> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tablixhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Assistant

> The AI Analyst chat sidebar — Chat vs Agent mode, voice input, automatic insights, and error fixing.

The **AI Analyst** sidebar is Tablix's chat-based AI assistant. It understands your spreadsheet's data and writes and runs Python or SQL behind the scenes to fulfill your requests — clean data, build charts, calculate metrics, explain trends, and more.

<Note>
  The AI is branded **TablixAI** in its responses and identifies itself as such — it will not name the underlying model provider.
</Note>

## Opening the Assistant

Open the AI Analyst sidebar from the toolbar. If no conversation has started yet, you'll see quick-start prompt suggestions such as:

* "Generate a summary chart"
* "Clean missing data in selection"
* "Extract insights from data"

Type your own request in the prompt box, or tap a suggestion to fill it in.

## Chat vs. Agent Mode

<Tabs>
  <Tab title="Chat">
    A single request, single response. Good for one-off questions or one code-generation step.
  </Tab>

  <Tab title="Agent (Agentic Loop)">
    The AI breaks your goal into multiple steps and runs them one at a time, using the result of each step to decide the next (e.g., "clean the data" → "calculate the average" → "create a chart"). While running, the sidebar shows a live status like *"Cleaning data... (Step 2)"*, with a badge reading **Agentic Loop Active**. The loop stops automatically once the goal is complete.
  </Tab>
</Tabs>

You can stop generation at any time with the stop button.

<Tip>
  See [Agent Mode](/agent) for a full reference of everything the Agentic Loop can do, how the step-by-step loop works, and its 5-step limit.
</Tip>

## What the AI Can Do

<AccordionGroup>
  <Accordion title="Clean data" icon="broom">
    Remove duplicates, trim/normalize text, strip unwanted symbols or footnotes, fix encoding issues, split messy delimited columns into separate columns.
  </Accordion>

  <Accordion title="Reshape data" icon="table-cells">
    Insert calculated columns, insert new rows/totals, move columns.
  </Accordion>

  <Accordion title="Sort & filter" icon="filter">
    Sort by any column, apply single or multiple filters, clear filters.
  </Accordion>

  <Accordion title="Format cells" icon="paintbrush">
    Colors, currency/percentage/date number formats, bold/italic, alignment, borders, font size — without altering underlying values.
  </Accordion>

  <Accordion title="Build charts" icon="chart-column">
    Choose an appropriate chart type and generate it directly on the sheet, including multi-chart "dashboards" for broader requests. See [Charts](/charts#creating-a-chart-with-ai) and [Dashboard](/dashboard).
  </Accordion>

  <Accordion title="Summarize & explain" icon="file-lines">
    Answer analytical questions ("why did profit drop in Q2?", "summarize this data") with a written "Key Insights" report instead of altering the sheet.
  </Accordion>

  <Accordion title="Forecast" icon="chart-line">
    Simple trend/regression-based projections when asked for a forecast, shown as a chart with historical and projected values together.
  </Accordion>
</AccordionGroup>

## Voice Input & Read-Aloud

* Click the microphone icon to dictate your prompt (uses your browser's speech recognition). A live waveform indicator shows while listening, and it auto-stops after a few seconds of silence.
* Any AI response can be **read aloud** via "Listen", or copied via "Copy".
* A response can also be **inserted into the sheet as a text box** via "Insert".

<Warning>
  Voice input depends on your browser's built-in Speech Recognition API — support varies by browser. See [Troubleshooting](/troubleshooting#speech-recognition-is-not-supported-in-your-browser).
</Warning>

## Fixing Errors

If AI-generated code fails to run, the resulting message includes a **"Fix with AI"** button that resubmits the error and code back to the AI for an automatic fix.

## Quick Insights (No Prompt Needed)

Selecting a range of data (or a single cell inside a data table) surfaces automatic insight suggestions without typing anything:

* A **plain-language summary** of the selection or column (sum/average/median/min/max/std. dev for numeric columns; top-contributor breakdown for categorical columns)
* A **suggested chart** appropriate to the data shape
* A **formatting suggestion** (e.g., highlight negative numbers)
* A **formula suggestion** (e.g., insert a `SUM` below a numeric column)
* A **filter suggestion** for tabular data

Each suggestion applies with one click.

## Clearing the Conversation

Use the refresh/clear icon in the sidebar header to reset the chat history.

<Note>
  As with any AI feature, always double-check generated formulas, code, and calculated results — Tablix displays a reminder that "TablixAI may make mistakes."
</Note>
