Core Concepts

What is a conversation

A conversation is an interactive session in which you ask ADM questions in plain language and ADM answers. ADM keeps the context of the conversation, so each question can build on the previous ones. For example, after you ask about the CUSTOMERS table, you can ask "Which policies run on it?" without naming the table again.

Use one conversation for one topic or investigation. Start a new conversation when you move to an unrelated topic, so that earlier messages don't affect the new answers.

Conversation lifecycle

Each conversation follows a simple lifecycle:

Stage	Description
Initiation	You start a new conversation or resume an existing one. ADM loads your context, preferences, and initial prompt. ADM also uses any context saved to Workspace Memory about the entities in your question.
Active	Messages are exchanged. ADM processes input, invokes agents, triggers workflows, and updates context.
Paused	The session is inactive but saved. Context is preserved, and the conversation appears in your history for later use.
Archived	Older conversations are searchable but not active. You can restore them as needed.

Context and memory

How ADM maintains context

ADM uses multiple layers of context to interpret and remember your interactions.

Source	What It Tracks
Conversation History	Messages, previous questions, responses, and actions taken.
User Profile	Your role, preferences, and frequently used terms.
Knowledge Base	Organization-specific documents, uploaded files, and domain knowledge.
System State	Current data catalog, recent policy changes, and asset status.
Workspace Memory	Key findings about entities and topics that users saved with Remember for this workspace. ADM uses them in later conversations about the same entity or topic.

Context limits

Each conversation has a context window, which limits how much of the conversation ADM can refer to. In long conversations, ADM might summarize earlier messages. To keep answers accurate, start a new conversation when you change to an unrelated topic. To keep important findings across conversations, save them to Workspace Memory.

Workspace Memory

Workspace Memory lets ADM keep key findings about an entity or topic, such as a table or a business term, and reuse them in later conversations. Without Workspace Memory, context stays within a single conversation, so each new conversation about the same entity starts from the beginning.

Use Workspace Memory to save findings that you and other users would otherwise need to rediscover, for example:

The correct source tables for an entity.
Critical data elements (CDEs) that were already validated.
Known lineage gaps for an entity.

Example: An analyst finds that the correct source tables for an entity are T_EVENT and T_INTERVAL, and saves this finding. Later, another user starts a new conversation about the same entity. ADM uses the saved context, so the second user doesn't need to identify the source tables again.

To save context, select Remember for this workspace (the lightbulb icon) below the answer that contains the finding.

Best practices

Start each conversation with a clear goal, for example, "Find out why the ORDERS freshness policy failed today."
Define terms that could be ambiguous, such as "active customer" or "production table."
Ask follow-up questions to narrow or refine an answer.
Keep one topic in each conversation. Mixing unrelated topics makes answers less accurate.
Include details that ADM can't infer, such as the time period, the data source, or the environment.
Star the conversations that you want to return to.
Save validated findings with Remember for this workspace, so that you and other users can reuse them.
Use Business Notebooks instead of conversations for checks that you need to run regularly.
Don't include sensitive information in conversation titles.

Conversation history

Use the Conversations panel to find, reopen, and manage your previous conversations.

In the chat box, select View conversation history.
In the Conversations panel, search for a conversation by name, or select a filter: All, Starred, or Shared.
Select a conversation to open it.

The filters show the following conversations:

All: All your conversations.
Starred: Conversations that you starred.
Shared: Conversations that are shared with you or by you.

Conversations are grouped by date, such as Today and Last 30 days. To manage a conversation, select the more options icon (⋮) next to it. You can rename or delete the conversation. A deleted conversation no longer appears for any user, including the users that you shared it with.