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AI Insights: Ask Questions About Your Data

Learn how to use AI Insights to ask natural-language questions about your data, enable datasets for AI search, and work with generated results.

AI Insights lets you ask questions about your data in plain language and get instant answers. No SQL knowledge required.

Enable Datasets for AI Search

  1. Navigate to the Warehouse in the left sidebar
  2. Open the folder containing your dataset
  3. Click on the specific dataset
  4. In the right panel, locate the Automation section
  5. Toggle ON "Mark dataset as searchable by BEEM AI"
  6. Click Save

Add Dataset Descriptions (Recommended)

  1. Open the dataset in the Warehouse
  2. Locate the Description field
  3. Use "Generate a description" for auto-generation based on columns
  4. Review and optionally use "Improve description" to refine
  5. Save changes

Better descriptions help the AI understand your data and give more accurate answers.

Open AI Insights

  1. Click AI Insights in the left sidebar
  2. The chat interface opens, showing how many datasets are available for querying

Ask a Question

  1. Type a question in natural language, for example:
    • "How many orders do I have?"
    • "What is the average order value?"
    • "What were our top 10 clients by revenue last quarter?"
    • "Describe my datasets"
  2. The AI generates a SQL query, runs it, and displays the results as a data table
  3. Read the text-based interpretation alongside the data

Work with Results

  1. View SQL: Click the code icon to see the generated query with syntax highlighting
  2. Copy Data: Click to transfer query results to your clipboard
  3. Copy Query: Extract the SQL for use elsewhere
  4. Export as TSV: Download results for further analysis

Continue the Conversation

  1. Ask follow-up questions in the same conversation for context
  2. Use suggested follow-up questions for deeper exploration
  3. Start a New Conversation for a different topic
  4. Access past conversations from the history panel

How It Works Under the Hood

  • Built on AWS Bedrock (multi-model: Anthropic, Mistral, Cohere)
  • Operates within your dedicated cloud environment. Your data never leaves your infrastructure.
  • Workspace-scoped: AI can only access data within your current workspace
  • Works with both owned and shared datasets
  • Chats are not used to train AI models

Tips for Better Results

  • Be specific and include dataset names when possible
  • Start with simple questions before complex analysis
  • Review generated SQL queries to verify accuracy
  • Verify results before using them for critical decisions

Updated 4 days ago