The AI Data Assistant lets you ask questions about your Enrichment & Insights data in plain English and get answers inside Total Expert. You don't need to submit a custom reporting request or know SQL. Each answer can include a summary, a table, key metrics, and a chart, and you can download the results as a .csv file.
Before you begin
- Your Customer Success Manager (CSM) enables the AI Data Assistant for your organization.
- Your organization uses Enrichment & Insights for topics other than Life Events. Life Events data isn't included in results.
- Your role includes the Data Assistant permission. Users with this permission can ask about data for your whole organization.
Ask a question
To ask a question:
- Go to Reporting & Analytics > Data Assistant.
- Type your question in the text box. For example:
- How many contacts are being monitored for rate alerts?
- Show all contacts that have received an alert in the last 3 months. Show which alert type and the date it was received.
- What percentage of my contacts have a valid address?
- Press Enter or select the arrow button. You can't attach files.
- Review the response. The results area has a fixed height and shows the data description, the column headers, and the first 10 rows. Scroll within the results area to see more rows.
What you can ask
You can ask about your Enrichment & Insights data. Questions about other data, such as journey data or campaign metrics, aren't supported. If you ask one, the AI Data Assistant tells you it can't answer.
| Question type | Example |
|---|---|
| Count | How many contacts are monitored? |
| Breakdown | Show contacts by alert type. |
| Trend | How have alerts changed over the last 3 months? |
| Comparison | Which alert types dropped more than 10% month over month? |
| Data quality | Show contacts missing address data over the last year. |
You can filter by:
- Date range, such as "last 30 days," "Q1 2025," or "year to date"
- Alert type: credit inquiry, credit improvement, rate alert, or equity alert
- Status, such as active or inactive contacts
Refine your results
To refine a response, type a follow-up question in the text box or select a suggested question in the response area. For example:
- Filter that to the last 60 days.
- Sort by highest volume.
- Group by alert type instead.
Download results
To download the results as a .csv file, select the download button in the response. You can open the file in Excel, Google Sheets, Power BI, or Tableau. You can download only your organization's data.
Start a new chat or reopen a previous chat
To start a new chat, select New chat in the left column. The current chat clears from the page and is saved in your chat history.
To reopen a previous chat, select its timestamp in the left column. You can continue the conversation where you left off.
Rate a response
To rate a response, select the thumbs-up or thumbs-down button. If you select thumbs-down, a text box opens where you can describe the problem. Your feedback helps improve the accuracy of responses.
Troubleshooting
The Data Assistant page isn't available
Confirm that your CSM has enabled the AI Data Assistant, that Enrichment & Insights is active, and that your role includes the Data Assistant permission.
The page is blank or says the Data Assistant is unavailable
Your organization's setup might be incomplete. Reload the page. If the problem continues, contact your CSM.
The response says "I can't answer that"
The question is probably outside your Enrichment & Insights data. Rephrase the question, or select thumbs-down and describe what you were looking for.
The response looks wrong
Select thumbs-down to flag it, and then rephrase the question with more specific filters or dates. If the problem continues, contact your CSM.
The response takes a long time or times out
Simplify the question or break it into smaller questions.
The download fails
Confirm that your role has permission to download. Large datasets can take extra time, so wait a few seconds, and then try again.
No data is returned
Confirm that your organization has active Enrichment & Insights contacts and that monitoring is set up correctly. Results reflect data as of about 6 PM CT the previous day, so recent changes might not appear.
Frequently asked questions
How current is the data?
Results reflect data as of about 6 PM CT the previous day.
Is my organization's data secure?
Yes. Access is limited to your organization and follows your role permissions. All interactions are logged for audit and compliance.
How accurate are the answers?
The AI Data Assistant generates answers with AI, so they can occasionally be incomplete or wrong. If a result doesn't look right, flag it with thumbs-down and rephrase your question with more specific filters or dates.
How is the AI Data Assistant different from the Reporting Center?
The Reporting Center uses curated templates for large data extracts, so it works best for recurring reports and bulk .csv exports. The AI Data Assistant answers conversational questions, so it works best for quick lookups and exploring your data. The two tools complement each other.
Get help
Contact your CSM or Total Expert support.