AI-Powered Context Generation Wizard

Step 1: Navigate to the Table Selection Page

• After connecting your data source, navigate to the Table Details step.

• You will see a list of tables with their completion status.

• Tables marked "uncompleted" require data definitions.

🔹 Action: Click on a table (e.g., "manufacturer") to start defining its data.

Step 2: Open the AI Wizard for Data Definitions

• After selecting a table, the AI wizard will launch.

• The wizard automatically suggests descriptions based on table content.

• Click “Try it now!” to use AI-generated suggestions.

Step 3: Review and Edit Table Descriptions

• The wizard presents an AI-generated description of the table.

• Edit the description to ensure accuracy and completeness.

• The description should clearly define the table's purpose and key attributes.

🔹 Best Practice: Include key details like relationships with other tables, data types, and business context.

Step 4: Define Insights and Chart Expectations

• The wizard will prompt: “What insights or charts would you like to generate from this table?”

• Select or describe expected charts, such as:

  • Number of manufacturers per country

  • List of manufacturers by name

  • Count of manufacturers

🔹 Action: Choose relevant insights to improve AI-driven visualization recommendations.

Step 5: Column-Level Data Definitions

• Next, define each column in the selected table.

• The wizard provides suggestions for column descriptions (e.g., Country, ManufacturerID, Name).

• Review and refine AI-generated descriptions to ensure clarity.

🔹 Example:

• Column Name: Country

• AI-Suggested Description: "The country where the manufacturer is located. Code: US, MX."

• Action: Edit if necessary to include more context.

Step 6: Review Summary for Data Definitions

• The wizard compiles all table and column descriptions into a summary view.

• Ensure all required details are correct and meaningful.

🔹 Action: Add any missing details before proceeding.

Step 7: Finalizing Data Definitions

• After reviewing, the wizard enhances the descriptions using context gathered throughout the steps.

• The final descriptions are more detailed and AI-optimized.

🔹 Action: Click "Complete" to save the definitions.

Step 8: Confirm and Save Definitions

• Once saved, the platform uses these descriptions for: ✔ AI-powered chart generation ✔ Query automation (SQL generation) ✔ Improved Q&A about data and insights ✔ Delta monitoring and debugging

🔹 Action: Proceed to the next step in the data setup process.