Conversation

Interface Layout

The Conversation Home is your central hub for starting, viewing, and collaborating on conversations.

Recommended: AI-generated questions tailored to your role and usage. Updated daily.
Starred: Your pinned conversations for quick access.
Recently Used: The last 10 conversations for fast resume.

Center Panel — Chat Window

Large, responsive input for natural-language queries
Full conversation thread with preserved context
Rich responses (tables, charts, code blocks)
Contextual action buttons and smart suggestions
Real-time agent activity (“thinking”) visibility

Logo: Return to Conversation Home / start a new conversation
Profile & Settings: Manage preferences
Notifications: Shared items and system updates
Help: Documentation and user guides

Multi-User Conversation Features

Invite users to any conversation (live or async)
Real-time collaboration with teammates
@adm mentions to invoke AI in team threads
Seamless human + AI interaction in one place

Starting and Managing Conversations

Start a New Conversation

From Home: Click the logo or New Conversation, type your query, then Send.
From History: Open History in the sidebar > + New Conversation > type and Send.
Using Slash Commands: Type / to open the command palette, pick a command, follow prompts.

Manage Conversations

Rename: Open a conversation > Click the title > Enter a descriptive name > Enter.
Delete: In History, hover over a conversation > click 🗑️ > confirm.

Important: Deletion is permanent (messages and context are lost).
Star: In the header, click ⭐ to pin/unpin. Starred items appear in the Starter Pane.

Conversation Titles

Auto-generated titles summarize content. You can rename anytime to match team conventions.

Response Styles

Response styles tailor tone and depth to your audience or task.

Available Styles

Data Engineer: Technical depth, code/SQL where relevant, performance tips, lineage/schema details, troubleshooting.
Business Analyst: Business-friendly language, summary-first, visuals (charts/trends), executive-ready recommendations.
Data Steward: Governance focus, compliance terms, policy best practices, metadata and stewardship guidance.
Casual: Conversational, concise, low-jargon, ideal for quick lookups.

Select a Style

Use the Response Style dropdown in the conversation header. The choice applies to the current conversation and persists until changed.

Thought Process Visibility

The Agent Thinking panel explains how ADM interprets and answers your query.

Benefits

Understand the reasoning path
Verify the agents, tools, and data sources used
Debug unexpected results
Improve prompts by seeing how questions are parsed
Support audit and governance reviews

What You’ll See

Question analysis and time frame interpretation
Agent selection and rationale
Execution plan and data retrieval steps
Processing/transformations
Response formatting plan

Interact with the Panel

Click the header to expand/collapse
Review during debugging, audits, or training

Example Query: “Show me failed data quality policies from the last 24 hours.” Agent Thinking: Identify policy results → filter status=failed and time=24h → query Data Quality Agent → prepare table view.

Open the conversation → click Share.
Search and select recipients.
Set permissions:
- View Only: Read-only
- Can Comment: Add comments only
- Can Edit: Read, continue, and interact with ADM
(Optional) Add a message → Share.

Manage Access

View who has access and their permissions
Modify permissions or remove access
Transfer ownership when needed

Collaborative Features

Real-time updates without refresh
@mentions to notify teammates
Threaded comments for complex topics
Attribution for actions and messages
@adm to bring AI into team discussions

Note Sharing requires proper view:user permissions. Contact your administrator if access is restricted.

Export and Documentation

Download as PDF

Export complete conversation history with preserved formatting.

Includes

Full message history with timestamps and authors
Tables, charts, and code blocks
(Optional) Agent Thinking steps
Suggested actions and follow-ups

How to Export Open the conversation > Download as PDF > file downloads (e.g., ADM_Conversation_2025-10-25.pdf).

Use Cases

Compliance/audit trails
Stakeholder updates and summaries
Knowledge base and training material
Report appendices and documentation

Dashboard View (Experimental)

Switch to an interactive dashboard summarizing conversation analytics (counts, response times, agents used, asset distributions, timelines). Export as image for presentations and reports.

Features may change; share feedback to guide improvements.

Conversation Actions and Follow-ups

Contextual Actions

ADM suggests actions based on the current topic:

Asset management: Tag assets, create workflows, visualize pipeline/lineage
Policy management: Create/modify policies, schedule executions
Investigation: Open asset details, inspect lineage, view incident reports

Response Feedback

👍/👎 to rate quality
Copy to clipboard
Regenerate to try a new answer (Feedback informs future improvements.)

Extracts text
Builds searchable embeddings
Surfaces key concepts and relationships

Be specific: “Show failed DQ policies for customer tables in the last 7 days.”
Provide context: “Most accessed Snowflake tables in the sales database?”
Use natural language: Ask as you would a colleague.

Organize Conversations

Rename clearly: e.g., “Q4 2025 Sales DQ Analysis,” “Customer Address Standardization”
Star key threads (references, live investigations, major findings)
Archive/Delete outdated or duplicate threads

Collaborate Well

Share for multi-party investigations, onboarding, cross-functional work
Set permissions appropriately (View / Comment / Edit)
Add context and @mention teammates

Optimize Performance

Start new threads for very long or unrelated topics
Break complex prompts into smaller steps
Constrain time ranges and sources where possible

Troubleshooting

ADM not responding / timing out

Simplify the query or split steps
Check your network connection
Try again shortly (system load)
Start a new conversation if the thread is very long

Inaccurate responses

Be more specific and add context
Confirm required data sources are connected
Ensure relevant agents are enabled
Review Agent Thinking to verify reasoning and sources

Confirm view:user permission
Verify the recipient exists in your org
Re-authenticate and retry
Contact your administrator if the issue persists

PDF export issues

Allow pop-ups / check download permissions
Ensure local disk space
Try another browser
For very long threads, export sections

Dashboard view problems

Refresh or clear cache
Try a different browser
Remember it’s experimental and may have limitations

Getting help

Use Help in the top bar for docs
Review suggested follow-ups and Agent Thinking
Contact your admin for permission issues
Provide conversation IDs when reporting problems to support

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