How It Works

  1. Open the AI Assistant from the top navigation bar.
  2. Type your question in plain English and press Enter.
  3. The assistant will search your data and display the results directly in the chat.
  4. If the results are presented in a table format, you can export them to PDF or Excel.
  5. You can save any question to the Saved Questions panel by clicking the button next to your question. This way, you won’t need to retype it — it will automatically re-run with updated data each time.
  6. For every answer, you can provide feedback by clicking 👍 or 👎 to help improve the assistant’s responses.