How To Use DataPeak Chat

Your conversational command center for exploring data, running workflows, and building agents.

DataPeak Chat lets you interact with your data and agents the same way you’d talk to a teammate. You can ask questions, create workflows, troubleshoot issues, and generate charts, all through natural language.

This guide shows you how to use Chat effectively, including switching modes, creating agents, exploring existing workflows, and managing conversations.

To learn how to chat with your data, click here.

1. What You Can Do in DataPeak Chat

With Chat, you can:

• Explore your datasets using natural language

• Generate charts and visualizations

• Use voice input instead of typing

• Access your agent library through Explore Agents

• Create custom agents through Agent Chat

Chat adapts to your workspace and permissions, meaning it can access:

• Your datasets

• Your agent library

• Dashboard metrics

• Run history

• System-level options (depending on your role)

2. The Chat Interface Overview

When you open DataPeak Chat, you’ll see:

• New Chat — start a fresh conversation

• New Agent chat — use DataPeak Assistant to create custom agents

• Explore Agents — browse agents sorted by category

• Main chat window — where your conversation takes place

• Message box — type or speak your request

• Dataset selector — choose the dataset for your question

3. Asking Questions About Your Data

Once you select a dataset, you can ask:

• “Show total revenue by month.”

• “Which category had the highest growth?”

• “Filter records to only show the last 6 months.”

• “Create a table of inventory levels by location.”

Chat will respond using the dataset selected at the bottom of the screen.

If no dataset is selected, Chat will prompt you to choose one.

To learn more about how to chat with your data, click here.

4. Creating Charts & Visuals in Chat

DataPeak Chat can generate visuals directly through the chat.

To create a chart:

1. Choose your dataset

2. Pick your chart type (line, bar, scatter, etc.)

3. Ask for the type of graph you’d like and what you’d like the graph to contain based on your dataset.

4. Chat generates the visualization

You can Save the chart to your dashboard or export it.

5. Voice Input

If you prefer to speak your requests:

1. Click the microphone icon in the message bar

2. Speak your question

3. Chat will convert your speech to text and execute the command

6. Agent Chat

Agent Chat allows you to create Custom Agents using natural language instead of manually building workflows from scratch.

Agent Chat is ideal for quickly creating AI-powered workflows without needing to manually configure every component. Once generated, the agent behaves like any other Custom Agent and can be tested, edited, saved, and reused.

Creating a Custom Agent using Agent Chat:

1. Describe the goal or task you want the DataPeak Assistant to help you achieve.

2. Review the generated workflow on the canvas and adjust the agent’s goal, instructions, tools, models, or components as needed.

3. Switch between the chat and canvas to test, refine, and rerun the agent until it performs the task the way you want.

4. Save the agent for future use or continue enhancing it with additional components.

7. Explore Agents

Explore Agents will take you to the Agentic AI section.
Where you can create custom agents or use pre-built system agents, helping you discover agents you can:

• View

• Run

• Reuse

• Learn from

You can browse system agents using the menu across the top of the screen by

• Using the Search box

• Sort by Name or Category

• Sort in Ascending or Descending Order

This is ideal for new users who want to see examples or understand what’s possible. Learn more about this in How to Use Agentic AI (insert link)

8. Managing Chat Sessions

Session Persistence

• The last chat session automatically loads when you open Chat

• The active dataset from your previous session will also load

Viewing Recent Sessions (last 30 days)

Under Explore Agents, you’ll see your recent conversations.

Deleting Chat Sessions

1. Hover over a saved chat from the last 30 days

2. Click the trash icon

3. The conversation is deleted immediately

Cancelling a Query

If Chat is taking too long:

• The send icon changes during loading

• Click it to cancel the request instantly

This is helpful when you want to rephrase a question or stop a long-running operation.

9. When to Use DataPeak Chat

Use Chat when you want to:

• Explore your data

• Create custom agents