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Data Assistant conversations offer a simple, chat-based interface where you can enter freeform questions about your data and leverage generative AI to produce insights.

Open a New Conversation

By default, new sessions automatically have the Data Assistant open. You can toggle the Data Assistant to be open or closed by clicking Data Assistant from the skill menu in the Data tab. Optionally, if you'd like to view your conversation in a larger window, you can instead use the Data Assistant tab.

data assistant

Conversations are unique to the session they're created in. The Data Assistant remembers the questions asked and responses given in each conversation, but these questions and responses can only be referenced in the same session they were created in.

If you've performed some actions on your data earlier in your session, those actions are also recorded in the conversation history.

Ask Questions

Once data is loaded into your session, you can begin asking questions. Enter your question in natural language, then click the wand icon or press Enter to let the Data Assistant find the answer. For example, if you wanted to know how many records are in the current dataset, you could simply ask: “How many records are in this dataset?”

ask question


After entering a question, the Data Assistant automatically finds and runs the steps needed to get to your answer. You can watch the solution progress in the Data Assistant's response.

Responses from the Data Assistant can vary, depending on the questions asked. For example, more in-depth questions that require more analysis can produce a response including multiple tables and charts. These tables and charts can then be added to your Data tab or Chart tab, where you can continue working on your analysis, share with others, or publish to an Insights Board.

To add charts and tables generated by the Data Assistant to your Chart or Data tab, simply click the purple Add to Chart tab or Add to Data tab below the output. They are automatically added.

add chart

Response Explanation

When a response is provided, you can view the summary of steps taken to get that answer in the response header.

To view a more technical explanation, you can click the more menu > Workflow button to see the steps used.


Share Responses

Depending on the type of response provided, you can add the generated tables and charts to either the Data tab or Chart Tab. Objects added have an added "Data Assistant" or "DA" indicator to denote where it was generated.

Optionally, you can also share responses through a direct link or embedded code using the more menu > Share button. Note that this only shares the specified response, not the entire conversation history.


Feedback Buttons

When a response is provided, thumbs-up and thumbs-down feedback buttons appear in the more menu of the response. You can click either thumbs-up or thumbs-down button to give feedback about the Data Assistant's response and whether or not it was beneficial to your data investigation. Providing feedback helps the Data Assistant to improve your experience.


Next Steps

From here, you can continue your data investigation by asking the Data Assistant more questions or switch to the Chart tab or Data tab for further cleaning, wrangling, and visualization. Either way, actions taken on your data will be recorded in the conversation history so that you can resume at any time.

Clear Topic

If you'd like to begin a new topic with the Data Assistant using the same datasets, you can clear the current topic. This prevents your previous questions and the Data Assistant's previous responses from further being used when asking new questions. To clear the topic, simply click the Clear your topic button.

clear topic

When the conversation is successfully cleared, the button becomes disabled until more questions are asked.