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Get started with Genie, the Databox AI Assistant

Learn how to use Genie, the Databox AI Assistant, to explore your data, get help with setup, and uncover insights using natural language.


Availability

profile  Users, Editors, and Admins

box  All accounts

lock  Feature exclusive to select subscription plans



Genie is Databox’s AI-powered data analyst. It helps you explore and analyze your data by asking questions in plain language, without needing technical skills or complex queries. Instead of manually searching for metrics or building visualizations, you can describe what you want to understand and Genie will interpret your request, locate the relevant data, and present the results in a clear and useful format.

By working across the data available in your Databox account, Genie helps you quickly uncover patterns, understand performance, and surface insights that might otherwise take multiple steps to find. This allows you to move from a question to an answer faster, making it easier to investigate trends, explore your data, and better understand what is happening in your business.

pinNote: Genie is an AI assistant. While it is designed to provide accurate insights, always verify important numbers before making business decisions. AI-generated results may occasionally be incomplete or imprecise.

Find Genie in Databox

Open Genie from the sidebar

Genie is always accessible from the navigation bar in Databox.

  1. Click the Genie icon (genie) in the left sidebar.
  2. Enter your prompt in the chat input.
Genie remains available while you navigate the app, so you can interact with it without leaving your current page.

Use Genie while working with datasets

When editing or exploring a dataset, you can open Genie with that dataset already loaded as context.

  1. Go to Data Manager > Datasets.
  2. Select a dataset and open it for editing or exploration.
  3. Click Ask Genie in the top-right corner.

Genie will automatically use the dataset as context, allowing you to ask questions about the data it contains.

Use Genie in the mobile app

Genie is also available in the Databox mobile app.

  1. Open the Databox mobile app.
  2. Tap the Genie icon (genie) in the bottom navigation bar.
  3. Enter your prompt to start a conversation. 

You can also open Genie directly from AI Summary cards by tapping the input bar, which loads the summary as context for follow-up questions.

Databox also provides mobile home screen widgets that allow quick access to Genie without opening the app.

Tasks Genie can assist with

Genie helps you explore and work with the data available in your Databox account. By describing what you want in plain language, Genie can retrieve information, analyze performance, and present insights in a clear format.

Capability Description
Find and visualize metrics Retrieve metrics from your data sources and display them automatically in charts or other visualizations.
Analyze trends and performance Compare time periods, identify patterns, and highlight meaningful changes in your data.
Create metrics Generate new metrics from your data sources by describing what you want to measure.
Build Databoards Create Databoards with the relevant metrics and visualizations based on your request.
Query datasets Explore and analyze existing datasets to answer questions and uncover insights.
Get help with Databox Receive guidance on Databox features and workflows using information from the knowledge base.

Tasks Genie does not support

Some tasks must still be completed directly in the Databox app.

Genie currently cannot:

  • Change account settings
  • Manage users or permissions
  • Connect or disconnect data sources
  • Modify datasets directly
  • Create custom metrics with calculationscoming soon
  • Create or manage goalscoming soon
  • Create or manage reports — coming soon
  • Create or manage notifications
  • Process images, audio, or video 

If a request falls outside Genie’s capabilities, it will inform you and guide you to the appropriate feature in Databox.

Writing effective prompts

Prompts that include the following details usually produce better results:

Include Example
Data source “Google Ads”, “Shopify”, “HubSpot”
Metric(s) “Sessions”, “Orders”, “Deals Closed Won”
Date range “last 30 days”, “this month”, "Q4 2025"
Action or analysis “show”, “compare”, “break down”, “create a Databoard”

Examples:

  • Show GA4 Sessions for the last 30 days.
  • Compare HubSpot Deals Closed Won Amount for this quarter vs last quarter.
  • Create a Databoard with Clicks, Impressions, and Cost from Google Ads.
  • Identify the week with the highest Shopify Orders in the last 90 days.
  • Compare LinkedIn Followers growth this quarter vs last quarter.
  • Break down Facebook Ads Clicks and Amount Spent for the last 60 days.
  • Select the top 5 KPIs from this dataset and add them to a Databoard.

You can also ask follow-up questions in the same conversation to explore the results further. Genie remembers the context of previous prompts and continues the analysis.

Thinking Effort

Thinking Effort controls how much reasoning Genie applies before generating a response. You can choose between two modes — Standard and Extended — using the dropdown next to the send button.

Standard is the default mode. It is designed for everyday questions such as finding a metric, retrieving data, or asking about a specific value. Genie responds quickly and uses its normal reasoning process. For most requests, this mode responds quickly and works well for everyday questions.

Extended mode instructs Genie to spend more time reasoning before generating a response. This deeper analysis can help with more complex questions, such as comparing trends across multiple metrics, investigating why a value changed, or performing multi-step analysis. Because additional processing is involved, responses may take slightly longer to generate.

Frequently Asked Questions

Can I ask Genie questions in different languages?

Yes. Genie responds in the language used in your prompt.

Does Genie change my data?

No. Genie analyzes and presents data but does not modify the underlying data.

What data can Genie access?

Genie can analyze the data available within your Databox account.

Still need help?

Visit our community, send us an email, or start a chat in Databox.