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Starting a Conversation

1

Open Ask AI

Click Ask AI in the sidebar to open the conversational analytics interface.
2

Select a semantic model

Use the model selector dropdown at the top of the chat to choose which semantic model the AI should use. The model determines which database, tables, and business definitions are available.
3

Type your question

Enter a question in plain English. The AI agent handles everything from schema lookup to query execution.

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Example Questions

Here are the types of questions you can ask: You do not need to know which tables or columns to use. The AI agent reads your semantic model’s entity names, column descriptions, and measures to map your business question to the correct database structure.

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Understanding Results

Each response from the AI includes up to three parts:

Chart

An interactive visualization chosen by the AI based on your question. Bar charts for comparisons, line charts for trends, pie charts for proportions, and more.

Data table

The raw result set displayed as a sortable table. You can inspect individual values and verify the data behind the chart.

AI explanation

A natural language summary of what the agent found, highlighting key trends, outliers, or notable patterns in the results.

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Conversation History

The AI agent maintains context throughout a conversation. You can build on previous questions without repeating yourself:
  • “Now break that down by region” - references the previous query’s measure
  • “Exclude refunded orders” - adds a filter to the previous result
  • “Show that as a line chart instead” - changes the visualization type
  • “What about the last 90 days?” - adjusts the date range
Starting a new conversation resets the context entirely.

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Visual Builder vs. SQL Mode

The AI agent automatically selects the best approach for your question:
Used for straightforward aggregation queries. The agent generates a structured configuration with dimensions, measures, filters, sorts, and chart settings. This mode covers questions like:
  • Group-by aggregations (“revenue by country”)
  • Top-N queries (“top 10 customers”)
  • Filtered counts (“orders this month”)
  • Simple comparisons (“revenue by product category”)
You do not need to specify which mode to use. The agent decides automatically based on the complexity of your question.

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Saving Results as Insights

When you get a result worth keeping, you can save it as an insight:
1

Click Save as Insight

After the AI returns results, click the Save as Insight button below the chart.
2

Name your insight

Give it a descriptive name like “Monthly Revenue by Region” or “Top Customers Q4”.
3

Use it across the platform

Saved insights can be:
  • Added to dashboards as tiles in a drag-and-drop grid layout
  • Included in reports alongside narrative text
  • Shared with team members in your organization
  • Scheduled for automated delivery via Slack or email
Save insights for any metric your team tracks regularly. This avoids re-asking the same question and ensures everyone sees consistent results.