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The AI assistant works best when you give it clear context. Here are some tips for getting the most out of it.

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Be specific about what you want

Instead of vague requests, describe the exact outcome:

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Reference columns and tables by name

The AI searches your catalog, but it’s faster and more accurate when you reference specific names:
“Join the orders table with customers on customer_id and show total order amount by customer name”

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Use the right mode

Switch to the mode that matches your task:
  • SQL mode when you’re focused on writing or debugging queries.
  • Dashboard mode when you’re building or rearranging dashboards and charts.
  • Ask mode when you just want to explore or understand data without making changes.
  • Auto mode when your task spans multiple areas.

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Enrich your catalog

The AI uses your catalog’s table and column descriptions for semantic search. If your table is called trx but you ask about “transactions,” the AI relies on descriptions to bridge that gap. Catalog descriptions can be generated automatically, see Catalog, or you can add them manually.

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Let the AI validate

The AI can run queries to check its own work. If you’re unsure about a suggestion, ask:
“Run the query first to make sure it works”

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Upload images for context

Paste screenshots of:
  • Error messages for debugging.
  • Schema diagrams or ERDs for reference.
  • Charts you want to reproduce.

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Iterative refinement

Start with a simple request and refine:
  1. “Show me monthly revenue”, AI creates the query.
  2. “Add a breakdown by region”, AI updates it.
  3. “Now make it a stacked bar chart on the Sales dashboard”, AI creates the chart.