Chord Copilot Chat

chord copilot is your on demand data teammate ask questions about your store in plain language — revenue, customers, orders, products — and get accurate answers instantly, no sql knowledge required you can also export results directly to csv, excel, or google sheets getting started log into chord navigate to chord copilot from the left navigation menu ask a question about your store's data, or browse suggested questions using the suggested questions dropdown below the chat box wait momentarily for copilot to respond once copilot answers, you can ask follow up questions, export results, or take additional actions from the answer window answer actions after copilot responds, the following actions are available preview results — view the answer in a table format from here you can show/hide the search bar show/hide column filters show/hide specific columns toggle row density toggle full screen export data — download results as a csv, excel file, or export directly to google sheets view chart — view the answer as a visualization chord copilot automatically selects the chart type (line, bar, etc ) you can pin any visualization to your charts dashboard view sql — see the exact query copilot ran against your data see reasoning — view the step by step thought process and data tables copilot used to arrive at your answer this reflects copilot's intent interpretation and routing — how it understood your question and which data it pulled before generating a response monitor — set up an ongoing monitor for the metric in your question using the monitoring ai agent creating audiences and explores from copilot next copilot next can turn any answer with a list of records into a looker explore and saved audience, directly from hub how it works ask a question that returns a list of records (e g "customers whose first order was in q1 2025") click explore in analytics on the answer name the audience and click create audience open view in analytics or view in shared audiences once it finishes good to know names must be unique reusing an existing audience name is blocked, since that audience may already feed a live data sync answers without a list of records (e g definition questions) can't be turned into an audience conversation history chord copilot retains your conversation history across sessions you can return to any previous thread and pick up where you left off — no need to re ask or re establish context to access past conversations, click view history in the top right corner of the copilot page history is scoped to your account — you'll only see threads you've started to start fresh, click new conversation in the top right corner enriched context copilot uses enriched context to deliver more accurate, relevant answers three capabilities work together behind the scenes persistent conversation history — copilot remembers what you've discussed across sessions when you return to a thread, it understands prior context without you having to repeat yourself intent interpretation and routing — before generating a response, copilot interprets the intent behind your question and routes it to the right data and logic you can see this in action via see reasoning in the answer window real time data warehouse enrichment — copilot pulls live data from your warehouse at query time, ensuring answers reflect your most current data rather than a cached snapshot these improvements are on by default no configuration is required clarifier copilot includes a built in clarifier that asks smart follow up questions when your query is complex or ambiguous — gathering enough context before it responds the clarifier is enabled by default you can turn it off using the use clarifier toggle in the chat input at any time questions or feedback? reach out to help\@chord co