Enable a Dataset for Auto Bots

Beginning in Strategy One (March 2025), bots have been enhanced to improve responses and the bot creation process. For more information on the enhancements, see Strategy One (March 2025) Enhancements.

• You can continue to create bots, as well as edit and use bots created in previous versions. For an introduction, see Auto Bots: Customized Stand-Alone Bots (prior to March 2025).

• To enable the new bots, contact Strategy support. For an introduction to the new bots, see Auto Bots: Customized Stand-Alone Bots. For steps to create a new bot, see Create a Bot.

Starting in Strategy One (March 2025), before you can use a dataset to create an auto bot, you must enable it for AI. This pre-processing ensures seamless integration and processing of relevant data for AI functionality like natural language querying, predictive analytics, and advanced insights. The cube is enriched with automatically-generated descriptions of the cube itself and each column, providing the context needed for your auto bots. Enabling a dataset for AI ensures that the data is well-organized, detailed, and ready to answer your auto bot's questions.

• Beginning in Strategy One (June 2025), you can add unstructured data files as data sources for auto bots. Unstructured data includes PDF, Microsoft Word, HTML, markdown, and text files.

Because you enable only the datasets that are relevant for your auto bots, you avoid overloading the system by processing all datasets. This also ensures your users build auto bots on AI-ready datasets that are relevant, secure, and come from a trusted source.

Prerequisites

• You must have the Administer Cubes privilege.

• Cognitive Search must be running, which helps Workstation identify which datasets meet the requirements lists below.

• The dataset must be an MTDI cube, an In-memory OLAP cube, or a subset report without prompts. The MTDI cube can contain a single table or multiple tables. Beginning in Strategy One (June 2025), the dataset can also be unstructured.

  • A subset report is based on a single cube. That cube must be an MTDI cube or OLAP cube.

• The dataset must be published before you can enable it.

Select one of the following procedures:

• Enable a Dataset

• Add Unstructured Data

Enable a Dataset

1. Open the Workstation window.
2. Connect to an environment with Administrator privileges.
3. In the Navigation pane, click Datasets.
4. Select the Datasets tab.
5. Right-click the dataset and select Enable for AI.
   • If you do not see this option, the Prerequisites have not been met.
   • If the dataset is not published, a message displays. Click OK then publish the cube before trying again.

   During pre-processing, a loading icon displays. The system ingests the information and prepares it so it can be used to answer questions. Once the process is complete, the dataset displays the Enabled for AI icon , as shown below:

   

6. If the dataset could not be enabled, the dataset displays an error icon . Hover over the error icon to display a message about the failure.

7. You can disable the dataset for AI, if it should no longer be used for auto bots. Right-click the dataset and select Disable for AI.

Add Unstructured Data

1. Open the Workstation window.
2. Connect to an environment with Administrator privileges.
3. In the Navigation pane, click Datasets.
4. Select the Unstructured Data tab.
5. Click Add Unstructured Data at the top of the pane.
6. Select the Project to add the dataset to.
7. Drag and drop the file or click Browse Files to locate and select the file.
8. Click Add.

   During pre-processing, a loading icon displays. The system ingests the information and prepares it so it can be used to answer questions. Once the process is complete, the file displays a green check .