Chat Operations

  • Edit Times:2
  • Recent Updates:Chauvet-赵薇 on 2026-07-16
  • Description

    On the agent chat page, capabilities such as chat feedback, regeneration, response copy, chat sharing, and chat file management are provided. You can share chat content, upload/generate files, and store/export files in multiple formats, fully covering the needs for content reuse, distribution, and archiving after data analysis and report generation.

    Basic Chat Operations

    During the agent chat, you can perform the following operations on the chat content.

    Chat Feedback

    After the agent outputs content, you can click the thumbs-up or thumbs-down icon below to provide real-time feedback on the chat quality. The feedback results can help the system continuously optimize the agent's response quality.

    Regeneration

    When you are not satisfied with a response, or want the agent to use a different expression, re-reason, or regenerate a result, you can click  (Regenerate). After regeneration, the agent will generate a response again based on the current context.

    Response Copy

    You can copy the agent's response content to easily paste it into other documents or chat tools for quick text reuse.

    iconNote:
    After being copied, the response content will be pasted in the Markdown format.

    Chat Sharing

    Chat messages can be selected one by one/in batches to generate sharing links or sharing images. Sharing permissions are divided into intra-organization and public sharing permissions, with a demo playback capability supported.

    Selecting Content to Share

    Click the Share icon in the upper right corner of the chat page to enter the chat's multi-select page. Tick Select All Following Messages at the top to select all chat messages with one click. You can also manually tick one or more chat messages to flexibly combine the shared content.

    会话操作 图1.gif

    Sharing Scope

    Intra-Organization Sharing is selected by default. You can click Intra-Organization Sharing to select another visibility scope.

    Sharing Scope

    Description

    Intra-Organization Sharing

    All users on the platform can view the chat messages after obtaining the link and logging in.

    Public Sharing

    Anyone with the access link can view   the chat messages.

    iconNote:

    (1) Select an appropriate sharing scope based on the content sensitivity. During public sharing, the sharer needs to be responsible for the legality and compliance of the chat content.

    (2) Public sharing is available only after the super administrator enables Sharing Control under Admin Console > Agent > Common Agent Management.

    Demo Playback

    After Demo Playback is enabled in Share Settings, visitors can view the entire chat interaction process, adjust the playback speed, or jump directly to the results.

    iconNote:
    If shared as a generated image, all chat content will be displayed directly without demo playback.

    会话操作 图2.gif

    Sharing Methods

    Chats can be shared in the following two methods:

    (1) Image generation

    The selected chat content will be exported as an image. You can directly copy the image to the clipboard or download it locally so that the image can be directly saved, forwarded, or embedded into reporting materials.

    (2) Link copy

    An access link will be generated for you to directly send to channels such as enterprise IM tools and mailboxes for sharing.

    会话操作 图4.gif

    Chat Files

    Click  in the upper right corner of the chat page to open the chat file page, which is divided into two independent tabs (Source and Output) for managing chat input materials and agent-generated files, respectively.

    Source Data

    The Source tab stores all reference data/files provided to the agent in this chat, which are divided into the three categories in the following table.

    Source Category

    Description

    Operation

    Local File

    Local files such as Word, Excel, CSV,   PDF, and images manually uploaded within the chat

    They can be referenced in the chat input box and downloaded locally.

    FineBI Platform Data

    Platform resources such as FineBI   dashboards and analysis subjects added in the chat

    They can be referenced in the chat input box.

    Built-In Agent Data

    Data sources pre-added to the agent   when the agent is created

    They can be referenced in the chat input box.

    Output Files

    The Output tab displays the files generated by the agent during the chat. Common output files include:

    • Table: Excel data

    • Document: Markdown, Presentation, Word, and PDF reports

    • Web Page: HTML reports

    • Image: Images such as PNG and JPG images

    • Skill Package: Skill ZIP packages

    • Others: Files generated by the agent, for example, code files

    Common Operations for Output Files

    Hover your cursor over a file card and click the corresponding operation button. The following table lists supported operations for the output files.

    Operation

    Description

    Reference

    Reference this file in the chat input box as context for subsequent questions or modifications.

    Save to Resources

    Save this file to the resource library for subsequent reuse and management

    iconNote:
    Skill packages cannot be saved to the resource library, but can be saved separately to the Admin Console.

    Save to Console

    Upload this file to the My tab under Admin Console > Skill with one click and mark it with Chat.

    This function is available only for skill packages.

    Share

    Share this file with others to view or use. Following the same sharing rules as chats, this file can be shared within the organization or publicly.

    Download Locally

    Download this file to your local device.


    Rules for Saving Files to the Resource Library

    (1) Saving a File as an Independent Copy to the Resource Library

    When saving an output file to the resource library, the system saves a copy of the file. The chat file and the file in the resource library are independent of each other and do not affect one another. That is to say:

    • Subsequent modifications to the file in the chat will not affect the file already saved in the resource library.

    • Subsequent modifications to the file in the resource library will not affect the original output file in the chat.

    (2) Saving the File to the Resource Library Again After File Changes

    If the output file in the chat changes and is saved to the resource library again, the system provides two processing methods:

    • Overwrite: The existing file in the resource library will be overwritten with the new file from the current chat.

    • Save as: The file will be saved as a new file in the resource library.

    iconNote:
    If you select Save as, the system will automatically suffix the file name with a sequence number to easily distinguish between different versions. For example, Sales Analysis Report.html and Sales Analysis Report_1.html.

    Operation Differences for Output Giles in Different Formats

    File operations vary according to different output files.

    Operation

    Markdown Report

    HTML Report

    Slide Deck

    Open in a New Page

    Supported

    Supported

    Supported

    Copy content

    Supported

    Supported

    Unsupported

    Expand/Collapse

    Supported

    Supported

    Supported

    Manually Re-edit

    Supported

    Unsupported

    Unsupported

    Display Table of Contents and Jump

    Supported

    Supported

    Supported

    Switch Visual Styles

    Unsupported

    Supported

    The system provides 10 preset styles.

    Unsupported

    Download

    • Download as Markdown

    • Download as PDF

    • Download as Word

    Download as HTML

    • Download as Slide Deck

    • Download as PDF

    • Download as Image

    Notes

    (1) Chat files can be shared only via links, rather than as generated images.

    (2) The visual style switchover function is available only to the HTML reports output by the HTML Report Generation skill.

    (3) The agent will be commanded to switch visual styles. That is to say, the agent needs to regenerate the HTML report in the selected style, which will consume tokens.

    (4) When Generate Image is selected as the sharing method, the image cannot be copied if the HTTP protocol is used.


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