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Focus: Learn how 5X Conversational AI makes data accessible to everyone through natural language conversations, enabling users to get insights without writing SQL or building dashboards.

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What is Conversational AI?

The Conversational AI feature lets business and data users ask questions like:
  • “Top 10 countries by high-value customers and their average churn score?”
  • “What’s revenue growth QoQ by region?”
It discovers relevant metrics from your Metrics Store and automatically runs the appropriate warehouse queries.

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Access & Navigation

1

Open the left navigation bar

Open the left navigation bar in the 5X Platform.
2

Click Conversational AI

Click Conversational AI.
3

Start chatting

You’ll land on New Chat, with tabs for My Chats, Team Chats, and Flagged Chats.
Settings page with app connections highlighted in sidebar

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Start a New Chat

  • Type your question in English in the input box.
  • Press Enter to run the query.
  • Typical response time: ~10–15 seconds (may be faster when cached).

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Project Selection (Metrics Store)

Choose which Metrics project(s) to query:
  • All Projects (recommended if you’re unsure which project has the right metric)
    • The system matches your question to the best project before execution.
  • Specific Project (faster when you know exactly where the metrics live)
If you know the project (e.g., Sales Metrics), select it to reduce cross-project checks and speed up response.
Settings page with app connections highlighted in sidebar

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Voice Input (Mic)

Click the mic icon to speak your question instead of typing. Make sure your browser permissions allow microphone access.

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Sync Now (Metadata Refresh)

If a developer just added/updated metrics in the Metrics Store and you don’t see them yet:
  • Click Sync Now to force a metadata refresh.
  • Conversational AI ingests the latest metadata within ~5 minutes.