Chat Interface

Learn how to use the AI chat interface effectively.

Using the Chat Interface

The AI chat interface provides a conversational way to interact with your data. You can ask questions, request analyses, and get results in a natural dialogue format.

Interface Components

Chat Panel

  • Message History - View your conversation with the AI
  • Input Field - Type your questions and requests
  • Send Button - Submit your message
  • Clear Chat - Start a new conversation

Context Selector

  • Connection - Select which data source to query
  • Table/Schema - Narrow down the context to specific tables
  • Auto-detect - AI automatically infers relevant tables

Results Panel

  • Data Table - View query results in tabular format
  • SQL Query - See the generated SQL code
  • Visualization - Auto-generated charts when applicable
  • Export - Download results in various formats

Tips for Better Results

Be Specific

Less effective:

"Show me the sales data"

More effective:

"Show me total sales by region for the last quarter"

Include Time Ranges

  • "...in the last 30 days"
  • "...for Q3 2024"
  • "...between January and March"
  • "...year over year comparison"

Specify Aggregations

  • "Total revenue" vs "Average revenue"
  • "Count of orders" vs "Sum of order values"
  • "Maximum value" vs "Minimum value"

Use Follow-up Questions

The AI maintains context, so you can ask follow-up questions:

"Show me the top 10 products by sales"

"Now break that down by region"

"What was the trend over the last 3 months?"

Keyboard Shortcuts

Enter Send message
Shift + Enter New line
Ctrl + L Clear chat
Previous message

Query Review

Always review the generated SQL query before executing on production data. The AI shows you the query so you can verify it matches your intent before running.