diff --git a/docs/search/mobot-multiturn-beta.md b/docs/search/mobot-multiturn-beta.md index bfd73a3b03..3386c19fa5 100644 --- a/docs/search/mobot-multiturn-beta.md +++ b/docs/search/mobot-multiturn-beta.md @@ -15,15 +15,14 @@ import useBaseUrl from '@docusaurus/useBaseUrl'; This feature is in Beta. For more information, contact your Sumo Logic account executive. ::: -Our new conversational experience in Mobot (formerly known as Copilot) lets you interact with queries the way you would with a chat assistant. You ask a question and can refine it with follow-ups, change units, and see the updated query and visualization without starting over. Mobot maintains your intent across turns, surfaces helpful suggestions, and makes it easy to explore related angles. This guide explains what's new in the UI, how the conversational flow works, and shows example workflows. +Our new conversational experience in Mobot (formerly known as Copilot) lets you interact with queries the way you would with a chat assistant. You ask a question and can refine it with follow-ups, change units, and see the updated query and visualization without starting over. Mobot maintains your intent across turns, surfaces helpful suggestions, and makes it easy to explore related angles. This guide explains what's new in the UI and how the conversational flow works. -:::note Name update -We are renaming *Copilot* to *Mobot*. During the transition, some UI labels and screenshots may still show **Copilot**. Functionality is unchanged. Learn more about [Mobot](/docs/search/mobot). -::: +As we transition the feature name from *Copilot* to *Mobot*, some UI labels and screenshots may still show **Copilot**. Functionality is unchanged. ## What's new in Beta -* **Conversational flow**. Refine queries through natural, conversational follow-up questions without losing context. +* **Conversational flow**. Refine queries through natural, conversational follow-up questions without losing context. A sequence of related instructions that retains context and incrementally updates the query and output. +* **Automatic source detection**. Have Mobot choose a data source automatically based on your question or enter one yourself. * **Improved accuracy**. Translations to Sumo Query Language are more reliable, especially for data sources with active dashboards. * **Clarifications when needed**. If your request is ambiguous, Mobot may ask a follow-up question to narrow intent. * **Smarter error handling**. Instead of generic errors, Mobot provides clearer messages and fallback suggestions for next steps. @@ -31,63 +30,76 @@ We are renaming *Copilot* to *Mobot*. During the transition, some UI labels and * **Guided exploration**. Intent cards summarize your current goal, and suggestion cards offer refinements you can apply with a click. * **Integrated workflow**. A conversation pane shows your prompts and refinements, with queries rendered directly in the editor, live results, and the ability to branch or revisit past conversations. -## Example workflow - -In the below example, we'll use the following key concepts: - -* **Conversational flow**. A sequence of related instructions that retains context and incrementally updates the query and output. -* **Intent card**. Visual summary of what you're asking Mobot to do in this session. -* **Suggestion cards**. Recommended refinements or adjacent analyses you can apply with a click. +## Typical workflow -This example demonstrates the conversational interaction pattern; you can apply the same steps to other logs, events, or dimensions. +The steps below outline a common conversational interaction pattern. You can apply the same approach to different logs, events, or dimensions. ### Step 1: Ask your initial question -Start broad when you set a goal. We'll ask: `Show failed login attempts in the last 24 hours`. +Use natural language to ask what you're looking for. You can start broad when you set a goal, or, for better results, include the name of the data source you're querying, and any related field names or values. -An intent card appears in the conversation pane that summarizes your goal. Mobot also surfaces suggestion cards with related refinements you can click, and gives you the option to open the query in Log Search. +If you don't select a source, Mobot chooses one automatically based on your question. You can override it by typing the source name directly in your prompt, or by choosing it manually from the **Auto Source Selection** dropdown. +After this, an intent card appears in the conversation pane summarizing your goal. Mobot then surfaces suggestion cards with related refinements, which you can click. You'll also see an option to open your query in Log Search. + + ### Step 2: Narrow the scope -The top reason in the table is `FailedScheduling`, so we'll select a follow-up suggestion, `Show failed scheduling events`. Mobot refreshes the results and updates the intent card and query to reflect the new focus. +After clicking on a follow-up suggestion, Mobot refreshes the results and updates the intent card and query to reflect the new focus. With each subsequent refinement, Mobot adjusts the query, applies the refinements, and renders a visual chart. -Mobot conversational experience showing refinement to failed scheduling events + ### Step 3: Drill into causes -Next, type `Add error messages`. Mobot translates this into: `Add error messages to the breakdown of failed scheduling events by namespace`. The intent card expands to include the new scope, and results now show error message details. +As you go, Mobot presents new suggestion cards to help you pivot into related questions, such as analyzing trends of event reasons or identifying top namespaces. + +You can also manually type a refinement (for example, `Add error messages`). The intent card expands to include the new scope and results now show new details. + + ### Step 4: Request a trend over time -Finally, type: `Show the trend over 24 hours`. Mobot translates this into: `Show the trend of failed scheduling events by namespace with error messages over 24 hours`. The query applies a timeslice (for example, one-hour buckets) to group results over time. +If you type a time period (for example, `Show the trend over 24 hours`), the query applies a timeslice (for example, one-hour buckets) to group results over time. +:::tip +Ask Mobot to change units in your query. For example, `Convert GB to bytes`. +::: + + ### Next steps -As with legacy Mobot, you can adjust the [time range](/docs/search/mobot/#time-range), switch to a different [chart type](/docs/search/mobot/#chart-type), or make other refinements. For example, in the previous step, where the results appear in a table view, you can change the visualization to a time-series chart (for example, line or area) to see the trend more clearly over time. - -You can also [edit the query logic](/docs/search/mobot/#edit-query-code), [open in Log Search](/docs/search/mobot/#step-4-open-in-log-search), or start over with a [new chat](/docs/search/mobot/#new-conversation). +As with legacy Mobot, you can adjust the [time range](/docs/search/mobot/#time-range), switch [chart types](/docs/search/mobot/#chart-type), [edit the query logic](/docs/search/mobot/#edit-query-code), [open in Log Search](/docs/search/mobot/#step-4-open-in-log-search), or start over with a [new chat](/docs/search/mobot/#new-conversation). ## Best practices * **Talk to it like a conversation**. Layer refinements instead of rewriting the whole question. * **Be specific**. Combine filters, units, and percentiles in clear language. -* **Ask about data tied to dashboards**. Mobot works best when you reference data sources that already have dashboards built on them. -* **Use suggestions**. Leverage the surfaced cards to pivot or drill down without manual query construction. -* **Reuse history**. Open prior conversations to compare or branch analyses. +* **Ask about data tied to dashboards**. Mobot works best when you reference data sources that already have dashboards built on them. Ask questions using dashboard panel names or descriptions, even if built on unstructured logs. +* **Reuse queries from your conversation history**. Everything you ask is saved to your conversation history automatically. You can revisit, reuse, continue where you left off in prior conversations to compare or branch analyses. +* **Modify existing queries**. Add/remove fields, add `where`, `sort`, `avg()` clauses, etc. +* **Guide Mobot with feedback**. If the result isn't right, use natural language: `Don't do X, instead do Y`. +* **Fix broken queries**. Paste a syntactically invalid query. Mobot will correct it. ## FAQ