What We Support in Chat

The chat interface supports a wide range of actions to help you work with your data. This guide covers everything you can do through natural language conversations.

Asking Questions About Your Data

Ask questions about your database and get instant answers with data.

What You Can Ask

• Count questions - "How many users do we have?"
• List questions - "Show me all orders from last week"
• Calculation questions - "What's the total revenue this month?"
• Comparison questions - "Compare sales by product category"
• Trend questions - "Show me user growth over the last 6 months"
• Filter questions - "Find products with price over $100"

Examples

Simple Questions:

• "How many customers signed up last week?"
• "What's the average order value?"
• "Show me the top 10 products by sales"
• "How many orders are pending?"

Questions with Filters:

• "Show me orders from the last 30 days"
• "List products with price over $100"
• "Find users who haven't logged in this month"
• "Show completed orders from last week"

Complex Questions:

• "What's the revenue trend over the last 6 months?"
• "Compare sales by product category"
• "Show me customers who made multiple purchases"
• "What's the conversion rate from signup to first purchase?"

Creating Charts

Create visualizations of your data instantly.

What You Can Create

• Line charts - Track trends over time
• Bar charts - Compare values across categories
• Pie charts - Show proportions
• Area charts - Display cumulative totals
• And more - Various chart types available

Examples

Simple Chart Requests:

• "Create a chart showing monthly revenue"
• "Show me a bar chart of sales by product category"
• "Visualize user signups over time"
• "Create a pie chart of order status distribution"

Detailed Chart Requests:

• "Create a line chart showing revenue trends for the last 6 months"
• "Show me a bar chart comparing sales by region"
• "Visualize top 10 customers by total order value"
• "Create a chart showing order volume by day of week"

After Creating: Once you create a chart, you can approve it to save as a permanent insight view that you can access anytime.

Creating Data Interfaces

Create complete data management interfaces for your tables.

What Gets Created

• Data table view - Browse and manage your data
• Filters - Smart filters based on column types
• Pagination - Handle large datasets smoothly
• Search - Find records quickly
• Inline editing - Edit records directly

Examples

Creating from Questions:

1. First, ask a question: "Show me all products with low inventory"
2. Review the results
3. If you like the results, say: "Create a data interface for this"
4. A complete interface will be created

Direct Requests:

• "I want to manage my products table"
• "Create an interface for viewing and editing orders"
• "Make a data interface for customer management"

Note: The system will first check if a similar interface already exists, then show you the results before creating a new one.

Modifying Data Interfaces

Change existing data interfaces to better suit your needs.

What You Can Modify

• Add filters - "Add a date range filter"
• Remove columns - "Hide the price column"
• Add search - "Add a search bar"
• Change sorting - "Sort by date descending"
• Modify filters - "Change the status filter to a dropdown"
• Update summaries - "Add a total revenue summary"

Examples

Adding Features:

• "Add a search bar to this interface"
• "Add a filter for order status"
• "Add a date range picker"
• "Show summary statistics at the top"

Removing Features:

• "Hide the price column"
• "Remove the status filter"
• "Don't show the description field"

Changing Behavior:

• "Sort by date descending instead"
• "Change the default filter to show only active items"
• "Make the search case-insensitive"
• "Group results by category"

Modifying Charts and Insights

Update your chart visualizations to show different data or use different chart types.

What You Can Modify

• Chart type - "Change this to a bar chart"
• Data grouping - "Group by month instead of week"
• Filters - "Add a filter for product category"
• Metrics - "Show revenue instead of count"
• Time ranges - "Show last 12 months instead of 6"
• Visualization - "Add a trend line"

Examples

Changing Chart Type:

• "Change this line chart to a bar chart"
• "Make this a pie chart instead"
• "Switch to an area chart"

Modifying Data:

• "Show revenue instead of order count"
• "Group by month instead of week"
• "Show only the top 5 categories"
• "Add a comparison to last year"

Adding Features:

• "Add a date range filter"
• "Add summary statistics"
• "Show a trend line"
• "Add labels to the chart"

Modifying Forms

Update your data entry forms to add fields, change validation, or modify layout.

What You Can Modify

• Add fields - "Add a notes field"
• Remove fields - "Remove the status field"
• Change validation - "Make email required"
• Modify layout - "Group related fields together"
• Change field types - "Change this to a dropdown"
• Add help text - "Add instructions for this field"

Examples

Adding Fields:

• "Add a notes field at the bottom"
• "Add a phone number field"
• "Include a comments section"

Removing Fields:

• "Remove the status field"
• "Hide the created date field"
• "Don't show the internal notes field"

Changing Validation:

• "Make the email field required"
• "Add validation for phone numbers"
• "Require at least 3 characters for the name field"

Modifying Layout:

• "Group address fields together"
• "Put the most important fields at the top"
• "Make this field larger"

Creating Dashboards

Build custom dashboards with multiple metrics and filters.

What Dashboards Include

• Summary statistics - Key metrics at a glance
• Filters - Date ranges and other filters
• Multiple views - Combine different data views
• Customizable layout - Organize as you need

Examples

Dashboard Requests:

• "Create a sales dashboard"
• "Make a dashboard showing user metrics"
• "Create an operations dashboard with order statistics"
• "Build a dashboard for product performance"

Detailed Requests:

• "Create a sales dashboard with revenue, order count, and top products"
• "Make a user dashboard showing signups, active users, and retention"
• "Build a dashboard with filters for date range and product category"

Modifying Dashboards

Update existing dashboards to add metrics, change filters, or fix issues.

What You Can Modify

• Add metrics - "Add a revenue metric"
• Remove metrics - "Remove the user count summary"
• Change filters - "Add a product category filter"
• Fix issues - "Fix the date filter"
• Update layout - "Reorganize the summaries"

Examples

Adding Features:

• "Add a total revenue summary"
• "Add a filter for order status"
• "Include a chart showing trends"

Fixing Issues:

• "Fix the date range filter"
• "Update the revenue calculation"
• "Correct the user count summary"

Modifying Layout:

• "Put the most important metrics first"
• "Group related summaries together"
• "Make the date filter more prominent"

Finding Existing Views

Search for views and interfaces you've already created.

What You Can Find

• Data interfaces - Find existing data management views
• Charts - Locate chart visualizations
• Forms - Find data entry forms
• By name - Search by title or description
• By type - Filter by interface type

Examples

Search Requests:

• "Do I have a view for products?"
• "Find my sales charts"
• "Show me all interfaces for orders"
• "Do I already have a customer management view?"

The system will:

• Search for similar views
• Show you what exists
• Suggest using existing views instead of creating new ones
• Only create new views if you explicitly request it

Getting Direct Answers

Receive immediate answers to your questions without creating views.

When You Get Direct Answers

• Simple questions - "How many users do we have?"
• One-time queries - "What's today's revenue?"
• Quick lookups - "Show me the latest order"
• Statistics - "What's the average order value?"

Examples

Direct Answer Questions:

• "How many products do we have?"
• "What's our total revenue this month?"
• "Show me the most recent order"
• "What's the conversion rate?"

You'll receive:

• Clear, concise answers
• Tables when appropriate
• Summaries and insights
• No permanent views created (unless you request it)

Clarification Requests

The system may ask you for more information to better help you.

Types of Clarifications

• Text input - Short text answers
• Select dropdown - Choose from options
• Number input - Numeric values
• Date picker - Single dates
• Date range - Start and end dates
• Yes/No - Boolean choices
• Textarea - Longer text responses

Examples

Common Clarifications:

• "Which date range would you like?" (date range picker)
• "What product category?" (dropdown with options)
• "How many results?" (number input)
• "Any specific filters?" (text input)
• "Include inactive items?" (yes/no)

Responding:

• Answer the questions shown
• Select from dropdown options
• Use date pickers for dates
• Provide any additional context needed

Best Practices

Asking Effective Questions

• Be specific - "Show orders from last week" is better than "show orders"
• Mention tables - Use @ to reference specific tables when helpful
• Include filters - Add time ranges, categories, or conditions
• One thing at a time - Focus on a single request per message

Requesting Modifications

• Be clear - "Add a search bar" is better than "make it searchable"
• Be specific - "Hide the price column" is clearer than "remove some fields"
• One change at a time - Focus on a single modification per request
• Reference what exists - "Change this chart" when viewing a chart

Creating Views

• Ask questions first - See the data before creating a view
• Review results - Make sure the data is what you want
• Approve explicitly - Say "create a view for this" after reviewing
• Check for existing - The system will check for similar views first

Common Patterns

Pattern 1: Explore Then Create

1. Ask a question: "Show me products with low inventory"
2. Review the results
3. If you like it: "Create a data interface for this"
4. Interface is created

Pattern 2: Modify Existing

1. Open an existing view or chart
2. Use chat: "Add a date filter"
3. Modification is applied
4. Review and adjust as needed

Pattern 3: Create Chart

1. Request: "Create a chart showing monthly revenue"
2. Chart is generated
3. Review the visualization
4. Approve to save as insight view

Pattern 4: Build Dashboard

1. Request: "Create a sales dashboard"
2. System asks for details (metrics, filters)
3. Provide clarifications
4. Dashboard is created

Limitations

What Chat Cannot Do

• Modify database structure - Cannot add/remove tables or columns
• Delete data - Cannot delete records through chat
• Bulk operations - Limited support for bulk updates
• Complex workflows - Focuses on single actions at a time

What Requires Approval

• Creating permanent views - Requires explicit approval after seeing results
• Creating chart views - Requires approval after seeing chart
• Major modifications - Some changes may require confirmation

Tips and Tricks

Using @ Mentions

• Mention tables: "Show me data from @orders"
• Reference specific tables in complex queries
• Helps the system understand context

Following Up

• Reference previous answers: "Show me more details about that"
• Continue conversations: "Now create a chart for that"
• Build on results: "Filter that to show only active items"

Getting Help

• Ask "What can I do?" to see available actions
• Request examples: "Show me example questions"
• Ask for clarification if confused
• Use help features in the interface

Related Documentation

• Natural Language Queries - How to use chat effectively
• Data Insights - Creating and managing charts
• Forms - Working with data entry forms
• Core Tables - Understanding your data structure