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Starting chats & choosing context

A chat always runs against an explicit context — the datasets, projects, or views you attach. This page covers the entry points and how to scope a conversation well.

Start from anywhere

  • The home launchpad — the composer on your home page ("Ask anything about your data…"). Pick a context, type a question, and GoPie opens a new chat and answers it in one step. Your recent conversations, projects, and dashboards are listed right below.
  • Chat in the left rail — opens the chat workspace with an empty composer and a Previous Chats link.
  • Pre-scoped buttonsChat with dataset, Chat with view, and Chat with project on their respective pages (and the chat icon on dataset and view cards) open a new chat with that context already attached.

Pick the context

The @ button in the composer opens the context picker.

The context picker open over the composer, listing projects and datasets with a search box
Search across projects and datasets; selected items become chips in the composer
  1. Search or browse — the picker lists your Projects and Datasets (with each dataset's parent project shown underneath), filtered as you type.
  2. Select one or more — each selection becomes a chip in the composer. Mix freely: several datasets, a whole project, or both at once.
  3. Adjust anytime — remove a chip with its ×, or reopen the picker mid-conversation to add more context for your next question.

You can't send without a context — the composer asks you to "Select a dataset or project first using the @ button".

What each context contributes:

AttachThe agent gets
A datasetThat table's full schema, descriptions, and sample values
A projectThe project's description and its datasets' schemas, plus semantic search across them and the project's context documents
A viewThe view's schema — queried like any dataset
Note

Views join a chat through the Chat with view button on the view's page — the picker itself lists projects and datasets.

Tip

Attach the narrowest context that can answer the question. A single dataset gives the agent a smaller search space than a whole project — faster answers, less ambiguity.

Chat with a past version

On deployments with version history, previewing an older snapshot of a dataset changes the button to Chat (vN) — the conversation then queries the dataset as of that version, and results in the panel carry a version pill so it's clear you're not looking at current data.

Ask the question

Write it the way you'd ask a colleague — name the measure, the grouping, and the time window when you can ("revenue by product category, monthly, for 2026"). The composer keeps your context for follow-ups, so refine step by step. For what makes questions land reliably, see Tips for better questions.