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How to ask the AI assistant in Hubviz Web
Ask questions about the project data in the Hubviz Web chat, mention charts with @, attach images and learn how AI credits are used.
Ask about the data in the open project, such as “which business unit grew the most this half-year”, and get the answer with numbers, charts and explanations.
Use it when no ready-made chart answers the question, or when you want a summary of the period to send to someone.
Open the chat and ask
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Open a project dashboard and click Ask the Assistant in the header. On a phone, the button shows only the chat bubble icon.
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The Business Assistant chat opens full screen, with How can I help with your data? in the center, two suggestion cards and the message box at the bottom.
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Type your question in the message box. To mention a chart, type @ and pick the chart from the list.
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Press Enter to send. To add a line break without sending, use Shift + Enter.
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Follow the answer. While it works, the assistant shows its steps, such as fetching a chart’s data.
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Keep the conversation going with follow-up questions. To close, click the X in the top right corner.
If the Ask the Assistant button doesn’t show, your user doesn’t have access to the assistant. Ask your workspace admin.
What the assistant can do
The assistant works with the charts, dashboards, cubes and measures of the open project. It can:
- find a chart, dashboard, cube or measure by name;
- read a chart’s data for the period and answer questions about it;
- query a cube or measure in more detail, such as by business unit or by month;
- explain a series formula;
- show a chart or a results page inside the conversation.
It only sees the project’s published data. It doesn’t access email, the internet or other projects.
Reference: the chat screen
| Part | What it does |
|---|---|
| New analysis | Starts a new conversation. Each new conversation uses one AI chat credit. |
| Search conversations | Searches earlier conversations by title or content. |
| Conversation trash can | Delete conversation. Asks for confirmation and can’t be undone. |
| History three dots | Clear history, to delete all your conversations. |
| Analyze performance | Ready-made suggestion: analyzes the main KPIs for the period and points out trends, risks and opportunities. Click Use suggestion to send it. |
| Build a view | Ready-made suggestion to build a view with the most important charts. |
| @ | Mentions a chart, statement, dashboard or cube, so the assistant uses exactly that object. On the Professional and Business plans, the list also includes the chart of accounts, the trial balance and the ledger. |
| / | Opens the ready-made commands, such as /analisar-grafico, /explicar-formula and /buscar-dados. |
| Paper clip | Attaches images: up to 5 per message, up to 5 MB each, as PNG, JPG, WEBP or GIF. You can also paste with Ctrl + V. |
| Circle next to the send button | Context bar: shows how much of the conversation memory is used. When it fills up, the assistant summarizes the conversation and keeps going. |
| Save to report | Shows on the card of a chart the assistant created. Keeps the chart in the report settings, so you can use it later. |
| Adjust and save | Also on the chart card. Saves and opens the chart so you can adjust it before using it in a dashboard. |
AI credits
Only conversations in this chat use AI credits. Credits belong to the workspace and reset at the start of each month.
- Uses a credit: each new conversation in the chat uses one credit. Messages inside the same conversation don’t use extra credits.
- Does not use a credit: AI chart analysis, AI reports, AI slides, AI-written SQL, “build with AI” and the Hubviz Studio assistant. See How to get an AI analysis of a chart in Hubviz Web, How to create and run presentations in Hubviz Web and The Hubviz Studio AI assistant.
The monthly limit is your plan’s, plus any extra credits you bought:
| Plan | AI chat credits per month |
|---|---|
| Essential | 50 |
| Professional | 300 |
| Business | 600 |
When credits run out, the chat doesn’t open new conversations and shows This month’s Hubviz Web chat AI credits are used up (plan limit: N). All other AI features keep working. Buy extra AI credits at www.hubviz.com/extras or wait for next month. N is replaced by your plan limit. Only the chat is blocked: the other AI features keep working. To buy more credits, open the extra credits page. See also Plan and billing.
Deleting a conversation does not give the credit back: the month’s counter doesn’t depend on the conversations that exist. The month’s usage shows on the AI chat credits card of the Plan Usage screen in Hubviz Studio.
Example: half-year summary
In the Sales Results 2026 project, with the Executive view dashboard open:
- Click Ask the Assistant and then New analysis.
- Type: “Compare second-half 2026 revenue with the first half, by business unit. Use @Revenue by business unit and tell me which unit grew the most.”
- When you type @, pick Revenue by business unit from the list.
- Send it. The assistant reads the chart data and answers with the Industry, Retail and Services revenue for each half-year.
- In the same conversation, ask: “What about gross profit? In which months was it above target?”. The follow-up doesn’t use another credit.
Other questions that work well:
- “Which month had the highest revenue in 2026, and what share of the year was it?”
- “Explain the formula of the Gross profit series in @Gross profit trend.”
- “In which months was revenue below target?”
To write better requests, see Writing good prompts.
Tips and common problems
- The answer used the wrong chart: mention the chart with @ instead of typing its name.
- The answer doesn’t match the dashboard: check the period and filters in your question. Say the period you want, such as “from July to December 2026”.
- I can’t attach an image: check the size (up to 5 MB), the format and the limit of 5 images per message.
- The conversation got long and slow: open a new conversation for a new topic. Remember it uses one credit.