Overview
The Chartcastr AI Chat isn’t just for asking questions—it’s a powerful tool for taking action. You can manage your connections, pulses, and configuration directly through natural language.Key Actions
Creating Connections
You can set up new connections by simply describing what you want to achieve.- “Set up a new Google Sheets connection for my Marketing dashboard”
- “Link the Sales tab from this spreadsheet to the #revenue Slack channel”
Managing Pulses
Interact with your existing pulses without navigating through the dashboard.- “Show me my latest pulses”
- “When is the next pulse for the Product team scheduled?”
- “Disable the Daily Revenue pulse for the weekend”
Bulk Updates with Source Groups
Manage your sources at scale using Chat, including context assignments.- “Group all my Shopify sources into a new ‘Ecommerce’ group”
- “Add the ‘Q1 Strategy’ document as External Context to all sources in the Marketing group”
- “Update all sources in the Sales group to use the same analysis template”
Configuration Edits
Quickly modify your workspace settings and context.- “Update the User Notes for my Slack Revenue connection to mention the Q4 promotion”
- “Invite [email protected] to this workspace as an admin”
- “Change the reporting timezone to EST for all my pulses”
Workflow Automation
Chat can help you stitch together complex tasks into simple commands. For example: “Create a new source group for all European sales data and set up a weekly Slack pulse to #emea-growth every Friday at 9am.”Feedback Loop
When you ask Chat to perform an action, it will usually provide a confirmation or a draft of the changes. You can review and refine the action before it’s finalized.- “Looks good, go ahead”
- “Wait, change the delivery time to 10am instead”