ChatHarmoni is an AI tool that quickly generates insights from your data. It supports conversations to guide AI research, allowing for deeper analysis and a clearer understanding of your data's context. ChatHarmoni uses the secure Ipsos AI Gateway to keep your data safe from open model training.
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In this article
1. Generating Insights from a Story
ChatHarmoni generates insights from Harmoni story views. You can then refine these insights through the strategic use of prompt engineering to ask targeted questions. Crafting your prompts will get optimal responses from AI models.
To get started you need to have a story saved:
- Create an analysis and save to a story, or
- Select a previously created story from the STORIES area
- Select a story view
- Click the ChatHarmoni button that displays in the top right of the story view area
- Click the INSIGHTS button or type your question and click ASK.
Note: You do not need to be the owner of a story to generate insights.
- Open a Story view
- Click the ChatHarmoni button
- Click the INSIGHTS button
- Type a question and click ASK
AI generated insights serve as a starting point. It's important that you review, refine, and verify the information before using it in research or reporting.
Although ChatHarmoni will generate insights for verbatims and can be useful for identifying themes, it cannot generate insights for word clouds. ChatHarmoni will also not generate insights for dashboard views that are saved to a story.
Insights
Clicking the INSIGHTS button automatically generates insights about the story view you have opened. You can click through the story views in a story and generate insights for each view.
Ask
You can use the INSIGHTS button first and then interrogate the data further by typing a question, or you can begin by typing a question. By using well-structured prompts that include relevant context, clear instructions, and examples, you can guide ChatHarmoni to provide more detailed responses that enhance your analysis.
Tip: If a response feels generic, add specifics - timeframe, segment, metric, benchmark, etc., and request a format e.g., table or bullets.
2. Story Insights: Additional Options
Once the commentary has been generated, you can...
Regenerate
If the insights aren't quite what you're looking for, you can click REGENERATE to generate a new set of insights.
- After generating insights, click REGENERATE
Copy to Notes
To save the insights, you can select Copy to Notes to copy the insights into Notes in your story view. Here, you can edit the summary before clicking SAVE. After saving, the Notes are available to other users with whom you have shared the story. When you export your story to PowerPoint, the Notes are included in the slide's notes section.
Once you've copied, reviewed and edited the AI output, click SAVE to keep the single session response for future reference.
- Generate insights
- Click Copy to Notes
- Review and edit if necessary
- Click SAVE
Note: If you duplicate a story, Notes saved in the original story are not copied over to the duplicated story.
🔗 Learn more about Notes in Stories.
Where to from here?
Learn more about Harmoni: