# 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

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FlhXsFPJ0Bc6bEC8ONveq%2Fimage.png?alt=media&#x26;token=6851907e-f11b-4779-a680-56f751ea11de" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FcubKtKZsJ0E4oFQGM7rq%2Fimage.png?alt=media&#x26;token=63a67da1-25eb-429c-9f74-bb2b88fa1f1b" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2F0x79hqI7lofTlx5oe0R8%2Fimage.png?alt=media&#x26;token=b87ba833-38d8-476a-b126-247a4ec449f9" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2Fb2Ca2Jm9om7DwbCnABxw%2Fimage.png?alt=media&#x26;token=2a014f81-1e43-47d4-b720-41a4e136bf53" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2Fayf1YUrMhz9IwfBcNIYX%2Fimage.png?alt=media&#x26;token=e4ca2276-8c33-47c8-a9c8-6c11e5d36803" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FSsZePjhcIwshUq9VWxLw%2Fimage.png?alt=media&#x26;token=f27b65d6-b176-4d1b-91f5-1676990c8efa" alt=""><figcaption></figcaption></figure>
