AI Search

Question your knowledge base as you would ask your coworker for help

What does it do

Our AI search is here to answer your questions, leveraging all the filled knowledge pages and the written descriptions, it will also redirect you to the best data assets, dashboards, tables or knowledge to get your answer.

Here are some examples of question you can ask

• What is ARR?

• What dashboards do we have about user activity?

• How do calculate customer margin?

• What is the revenue evolution per quarter?

• Which tables are used for google campaigns performance?

Questions it cannot answer yet

• Questions about lineage: give me all downstream dashboards of table X

• Questions about how to use CastorDoc: how can I tag a table

• Counting or agregating assets: how tables are there in schema Y

How to use it

Where you can use it

AI Search in the web app

Use it in the web app here.

Click on the image below to see it full screen

AI Search in Slack

When you're in a channel, simply type in @CastorDoc and ask your question, the Assistant will answer you! Make sure to invite the assistant first in your channel.

Click on the image below to see it full screen

Requirements: have the CastorDoc slack app installed. See how to Slack

AI Search in Microsoft Teams

You can ask your question in two ways: • In a group chat, simply mention @Coalesce • Or in a 1-on-1 chat with Coalesce (see video)

The Assistant will reply directly to help you out!

Requirement: Make sure the Coalesce Microsoft Teams app is installed. Learn how to install it here.

Iterate

This is a key strength of our assistant. If you're not happy with the first answer simply tell the assistant, and iterate, as you would do with chatgpt. One thing to keep in mind, assets are only searched for once, so if you want to ask about another topic, start a new discussion.

How it works

This search will use any content from your Knowledge pages, Dashboard and Tables, so ask it any question, as you would ask someone next to you. It will answer it directly, and provide the assets used to answer you.

Please note that the sync of your assets happens once a day, so if you update a knowledge page, today, you'll be able to get answers using it tomorrow.

Have you heard about all these buzzwords? Vector database, semantic search, generative AI, context building, context nesting? Yes, it's about all these, reach out to our team if you want to know more.

Privacy concerns

Please refer to our Catalog AI safety notice for more information.