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Use the Data Q&A Agent
Ask the Data 360 Data Q&A Agent questions in natural language to explore your data, review the responses and generated queries, and refine your analysis with follow-up questions.
Required Editions
| Available in: All Editions supported by Data 360. See Data 360 edition availability. Required add-on licenses vary by agent type. |
Ask Questions
- In Data 360, open the Data 360 Data Q&A Agent chat panel.
- In the chat input field, type your question or request in natural language. Examples:
- What are the top 10 best performing products in Q3 in terms of revenue?
- Show me customer engagement trends by segment over the last 6 months.
- Generate a chart comparing deal sizes by region.
- Press Enter or click Send.
The agent processes your question, generates a SQL query, executes it, and returns a response with explanations, data tables, and charts as appropriate.
Review Responses
The response can include:
- An explanation of the findings
- Data table with query results
- Charts or visualizations
- Notes about how the agent interpreted your question
Click View More Details to see how the agent processed your question. The details section shows:
- Objects Used: Which data objects the query accessed
- Steps Performed: How the agent broke down and processed your request
- Assumptions: Any assumptions the agent made about your question
- Generated Query: The actual SQL query that was executed
- Confidence Score: How confident the agent is in its response
Refine Your Analysis
Ask follow-up questions to refine, modify, or get more detail about the results. Examples:
- Show me the same data for Q4.
- Filter that to only include active accounts.
- Explain how you calculated that metric.
- Fix the query to use amount_usd instead.
Provide feedback using the thumbs up or thumbs down buttons to help improve the agent's responses.
Example Conversation Flow
You: Show me the top 3 opportunities by deal size.
Agent: The top 3 opportunities are all clustered just under $200K, led by Perez Homes - Q1 Renewal at $199.7K.
[Agent displays a data table with the 3 opportunities and a bar chart]
Note from Agent: I interpreted deal size as amount_usd__c. This ranking was across all opportunities in the dataset, with no extra filters for stage, owner, or date.
You: Filter that to only show closed-won opportunities.
Agent: [Generates new query with stage filter and returns updated results]
