What it’s for
Plain-language questions across your connected systems and documents. Interrogate any number in Chat. It answers from the same metrics and shows where each figure came from.
Before you start
Chat answers from the connectors and documents you can access. Check the Data access panel in the sidebar first. See The Data access panel.
Steps
Ask your question
- Choose New in the sidebar, under Chat.
- Type in the box that reads What would you like to know about your business? Or choose a suggested question under it.
- Name the metric, the time period and the system you mean. To point Chat at something specific, type @ to mention a document, metric, user, table, Signal, project or shared item.
- Choose Send, the arrow.
While the answer runs
- The answer appears as it is written, so you do not wait for the full reply.
- The chain of thought shows each step and how long it took.
- The answer keeps running if you open another chat or another tab.
- Send becomes Stop while the answer runs. Choose it to stop the answer.
Read the answer
- Open Sources & Chain of Thought under the answer to see where it came from and how it was worked out.
- Switch any table in the answer to a chart if that reads better.
- Use thumbs up or down on the answer to tell us how it did.
Numbers in an answer are checked against the figures the assistant was shown. A table appears only when the assistant ran a lookup and got rows back.
Check and fix
| Problem | Fix |
|---|---|
| A request never starts or stops making progress. | Choose Try again. |
| The answer says its figures were not checked against your data. | No lookup ran. Ask again and ask it to run the query. |
| A file you attached could not be prepared, so your message was not sent. | Remove the file to send without it, or attach it again. |