Send Email from Explorer

Use Explorer to interact with all your Strategy AI, from agents to Auto Dashboard to Mosaic models--even beyond Strategy to searching online for answers. Use Explorer to draft insight-based emails from conversation results and email it through Distribution Services.

Prerequisites

  • The following privileges are required:

    • To access Explorer in Library: Use Explorer privilege under the AI group

    • To query agents: Run AI Bots

    • To query datasets: Use Universal Access and Run AI Bots

    • To upload unstructured data: Create and Configure Unstructured Data privilege

    • To upload images for Auto Dashboard: Upload images in Auto Dashboard privilege

    • To send email: Use distribution services privilege

  • Agents and AI-enabled datasets must be certified.

  • To send email, Share via Email must be enabled in the AI Admin console.

  • To generate HTML output, HTML Creation must be enabled in the AI Admin console.

  • To allow web search, Web Search must be enabled in the AI Admin console.

Send Email Using Explorer

  1. In the Library sidebar, click Explorer.

  2. Select the mode for Explorer. This selection applies to all queries and tasks in the Explorer session until you change it. In the query box, select one of the following from the drop-down list:

    • If you are creating open-ended or unpredictable tasks and want AI to prioritize flexibility and exploration over speed, select Adaptive.

    • If you are creating well-defined, specific tasks and want AI to prioritize speed and efficiency over flexibility, select Planned.

  3. Type and submit your request for an email. It can be specific and include the recipients. You can send a dashboard or HTML report in the email.

    Explorer displays the draft email in the Email panel on the right.

  4. You can edit the email content, including the subject and message, with additional queries or directly in the Email panel.

  5. To add recipients, you can click next to To: in the Email panel and type email addresses.

  6. To copy the email content, click the Copy icon in the Email panel toolbar.

  7. To expand the screen and hide the Explorer, click the Expand icon . To return, click the Collapse icon .

  8. To send the email, click the Send icon in the Email panel toolbar.

  9. To close the email completely and return to Explorer, click the X in the Email panel toolbar.

  10. If the Email panel is closed and you want to view it again, click the Email content is displayed on the right link in Explorer.

  11. Provide feedback on Explorer's draft email:

    • To provide positive feedback, hover over the response and click the Thumbs Up icon .

    • To provide negative feedback, hover over the response and click Thumbs Down. To quickly provide general feedback to help fine tune, click the reason or reasons why Explorer did not answer your question, such as Irrelevant Data or Irrelevant Answer. To optionally provide additional details to help fine tune, type your comments in the box. Click Submit.