Getting Started with BEEM AI Insights

 

Overview

AI Insights analyzes your datasets and generates SQL queries automatically to answer your questions. It works with any dataset that you've marked as searchable, giving you quick access to insights without needing technical expertise.

Before You Begin

To use AI Insights, you need:

• At least one deployed dataset in your Warehouse
• Datasets marked as searchable by BEEM AI
• A description added to each dataset (optional but recommended)

 

Enabling Datasets for AI Search

Before AI Insights can answer questions about your data, you need to enable the datasets you want to query.

Steps to Enable a Dataset

• Navigate to the Warehouse section in the left sidebar.
• Open the folder containing your dataset (e.g., "2 - Master").
• Click on the dataset you want to enable (e.g., MASTER_OrderLine).
• In the right panel, find the "Automation" section.
• Toggle ON the "Mark dataset as searchable by BEEM AI" option.
• Click Save to apply your changes.

Adding a Dataset Description

Descriptions help AI Insights understand what your data contains and provide more accurate answers.

• In the dataset editor, locate the Description field.
• Click Generate a description to auto-generate a description based on your columns.
• Review the generated description. It will list your columns and their purposes.
• Optionally click Improve description to refine the AI-generated text.
• Click Save when satisfied.

Tip: The more datasets you enable, the more comprehensive your AI Insights experience will be. The chat interface shows how many datasets are available for the current conversation.

Asking Questions with AI Insights

Once you've enabled datasets, you can start asking questions about your data.

Accessing AI Insights

Click AI Insights in the left sidebar to open the chat interface. You'll see a welcome screen with suggested questions to help you get started.

Example Questions

Here are some questions you can ask:

• "What type of questions can I ask you?"
• "Describe my datasets"
• "How many rows are in my datasets?"
• "How many orders are in my OrderLine dataset?"
• "Tell me what [dataset name] is used for and some interesting insights about it."
• "What is the average order value?"

How It Works

When you ask a question, AI Insights samples your data, generates an appropriate SQL query, executes it, and presents the results in plain language. The process typically takes just a few seconds.

 

Working with Results

Viewing the SQL Query

Each response includes the SQL query that was generated. Click the code icon below any response to view the exact query used to retrieve your data.

Copying Data

You can copy query results or the SQL code for use elsewhere:

• Copy Data: Click "Copy Data" to copy the query results to your clipboard.
• Copy Query: Use this to copy the SQL query for use in other tools.

 

Best Practices

• Be specific: Include dataset names in your questions when you have multiple similar datasets.
• Add descriptions: Well-documented datasets lead to more accurate responses.
• Start simple: Begin with basic questions like counts and averages before asking complex analytical questions.
• Review the SQL: Check the generated queries to ensure they match your intent, especially for complex questions.
• Iterate on questions: AI Insights often suggests follow-up questions. Use these to explore your data further.

 

Important Notes

• AI Insights chats are not used to train AI models.
• AI Insights can only access datasets that have been marked as searchable.
• The chat interface shows the number of datasets available (e.g., "10 Datasets will be used by BEEM AI in this conversation").
• As with any AI tool, results should be verified for critical business decisions.

 

Need Help?

If you have questions about AI Insights or encounter any issues, contact your BEEM administrator or reach out to our support team.