Zoë is an AI data analyst on your team. You ask questions in plain language; she writes the SQL, shows her work, and answers from your governed data.
One habit matters more than any other: when you want something different, just ask her. You don't rebuild reports from scratch the way you would in a dashboard tool — you refine them in conversation.
1. Ask your first question
Start in the chat box. Type — or speak — a question about your data.
Ask a real question. Type — or speak — what you actually want to know. Name a metric, a segment, and a time period, and you'll get a sharper answer.
Try: "Top 5 regions by revenue last quarter." If a term could mean two things — gross vs. net revenue — just say which.
Not sure what to ask? Click Explore your data. Zoë walks through everything in your data model — what's there and the kinds of questions you can ask — so you're not guessing in the dark. You can even ask her to suggest questions you haven't thought of.
2. Read the answer with confidence
Let her finish. Zoë shows each step as she works. The result isn't final until those steps complete — give her a moment before you read the numbers.
Look for the verified check. A green check means the field came straight from your governed data model — either a direct pull or a calculation your data team defined. Fields without a check are ones Zoë calculated herself to answer your question. They're useful, but worth a second look before you rely on them.
Trace any number. The small numbers next to results are citations. Click one to see the exact query Zoë ran and the source it came from. Every number is traceable back to the data.
3. Shape the answer
You don't need menus or drag-and-drop. To change anything, just tell Zoë.
Want a chart? "Make this a bar chart."
Want a different cut or formatting? "Add a year-over-year column." "Break this out by region." "Format this as currency."
Want just the headline? "Give me the three key takeaways." — instead of reading the full breakdown.
Keep the conversation going in the same chat. Zoë keeps the context, so you refine the answer rather than starting over.
4. Go beyond your dashboards
This is where Zoë does what a dashboard can't.
Recreate any report. Paste a screenshot or a recap from another tool and say "recreate this on our data" or "compare this to last week."
Bring in outside context. Turn on web search to let Zoë pull in external figures — competitor prices, market data — as part of her analysis. It's off by default.
Dictate instead of typing. Tap the microphone to ask out loud.
Get help anytime. The question mark opens documentation and a live chat with our team.
The one thing to remember
When in doubt, just ask Zoë. If you're not sure how to do something, ask her in plain language — that's almost always faster than hunting for a button.