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What it does

The Assistant is the front door for questions about your financial and operational data. You ask in plain language, and Pluvo answers from your connected data, with each important number shown as a link you can click to see exactly where it came from. The point is trust. Rather than a figure you have to take on faith, every load-bearing number in an answer is backed by a real query against your data, and Pluvo tells you when something in its answer could not be verified.

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How to use it

1

Ask a question

Open Assistant and type your question, for example “Do a budget vs actuals for last month” or “Which expense lines are trending over budget?” Press Enter to send, or Shift and Enter to add a line break.
2

Or start from a suggestion

The landing screen offers a set of starting points, including asking a question, running an analysis, building a table or chart, and creating an artifact. Each one carries example prompts you can use as they are or edit before sending.
3

Answer any clarifying question

If a detail would change the answer materially, the Assistant asks you one question and offers a few options to choose from. Pick one, add a detail if you like, then continue.
4

Read the answer and check the numbers

Click any highlighted figure to see how it was derived, the source it came from, and the inputs behind it. From there you can also open the underlying rows.
5

Keep going

Ask a follow-up in the same chat to go deeper. Your conversation keeps its context, and each chat has its own link you can come back to.
If an answer is heading the wrong way, choose Stop to end it early, or press Escape. Then send a new message with better direction rather than waiting it out.

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Choosing how much verification you want

Not every question needs the same rigour. The Verification level control in the message box lets you choose how hard Pluvo works to check figures against source data:
  • Standard is best for quick questions, initial analysis, and exploring your data.
  • Enhanced is best for management reporting, planning, and financial decisions.
  • Thorough is best for board, investor, or audit-sensitive work. It takes longer.
Standard is the default, and your choice applies to that conversation.
Match the level to the stakes. Explore on Standard, then re-run the question on Thorough before anything goes to a board pack.

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Digging into a question

For a straightforward question you get a straight answer. When you ask something that needs real digging, such as why a number moved or what is driving a variance, the Assistant runs a fuller investigation, working through the question step by step and showing each step as it completes. If one is interrupted you can pick it back up where it left off. This all happens in the same conversation, so there is nothing separate to open or set up.

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Seeing the work

Under each answer you can open Thoughts to see the research the Assistant did, step by step, in plain language, such as querying your warehouse or reading your data schema. Steps that returned rows can be expanded to preview them.

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What went into an answer

Every answer carries a Used in this answer row showing exactly what it drew on. Each item opens for more detail:
  • Verified figures, the count of numbers that came directly from your source data or were calculated from it
  • Each data source it queried, with the tables involved and when that source last synced
  • Metrics from your Library that the answer used, with a link through to each definition
  • Skills that shaped the answer, with a link to the guidance it followed
This is the fastest way to sanity check an answer before you act on it. If a number looks surprising, start here and work back to the source.

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Charts and tables

Ask for a chart and the Assistant draws it directly in the conversation, as a line, bar, area, or waterfall chart, and you can switch on the detail showing the query behind it.

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Working with your data

Browse the rows. When you ask to see the detail behind an answer, a table panel opens beside the chat. You can sort it, page through the full result, and use Export to download the loaded rows as a spreadsheet. Build on existing work. Attach an artifact to your message so the Assistant works from it rather than starting over. Save what it learns. If you ask, the Assistant can save context about your organization so it applies to future conversations, and it can save a query you trust to your Library so future answers reuse the exact approved logic. Nothing is saved silently, it only happens when you ask.

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The side panel

Rows and artifacts open in a panel beside your chat, and each one gets its own tab, so you can keep several open and move between them instead of losing your place. The panel remembers what you had open when you come back. An artifact tab carries its own actions, including Edit a section, Download, and Full page.

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Rating an answer

Each answer has thumbs up and thumbs down buttons, and a thumbs down opens a short form where you can say what was wrong. This feeds back into improving the Assistant, and it is the most useful thing you can do when an answer misses.

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Organizing your chats

Your chats are listed alongside the Assistant, grouped by Today, Yesterday, Last 7 days, and Older, with a search box to find one again. You can start a New chat, create folders, and drag chats into them to keep related work together. Folders can be reordered, and a chat can be renamed or deleted from its menu.

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Tips

Be specific about the period and the part of the business you mean. “Compare Q4 actuals to budget for marketing” gets you further than “how are we doing.”
Click through on a number before you circulate it. The provenance card shows the formula, the inputs, and when the data was last synced, which is the fastest way to sanity check a surprising result.
Approving definitions in your Library and writing Skills both make Assistant answers better, because it reuses your approved logic and follows your house rules.
If an investigation is taking a while, let it run. It is working through the question step by step, and you can follow along as each step completes.

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What’s next

Ask the Assistant to build an Artifact when you want an interactive page you can keep, share, and let someone click through.