The AI Analyst lets approved Slack users ask questions about your e-commerce data in plain English. It understands your question, finds the right data, writes SQL, and returns results with summaries, tables, files, and visualizations when useful.Documentation Index
Fetch the complete documentation index at: https://docs.sourcemedium.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
How It Works
When you ask a question, the AI Analyst:- Classifies your question — Determines whether you need data analysis, a definition, or a diagnostic check
- Identifies relevant tables — Finds the right data sources for your question
- Generates SQL — Writes a query against your BigQuery warehouse
- Executes and responds — Runs the query and returns a summary, table, CSV, and chart when appropriate
The AI Analyst queries your actual data in BigQuery. Results reflect your real business metrics, not sample data.
What You Can Ask
The AI Analyst handles several types of questions:Data Questions
Questions that require querying your warehouse and interpreting the result:- “What was our revenue last week?”
- “Show me top 10 products by units sold this month”
- “How many new customers did we acquire in January?”
- “What’s our average order value by channel?”
Raw Data Pulls
Requests where you want rows or specific fields, not interpretation:- “Pull order ID, order date, UTM source, UTM medium, and revenue for last week”
- “Give me customer email, first order date, and lifetime revenue for customers acquired in March”
- “Export line items for SKU ABC-123 from the past 30 days”
Raw data pulls skip Deep Analysis, avoid charts by default, and attach the returned data as a CSV.
Definitions, Schema & Diagnostics
Questions about metrics, tables, data structure, and how SourceMedium works:- “What is LTV?”
- “How is conversion rate calculated?”
- “Which table has order data?”
- “What columns are in the customers table?”
- “How does attribution work in SourceMedium?”
- “How is my data health?” — Check table freshness and availability
- “How is my attribution health?” — Check UTM tracking coverage
Data Health
Understand whether your data is fresh and ready for analysis.
Attribution Health
Diagnose tracking gaps and improve attribution coverage.
Analytical Domains
The AI Analyst can query data across these domains:| Domain | What You Can Analyze |
|---|---|
| Orders & Revenue | Revenue, AOV, order counts, discounts, shipping |
| Customers | New vs. repeat, cohort analysis, customer-level metrics |
| Marketing | Ad spend, ROAS, CPO, channel performance |
| Email & SMS | Campaign performance, engagement metrics |
| Web Analytics | Funnel events, page views, conversion paths |
| Cohort LTV | Lifetime value by acquisition cohort |
| Attribution | Multi-touch attribution, channel contribution |
Analysis Workflows
The AI Analyst uses different workflows depending on your question type:| Question Type | Workflow |
|---|---|
| Specific metrics | Standard Analysis |
| Raw rows or fields | Standard Analysis as a data pull |
| Open-ended/strategic | Deep Analysis |
| Definitions & schema | Knowledge Retrieval |
| Summaries and recommendations | Same-thread follow-up using prior analysis context |
Learn about Workflows
Understand how different question types are routed and processed.
Follow-ups work within the same Slack thread. The AI carries context in that thread, not across different threads. Start a new thread to reset context.
Deep Analysis
For complex, open-ended questions — like “How can we improve our marketing performance?” or “What trends should we be aware of?” — the AI Analyst automatically engages Deep Analysis. In this mode, the AI breaks your question into multiple analytical perspectives, runs parallel Standard Analyses, and synthesizes the findings into a comprehensive answer.Deep Analysis Details
Learn how Deep Analysis works, when it activates, and how to get the best results.
Thread continuity and follow-ups
Learn what carries forward in the same thread and how to reset context cleanly.
Feedback
Every response includes a feedback button. Use it to:- Rate whether the answer was helpful
- Report issues or inaccuracies
- Suggest improvements
Getting Started
Install the app
Visit
https://uni.sourcemedium.com/slack/install and click “Add to Slack” to install the AI Analyst in your workspace. See Setup & Installation for details.Invite to a channel
Add the bot to a channel where you want to ask questions, or send it a direct message.
Ask a question
Type your question in natural language. Be specific about time ranges and metrics when possible.
What It Can’t Do
The AI Analyst is designed for analytics questions against your SourceMedium data. It cannot:- Access systems outside your BigQuery warehouse
- Modify data or run write operations
- Answer questions unrelated to your e-commerce analytics
- Guarantee real-time data (see Data Health for freshness)
- Access custom tables or customized logic built on top of SourceMedium data
Data Access & Security
Data Access Scope
Currently, the AI Analyst has access only to SourceMedium out-of-the-box transformed tables. If you have built custom tables or added customized logic on top of our data within your BigQuery instance, the agent will not have visibility into those for now.Support for custom tables and user-defined schemas is planned for a future update.
Access Control
The AI Analyst uses a single shared Slack app with tenant-level isolation. Access is checked at install time and again when a user asks a question:- Domain and email gating: Users must match your tenant’s configured allowed email domain or exact allowed email.
- Tenant isolation: Each request is routed to the matching tenant’s BigQuery project and allowed tables.
- Multi-Store Organizations: If your tenant includes multiple stores, analysis is scoped by thread after store confirmation. Start a new thread to switch stores.
Next Steps
Example Questions
See examples of questions across different domains.
Understanding Results
Learn how to read responses, charts, and SQL output.
Building Trust
How to validate results and establish a reliable workflow.
Related Resources
The AI Analyst queries the same data that powers your SourceMedium dashboards. These resources help you understand the underlying data:Metrics Reference
Definitions for all SourceMedium metrics.
Dimensions Reference
Available dimensions for filtering and grouping.
Table Schemas
Column-level documentation for all tables.
Attribution in SourceMedium
How we attribute orders to marketing channels.
Data Transformations
How raw data becomes analytics-ready tables.