Getting started with the Assistant

Before you can use the Assistant, you need to set the context for the Assistant by connecting it to a data source.

Click Select source to select a data source or type load source <source name> in the input field. You can also enter load data to see a list of your data sources and select one.

Once the data source is connected, the name of the data source displays in the Assistant.

If you want to ask the Assistant questions or queries based on the context of a different data source, click the Change link next to the data source name in the Assistant, or type load source <source name> to load the data source.

As you use the Assistant, the Assistant also identifies the best data source for your question or query. After the data source loads, the Assistant sets the data source as the context for further questions.

In Dashboards, Explorations, and Stories, the Assistant can detect if there is a conflict between the connected data source and an active data source and lets you change the data source accordingly. For example, if you are connected to one data source but open a dashboard from another data source, the Assistant lets you know that there are multiple data sources in the view, allowing you to change your connection.