Ask
Documents
Saved analyses. Each stores the analysis plan, not the answer - re-running picks up the latest data through the same playbook. Ask "why did sales drop in June?" in the Ask tab to create one.
| Name | Playbook | Period | Updated | Actions |
|---|---|---|---|---|
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Reports
Scheduled deliveries
Recipients receive data under the report OWNER's location access, not their own.
Metrics
Create a metric from the Ask tab ("Save as Metric" on any single-number answer). Evaluations run under the owner's data access.
Permissions
Role + allowed store locations per user. Scheduled reports and metric alerts always run under the OWNER's stored locations. Users with no locations see no data.
LLM Providers
Vendor-agnostic backends for the Ask agent (Anthropic Messages API). Leave Base URL empty for Anthropic; use https://api.deepseek.com/anthropic with model deepseek-chat for DeepSeek. The Ask tab lets users pick which provider answers; the Default one is used otherwise.