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Overview

Chat Follow-ups let you ask questions about your charts directly within Slack or Microsoft Teams. By tagging @chartcastr in a pulse thread or channel, you can get contextual answers about your data without leaving your conversation.

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How It Works

When you tag @chartcastr in a channel where the bot is present, it analyzes the context of your message and provides an intelligent response inline.

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Thread Context

Chartcastr is context-aware. When you tag it within a thread attached to a Pulse notification:
  • It knows which pulse you’re asking about
  • It understands the specific chart data in that pulse
  • It has access to External Context and User Notes linked to that source
  • It remembers the conversation history in the thread
Example:

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Channel Questions

You can also ask general questions in channels where Chartcastr is a member:

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Supported Platforms

Full support for tagging @chartcastr in:
  • Pulse threads for contextual follow-ups
  • Channels where Chartcastr is a member
  • Direct messages to the Chartcastr app
The bot understands thread context and can reference the specific pulse data when replying.

Slack Integration

Learn more about setting up Slack
Coming Soon — Microsoft Teams follow-up support is in development alongside the Teams integration.
When launched, you’ll be able to:
  • Tag @chartcastr in Teams channels
  • Ask follow-ups in pulse threads
  • Get contextual answers about your data

Teams Integration

View Teams integration status

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What You Can Ask

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In Pulse Threads

  • “What caused this spike?”
  • “Break down the top contributors”
  • “Which segments performed best?”
  • “Show me the underlying data”
  • “How does this compare to last week?”
  • “What’s the MoM trend?”
  • “Compare this to Q3 performance”
  • “How are we tracking against goal?”
  • “Explain what this metric means”
  • “Why is this important?”
  • “What should we do about this?”
  • “Summarize the key takeaways”
  • “Who should I notify about this?”
  • “Should we schedule a follow-up meeting?”
  • “Create a task to investigate the drop”
  • “Alert the team if this drops below X”

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General Questions

  • “What’s the status of [source/connection]?”
  • “Show me my active pulses”
  • “When is the next pulse sending?”
  • “Help me create a new connection”
  • “Why didn’t my last pulse send?”
  • “What’s our [metric] for [time period]?”

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Best Practices

When asking about a specific pulse, reply in the pulse thread. The AI automatically knows which chart you’re referring to.
Good: “@chartcastr What was our revenue last Tuesday?”Vague: “@chartcastr show me numbers”
The AI maintains conversation history in threads. You can reference previous answers:“@chartcastr Expand on that last point about churn”
Request specific formats for better readability:
  • “@chartcastr Show this as a table”
  • “@chartcastr Give me bullet points”
  • “@chartcastr Keep it brief”

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Privacy & Thread Access

  • Only users who can see the pulse can tag @chartcastr in the thread
  • The bot respects your workspace permissions
  • External context is only used if the source has linked documents
  • Thread conversations are stored for context but not shared across workspaces

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Limitations

Follow-up messages count toward your AI Chat daily limits based on your plan:
Chartcastr only responds when tagged. It won’t proactively message channels or start conversations.
The AI can only access data and connections within your Chartcastr workspace.

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Troubleshooting

  • Ensure @chartcastr is invited to the channel
  • Check that the bot is online in your workspace
  • Verify you haven’t hit your daily message limit
  • Try re-inviting the bot if issues persist
  • Make sure you’re in a pulse thread (not just a regular channel message)
  • Be specific about which source or metric you’re asking about
  • The bot may ask clarifying questions if context is unclear
  • The AI can only access sources and connections you have permission to see
  • External context documents must be properly linked to the source
  • Some historical data may not be available depending on retention settings

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Example Workflows

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Weekly Standup

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Incident Response

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Next Steps

Tagging @chartcastr

Learn how to interact with the bot directly in Slack channels.

Set Up Slack

Connect Slack to start using follow-ups.