When you'd rather describe what you want than click through a wizard, the Ask Me AI assistant can help you set things up. It's the in-app assistant that understands your account, so you can get data flowing by simply asking.
Start an AI-assisted connection
- Go to Settings → Connections.
- Open the menu next to Add a connection and choose Use AI to connect.
- The Ask Me panel opens. Describe what you want to track — for example, the metrics or source you have in mind.
- Follow the assistant's guidance to get your KPIs and data set up.
What the assistant can and can't do
Ask Me works within firm guardrails. It can read your observed data, calculations, and billing to help and advise. It will always ask for your explicit confirmation before making changes such as KPI formulas, targets, dashboard layouts, sharing, or integrations — a confirmation card appears and nothing happens until you approve it. It never deletes anything.
The Use AI to connect option only appears when the Ask Me assistant is enabled for your account. An owner, admin, or analyst can switch it on under Settings → General.