AI Chat Panel

The AI Chat panel is a conversational sidebar where you can ask questions about your table data. The AI understands your columns, values, and relationships, and can directly manipulate your view.

How to use

  1. Click the AI chat icon in the toolbar
  2. Type a question or command in natural language
  3. The AI responds and optionally applies changes to your view

What it can do

Answer questions

QuestionAI response
"How many deals are in the pipeline?""There are 23 active deals totaling $458,000"
"What's the average deal size?""The average deal size is $19,913"
"Who has the most open tasks?""Jane has 12 open tasks, followed by John with 8"

Apply view changes

CommandWhat the AI does
"Show me deals over $50K"Applies a filter: Amount > 50000
"Sort by created date, newest first"Applies sort: Created Date descending
"Group by status"Groups rows by the Status column
"Show only active contacts"Applies filter: Status = Active
"Hide the phone number column"Hides the Phone column

Combined queries

"Show me all enterprise deals from Q1 that are still in negotiation, sorted by amount" → The AI applies: filter (plan = Enterprise AND created Q1 AND stage = Negotiation) + sort (amount descending)

How it works

  1. The AI reads your table schema (column names, types, values)
  2. It interprets your natural language query
  3. It generates the appropriate filter/sort/group operations
  4. It applies them directly to your current view
  5. It responds with the answer or confirmation

Limitations

  • Works with the current table only (no cross-table queries)
  • Cannot create new columns or change table structure
  • View changes are temporary; they're filters/sorts, not data modifications
  • Accuracy depends on clear column naming (use descriptive names)
Tip

Name your columns descriptively: "Deal Value" instead of "val", "Created Date" instead of "dt". The AI uses column names to understand your data structure.