Skip to main content

AI Assistant

Ask questions about your knowledge base as you would ask a coworker. The AI Assistant uses Knowledge pages, descriptions, and data assets to answer questions and point you to relevant dashboards, tables, or documentation.

What Does It Do​

Our AI search answers your questions, leveraging all filled Knowledge pages and written descriptions. It also redirects you to the best data assets, dashboards, tables, or knowledge to get your answer.

Here are some examples of questions you can ask:

  • What is ARR?
  • What dashboards do we have about user activity?
  • How do you calculate customer margin?
  • What is the revenue evolution per quarter?
  • Which tables are used for Google campaigns performance?
Questions it cannot answer yet
  • Questions about lineage: give you all downstream dashboards of table X
  • Questions about how to use the Catalog: how to tag a table
  • Counting or aggregating assets: how many tables are there in schema Y

How To Use It​

AI search interface in the Catalog

Where You Can Use It​

AI Search in the web app

Use it in the web app.

Click on the image below to see it full screen.

AI search in the Catalog web app
AI Search in Slack

When you're in a channel, simply type in @CastorDoc and ask your question. The Assistant will answer. Make sure to invite the assistant first in your channel.

Click on the image below to see it full screen.

AI search in Slack

Requirements: have the CastorDoc Slack app installed. See how to set up Slack.

AI Search in Microsoft Teams

You can ask your question in two ways:

  • In a group chat, simply mention @Coalesce
  • Or in a 1-on-1 chat with Coalesce (see video)

The Assistant will reply directly to help you out.

AI search in Microsoft Teams

Requirement: Make sure the Coalesce Microsoft Teams app is installed. Learn how to install it in Microsoft Teams integration.

Iterate​

This is a key strength of our assistant. If you're not happy with the first answer, simply tell the assistant and iterate, as you would with ChatGPT. One thing to keep in mind: assets are only searched for once, so if you want to ask about another topic, start a new discussion.

How It Works​

This search uses any content from your Knowledge pages, dashboards, and tables. Ask it any question, as you would ask someone next to you. It will answer directly and provide the assets used to answer you.

Please note that the sync of your assets happens once a day, so if you update a Knowledge page today, you'll be able to get answers using it tomorrow.

Have you heard about all these buzzwords? Vector database, semantic search, generative AI, context building, context nesting. Yes, it's about all these. Reach out to our team if you want to know more.

Privacy Concerns​

Please refer to our Catalog AI safety notice for more information.