Chat Management

Organize your analysis workflow effectively by managing multiple conversations, saving insights, and maintaining context across different analytical investigations.

• Start fresh conversations for different analysis topics
• Separate by dataset or analysis type
• Clear context when switching focus areas
• Organize by business question or time period

• Previous conversations are saved per dataset
• Persistent across sessions - return to previous analyses
• Searchable history to find past insights
• Context maintained within each conversation thread

• Switch between analysis streams without losing progress
• Multiple simultaneous investigations on same dataset
• Independent conversation threads for different questions
• Cross-reference insights between conversations

• Use descriptive chat titles based on your main question
• Include time periods or data segments being analyzed
• Reference specific business goals or hypotheses
• Update titles as conversations evolve

• Exploratory: Initial data discovery and overview
• Hypothesis Testing: Specific questions with clear outcomes
• Deep Dives: Follow-up investigations on interesting findings
• Reporting: Analysis for presentations or decisions

• All agent interactions are automatically saved
• Complete conversation threads preserved
• Analysis methodology retained for future reference
• Chart and data exports linked to conversations

• Charts and findings can be exported
• Statistical summaries in multiple formats
• Methodology documentation for transparency
• Data tables supporting analysis conclusions

• Generated visualizations have permanent URLs
• Analysis summaries can be shared with stakeholders
• Methodology details for technical validation
• Interactive charts maintain functionality when shared

1. Start with exploration to understand data landscape
2. Focus on specific questions based on initial findings
3. Test hypotheses with targeted investigations
4. Validate results through alternative approaches
5. Document conclusions for future reference

• Separate conversations for each dataset
• Cross-dataset comparisons in dedicated threads
• Time-based analysis tracking changes over periods
• Segment-specific investigations for focused insights

• Multiple users can view conversations simultaneously
• Shared access to analysis history and insights
• Team-based investigations with preserved context
• Handoff capability between analysts

• Start new conversations for fundamentally different questions
• Keep related analyses in the same conversation thread
• Use follow-up questions to build on previous insights
• Archive completed analyses for future reference

• Reference previous findings when asking follow-up questions
• Build on established analysis context within conversations
• Connect insights across different conversation threads
• Maintain analytical narrative throughout investigations

• Document key insights at conversation milestones
• Export important findings before closing sessions
• Share methodology details with team members
• Preserve analysis reasoning for future investigations