Using Your Assistants

Once your vendor, Knowledge Stores, and Narratives are configured, you can begin interacting with assistants. This is where users ask questions and explore their data in natural language.

Assistants search only the Knowledge Stores they are configured to use, ensuring that responses are focused on the relevant data for that use case.

Custom Assistants

To interact with a custom assistant:

Open the Research Assistant tab.
Click New Chat.
Select the assistant you want to use from the available list.
Enter your question in natural language.

Assistants respond using the Knowledge Stores they are associated with.

Each chat session maintains contextual memory within that session only. Conversations can be saved for later reference.

SQL Assistant

The SQL Assistant is designed specifically for working with structured data. It helps translate natural language questions into SQL queries and allows you to refine or explore those queries interactively. Only assistants configured with the Text-to-SQL agent will be available in the SQL Editor.

To use the SQL Assistant:

Open a new SQL Editor tab.
Click the + new tab icon.
Select the assistant you would like to use.
Enter a question about your structured data.
Review the generated SQL query and execute it as needed.

Each SQL Assistant tab maintains its own session context. Context and history are preserved within a tab, but not shared across different tabs.

You can keep multiple SQL Assistant tabs open to work on different queries simultaneously.