Question 1

Help your chatbot learn

Accepted Answer

Introduction

Q: Reporting Emails

<p>${youtube}<a href="H_BtOcGtA9E">AI Generated Email Reports</a></p> <h1 id="introduction">Introduction</h1> <h6 id="theproblem">The problem:</h6> <p>It's important to keep track of your most important metrics and insights, so you know how things are changing every week. Unfortunately, people tend to forget to check or are too busy when things get chaotic, so it never really becomes a habit.</p> <h6 id="thesolution">The solution:</h6> <p>With AI Generated E-mail reports, all you have to do is take a few seconds to read the quick summary sent to your e-mail inbox once a week. No need to think, or proactively do anything. The information comes to you automatically. The AI Data Analyst runs the query this week, compares it to last week's result, and summarizes the important changes in an email.</p> <h1 id="requirements">Requirements</h1> <h6 id="adatabaseaccessiblefromblazesqlweb">A database accessible from BlazeSQL Web</h6> <p>Since these reports need to get the latest query result every week, even if nobody from your team opens BlazeSQL that day, the BlazeSQL servers need to be able to run the queries to compare the latest result to the previous result for the reporting summary. Make sure the required database for the query you add to the report is accessible from your account at <a href="https://www.BlazeSQL.com/app">BlazeSQL.com/app</a>, rather than just the desktop version.</p> <h6 id="blazeadvancedsubscriptionlimitedtrialaccessprovidedtootherusers">Blaze Advanced Subscription (limited trial access provided to other users)</h6> <p>This is an advanced feature, and requires an Advanced subscription for unlimited use. Other users have limited access to try this feature at no additional cost, and can receive up to 4 A</p>

Why is this necessary?

If the chatbot doesn't have enough information, it can just ask for clarification. But non-technical users usually don't understand the database, so it's important that the chatbot has enough information about your database and company.

Imagine Facebook hires a new data analyst, and asks them to answer this question using their database:

"Who are the 10 most active users?" - In this case it's not clear what is meant by "most active user". Should it just check their logs, or also chat messages? and which logs are relevant?

||| If you ask the AI a question and it gives you the wrong answer, you probably just need to teach it a little bit about your company so that it can answer things reliably for the rest of your team/company. It may already work without any training, but if it doesn't, please follow this guide.

Imagine the database includes this column:

"Gender" in the "User" table, with unique values 1 and 2 - It's not clear what 1 means, and what 2 means.

So if the data analyst is asked "Which countries have the most active female users?", they will have to get help from their team or ask for documentation first.

It's possible that BlazeSQL can answer your questions without help

BlazeSQL extracts comments/descriptions you might have in your database, as well as foreign/primary keys, and categories.

It's possible that it will write the correct queries without additional learning, but it's important to te

Question 2

How to create a dashboard

Accepted Answer

1. Create a table or graph to add to the dashboard

How to create a table

To create a table (assuming your database is connected), simply describe what you want to the chatbot.

How to create a graph

To create a graph, see the dedicated article on creating graphs

2. Add it to a dashboard

From the chat

Non-technical user

To add a table or graph to a dashboard from the chat as a non-technical user, simply click the options button on the top right of the table or graph, and click "Add to Dashboard"

Non-technical user add to dashboard from chat

Technical user

To add a table to the dashboard from the chat as a technical user, click the "Options" button on the top right of the table that the chatbot returned and click "Add table to dashboard". Finally, name your table and click the "Add to dashboard" button in the bottom right.

technical table options BlazeSQL

Technical user adding table to dashboard

Technical user naming table and adding to dashboard

Question 3

How to get started as a team

Accepted Answer

Requirements

Technical users

It's important that the person following this guide has the database access credentials, and enough understanding of SQL to test the chatbot and help it understand the database. Non-technical users should not attempt to use BlazeSQL until step 3 of this setup guide.

Database credentials

You must have the credentials of an SQL database that can accept connections from your device if you are using the desktop version. If you are using the web version of BlazeSQL and your database only allows specific IP addresses, you can whitelist the provided static IP.

Step 1: Connect the database

Create an account and connect your SQL database

Log into https://www.BlazeSQL.com/app, create an account, and connect your SQL database.

Make sure your team will be able to connect

If you download the desktop version and your IP address is whitelisted on your database server, keep in mind that users you invite later will need to have their IP addresses whitelisted on your server. We recommend using the web version and whitelisting the provided static IP or allowing all IPs, so that no setup is required for your team.

Step 2: Test the Chatbot, and improve it if necessary

Send a few test questions in the chat, if you're happy with the results, skip to step 3.

See the dedicated article

If you are not satisfied with the chatbot responses, please see the [dedicated guide](/en/article/traini

Question 4

How to create graphs

Accepted Answer

This article will cover how to create a graph, and how to edit it into an advanced graph

Creating a graph

In technical mode

Technical mode users can create a graph in the chat page

Ask the chatbot to get you the necessary data
Click the options button
Click the graph button

technical options button

Technical graph button

For Non-technical mode

Non-technical mode users can simply ask the chatbot to create a graph for them

Simply go in the chat, and ask the chatbot to create the graph you want

non-technical graph

Open graph editor from non-technical mode

To open the graph editor, simply click the options button on a graph, and click "open"

Open graph editor

Advanced graph features

Multi-bar & Multi-line charts

To create a Multi line or Multi bar chart, use the "Group by" variable. Each group will have a separate bar or line. When making the chatbot request, just tell the chatbot which variable to group by. Ex. "get the

Question 5

Non-technical vs. technical mode

Accepted Answer

Technical mode

What is it?

When using the "technical mode" the chatbot will show the SQL code in its responses and will communicate more specifically about SQL code, and specific tables and columns. The chatbot may also ask the user how to join certain tables or filter on columns, since it assumes technical users know how to.

SQL Query in Technical AI Chatbot mode

SQL Query result in Technical AI Chatbot mode

Non-technical mode

What is it?

When using the "Non-technical mode" the AI will generate and run the SQL code in the background. The chatbot will usually not mention technical specifics about tables, columns, and SQL code, and will avoid asking the user for help with database specifics as it assumes non-technical users aren't familiar with the database.

BlazeSQL non-technical mode chat

Switching between technical and non-technical mode

When registering for BlazeSQL, users are asked if they are "Non-technical" or "Technical", which will configure the app accordingly.

The setting can be changed by switching the "Non-technical" setting in the "Chatbot settings" section of the settings page.

![Non-technical mode

Question 6

Reporting Emails

Accepted Answer

${youtube}AI Generated Email Reports

Introduction

The problem:

It's important to keep track of your most important metrics and insights, so you know how things are changing every week. Unfortunately, people tend to forget to check or are too busy when things get chaotic, so it never really becomes a habit.

The solution:

With AI Generated E-mail reports, all you have to do is take a few seconds to read the quick summary sent to your e-mail inbox once a week. No need to think, or proactively do anything. The information comes to you automatically. The AI Data Analyst runs the query this week, compares it to last week's result, and summarizes the important changes in an email.

Requirements

A database accessible from BlazeSQL Web

Since these reports need to get the latest query result every week, even if nobody from your team opens BlazeSQL that day, the BlazeSQL servers need to be able to run the queries to compare the latest result to the previous result for the reporting summary. Make sure the required database for the query you add to the report is accessible from your account at BlazeSQL.com/app, rather than just the desktop version.

Blaze Advanced Subscription (limited trial access provided to other users)

This is an advanced feature, and requires an Advanced subscription for unlimited use. Other users have limited access to try this feature at no additional cost, and can receive up to 4 A

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