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ASK BOSCO® AI Analyst - Quick Start Guide

Explore your data using natural-language questions, instantly generating charts and insights you can edit, drill into, and pin to dashboards. 

Navigation

Access & start a conversation with AI Analyst

Understanding the answer & query transparency

Editing the answer / customizing the visualization

Using AI Analyst inside dashboards & pinning insights

Reset / start fresh

 

1. Access & start a conversation with AI Analyst

  • Open Ask BOSCO and go to the Reporting menu (or from any dashboard visualization).

  • Choose the data source you want to analyze (only those with the BOSCO icon are AI Analyst–enabled).

  • Enter a natural-language question in the search bar (e.g. “best performing channels last month”) → press Enter or click Send.

  • The AI Analyst interprets ambiguous terms (e.g. “best”) based on default metrics (e.g. revenue, conversion, ROAS).

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2. Understanding the answer & query transparency

  • The answer is shown in chart or table view (toggleable).

  • Hover over the search tokens to see how the question was parsed (attributes, measures, filters).

  • You can click for more detail: column stats, data types, formula logic — this gives full visibility into how the result was derived.

  • The results are interactive: you can drill down (right-click on a data point) to explore deeper layers (e.g. by device, campaign)

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3. Editing the answer / customizing the visualization

  • Click “Edit” beneath the answer to open the editor


  • You’ll see a panel with measures, attributes, filters, and formulas.

    • You can modify tokens (e.g. “sort by revenue descending”), add/remove fields, change chart type, or adjust chart configurations (colors, conditional formatting).

  • After edits, click “Done editing” to apply or “Discard changes” to revert.

  • You can still ask follow-up questions continuing from your edited view.

  • Optionally, you can view the underlying SQL query that AI Analyst generated — full transparency into metric derivations.

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4. Using AI Analyst inside dashboards & pinning insights

  • On any dashboard visualization, hover over it and click the AI Analyst icon to begin a conversation that is contextual to that chart.

  • ASK BOSCO® will build new answers in that context (e.g. “top 3 channels by revenue”) and show you what transformations or filters it applied.

  • You can also ask new or more complex questions from that point (e.g. “% change in revenue by channel 2023 vs 2024”).

  • When an insight is useful, pin it to a dashboard (existing or new) so it becomes a persistent visualization. Use the Pin icon at the bottom of the visualization

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5. Reset / start fresh

  • Since the conversation maintains context (each question builds on the last), click “Reset” when you want to begin a completely new line of analysis.

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If you want to get into more detail you can also access our full set of learning materials for ASK BOSCO® AI Analyst, using the links below.

Where would you like to go next?

  • Best Practice

How to ask the right questions in ASK BOSCO® AI Analyst.

  • Using AI Analyst

Article - Using ASK BOSCO® AI Analyst

Demo - Using ASK BOSCO® AI Analyst

  • Editing 

Article - Editing ASK BOSCO® AI Analyst Insights

Demo - Editing ASK BOSCO® AI Analyst Insights

  • ASK BOSCO® AI Analyst in Dashboard Visualizations

Article - Dashboard visualizations and ASK BOSCO® AI Analyst

Demo - Dashboard visualizations and ASK BOSCO® AI Analyst