Use Analysis Agent

The analysis agent helps you explore your data by answering questions and providing insights about your charts and datasets.

Opening the analysis agent

1. Click the ? button in the bottom-right corner of your dashboard (or top-right if you're in dashboard mode).

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   Click the help button to open the chat panel.

   

2. In the panel that opens, click New conversation and select New analysis.

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   Click New conversation and select New analysis to start an analysis chat.

   

3. If you don't see the analysis option, make sure you have a project with data loaded and that the analysis agent feature is enabled for your account.

Once you've started a new analysis conversation, you can begin asking questions about your data.

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The analysis chat interface ready for your questions.

Types of questions you can ask

Descriptions and summaries

• "What stands out in this chart?"
• "Summarize the key differences between segments"
• "What are the main patterns in the satisfaction data?"

Comparisons

• "Compare satisfaction between Region and Product line"
• "Which segments over-index on Positive responses?"
• "How does NPS differ across customer segments?"

Trends and patterns

• "Describe any notable trend over time for NPS"
• "Highlight spikes or drops in this metric"
• "What patterns do you see in the response rates?"

Key drivers and relationships

• "What factors predict low satisfaction?"
• "Find key drivers of intent to buy"
• "Which columns are most related to customer retention?"