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The ToeBox AI Assistant is a conversational analytics tool built into the Analytics page. Ask questions about your data in plain English and get charts, tables, and insights in return.

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Using the AI Assistant

1

Open the Assistant

Navigate to Analytics and click the AI Assistant tab.
2

Ask a question

Type a question in natural language. For example:
  • “What were our top 10 products by revenue last month?”
  • “Show me daily order count for the past 30 days”
  • “Compare this quarter’s sales to last quarter”
  • “What’s the average order value by customer segment?”
3

Review the results

The assistant generates a SQL query, executes it against your connected data source, and displays the results as a chart or table. You can see:
  • The generated SQL query
  • A visualization of the results
  • The raw data in table format
4

Export to dashboard

If the chart is useful, click Export to Dashboard to add it directly to one of your dashboards. The chart, query, and configuration are all preserved.

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Model selection

The AI Assistant can use different models depending on your preference and available API keys:
ProviderModels
AnthropicClaude Sonnet 4.6, Claude Haiku 4.5, Claude Opus 4.6
OpenRouterGPT-4o, GPT-4.1, Gemini 2.5 Flash/Pro, Llama 4, DeepSeek V3
AWS BedrockClaude Sonnet 4.6, Claude Haiku 4.5
Select your preferred model from the dropdown in the Assistant panel. If you have configured BYOK (Bring Your Own Key), your keys are used automatically.
Claude Sonnet 4.6 is recommended for the AI Assistant. It provides the best balance of SQL generation quality and response speed.

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How it works

  1. Your natural language question is sent to the selected AI model
  2. The model generates a SQL query based on your database schema
  3. The query is executed against your connected data source (read-only)
  4. Results are returned and automatically visualized as the most appropriate chart type
  5. You can modify the chart type, formatting, or query as needed

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Tips for better results

  • Be specific — “Revenue by product category for Q1 2025” is better than “show me revenue”
  • Mention time ranges — The assistant handles dates well when you specify them
  • Reference table names — If you know your schema, mention specific tables for more accurate queries
  • Iterate — Follow up with refinements like “break that down by month” or “add a filter for orders over $100”
The AI Assistant only executes read-only queries. It cannot modify your data.