--- description: How to write effective questions and get the most out of your AI Analyst. --- # Tips for Asking Questions This guide will help you get the best results when asking your AI Analyst for insights. ## What Can You Ask? Your AI Analyst can handle a wide variety of data-related requests: * **Data exploration**: "What sort of analyses can you do about our shipment data? Give me some ideas." * **Specific visualisations**: "Create a line chart showing monthly revenue trends for 2025" * **Lookup information**: "What's the delivery status of order #12345?" * **Comparative analysis**: "Compare total revenue across all regions for Q1 vs Q2 2025, specifically for our premium products" * **Comprehensive reports**: "Put together a report on our Q3 carrier performance" ## Crafting Effective Questions ### What Makes a Good Question? Good questions are specific, include relevant context, and clearly state what you're trying to learn. #### ✅ Good examples * "What was our customer retention rate in the Northeast region during Q1 2023 compared to Q1 2022?" * "Show me the conversion rate for our email campaign last month, broken down by customer segment" * "Which products had the highest profit margin in our online stores during the holiday season?" #### ❌ Less effective examples * "Give me data on customers" — unclear what aspect of customers you're interested in * "Is our business doing well?" — subjective and lacks specific metrics * "How did sales go in Benelux last month?" — too broad, lacks specific metrics ### Tips 1. **Specify metrics** — clearly state what you want to measure (revenue, units sold, conversion rate) 2. **Include time frames** — mention the time period you're interested in 3. **Add context** — note any specific segments, categories, or comparisons 4. **State visualisation preferences** — if you want a specific chart type, mention it ## Requesting Charts Your AI Analyst can generate various chart types: * **Bar charts** — great for comparing quantities across categories. _Example: regional sales comparison_ * **Pie charts** — useful for showing proportions within a whole. _Example: market share distribution_ * **Line charts** — ideal for visualising trends over time. _Example: monthly revenue growth_ * **Scatter plots** — excellent for identifying relationships between variables. _Example: price vs. rating correlation_ ## Follow-up Strategies Conversations with your AI Analyst are iterative. Try these follow-up approaches: * **Request different views**: "Can you show this data by week instead of month?" * **Drill down**: "Show me a breakdown of this spike in June" * **Clarification**: "How did you calculate this?" * **Build a report**: "Can you pull all of this together into a report?" ## Troubleshooting * If you get unexpected results, try rephrasing your question with more specificity * For complex analyses, break your request into smaller, related questions * Your AI Analyst works with the data it has access to — some questions may require data your organisation hasn't connected yet ## Using Plan Mode for Complex Questions For multi-step analyses where you want to stay in control of the approach, enable [Plan Mode](plan-mode.md). The AI Analyst will outline its approach before starting, and you can approve or adjust the plan before it runs.