Chat
Tips for better questions
The agent turns your sentence into SQL, so the more your sentence pins down, the less it has to guess. A useful habit: include a measure, a grouping, and a time window.
Be specific#
| Too vague | Specific |
|---|---|
| "Show sales" | "Show total revenue by product category for 2026" |
| "Customer data" | "List the top 10 customers by order count this quarter" |
| "How are we doing?" | "Compare monthly revenue this year to last year" |
What the agent extracts from a good question: an action (aggregate, list, compare), a measure (revenue), a dimension (product category), a time window (2026), and — if you ask — a chart. Vague questions force it to pick defaults you may not want.
Templates that reliably work:
- "Show me [measure] by [dimension] for [time period]"
- "Compare [measure] between [segment A] and [segment B]"
- "Top [N] [things] by [measure], [time period]"
Use your own vocabulary#
You don't need table or column names — semantic search maps business terms to the schema, and fuzzy value matching fixes loose spellings ("electronis" finds Electronics). Two habits multiply this:
- Be consistent. If your team says "bookings", keep saying "bookings" — don't alternate with "revenue" mid-chat.
- Invest in descriptions. Terms resolve through your dataset and column descriptions; the better they are, the more reliably your vocabulary lands. Broader background — metric definitions, business rules — belongs in context documents.
Say the ambiguous parts out loud#
Data has defaults you may not share. Spell them out when they matter:
- Nulls — "treat missing discounts as zero" vs "exclude orders with no discount".
- Dates — "group by week starting Monday", "fiscal year starting in July".
- Similar columns — if the data has
revenue,net_revenue, andgross_revenue, say which: "show gross revenue before discounts". - Units and rounding — "revenue in thousands", "percentages to one decimal".
Ask for the chart you want#
Charts render only when requested. Name the type when you have one in mind — "as a line chart", "as a monthly trend" — or just say "chart" and the agent picks a fit for the data's shape. See Reading results.
Follow up instead of restarting#
The conversation keeps your context — the agent knows what "that" refers to:
- "Show me revenue by region" →
- "Now break that down by product category" →
- "Just the top 5, as a bar chart"
Filters and refinements stack naturally: "only 2026", "exclude the West region", "same thing but for units sold". Two caveats: conversation memory is bounded (roughly the last twenty messages), and it's chat that remembers — not the playground's Ask AI bar, where every prompt stands alone. When you change topics, start a new chat.
When the agent says it can't#
A plain-prose "I can't answer that from this data" is the agent being honest rather than inventing numbers. Useful responses:
| Problem | Try |
|---|---|
| The data genuinely lacks the answer | Check the dataset's columns — the measure you want may live in another dataset; attach it |
| The question used terms the schema doesn't reflect | Rephrase with more concrete terms, or fix the column descriptions so the terms resolve next time |
| The scope was too broad | Attach the specific dataset instead of the whole project |
| The question wasn't a data question | Chat answers from your data — general knowledge questions fall outside it |
And when an answer looks wrong rather than missing: open Show steps, read the SQL, and check the assumption it made — then re-ask with that assumption corrected. Reading the generated SQL is also the fastest way to learn how your own data is structured.