Follow-ups, Charts and Interactive Views
The assistant now keeps track of the conversation you're in, can draw a chart when a picture reads faster than a table, and can build a small interactive view when you want to explore the figures yourself.
Asking a follow-up
The assistant remembers the last few questions and answers of the chat you're in, so you can carry on the way you'd talk to a colleague.
- Open Assistant → AI Assistant from the sidebar and ask a question — for example, "Sales by category for last week".
- When the answer is in, ask the next thing without repeating yourself — "Now by brand", "Which items drove it?", "Same for the week before".
- The assistant reuses the period (and anything else you pinned down) from the earlier answer. If it isn't sure what "that" means, it asks you which period or item you mean instead of guessing.
The suggested next questions under an answer ("Compare with the previous period", "Which items drove it?") now work the same way: they build on the answer above them.
Good to know:
- Memory lasts for the chat you're in. It covers your last six questions. Start a new chat (the + beside "Assistant" in the left panel, or New chat if you don't have that panel), refresh the page, or close the tab, and the assistant starts fresh.
- It remembers what was asked and answered, not the raw figures. When a follow-up needs numbers again, the assistant looks them up again — so a follow-up always shows current data.
- Re-reading a past conversation from the panel on the left doesn't continue it; it's read-only, as before.
- Proposals and file uploads aren't part of the memory. A follow-up after creating a customer or planning a QuickPick starts from your question alone.
Charts
When a comparison or a breakdown reads faster as a picture, the assistant draws a chart inside the answer — a bar chart to compare a handful of things, a line for a run of values, or a donut for a share of a whole.
- Ask a question that compares things — "Top categories by sales this month as a chart", or simply "Show sales by payment mode".
- The assistant looks up the figures (you'll see the green data line as usual), then shows Drawing a chart… while it builds the chart.
- The chart appears in the answer. The table it was drawn from folds away under the data line — click Show table to open it.
- Hover a bar, point or slice to see its exact figure.
Every number on a chart comes straight from the data the assistant looked up — the assistant chooses what to draw, never the figures themselves.
Click to ask
If a chart shows Click a bar to ask about it underneath, click any bar (or point, or slice) and the assistant asks the follow-up question for you — for example, clicking "Beverages" on a category chart asks for that category's items over the same period. The new question appears in the chat as if you'd typed it, and anything you were halfway through typing in the message box is left alone.
Clicking does nothing while an answer is still coming in, or when you're re-reading a past conversation.
Interactive views
Ask to explore rather than to see — "Give me an interactive view of stock by item that I can sort", "Let me toggle between quantity and value" — and the assistant can build a small interactive view inside the answer.
- Ask your question. The assistant looks up the figures first, then shows Building an interactive view….
- The view appears in a card marked Built by AI. Sort, filter or switch it as it offers — none of that sends anything or starts a new answer.
- Some views have a button that asks a follow-up ("Ask about this item"). Clicking it sends the question to the chat, the same as clicking a chart.
How interactive views are kept safe:
- The view only shows the figures the assistant looked up in that answer, and the data card with the same figures sits right above it.
- It runs walled off from the rest of the portal: it can't see your login, your other screens, or the internet, and it can't send your data anywhere.
- It can only ask a follow-up when you click inside it.
- If a figure in a view was worked out by the view rather than read from your data (a "what if" price, for example), it's labelled Estimate.
If part of a view doesn't load, you'll see a short note under it — the figures in the data card above are unaffected.