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AllAINeeds connector

Chat with AI

Chat with AI lets you ask questions about your data in plain English and get an answer back, often with a chart and the rows behind it. Open it from Chat with AI in the app's sidebar.

The Chat with AI page, listing six conversations with their data-source badges and times, the Search conversations… box, the All data sources filter, the Your AI memory panel, and the ⚡ and New chat buttons at the top right

What you can ask​

Ask business questions the way you'd ask a colleague, such as revenue, churn, or your top customers:

Who were our top 10 customers by revenue last quarter?

Each conversation is tied to one data source, so ask about the data in that source. An answer can include:

PartWhat it shows
Written answerThe answer in plain language.
ChartThe result drawn as a chart, when the data suits one.
Query resultsA table of the rows the answer is based on.
QueryThe SQL the assistant ran. It's hidden until you select Show query.

How Chat finds the answer​

When you send a question, Chat:

  1. Reads your question and picks the tables it needs from the data source. You don't name tables yourself.
  2. Uses your organization's published Business Knowledge, the business terms and measures your Admins have set up, to plan the query.
  3. Writes a read-only SQL query, runs it against the data source, and returns the answer.

While it works, a Thinking… indicator shows in the conversation.

If your question is missing something it needs, such as a time period, Chat asks before it answers and offers options to pick from, for example Last 7 days, Last 30 days, Last year or All time.

Popular Questions are ready-made questions from your organization's Business Knowledge. The ones people pick most often show first.

The badges at the bottom of a conversation show which AI service is answering:

  • Active mode (Anthropic): the normal mode.
  • Passive mode (OpenAI fallback): Anthropic is temporarily unavailable, so Chat is using OpenAI instead. You can keep asking questions.

The AI Contribution badge at the top of a conversation shows how much of the work came from the AI model, and how much from InfiniStack itself, such as Business Knowledge and running the queries.

In some organizations, in a long conversation, Chat refreshes the assistant's memory and carries recent questions and queries over. A notice tells you when this happens. You don't need to do anything.

Choosing a data source​

Chat works with MySQL and PostgreSQL connectors. Other connectors don't show up in the list.

  • When you start a new chat, you pick the data source the conversation queries.
  • Inside a conversation, use the data-source menu at the top to switch to another source. The conversation notes the switch, for example Switched data source to Sales DB.
  • Each conversation remembers its own data source.

If your organization has no connector yet, Chat shows Connect your data to start asking questions. An Integrator or Admin needs to add a connector first.

Safety and privacy​

  • Read-only. Chat only runs a single SELECT query per answer. It can't change, add or delete data.
  • Row limit. Each query returns at most 1,000 rows.
  • Your conversations are private. You see only the conversations you started.
  • Teams. If you're a Member, Chat works only after you join a team, and it follows your team's rules. Some teams aren't allowed to ask about certain kinds of data.
  • Popular Questions only show questions about business data you're allowed to see.
  • Your AI memory is visible only to you. See Skills & AI memory.
  • AI can be turned off. If your organization has turned AI features off, the page shows AI unavailable and you can't start a chat. See AI controls.

What Chat can’t do​

  • Query connectors other than MySQL and PostgreSQL.
  • Change your data. It only reads.
  • Query more than one data source in a single question. Switch the conversation's data source instead.
  • Show more than the first 50 rows in the Query results table. The badge on the table shows the full row count.
  • Answer when the AI service isn't set up for your organization. Ask your administrator.

If something isn't working, see Troubleshooting → Chat with AI.

Guides​

Every role can use Chat with AI: Member, Integrator and Admin. You need at least one MySQL or PostgreSQL connector in your organization.