Guidelines for Optimal Performance – Consumer Users

To maximize the effectiveness of your interactions with the Oracle Analytics AI Assistant, follow these guidelines:

  1. Functional focus of queries.
    1. Consumer users are expected to ask functional, goal-oriented questions relevant to business operations, such as:
      • "Who are the top performing Sales Reps this month?"
      • "Which department has the highest attrition in last 6 months?"
    2. Don't ask about:
      • The structure, schema, or internal logic of the dataset.
      • Technical metadata or data lineage.
  2. Be aware of structure and paraphrasing.
    1. If the Oracle Analytics AI Assistant doesn't return a satisfactory or relevant answer:
      • Try rephrasing the question using simpler or more explicit language.
      • Avoid overly complex or nested queries. Break them into multiple smaller questions if needed.
    2. For example, instead of:

      "Which top 3 regions had declining profit last quarter but improved this quarter in electronics?"

      Try:

      "What was the profit trend last quarter for electronics by region?"

      Followed by:

      "How did it change this quarter?"

  3. When referring to column names or field values, pause briefly (1–2 seconds) while typing.
    1. The Oracle Analytics AI Assistant displays auto-suggestions based on the active dataset fields.
    2. Selecting from the suggestions ensures alignment with the actual metadata, improving result accuracy.
    3. Start typing "customer" and wait for customer_segment, customer_region to appear, then select the appropriate one.
  4. Understand contextual carry-forward behavior.
    1. The Oracle Analytics AI Assistant remembers the context of previous questions and answers within the same conversation.
    2. Applied filters (e.g., for region, product line, time period) persist across follow-up questions, unless explicitly changed.
    3. A consumer user may use the following prompts, and the context is carried forward for prior quarter data. For example:
      • Q1: "Show sales trend for last 5 years."
      • Q2: "Show only trend for Technology Products."
      • Q3: "Break it down by product subcategory."
      • If you want to start a new set of prompts, click Clear Assistant History at the top of the Oracle Analytics AI Assistant chat window to reset the context and begin a new analysis path.