segmented control in the header:
| Mode | Purpose | Example Prompts |
|---|---|---|
| Data Manager | Query and analyze data assets | "Summarize balances by institution", "Generate a pie chart of account exposure", "List top 5 accounts by available balance" |
| Q&A | Ask questions about the platform & documentation | "How do I create a new secret?", "Explain deployment rollback process", "Where can I configure VPN access?" |
Switching modes creates a new conversation automatically. Mode switching is controlled by the allowChatMode feature flag — if disabled, the switcher appears grayed out.
Starter Prompts
When you open a new conversation, clickable example prompts are displayed based on the active mode. Click any of them to send that message immediately and get started quickly.
Sending a Message
- Type your question in the input.
- Press Enter or click the send (arrow) button. Use Shift + Enter to insert a newline.
- The input clears and a user bubble appears; the AI response streams in (loader for interim / feedback messages when applicable).
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| Enter | Send message |
| Shift + Enter | New line |
| Arrow Up | Recall your last sent message (when input is empty) |
Interacting with Responses
- Copy: Click the copy icon on any assistant message to copy its content to the clipboard.
- Thumbs Up / Down: Rate a response using the feedback buttons beneath assistant messages. Thumbs down opens a modal where you can optionally describe what went wrong. Your feedback helps improve response quality.
Markdown / Formatting Support
Currently a minimal subset:
- Line breaks
- Bulleted or numbered lists (rendered as standard list items)
Bold / italics / headings / code blocks are stripped for safety. Rich formatting may expand later.
Visualizations
If the AI returns structured visualization_data with a supported visualization_type (currently pie), the chat shows an embedded chart below the text bubble.
Example use case: "Create me a pie chart with top 5 accounts based on their balances."
Privacy & Sanitization
Inbound user text is sent to the server. Outbound AI text is sanitized (DOMPurify) allowing only basic tags: <ul>, <li>, <br/>. This reduces XSS risk while preserving readable formatting.
Continue with Sending Messages Deep Dive or learn how to manage history in Conversation Management.