How do I use Ask AI to explore my data?

Before You Start: This book assumes you already know how to open Vantage from the Custom Widget on the Converse Home Page, and that you're looking at a dashboard. If you haven't done that yet, see How do I use the Custom Widget? first.

Overview

Ask AI lets you ask a question about your dashboard's data in plain language and get back an answer — as a short written summary, a chart you can pin, or both — without building a widget yourself.

When to Use

Use this feature when:

• You want a quick answer to a specific question about your data, without building a widget yourself
• You want a narrative summary of what's happening on a dashboard — key findings, what's working, what needs attention
• You want to turn an AI-generated answer into a permanent widget on your dashboard

Concepts

Vantage AI Panel – The Ask AI chat panel, opened from the Ask AI button on any dashboard

Sources – The data sources, shown as chips at the top of the panel, that Ask AI draws on to answer questions for this dashboard

Suggested Questions – Ready-made questions Ask AI offers before you've asked anything, tailored to this dashboard's data

Question Limit – Each dashboard allows up to 10 questions (shown as “Question X of 10”); Get AI Insights also counts toward this same limit

Pin to Dashboard – Turns a chart from an AI answer into a permanent widget on the dashboard

Try Next – Follow-up questions Ask AI suggests after answering, based on what you just asked

Thumbs Up / Thumbs Down – Feedback you can give on an answer, which feeds into how Ask AI answers in future (see How do I improve the AI's answers over time?)

AI Insights – A one-click button that asks Ask AI to summarize the dashboard as a whole, organized into What's Working, Needs Attention, Anomalies, and Recommendations, with 2–3 pinnable widgets

Set Up Guide

1. Open a dashboard and click Ask AI (bottom-right) to open the Vantage AI panel
2. Check the Sources chips at the top to see which data sources Ask AI is drawing on for this dashboard
3. Either click one of the Suggested Questions, or type your own question in plain language in the box at the bottom and send it
4. Review the answer — a short written response, usually alongside a chart or KPI Ask AI generated for it
5. Click Pin to Dashboard if you want to keep that chart as a permanent widget
6. Give the answer a thumbs up or thumbs down if you want to confirm or correct it
7. Click one of the Try Next suggestions to keep exploring, or ask another question of your own
8. To get an overview instead of asking one question, click Get AI Insights — it returns 2–3 key findings as KPIs, charts, and a short written summary, organized into What's Working, Needs Attention, Anomalies, and Recommendations, each with its own Pin to Dashboard option

Best Practices

Ask specific questions for sharper answers — “What's the trend in daily activations from Aug 1 to Aug 17?” gets a more useful answer than “how are we doing”

Remember each dashboard has a shared pool of 10 questions and AI Insights requests — pace your exploration, since Get AI Insights counts toward the same limit as a typed question

Use thumbs up / thumbs down to shape future answers, not just to react — Vantage AI's memory and corrections rely on this feedback over time

Pin only the charts you actually want to keep — a pinned chart becomes a real widget on the dashboard, visible to anyone who opens it

Related Links/FAQs

Related pages in this book:

• How do I improve the AI's answers over time?

FAQs

Does asking a question in Ask AI change my dashboard?
No — asking a question only shows you an answer in the panel. Nothing is added to your dashboard unless you click Pin to Dashboard.

What counts toward the 10-question limit?
Both typed/suggested questions and Get AI Insights requests count toward the same limit of 10 per dashboard. [TODO: confirm the reset period — daily, per session, or otherwise]

Can I ask about data that isn't shown on the dashboard?
[TODO: confirm — the Sources chips suggest Ask AI is scoped to specific data sources tied to the dashboard, but whether it can reach beyond what's visibly charted isn't confirmed]

Version Notes

Last Updated: Oct 2026

Revision #1 — Drafted from direct exploration of the Vantage AI panel on the demo account (Program Activation & Partner Payout — Internal dashboard): confirmed the Ask AI button, Sources chips, Suggested Questions, Pin to Dashboard, thumbs up/down feedback, Try Next follow-ups, and the Get AI Insights button and its four-category output (What's Working, Needs Attention, Anomalies, Recommendations). The question-limit's reset period, and whether Ask AI reaches beyond the dashboard's own data sources, are flagged TODO.