Chat

Overview​

The ‘Chat’ module is the primary interface to query your data.

• Simply ask questions in plain language.

• Latency depends on your connection type and query complexity.

  • Simple questions: ~10-15 seconds

  • Complex queries: up to 30-45 second

To learn more about the types of questions that can be asked, view Question Types.

Learn more about Prompting Best Practices and Limitations.

Start Chat​

To start a chat, you must first select the knowledge base.

Rename Chat​

To rename a chat, click on the chat title, make the necessary edits, and then save.

Sharing Chat​

To share a chat, click Share and select the users you want to provide access to. Sharing chat history serves multiple purposes:

• Audit & Compliance → Maintains a documented record of analyses.

• Transparency → Allows others to follow your assumptions, logic, and chain of thinking that led to a specific conclusion.

• Continuity in Decision-Making → Enables teammates to pick up where you left off without repeating work, spot potential errors, and strengthen the quality of insights.

• Knowledge Transfer → Helps onboard new team members by showing how prior analyses were structured and decisions were reached.

• Cross-Functional Alignment → Ensures stakeholders across teams (e.g., product, finance, operations) are working from the same context and insights.

Delete Chat​

There are multiple ways to delete chat:

• Click on the 3 dots next to share OR Expand the side bar, hover over the chat, and click on the trash icon

Organize Chats​

The sidebar allows you to filter between chats you created and chats shared by others.

You can also sort chats by knowledge base or by the most recent activity. You can also filter chats through key words.

Prompt Helper

The Prompt Helper is built for data analysts at any level — from beginners exploring data for the first time to seasoned professionals with a refined approach to problem-solving.

Through Curated Prompts and the Playbook, LumiAI helps you start with asking the right questions — guiding you to understand the current state of your business and explore the strategic initiatives commonly tackled by leading organizations, such as improving efficiency, driving growth, and reducing risk.

For seasoned users, developing a strong grasp of the underlying data is even more critical. Table preview provides you visibility to the shape, quality and relationships within your data. Coupled with years of domain expertise, Analysts can now surface previously overlooked drivers, validate hypotheses, and ensure the right actions are taken to address inefficiencies and unlock oppprtunities. ​

Curated Prompts

Leveraging its proprietary inference engine, LumiAI detects and surfaces context-aware prompts to guide deeper investigation and informed decision-making. Curated prompts give a starting point to begin analysis, offering sample queries that help you explore your data, uncover insights, and learn how to interact with LumiAI effectively. Whether you’re performing high-level exploration or conducting a deep dive into specific issues, Curated Prompts guide you toward meaningful questions and actionable insights.

Lumi is designed to extract actionable insights from operational data using plain language. It is not intended as a database query tool or SQL generation platform.

Playbook [beta]

Playbook is industry and business function specific curated prompts to give a starting point to uncover insights and real business value depending on desired objective. (Increasing Revenue, Reducing Costs, Improving Customer Experience etc.)

Filter by industry or business function to narrow playbook prompts to suite query objective. Playbooks are designed to drive common insights that are applicable to specific industries.

Depending on business type and knowledge base configuration, not all playbook prompts will be applicable or will have context for accurate responses.

Table Preview

You can also select table preview to understand and view sample data as well as what tables are available inside of the knowledge base.

Data Display (Tables and Charts)​

Upon returning data from a given query, an interactive display is available to understand returned data. Data can be viewed in both a Table or Chart form. Data can also be downloaded for full accessibility as well as copied to clipboard.

Assumptions and Analysis​

A key feature that Lumi offers is assumptions and extended data explanations to give understanding of how the analysis is being conducted.

Explanation Overview​

Explanation is a very helpful view of the steps that Lumi took to generate the returned data. This is useful to check overall logic.

SQL Code​

Local Code defines the query that was run to generate the returned data. This is critical for technical understanding and validating the returned data.