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AI assistance

Ask Rahoto to do the tedious part

Point at part of your report, say what you want in plain words, and check the result before it lands. Answers about numbers are worked out from your data.

How do I ask Rahoto to change something?

  1. Select what you want changed (a page, a chart, one bar, a table cell, a line of text), or press ⌘. (Ctrl+. on Windows) and click it.
  2. Press the Ask Rahoto button in the toolbar, or ⌘K (Ctrl+K).
  3. Type what you want, for example “make this caption shorter” or “colour the UK bar dark blue”.
  4. Rahoto shows what will change and highlights it on the page. Accept it, or leave it.

An accepted change undoes in one step with ⌘Z (Ctrl+Z), like any other edit, and is then an ordinary part of the page you can edit by hand.

Other things you can ask for:

  • Generate a chart…: describe the chart and Rahoto adds it, using a dataset you have connected.
  • Explain chart or Suggest insights on a selected chart.

How do I get a first draft of the whole report?

  1. Connect a dataset (see Connect your data).
  2. In the editor press Generate report, choose Draft report from data… in Ask Rahoto (⌘⇧K), or on the Dashboard choose New report → Start from analysis → Draft with AI.
  3. Pick the dataset, say what the report should say and who it is for, and choose a format. Leave the look on Random style or choose one. Nothing runs until you press Generate.
  4. Pages appear as they are drawn. Press Stop at any time to keep the pages already finished (Keep the … pages), Continue from page … or Discard.
  5. When it is ready, press Keep it to add it to your document, then edit any part like any other report.

A draft has up to 12 pages. While drafting, Rahoto checks each page against your data, including that words like “rose” or “fell” match the direction the numbers moved, and sends a page back to be fixed when it does not. It is a strong starting point, not a guarantee: read it before it goes to your boss.

How do I ask a question about my data?

  1. Open Analysis in the left-hand menu and pick a dataset.
  2. Under Ask a question, type it in plain words (“Which region grew most last month?”) and press Ask.
  3. Rahoto works out the answer from your rows and shows the chart and the finding. When it cannot answer honestly, it says why.
  4. Press Save to my answers to keep it, or Add to a report to put it in one.

Asking the same question across several datasets with an AI model? Rahoto first tells you how many paid answers that is and what it can cost, and lets you choose Ask all, Ask the first … or Cancel.

How do I ask about documents?

  1. On Data sources, press Add source and drop your files (PDF, Word, PowerPoint, email and more) on Add files.
  2. Each file shows its progress. Rahoto reads it and checks it for personal details. By default, the copy Rahoto keeps has personal details replaced with codes; you can change that under How these files are kept. Whichever you choose, personal details are swapped for codes again before any text goes to a cloud AI model.
  3. When the files say Ready, press Ask about these documents.

Can my readers ask the report questions?

Yes, when the report is set up for it. Readers of the published report use Reader questions and get answers worked out from the data published with it. Answers show what they are based on, and Rahoto declines rather than guesses.

If you see Readers can’t ask this report questions yet. in the editor, press Why? to see what to fix, for example a chart that does not say whether its numbers should be added up or averaged. Reader questions are free for you and never use your workspace's AI credits.

What happens when the AI credits run out?

You see You’ve used your AI credits. Nothing was charged for the request that stopped.

  • A report draft that was running waits, marked Paused, out of AI credits, and starts again on its own once credits are added or your monthly credits renew.
  • An owner or admin can press Buy credits. Anyone else sees Ask an admin, which tells the owners and admins.

Credits, packs and automatic top-up are explained in Plans & billing.

What happens to my data?

  • Checked against your data. Charts, tables and text Rahoto writes are checked against your dataset, so a column your data does not have is fixed or dropped before you see it.
  • Personal details are swapped for codes before a cloud AI call. A cloud request carries your instruction, your column names, the summaries the AI asks Rahoto to work out on your data (such as totals, counts and top items, never your raw rows), and what the task works on: the report's own text and figures, what you pointed at, and passages from documents you ask about. Before it leaves, Rahoto finds personal details in that text and replaces them with codes unique to your workspace, then swaps them back in the answer. It finds names, postal addresses and UK postcodes, email addresses, phone numbers, card numbers, IBANs, US Social Security numbers, IPv4 addresses and dates of birth written after a label such as “DOB”; UK NHS and National Insurance numbers are removed outright.
  • Fails safe. Every request passes a policy check first. A request with no data grade is treated as confidential, and if the check cannot finish, nothing is sent. Images of report pages, and scans and audio you send to be read or transcribed, are sent as they are. Text you type goes through the same check, and anything it does not recognise as a personal detail is sent as written. The AI request log keeps only the redacted text.

Good to know

Some actions, like adding a chart from your columns, also work without a cloud AI model; Rahoto then uses its own built-in planner and tells you so. Your full data and privacy position is on the Trust pages.

If something goes wrong

  • Ask Rahoto changed the wrong thing. Press ⌘Z (Ctrl+Z). Next time, select the exact item first, or press ⌘. and click it.
  • It says it is using Rahoto’s deterministic planner. Your workspace has no cloud AI model available for this, so you get a simpler, rule-based result.
  • A draft left a page unchanged. Locked pages, and pages with a locked item, are kept as they are.
  • An answer refuses. The data cannot support that question as asked. Read the reason, and try the question it suggests.

Try it on a real report

Connect a dataset, open Ask Rahoto with ⌘K, and ask for your first change.