Ask your data
Ask is BitBoard’s built-in agent for questions across your connected data and apps. It can return explanations, tables, and charts, with the source behind each answer.
Ask is in beta. Capabilities and workflows may change. Unfinished or experimental behavior is not a stable product contract.
Ask’s built-in agent
Section titled “Ask’s built-in agent”You do not connect Claude, Cursor, ChatGPT, or another third-party agent to power the Ask page. Those agents connect to BitBoard through MCP to create and edit dashboards.
Connected MCP apps play a different role: they give Ask tools and source data it can use. They do not replace Ask’s built-in agent.
What you need
Section titled “What you need”Ask becomes available when your account has at least one usable source:
- a supported PostgreSQL or Snowflake connection; or
- a connected app with tools available to Ask.
A GitHub repository is optional for asking questions. Connect one when your team wants to manage verified queries and agent guidance through pull requests.
Ask can use every eligible connection on your account. There is no source picker for an individual question, so use clear connection names that help distinguish each source.
Understand an answer
Section titled “Understand an answer”Open View source beneath an answer to inspect how it was produced.
- Verified means Ask used a query your team approved.
- Unverified means Ask generated SQL for this question.
- Answers from connected apps show the tool call, request, and response used.
- Generated SQL shows its parameters and the connection it ran against.
Ask conversations are saved to your account. You can reopen a previous chat from the sidebar or delete it when you no longer need it.
Verified queries and guidance
Section titled “Verified queries and guidance”Verified queries give Ask approved ways to answer recurring questions. Guidance supplies definitions, caveats, and business rules that Ask should consider.
When a GitHub repository is connected, additions and edits are proposed as pull requests. A merged change becomes available after the repository syncs.
Set up verified queries and guidance or see the bitboard/ repository layout.
Troubleshooting
Section titled “Troubleshooting”Ask says to connect a source
Section titled “Ask says to connect a source”Connect PostgreSQL, Snowflake, or a supported app with tools under Settings → Connections. A connected service that does not expose usable tools will not unlock Ask.
A repository does not appear in Ask
Section titled “A repository does not appear in Ask”A repository can be connected before it has a bitboard/ directory. Propose the first verified query or guidance file from Ask; BitBoard opens a pull request that creates the minimal required path. If the directory already exists, confirm that it passes verification. See Repository layout.
A merged change is missing
Section titled “A merged change is missing”Sync the connected repository. Merging a pull request updates GitHub; the following sync makes the change available to Ask.