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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
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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.
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Capabilities Covered in Part 1
01 Get Help with SAS® Visual Investigator
02 View Objects
03 Search
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Please note: Prompt accuracy and responses can vary depending on the server context, configuration, and underlying data.
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Get Help with SAS® Visual Investigator |
You can ask the Copilot how to perform tasks in SAS® Visual Investigator:
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“How do I create a relationship between objects?”
Step-by-step guidance or documentation-based instructions for completing the task.
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“Can all users create relationships?”
An explanation of whether relationship creation is available to all users or depends on user permissions and configuration.
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“How do I add objects to a workspace?”
Instructions for adding one or more objects to an existing or new workspace.
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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:
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“Open John Smith”
The John Smith object opens so the user can review its details.
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“What is John Smith’s date of birth?”
The requested information from the object record, such as a specific field value or summary.
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“Switch to Mary Smith”
The active view switches to the Mary Smith object or tab.
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“When was the John Smith object created?”
The creation date or available metadata for the John Smith object.
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“Summarize this person’s notes”
A concise summary of the notes associated with the currently open person object.
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“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.
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You can use natural language to ask the Copilot to find objects that meet specified criteria:
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“Show me any people with the surname Smith”
A list of matching objects that meet the search criteria.
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“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.
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“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.
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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.
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New Resource
SAS® Viya® Copilot Prompt Library
Explore a growing collection of prompts for SAS® Viya® Copilot in the SAS Communities Library.
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