SAS® Viya® Copilot Prompt Guide | Part 1

hjshamycalder — Wed, 22 Jul 2026 14:30:37 GMT

SAS^® Viya^® Copilot • Prompt Guide Part 1

SAS^® Viya^® Copilot for SAS^® Visual Investigator

Prompt Guide: Part 1

by: Cameron Massey on July 22, 2026

Prompts are key to using generative AI effectively. The quality of the output you receive is defined by the clarity and context of your input.

In the SAS^® Viya^® Copilot pane, you can use natural language to interact with SAS^® Visual Investigator, including searching, viewing, and interacting with data and objects, as well as retrieving information or instructions from the product documentation.

A well-written prompt helps SAS^® Viya^® Copilot understand your intent, return more relevant results, and reduce the need for follow-up questions, making it easier to complete tasks quickly and accurately.

Here you can find some example prompts for some of the capabilities of SAS^® Viya^® Copilot for Visual Investigator. “Get Help with SAS^® Visual Investigator” capabilities are available today for use, while “Search” and “View Objects” are part of the broader conversational experience that is currently in public preview.

Please note: the following is relevant to the standalone SAS^® Visual Investigator on SAS^® Viya^®. These capabilities may not be currently available on all SAS^® Solutions that include SAS^® Visual Investigator.

Capabilities Covered in Part 1

01 Get Help with SAS^® Visual Investigator

02 View Objects

03 Search

Please note: Prompt accuracy and responses can vary depending on the server context, configuration, and underlying data.

Get Help with SAS^® Visual Investigator

You can ask the Copilot how to perform tasks in SAS^® Visual Investigator:

“How do I create a relationship between objects?”

Step-by-step guidance or documentation-based instructions for completing the task.

“Can all users create relationships?”

An explanation of whether relationship creation is available to all users or depends on user permissions and configuration.

“How do I add objects to a workspace?”

Instructions for adding one or more objects to an existing or new workspace.

View Objects

You can ask the Copilot to open an object, view the details of a particular object, or switch between objects open in different tabs. You can also view metadata about different types of objects:

“Open John Smith”

The John Smith object opens so the user can review its details.

“What is John Smith’s date of birth?”

The requested information from the object record, such as a specific field value or summary.

“Switch to Mary Smith”

The active view switches to the Mary Smith object or tab.

“When was the John Smith object created?”

The creation date or available metadata for the John Smith object.

“Summarize this person’s notes”

A concise summary of the notes associated with the currently open person object.

“Do any of this person’s family members have any open claims?”

A response identifying whether linked family members have open claims, based on available relationship and claim data.

You can use natural language to ask the Copilot to find objects that meet specified criteria:

“Show me any people with the surname Smith”

A list of matching objects that meet the search criteria.

“Is John Smith related to anyone under the age of 16?”

A response identifying any related people under the age of 16, based on available relationship and date-of-birth data.

“Do we have any information on a Mary Smith from Washington?”

A list of matching Mary Smith records from Washington or a response indicating that no matching information was found.

The SAS^® Viya^® Copilot pane uses the generative AI capabilities of SAS^® Viya^® Copilot and must be enabled by your administrator in SAS^® Environment Manager. For more information, see Enable SAS^® Viya^® Copilot in SAS^® Environment Manager in SAS^® Viya^® Copilot: Foundation Overview.

For more information about SAS^® Viya^® Copilot, see SAS^® Viya^® Copilot: Foundation Overview.

New Resource

SAS^® Viya^® Copilot Prompt Library

Explore a growing collection of prompts for SAS^® Viya^® Copilot in the SAS Communities Library.

Check out the Prompt Library ›

topic SAS® Viya® Copilot Prompt Guide | Part 1 in Fraud, AML and Security Intelligence

SAS® Viya® Copilot Prompt Guide | Part 1