Halo AI in Halo Data

Ask questions about your data and get answers with live charts, build reports from a sentence, and keep your conversations, all beside the page you're on.

Press Ask Halo in the top bar, or ⌘J, to open a conversation about your data beside the page you're on. See Ask Halo about your data.

• Answers you can check. Halo AI reads your datasets as you, under your role and row policies. It answers with live charts and tables, and shows the steps it took.

• Conversations stay. They're private to you. Pick up where you left off, pin the ones you come back to, and delete the rest.

• Build by asking. Describe a chart or a report, then save it or create it. Halo AI only proposes: nothing changes until you press a button. See Build charts and reports with Halo AI.

• Help where you work. Explain on a chart, Summarize on a report, and Write with Halo above the formula and SQL editors.

• In the report editor. The Halo AI panel beside your Settings, and Generate with Halo… in the Add menu. See In the report editor.

Your plan includes a monthly amount of AI credits. Owners and Admins can set caps for members, switch each feature off to save credits, or turn Halo AI off, in Settings, Halo AI. See AI credits and limits.

Anonymous readers and embeds never reach Halo AI. What Halo AI can see has the data policy.