Using the AI Analyst

Athenic enables you to explore data, ask questions, and track key metrics. It leverages the Knowledge Graph to organize your datasets, joins, and business logic, allowing for accurate interpretation of natural language queries.

If you haven’t yet, create an AI Analyst from the Home page by clicking "New AI Analyst."

Once your AI Analyst is set up, you can start asking questions in plain English. Athenic translates these into SQL, generates results, and displays interactive charts.

AI Analyst view

Suggested Questions

Suggested Questions use your Knowledge Graph to surface relevant prompts based on your KPIs, dimensions, and business terms.

They help teams uncover insights they might not have thought to ask by suggesting follow-up questions tied to your datasets and recent activity, making it easier to explore your data in depth.

Learn more: Suggested Questions

Add to Dashboard

After generating a chart, click “Add to Dashboard” to save, customize, and track it over time. This enables teams to monitor key metrics using up-to-date results powered by the underlying Knowledge Graph structure.

AI Chat Page
Chart Customization

Modify Charts with AI

Use Modify Chart with AI to quickly adjust visualizations. This feature understands your instructions in context, leveraging the Knowledge Graph to ensure changes to metrics, filters, or display formats are accurate.

Learn more:

Dashboard Page

Customize Your Dashboard Layout

After adding charts, click “Edit Layout” to rearrange tiles, resize visualizations, and group related metrics for storytelling or reporting.

Learn more: Editing a Dashboard

Work with Datasets

Datasets are the foundation of your Knowledge Graph. You can create them with or without SQL, then annotate, join, or map terms to build business context.

Learn more: Creating Datasets and Data Preparation

Home Page
Select Columns

Configure the Knowledge Graph

Use the Knowledge Graph to teach Athenic how to interpret your data by:

  • Defining joins between datasets

  • Adding descriptive field details

  • Mapping KPIs and business terminology

Learn more: Knowledge Graph Overview

Edit Data Configurations

Refine your AI Analyst’s scope and improve performance by configuring your datasets—this means selecting tables and fields, adjusting data types, and managing joins.

Actions include:

  • Removing unnecessary fields

  • Adjusting data types

  • Adding or joining more tables

To edit your datasets and data source configurations, go to the AI Analysts page, click the three dots menu next to your AI Analyst, and select “AI Setup.”

Learn more: Creating Datasets and Data Preparation

History

Use the History Tab

The History tab captures every question asked by your team. Team admins can:

  • Review past queries along with the generated SQL and results

  • Identify user-flagged results easily

This view supports oversight and ongoing analysis of key topics across your team.

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