🔎Chat Settings

This section will guide you through the different settings in the chat section of Boolee.

1. Open the Interaction Field

To begin a new analysis in Boolee:

• Go to your Boolee Dashboard.

• Open the Interaction tab on the right-hand side.

• Click on "New Analysis" to start.

2. Choose Your Analysis Type

You can tailor the analysis to your specific needs by selecting one of the following modes:

• Deep Research: Ideal for in-depth data analysis and detailed investigations.

• Data Retrieval: Best suited for pulling specific values or KPIs (e.g., “Show my CTR for last week”).

• Data Explorer: Useful when you want to understand the available data structure, such as after uploading a CSV file.

• Add Charts to Dashboard: Use this mode when you simply want to generate charts and add them directly to your dashboard.

• Auto: Boolee automatically determines the most suitable analysis type based on your query.

Note: The analysis type can impact the response time and depth of results. Choose accordingly based on your use case.

3. Set the Answer Length

You can choose how detailed you want Boolee’s responses to be:

• Concise: Short, to-the-point answers.

• Balanced: A mix of clarity and detail (default setting).

• Explanatory: Extended answers with additional context and reasoning.

4. Customize Recommendations

By default, Boolee includes smart recommendations alongside results. If you prefer to focus solely on raw insights:

• Select “Insights Only” to disable recommendations.

5. Select a Data Analyst Persona

Boolee offers analyst personas trained for different contexts:

• Default Analyst: General-purpose data analysis.

• Marketing Analyst: Tailored for marketing-specific insights and metrics.

To create a custom analyst persona:

• Click “Add Context” and define your own analytical preferences.