06 — Conversational BI

Hook-Tech Ask

Type a question the way you'd ask a coworker. Ask writes SQL against the connection you have access to, runs it, and shows the answer as a chart, grid, KPI, map, gauge, or plain text. Every question and answer stays in a conversation you can revisit, export, and share.

💬 Natural-language SQL 📈 Six answer types, auto-picked 📎 PNG / PDF / Excel export ✉️ Email & MMS via Messenger 📱 Mobile-first UI
How it works

From plain-English question to a chart or table, in seconds.

Follow a real example — a Top 10 Products YTD question — from typing it in to sending the answer to a coworker.

1 Start the conversation

Type your question the way you'd say it.

Open Ask and you land on a chat interface. Click New Chat, pick a connection if you have access to more than one, then type. "Top 10 products by sales YTD". "Which customers haven't ordered in 60 days?". Anything you'd normally ask by walking over to someone's desk.

The sidebar keeps every conversation you've had so you can pick up where you left off. Rename, archive, or delete from a small menu on each row.

Plain-English input Per-conversation history Connection picker
Ask chat home screen with the New Chat sidebar showing recent conversations and a fresh input box in the middle
2 Ask writes the SQL

Grounded in your AI Schema, not a guess.

Ask sends your question together with the AI Schema you set up in Hook-Tech One — table descriptions, column meanings, business rules, worked examples. That's what keeps the generated SQL grounded in your real data instead of a plausible-sounding hallucination.

The AI comes back with a SQL statement and a suggested component type (chart, grid, KPI, map, gauge, or text). Ask runs the SQL, renders the result, and shows the full query in a collapsible Show SQL panel under the answer so you can inspect exactly what it did.

AI Schema-grounded Show SQL panel Full audit trail
Question typed in the Ask input box with the connection selector visible above it and a thinking indicator while the AI generates the SQL
3 The answer picks its own shape

Chart, grid, KPI, map, gauge, or text — whichever fits.

Ask picks the component type that best matches the shape of the result. Trend over time gets a line or bar chart. A list of records gets a sortable, filterable grid. A single number gets a KPI tile. Rows with latitude / longitude become a map. Progress-toward-target becomes a gauge. Simple yes/no answers come back as text.

Don't like the shape? Ask a follow-up — "show that as a chart", "give me the underlying rows" — and Ask regenerates the answer.

6 component types Auto-picked by shape Change via follow-up
Ask answer rendered as a bar chart with the Show SQL panel expanded below it showing the generated query
4 Drill into the data

Grid answers behave like real grids.

When the answer comes back as a grid you get the full interactive treatment — sortable columns, per-column quick filters, row grouping, and inline formatting. It's the same grid component Hook-Tech Grid uses, so the interaction model is familiar the moment you see it.

Ask uses your Hook-Tech One permissions to decide what data you can even query. Someone without access to a customer's records can't accidentally see them through a cleverly phrased question — Ask never queries what your account can't see directly.

Sort, group, column filters Permission-scoped queries Same UX as Grid
Ask answer rendered as a sortable, filterable grid of rows returned by the AI-generated SQL
5 Every conversation is kept

Come back to where you left off.

The sidebar lists your recent conversations, newest first. Click one to reopen it — Ask remembers the whole thread including the SQL, the answers, and the AI's reasoning, so a follow-up like "and by branch?" makes sense in context.

A retention setting keeps conversations for the number of days you choose (90 by default). Set it to zero if you'd rather keep every conversation forever. A daily background job handles the cleanup automatically.

Threaded follow-ups Rename, archive, delete Auto-retention
Ask sidebar showing recent conversations with the three-dot menu open on one row offering rename, archive, and delete
6 Take the answer with you

Export as PNG, PDF, or Excel.

Under every answer, an action bar gives you three export buttons. PNG saves a picture of the component. PDF saves a printable version — auto-landscape for wide charts and grids, portrait for KPI and text. Excel saves the underlying rows as a proper .xlsx with typed columns.

Everything runs off the same query Ask already made — no second round-trip to the AI, no risk of the numbers drifting between what you saw and what you exported.

PNG, PDF, Excel Auto orientation Faithful to the answer
Action bar under an Ask answer showing Copy answer, Copy SQL, Export PNG, Export PDF, Export Excel, Email, MMS, and Regenerate buttons
7 Send it to someone else

Email or text the answer, straight from the chat.

Two more buttons in the action bar hand the answer off to Messenger for delivery. Email opens a small form for recipient, subject, and message; a PDF of the answer rides along as the attachment. MMS takes a phone number and message; a picture of the answer sends as the media.

Delivery uses whichever SMTP and ClickSend accounts your Messenger install already has configured — nothing to set up in Ask itself. The message drops straight into Messenger's queue and typically ships within a few seconds.

Email with PDF attachment MMS with attached image Uses existing Messenger config
Email delivery modal open under an Ask answer with recipient, subject, and message fields, and a Send button
8 Works on a phone

The whole chat is mobile-first.

Ask was designed for a phone in one hand from day one. The sidebar collapses into a hamburger overlay. The input pins to the bottom of the viewport respecting iOS home-indicator safe area. Text inputs never trigger the iOS zoom-on-focus quirk. Every answer type — chart, grid, KPI, map, gauge — renders sensibly at a narrow width.

And Ask appears on the Hook-Tech One mobile chooser at /m alongside Vision-AI, Grid, and Labeler, so it's one tap from the mobile home screen.

Hamburger sidebar iOS safe-area aware On the mobile chooser
Ask running on an iPhone showing the chat interface with a hamburger menu icon in the top-left and an answer rendered below
Beyond the basics

Two features that make Ask feel less like a demo and more like a tool.

Grounded in your AI Schema, not a guess

Every question goes to the AI with your AI Schema from Hook-Tech One — table descriptions, column meanings, business rules, worked examples. That's what stops the AI from writing a plausible-sounding query against columns and joins that don't exist in your database. The SQL is grounded in your real schema every single time.

Deliver the answer without leaving the chat

Email or MMS an answer straight from the action bar. Ask hands the artefact off to Messenger, which uses whichever SMTP and ClickSend accounts you've already configured — no separate delivery settings, no copy-and-paste into a mail client. The answer lands in someone's inbox or phone within seconds of you clicking Send.

Part of Hook-Tech One

Ask is part of the Hook-Tech One bundle.

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