Chat Filters

Chat Filters are a lightweight, conversation‑scoped way to control how Lumi queries your database during an analysis. Filters apply only to the active conversation, giving you fine‑grained control without affecting other analyses or users.

Benefits for using Chat Filters

• Precisely scope analysis without queries or prompts

• Refine results in real time as questions evolve

• Move seamlessly from exploration to investigation within a single conversation

• Preserve analytical context while adjusting constraints

• Maintain transparency and trust by verifying filters directly in the generated SQL

How to Apply Chat Filters:

Step 1: Choose the knowledge base you want to extract insights from

Step 2: Toggle the "Filter" button to view and apply attributes derived from your knowledge base (semantic layer) to the active conversation.

Step 3: Select one or more fields from your knowledge base and assign specific values to use as filters. For example, you could apply a date filter to focus on records occurring after April 2025.

Step 4: Visually, we can verify that our prompt generated insights starting May 2025.

**For SQL-leaning stakeholders, Lumi makes the generated SQL visible so it can be reviewed and validated.