Use Datatalk AI

Ask questions about your company’s data in plain language and get answers with numbers, tables and charts.

Datatalk AI answers questions about your company’s data. You ask the way you’d ask a colleague, for example “What was revenue by branch in May 2026?”, and it queries the data and answers with text, tables and charts.

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Before you start

• The administrator needs to grant you the Datatalk AI module and at least one agent.
• Check the selected company in the company selector of the side menu. Conversations and data belong to each company.

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How Datatalk works

• Agents. Each agent knows a set of the company’s data, such as the tables of a database or a Power BI model. The administrator sets up the agents and chooses who can use each one.
• You don’t choose the agent. For each question, Datatalk decides which agents to consult, and it can consult more than one at the same time. It only uses the agents granted to you.
• Conversation memory. Within a conversation, Datatalk remembers the last 15 questions and answers. That’s why you can follow up with “And in June?” after asking about May.
• Language. It answers in the language you asked in.

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Ask a question

1. Open Datatalk

   In the side menu, click Intelligence › Datatalk AI.

2. Write the question

   Type in the Ask something about your data… field and press Enter to send. To add a line break without sending, use Shift + Enter. On the start screen, you can also click one of the suggestions: it fills in the field so you can adjust it before sending.

3. Follow the progress

   While it works, Datatalk shows what it’s doing, such as Evaluating the question, Consulting an agent and Synthesizing response. A question can take a few minutes. To interrupt it, click Stop generation.

4. Read the answer

   When it finishes, Processed in appears with the time it took. Click it to see the steps Datatalk followed, such as which agents it consulted.

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How to ask for better answers

The golden rule: say what, when and how you want to see it.

Instead of	Ask
How are sales going?	What were total sales in May 2026, compared with April?
Show me the customers	Who are the 10 customers with the highest revenue in 2026?
What about stock?	What is the current stock of each product in the Beverages category?
Make a chart	Show monthly revenue for 2026 in a line chart.

• Use the names your company uses, the same ones as in reports and dashboards.
• One question per message. Long questions with several requests take longer and get more things wrong.
• Start a new conversation when you change subject. Click New conversation. What was said before can confuse the answer on a different subject.
• In long conversations, repeat the context. Datatalk only remembers the last 15 questions. If the conversation is long, repeat the period and filter in the question.
• Be skeptical and check. If a number looks odd, ask “Which filters and which period did you use?”.

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Understand the answer

• Tables and charts. Datatalk builds a chart when there are at least 3 values to compare, as in trends, rankings and shares. Otherwise, it uses a table. If you want a chart, ask for one in the question.
• On charts, switch between Chart and Table, use Download image to save it as a PNG and Expand to see it full screen.
• When there’s no data, Datatalk says it didn’t find the information and what the question is missing. This also happens when the data is in an agent that wasn’t granted to you.

Below each answer are the actions:

Action	What it does
Copy	Copies the answer text.
Ask again	Sends the same question again, as a new message at the end of the conversation. The previous answer stays.
More › Export as Markdown	Downloads the answer as a text file.
Good response	Records that the answer was useful.
Report a problem or suggest an improvement	Opens a field for you to say what’s wrong.

To change a question you already asked, hover over it and use Edit and resend. The edited question is sent as a new message at the end of the conversation.

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Rate an answer

Ratings help improve Datatalk.

• Good response: click it when the answer solved your question. To undo, click it again.
• Report a problem or suggest an improvement: describe what’s wrong in How can we improve this response? and click Send. The comment is required and can have up to 500 characters.

A good comment says what you expected. For example: “May revenue came out as 1.2 million, but the Sales dashboard shows 1.5 million.”

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Conversations

• Conversations are in the panel on the left. The title is created from the first question.
• Each person only sees their own conversations, and each company has its own. When you switch companies in the side menu, the list changes.
• To delete one, hover over the conversation, click More options, then Delete conversation. Deletion can’t be undone.

The Admin of Company and the Admin of Conglomerate can read conversations in Security & Governance › Audit & Usage, to follow usage and answer quality. Deleted conversations no longer appear there.

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Common problems

“Datatalk isn't available yet”

The company doesn’t have an active agent yet. The administrator needs to set one up in Administration › Agents.

“You don't have access to Datatalk. Contact your company administrator.”

The Datatalk AI module permission is missing. Ask the administrator.

Datatalk says it doesn't have the information

• Rewrite the question with the indicator, period and filter.
• Use the names that appear in the company’s dashboards.
• If it still doesn’t work, the data may be in an agent that wasn’t granted to you. Ask the administrator.

“The query took longer than the time limit and was interrupted.”

The question went over 20 minutes and the answer wasn’t saved. Split it into smaller questions or use a shorter period.

The connection dropped while Datatalk was answering

Wait: the screen tries to recover the answer on its own for about 2 minutes. If it doesn’t appear, open the conversation again later, because the answer may have been saved.

“The AI service is unavailable right now.”

The service that generates the answers is down. Try again in a few minutes.

“Sorry, there was an error processing your question. Please try again.”

Click Ask again. If the error repeats, rephrase the question or start a New conversation.

“Your session has expired. Reload the page and sign in again.”

The session lasts 12 hours from sign-in. Reload the page and sign in again. See Sign in to the platform.

“This conversation is no longer available. Start a new one.”

The conversation was deleted, for example in another tab. Click New conversation.

“No company selected”

Choose a company in the selector of the side menu.

“We couldn't confirm your identity”

Check your connection and click Try again. If it continues, sign out and sign in to the platform again.

The number doesn't match the dashboard

Ask Datatalk which filters and which period it used and compare them with the dashboard’s. If the difference remains, use Report a problem or suggest an improvement and include both values.

The administrator granted an agent, but nothing changed

Agent grants take up to 5 minutes to apply. Wait and reload the page.

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For administrators

• Who uses what. Grant the Datatalk AI module in Security & Governance › Access Control. Then, in Administration › Agents, choose who can use each agent. See Manage users, groups and permissions.
• Administrators use all of the company’s active agents, with no grant needed.

Datatalk doesn’t apply the dashboards’ RLS rules. Anyone who can use an agent can ask about all the data that agent queries. Grant each agent only to people who can see all of its data.

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Who can help

• Your company’s administrator grants Datatalk and the agents.
• Wrong or incomplete answers: use Report a problem or suggest an improvement on the answer itself.