Asking questions
You don't need special syntax — ask the way you'd ask a colleague. These tips help you get precise answers faster.
Be specific about the measure and the time period
“Sales” could mean orders, revenue or units. Say which, and give a date range.
| Instead of | Try |
|---|---|
| How are sales? | What was total revenue each month this year? |
| Top customers | Which 10 customers generated the most revenue in Q3? |
| Discounts | What is the impact of discount rate on profit per order? |
Build on the previous answer
Questions in the same chat share context, so you can refine step by step — or click one of the suggested follow-ups under each answer.
Which product categories generate the highest sales and profit margins?
Only for the West region.
Show that as a line chart by month.Start a New Chat when you change topic, or use Branch on an answer to explore a different direction while keeping the original.
Reading an answer
- Chart and table — interactive. Click a bar or point to see the rows behind it.
- Summary, Key findings, Actionable insights — the answer in words.
- Analysis approach and Limitations — how the question was interpreted and what to watch out for. Expand them to check the reasoning.
- View code — the exact code that produced the result.
- Re-run — run the analysis again, for example after data has refreshed.
- Was this helpful? — thumbs up or down. Your feedback goes to your admins.
Add context
Click Context above the question box to see what the AI knows: your organization's business context, your role, and the connection's description. Add notes for this chat under === CHAT CONTEXT ===, for example:
=== CHAT CONTEXT ===
"Active customer" means ordered in the last 12 months.
Exclude internal test accounts (email ends with @example.com).Chat notes only affect the current chat. Organization-wide definitions belong in business context.
Choose an AI model
The AI Model menu defaults to Gemini Auto, which picks the best Gemini model for each question. GPT Auto does the same with OpenAI models. You can also choose a specific model — lighter ones are faster and cheaper for simple lookups and counts; larger ones handle harder analysis.
Use your voice
Click the microphone to dictate a question, or Start hands-free to have a spoken back-and-forth.