Narrative Insights: Chat with Datasets and Documents – Documentation and Support | Knowi

Ask Questions, Get Instant Answers

Ask natural language questions across your datasets and documents to find answers, build visualizations, and create widgets all in one place. Knowi’s AI chat is powered by our in-house AI. Your data never leaves the platform.

Getting Started

From the left sidebar, click on the AI button and select New AI Chat.

You’ll land in the AI chat interface, where you can ask a question directly at the bottom in the Ask your question field.

Choose Your Data

By default, AI Chat searches across all of your datasets and documents. To refine this, click Datasets and Documents. Narrowing the search will make the AI more efficient and effective in linking the right data to your question.

Here, you’ll see all the datasets (created through queries) and documents (uploaded to the Docs AI section) available in your Knowi workspace. Select the ones relevant to your question.

To narrow your search, toggle off Datasets or Documents if needed, then click Apply to save your choices.

Ask Your Question

In this example, we asked:
“What is the total fuel cost for university vehicles this year?”

The AI searches the selected sources, chooses the most relevant dataset, in this case the dataset "Fleet Fuel Usage", and responds with an answer.

Review the Result

You’ll see both a text answer and a corresponding visualization, if applicable.

To explore how the result was calculated, click on the Data Transformation tab.

This Data Transformation displays:

The columns used (Fields/Metrics). Click a column name to view any operations applied, such as sum or average.
Whether the data was grouped or sorted.
Any filters that were applied.

You can review and modify these settings as needed.

Customize and Save the Visualization

In the Visualization tab, you can change the chart type or modify its appearance. Once satisfied, click Create Widget to save it to your account.

See it in Action

AI Chat makes it easy to explore your data, verify results, and turn answers into action. Remember to verify the results from the AI-generated conversations.