Ask
Ask is where you ask questions about your business data in your own words and get an answer you can check. Every answer is generated by AI and shows its sources, the query it ran and how far you can trust it.
Ask a question
Type in the box (Ask about your data…) and press Enter or select Send. Starter questions under Examples to get you started give you an idea of what works; ones based on an approved definition are marked Approved. Follow-up questions keep the conversation's context. New conversation starts over.
Two switches sit under the box:
- Memory on / Temporary chat: whether Nexatron may remember preferences and facts from this conversation. See Account settings.
- Conversation mode / Silent mode: whether answers are read aloud.
If the box says Connect a source, nothing is connected for you yet. If your workspace is still being set up, Ask says your admin is still setting it up; admins see Continue setup.
Each question runs as you
Nexatron reads your data with your own sign-in to each source:
- In Snowflake, the question runs as your own Snowflake user, so your Snowflake roles, row access policies and masking policies decide which rows come back.
- In Salesforce, it runs with your own Salesforce login, so Salesforce's sharing rules, field-level security and role hierarchy decide which records you see.
Two people asking the same question can get different numbers, and that is intended. Nobody, admins included, can ask as someone else.
The first time a question needs a source you have not signed in to, the answer says so and offers a button such as Connect Salesforce, or Your sign-ins, which opens Your sign-ins. When a sign-in has expired the answer leaves that source out and tells you; sign in again to include it.
Trust labels
Every answer from the Nexatron answer core carries one trust label. It says where the definition behind the number came from:
| Label | Meaning |
|---|---|
| Approved | A data owner reviewed and approved the definitions behind this answer. |
| Team-defined | Uses a definition your team supplied. A data owner hasn't reviewed it yet. |
| Standard | Uses a common business definition for this kind of data. Your team hasn't confirmed it. |
| Learned | Uses a definition Nexatron learned from how your team queries this data. No one has confirmed it. |
| Interpreted | Based on Nexatron's own reading of your data. No one on your team has confirmed this definition yet. |
Rely most on Approved. Treat Interpreted as a draft: check it, and ask an admin to approve a definition on Metrics.
Beside the answer, under its label, one line says whether a second, independent check reached the same number:
- Verified: two checks agree.
- Not verified: the checks disagree. The answer then carries a warning to treat it as uncertain.
Below that the answer shows where its data came from, each source as its system and table in everyday words. Hover over, focus or tap a source to see the table's own name. Then it names the definitions it used. An answer across systems lists every source, and a system that was left out because you have not connected it says so.
Answered as
Open How this was answered under the answer. Answered as names the identity the question ran under, for example your Snowflake login. Open Why you can see this for the explanation: the source's own roles and row access policies, or Salesforce's sharing rules, decided what came back, and Nexatron did not widen them. An answer from a shared application says so above the answer.
If a number looks lower than a colleague's, this is usually why: you see only the rows your own access allows.
Evidence
Each answer shows how it was built:
- Its sources and definitions, beside the answer.
- The chart or table. Select Download for an image, the data or the chart file.
- Understood as: how Nexatron read your words. If it read a word the wrong way, edit the reading and Re-run; the rest of your question is kept. Not what you meant? lets you reword the whole question.
- How this was answered: Answered as, your access rules, Filters applied, records Matched across systems, and the query (Generated SQL, or Generated SOQL for Salesforce), with Copy to copy it.
When Nexatron declines
Nexatron declines rather than guesses. You may see:
- A declined request: Nexatron's governance rules declined it. It is not an error, so running it again will not change the outcome. Adjust the question, or ask an admin if you need access. The reply says Nexatron gave no number rather than guess, so there is nothing to verify.
- A clarifying question, when the question could mean more than one thing. Answer it and Nexatron continues.
- A left-out source, when you have not signed in to it (see above).
Only a real failure shows Show details with the technical cause.
After the answer
Under an answer with rows you can:
- Re-run it, or Export CSV / Export Excel.
- Add to dashboard, Schedule a delivery, or Share it (Share with people, Share a link). These need report-edit access. See Dashboards.
- Rate it: thumbs down opens What went wrong?, where you can say what was wrong and suggest the correct query.
- Flag an answer from the answer core that is wrong: choose what was wrong, add a note and what you expected, and select Send flag. The data owner gets your note and the answer as you saw it; Nexatron proposes one fix, and nothing changes until the owner approves it.
Suggested follow-up questions appear under the answer.
Conversations
Conversations keeps every thread with its evidence and queries. Search them, switch between All, Pinned and Temporary (memory off), pin a thread, turn its memory off, or delete it. Your three latest conversations are also in the menu.