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Can I just ask an AI chatbot questions about my business data?
Sometimes, but reliability depends on how well your data is modelled and documented. Chat interfaces over messy or ambiguous data can return plausible but wrong numbers. They work best on a governed data model with clear definitions, and answers should be verifiable.
Before relying on one, check:
- Does it query a trusted model, not raw tables?
- Does it show the query or logic used?
- Is sensitive data protected, and where is it processed?
- Are results consistent when you ask in different words?
Treat it as a convenience for exploration, with official dashboards remaining the reference for key figures.
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