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Your First Query

Learn how to ask your first question and get insights from your data in seconds.

📝 Before You Start

Make sure you have:

🎯 Navigate to Chat

  1. Click "Chat" in the left sidebar
  2. Select an agent from the dropdown (if you have access to multiple)
  3. The chat interface will open

💬 Ask a Question

Simple Questions

Type your question in natural language. Examples:

What are my total sales this month?
Show me the top 10 customers by revenue
How many active users do we have?
What's the average order value?

Advanced Questions

For more complex analysis:

Compare sales by region for Q4 2025 vs Q4 2024
Show me customer churn rate by cohort for the last 6 months
What's the conversion rate from trial to paid in the last quarter?

🤖 How It Works

When you submit a question:

  1. AI Processing: The agent analyzes your question
  2. SQL Generation: Creates an optimized SQL query
  3. Query Execution: Runs against your database
  4. Results Display: Shows data in a table format
  5. Visualizations: Auto-generates charts when appropriate
  6. Follow-ups: Suggests related questions

📊 Understanding Results

Data Table

SQL Query

Click "View SQL" to see the generated query:

SELECT 
    customer_name,
    SUM(order_total) as total_revenue
FROM orders o
JOIN customers c ON o.customer_id = c.id
WHERE order_date >= '2025-01-01'
GROUP BY customer_name
ORDER BY total_revenue DESC
LIMIT 10;

💡 Tips for Better Questions

Be Specific

❌ "Show me data"
✅ "Show me sales data for January 2026"

Use Time Periods

❌ "What are our sales?"
✅ "What are our sales this quarter?"

Specify Metrics

❌ "How are we doing?"
✅ "What's our revenue growth rate year over year?"

Include Filters

❌ "Show customers"
✅ "Show customers who made a purchase in the last 30 days"

📥 Exporting Data

To download results:

  1. Hover over the results table
  2. Click the Export button
  3. Choose format (CSV recommended)
  4. File downloads to your browser

🕐 Query History

All your queries are saved:

  1. Click "Query History" in the sidebar
  2. See all past queries with execution time and results
  3. Click any query to view full results
  4. Re-run previous queries instantly

⚠️ Common Issues

"No data sources configured"

You need to connect a data source first.

"Agent not found"

Ask your admin to assign an agent to you.

"Permission denied"

The agent doesn't have access to that table. Contact your admin.

🚀 Next Steps

Next: Creating Data Sources →