insight-lens

Asking Good Questions

Once you’ve configured a provider (see Setting Up an AI Provider), open Ask InsightLens from the sidebar. The chat view has a single text box and a conversation history.

What the assistant can see

The assistant has access to the schema of your local survey database and to the results of queries it runs against that database. It does not see raw PDFs, and it does not see data from any other source. You’re asking questions of the data you imported, nothing more.

Good question patterns

Things that confuse the assistant

Verifying answers

Whenever the assistant reports a number, click into the Units page or the Unit Detail page and cross-check. InsightLens is designed so every AI answer is reproducible from the underlying data — if you can’t find the same number by filtering by hand, treat the answer with suspicion and ask the assistant to show its working.

Privacy reminder

When you use a cloud provider, your questions and the database rows needed to answer them are sent over HTTPS to that provider. For sensitive free-text comments, consider running a local model via Ollama instead.