Visualize+: AI Copilot Vizzy

Visualize+ gives you two ways to get answers from your data using plain language. This article walks you through when to use Vizzy and AI Exploration, and best practices for prompting.

Big Picture:

• Looking at an existing dashboard or report? Ask Vizzy.
• Starting from a blank page? Use AI Exploration

AI Copilot Vizzy

Vizzy is your in-the-moment AI Copilot. It lives right next to whatever you're currently looking at (a chart, a dashboard, or a saved question) and stays focused on that context as you go back and forth with it.

To access Vizzy, click on the smiley face icon in the top right corner.

Use Vizzy when you want to:

• Ask a follow-up question about a chart you're already viewing ("break this down by month," "why did this spike last week")
• Get a quick explanation of something in front of you
• Refine or adjust something you (or someone else) already built, without starting over

Good to know:

• Vizzy remembers the conversation you're having with it, and recent conversations. To access recent conversations, click the clock icon within the Vizzy side panel.
• Responses can vary a little between attempts, since that's how AI works. If something doesn't look right, ask it again or take over and adjust it yourself.
• Vizzy works best with straightforward requests. More advanced, multi-step analysis (for example, "average of monthly totals, grouped by region, then ranked") is more reliable when built by hand.
• Vizzy currently works best with individual charts and saved questions. For a full dashboard with many charts, it's most useful when you point it at one chart at a time rather than asking about the dashboard as a whole.

AI Exploration

AI Exploration is your starting point when you don't have anything built yet, no chart, no saved question, just a question in your head. It opens up a fresh conversation and helps you go from "I wonder..." to a chart.

To access AI Exploration, click + New > AI Exploration.

Use AI Exploration when you want to:

• Explore a new topic from scratch ("show me something about customer engagement this quarter")
• Get suggested starting points if you're not sure what to ask
• Build something new without needing to already have a related chart open

Good to know:

• AI Exploration looks across the area of your workspace we've set it up to cover for you, so it should generally have access to the relevant information you need without you having to think about where things live.
• If you specifically reference something by name, AI Exploration can pull that in too, as long as you have access to it.
• Like Vizzy, it works best for straightforward requests. Very advanced, multi-step analysis is better handled by refining what it gives you.
• It works best with clear, specific prompts written in English.

Best Practices for Prompting

• Give Vizzy and AI Exploration as much context as you can. If you know the table or fields you want to query, include them in your prompt.
• Whenever you want Vizzy/AI Exploration to do something completely different, you should reset the conversation, as irrelevant historical context might cause confusion.
• Once Vizzy/AI Exploration creates a question for you, you can follow up with more questions or take over yourself. You can drill through the chart or step into the Query Builder editor to tweak the query.
• Vizzy/AI Exploration works best with English prompts. While it might understand other languages, you’ll get the most reliable results by asking your questions in English.

Current Limitations

Both Vizzy and AI Exploration are genuinely useful, but they're not all-purpose. Knowing where they stop saves you time.

Neither tool can currently:

• Handle very advanced, multi-step analysis in one shot (for example, "average of monthly totals, grouped by region, then ranked by growth"). They'll get you most of the way there, but the last step may need manual adjustment.
• Add goal lines to a chart.
• Use certain advanced calculations available in the full chart-building tools.
• Reliably work in languages other than English. You'll get the best results asking in English, even if it can sometimes follow along in other languages.

Vizzy specifically:

• Works best with one chart or saved question at a time. It's not yet built to reason about an entire dashboard as a whole. If you want it to help with a dashboard, point it at individual charts within it rather than asking about the dashboard broadly.

AI Exploration specifically:

• Works best with clear, specific questions. Very open-ended or vague prompts tend to produce less useful results.

The bottom line: these tools are great for getting a first answer fast, exploring an idea, or refining something that already exists, but for anything mission-critical or genuinely complex, plan to review the result and be ready to adjust it yourself (or loop in your data team).