🎯 Goal
In this guide, you will learn how to use the Table Assistant to build and interact with Flexible Tables using natural language.

What is the Table Assistant?

The Table Assistant is an AI Agent that helps you build, customize, and explore Flexible Tables in Rivia.

📚 For more on Flexible Tables, see here.

You can interact with the Table Assistant using natural language, just as you would with any AI chatbot. Simply describe what you want to build, change, or explore, and the Table Assistant will help you do it.

📔 Important points to note

Your underlying data is never altered

The Table Assistant works with the clinical trial data available in your Rivia environment, but it will never modify or alter the underlying source data.

Your data remains secure

The Table Assistant, like all agentic features in Rivia, runs within our secure AWS environment. All data processing remains within our cloud infrastructure and is not shared with third parties, in line with our data processing agreements. Your data and conversations with the Table Assistant are kept secure within Rivia’s environment.

Always review the agent’s output

As with any AI-powered tool, the Table Assistant can make mistakes. We encourage you to review and verify its output before relying on it for your analysis.

Using the Table Assistant

We will show you two use cases where the Table Assistant can help you:

Creating a new Flexible Table
Interacting with an existing Flexible Table

Creating a New Flexible Table

In this section, we show you how to create a Flexible Table from scratch with the Table Assistant.

Watch the full video here:

Step 1. Create a Flexible Table by adding a new Panel

Inside a dashboard, from the +Add Panel button, click on Flexible Table, and then click on Start now in the Start from Scratch option.

Step 2. Open the Table Assistant

Open the Table Assistant by clicking the Table Assistant icon in the lower right corner of the screen.

💡 If you don't see the button, the Table Assistant might not be enabled for your organization. You can contact your administrator for more information.

Step 3. Chat with the Table Assistant using natural language

Describe what you would like to build or change using natural language, just as you would with any AI chatbot.

When you send a request to the Table Assistant, the Send button will change to a Stop icon with a spinning indicator, showing that the agent is processing your request.

The agent is done once the indicator stops spinning.

Once finished, the Table Assistant will provide a brief summary of the actions it took.

Step 4. Review the Table Assistant output and save the changes

Review the final table to make sure the output is what you expected. If you are happy with the result, save your changes by clicking Save Changes on the top right corner or Accept Selection in the Table Assistant chat box.

Interacting with an existing Flexible Table

In this section, we show you how to interact with an existing Flexible Table via the Table Assistant.

Step 1. Open a Flexible Table and launch the Table Assistant

Navigate to the Flexible Table you want to work with and open the Table Assistant.

Step 2. Request an action or information about the table

Use natural language to ask the Table Assistant to modify the table, create new content, or provide information about the data.

Example 1: Sort the table by number of AEs

Example 2: Highlight AEs leading to discontinuation

Example 3: Ask about information in the table

Some final remarks on the Table Assistant

Was the Table Assistant helpful?

Let it know by giving its response a thumbs up! This helps the agent understand whether its output was helpful and accurate.

Want to access previous conversations?

Click the Show all conversations button to view your previous chats with the Table Assistant.