Tips for 'Quick Analysis'

This guide will help you interact effectively with your AI agent to gain valuable insights from your company's data.

What Can You Ask Your Agent?

Your Wobby agent can handle a wide variety of data-related requests:

• Data Exploration: "What sort of analyses can you do about our shipment data? Give me some ideas."

• Specific Visualizations: "Create a line chart showing monthly revenue trends for 2025"

• Lookup Information: "What's the delivery status of order #12345?"

• Comparative Analysis: "Compare the total revenue across all available regions for Q1 vs Q2 2025, specifically for our premium products"

Crafting Effective Data Questions

What Makes a Good Data Question?

Good data questions are specific, include relevant context, and clearly state what you're trying to learn.

✅ Good Examples:

• "What was our customer retention rate in the Northeast region during Q1 2023 compared to Q1 2022?"

• "Show me the conversion rate for our email campaign last month, broken down by customer segment"

• "Which products had the highest profit margin in our online stores during the holiday season?"

❌ Less Effective Examples:

• "Give me data on customers" (unclear what aspect of customers you're interested in)

• "Is our business doing well?" (subjective and lacks specific metrics)

• "How did sales go in Benelux last month?" (too broad, lacks specific metrics)

Formatting Tips:

1. Specify metrics: Clearly state what you want to measure (revenue, units sold, conversion rate)

2. Include time frames: Mention the time period you're interested in

3. Add context: Note any specific segments, categories, or comparisons

4. State visualization preferences: If you want a specific chart type, mention it

Requesting Charts

Your agent can generate various chart types:

• Bar Charts: Great for comparing quantities across categories

  • Example: Regional sales comparison showing which territories outperform others

• Pie Charts: Useful for showing proportions within a whole

  • Example: Market share distribution across product lines

• Line Charts: Ideal for visualizing trends over time

  • Example: Monthly revenue growth highlighting seasonal patterns

• Scatter Plots: Excellent for identifying relationships between variables

  • Example: Price vs. rating correlation for your product catalog

Coming soon: funnel charts & geo maps.

Follow-up Strategies

Conversations with your agent can be iterative. Try these follow-up approaches:

• Request different views: "Can you show this data by week instead of month?"

• Drill down: "Show me a breakdown of this spike in June?"

• Clarification: "How did you calculate this?"

Troubleshooting Tips

• If you get unexpected results, try rephrasing your question with more specificity

• For complex analyses, break down your request into smaller, related questions

• Remember that your agent works best with the data it has access to; some questions may require data your organization hasn't connected

By following these guidelines, you can leverage your custom Wobby agent to gain meaningful insights and make informed data-driven decisions.