Ask (AI Data Chat)

Ask answers questions about your organization's data in plain language. An AI model writes database queries for you, runs them, and explains what it found, with the rows it used shown underneath. You can export any result as CSV or turn a list of people into a segment.

Access: admins and marketers. Moderators and staff can't ask questions, and Ask isn't shown in their sidebar. However, every question and answer is also listed under Analytics → AI Jobs, which every role can open; see Analytics.

Ask a question

1. Click Ask in the sidebar.
2. Type your question in the box at the bottom and press Enter, or click one of the examples under Try one of these:. Shift+Enter starts a new line.
3. While Ask works, a status line shows what it's doing: Thinking, Reading the schema, Looking up webinars and offers, or Querying the database followed by what the query is for. To give up, click the stop button next to the box; the question is marked Stopped.
4. Read the answer and the table under it.
5. Ask a follow-up in the same chat. Ask takes the earlier questions and answers of the chat into account. To start over, click New chat above the list of past chats.

Questions that work well:

• Name webinars by their title and sessions by their date ("the webinar on 17 September"). Ask looks up titles and session dates to find the right ones.
• Ask for a count, a rate or a breakdown when you want a number. Lists stop at 10,000 rows.
• When you want people, ask for a list of contacts. Ask normally includes their contact ID, which you need to create a segment.
• If a question can be read two ways, Ask usually picks one and says which. Ask again if it picked the wrong one.

What Ask can see

Ask reads your organization's analytics data:

Area	What's included
Contacts	Each contact's ID, when they were first and last seen, how many webinars and funnels they took part in, and whether they are Flagged or Restricted
Registrations and attendance	Who registered for which session, whether they attended, missed it or canceled, how they watched, and when reminders went out
In-session activity	Poll votes, reactions, chat activity (not the text of messages), offer clicks, feedback ratings and shares. Recorded only for attendees who gave behavioral-tracking consent, so these numbers under-report.
Consents	Current consent for each contact, and the history of grants and withdrawals
Segments and broadcasts	Segment definitions and members, and the broadcasts you've sent
Email, SMS and push	Each message sent, delivered, opened, clicked or bounced, and daily totals per channel
Lead scores	Each contact's score and your scoring weights
Funnels	Funnels and their steps, funnel entries with campaign (UTM), location and device details, and page views
Share links	Referral links with their clicks and registrations
Automations	Automations, their steps, enrollments and the result of each step
Webhooks	The log of incoming webhook deliveries
Webinars, sessions and offers	Titles, session dates, labels, status and registration counts, which Ask looks up to match the names and dates in your question

Keep two caveats in mind: in-session activity is incomplete (see above), and email opens are over-counted because some email apps load images automatically. Clicks are the more reliable signal.

What Ask can't do

• Change anything. Queries are read-only. Ask can't edit contacts, send messages or change settings. Creating a segment from a result is a separate action that you take.
• Name people. Answers identify people by contact ID, not by name or email address. To reach the people in a result, create a segment and export or email it from the segment's page.
• Read everything. Chat message text, live-session data, landing-page content, webinar details beyond titles and dates, answers to custom form fields, full landing and referrer URLs of funnel entries, the audit log and GDPR requests are all out of reach.
• See other organizations. Every query is limited to your organization. Under the box, Ask says: "Queries are read-only and scoped to your organization."

Read an answer

• The answer is a short explanation of what Ask found.
• The table shows the rows of the last query Ask ran: the first 100 rows on the page, with the total row count and how long the query took underneath. Empty values show as a dash.
• Show the SQL that ran lists every query of the answer, with what each was for and any error it hit.
• The footer line shows the model, how long the answer took, the tokens used and an estimated cost in US dollars.

If a query matches more than 10,000 rows, the table holds only the first 10,000 and a warning says that "Totals worked out from it will be too low". Ask for a count instead, or narrow the question.

Choose a model

A picker under the question box offers three models. Hover over one to see its note. The picker starts on the platform's default model each time you open Ask, and the footer line of each answer shows which model produced it.

Model	Note shown
Opus 5.5	"Most accurate SQL. Roughly 2x the cost of Sonnet."
Sonnet 5.5	"Good balance. A sensible default while evaluating the feature."
Haiku 5.5	"Cheapest and fastest, about a twentieth of Sonnet's cost. Double-check answers to complex questions."

Turn a result into a segment

When a result contains a contact_id column, a Create segment button appears, with the number of distinct contacts in brackets. If the column is missing, a note explains why and suggests adding "...and include their contact id" to your question.

1. Click Create segment.
2. Type a name for the segment and click Create segment.
3. Click Open the segment to see it, export its members or send a broadcast.

The new segment is a manual segment and a snapshot: its members don't change as new data arrives (see Segments). It takes the contacts from the rows Ask returned, so if the result hit the 10,000-row limit, the segment holds only part of the matching people; the dialog warns you when that happens. The confirmation shows how many contacts were added; contacts that were already members or no longer exist are skipped.

Export to CSV

Click Export CSV under a result to download it. The export runs the query again, so it reflects the data at the moment you click and can include up to 100,000 rows, more than the page shows. The file has a header row, uses NULL for empty values, and is named data-export- followed by the date and time of the export in UTC.

Past chats

On wide screens, the left side of the page lists past chats, newest first, each titled with its first question and showing its number of turns and date. The list shows the 50 most recent chats in your organization. Everyone who can use Ask sees the same list, including chats other people started.

Click a chat to reopen it and continue it. Result tables aren't stored: each answer shows a Show results button that runs its query again, so the numbers are current rather than what they were at the time. A question that was stopped or failed still appears in the chat, without an answer.

Limits

Limit	Value
Question length	2,000 characters; accented letters such as ă or ț count as two
Time for one answer	90 seconds
Time for one query	30 seconds. A slower query fails, and Ask can retry with a narrower one.
Steps per answer	10 rounds of looking things up and querying
Rows per result	10,000 (the page shows the first 100)
Rows per CSV export	100,000
Earlier turns taken into account	The last 10 of the chat
Requests per person	3 in quick succession, then one every 6 seconds (10 per minute). Questions, exports and Show results all count.

What is sent to the AI provider

Ask runs on an external AI model. For each question, Ask sends the model provider:

• your question, and the earlier questions and answers of the chat (up to the last 10), with the queries behind them;
• the titles, session dates and registration counts of the webinars, sessions and offers it looks up;
• up to 50 rows of each query result.

Rows beyond the first 50 of a result are shown to you and included in exports, but not sent. A few records Ask can read hold contact details, for example the result of an automation's email or SMS step includes the address or phone number the message went to, and rows like these are sent like any other.

Each question, the queries it ran and each export are also recorded in the audit log.

If something goes wrong

Message	What it means
"That took longer than 1m30s to work out. Try narrowing it — one metric, one time range, or one webinar at a time."	The answer hit the 90-second limit.
"I wasn't able to finish this one — it took more steps than allowed. Try narrowing the question, or asking for one thing at a time."	Ask used all 10 rounds without reaching an answer.
"The connection closed before an answer arrived."	The connection dropped. Ask again.
"failed to answer the question"	Something went wrong while answering. Try again, or try another model.
An error mentioning "Rate limit exceeded"	You sent requests faster than the limit allows. The error says how many seconds to wait.
An error mentioning "question is too long"	Shorten the question (see Limits).
An error mentioning "AI data chat is not configured"	Ask isn't set up on the platform, so it can't answer questions right now.
"You don't have access to the data assistant. Ask an admin for the marketer role."	Your role can't use Ask.