Research

Research is Kaelio's conversational interface for data exploration. You type questions in plain English, and the AI agent queries your databases, analyzes results, and presents findings as tables, charts, and written insights.

Starting a conversation

Open the Research section from the main navigation. The home screen shows a text input and, if available, a carousel of pre-generated Insights you can explore.

Type a question like:

• "What were our top 10 customers by revenue last quarter?"
• "Show me a trend of daily signups over the past 30 days"
• "Compare average order value across regions"

Press Enter to send. The AI agent begins working — you'll see a live analysis section showing each step it takes before delivering a final answer.

Referencing your data

Use @ mentions to reference specific data sources, tables, or columns directly in your message. Type @ to open a search menu, then select the entity you want to reference. This helps the agent target the right data without guessing.

Mentions are color-coded by type (data source, table, and column) and provide the agent with precise metadata context.

Understanding results

The agent's response typically includes:

• Written analysis — a natural-language summary answering your question
• SQL queries — the generated SQL shown in a syntax-highlighted code block, with a copy button
• Data tables — query results displayed in a sortable, scrollable table with column resizing and row counts
• Visualizations — interactive charts embedded directly in the conversation

If a result set is large, you'll see a truncation notice with an option to download the full data as CSV.

Analysis steps

Each response includes a collapsible Analysis section showing the agent's reasoning process. Expand it to see which tools the agent used, how long each step took, and the intermediate results.

Visualizations

The agent generates interactive charts when a visual answer is appropriate. The following chart types are supported:

Charts are interactive — hover for tooltips, and resize responsively. When multiple visualization versions exist, version-switcher buttons appear so you can compare alternatives.

File attachments

You can upload CSV and PDF files directly into the conversation. The agent reads and analyzes uploaded data alongside your connected databases. Attachments appear as chips in the input area and can be removed before sending.

Metrics

When the agent produces a useful SQL query, you can promote it to a reusable metric by clicking Save metric below the response. This opens the Metric Workshop where you can name, configure, and save the metric for use in dashboards.

Sharing and collaboration

Click Share in the toolbar to control who can access a conversation:

You can also invite specific users by name or email. Invited users receive access to the full conversation history.

Message feedback

Use the thumbs up / thumbs down buttons below any response to provide feedback. This helps improve the quality of future answers.

Export

Click Export in the toolbar to generate a print-friendly version of the conversation, suitable for saving as PDF or sharing offline.

Insights

The Research home page may display a carousel of Insights — pre-generated questions and answers about your data. Click any insight card to see the full answer or use it as a starting point for deeper exploration.

Unanswered insights appear as suggestions in the input area when it's empty, giving you quick starting points for new conversations.