> ## Documentation Index > Fetch the complete documentation index at: https://help.lobyco.com/llms.txt > Use this file to discover all available pages before exploring further. # Ask AI Genie > Ask questions about your loyalty data in plain language, read the answer, its table and chart, and rate it. AI Genie answers questions about your loyalty data in plain language, so you can explore it without writing queries. The menu marks it **BETA**, so it can still change. > [!WARNING] > > AI Genie can get an answer wrong, or understand your question differently from what you meant. Check the figures before you share them or act on them. [Read the answer](#read-the-answer) shows how. ## Open AI Genie In Lobyco Nexus, go to **Insights** → **AI Genie** in the left menu. You only see **AI Genie** if your setup uses it and your user roles include it. The page opens on *How can I help you today?*, with a question box and a few suggested questions under it. The suggestions depend on your data, for example *How are our loyalty customers grouped in RFM segments?* ![The AI Genie start page under Insights, with the AI Genie tab marked BETA. In the middle: the heading How can I help you today?, the lines You are talking to an AI assistant and Make sure to use your own judgement for anything important, an empty question box reading Ask anything related to your loyalty data with a send arrow, and four suggested questions under it: How are our loyalty customers grouped in RFM segments?, What data do we have, and how is it connected?, How many loyalty customers do we have in each age group? and How much do our loyalty customers spend each month, on average and in total this year? In the top right corner: the New Chat and History buttons](https://mintcdn.com/lobyco-4c9fb3ad/rG971_5ZfS49bcjM/images/ai-tools-01-ai-genie-start-page.png?fit=max\&auto=format\&n=rG971_5ZfS49bcjM\&q=85\&s=3b0586a5407b115435f77ae3ca7899c9) *The AI Genie start page* ## Ask a question Type your question in the box and press Enter, or select the send button. You can also select one of the suggested questions, which sends it straight away. While AI Genie works, it shows what it's doing, such as *Thinking…*, *Analyzing your question…* and *Running query on your data…* AI Genie turns your question into a query and runs it on the data from your Lobyco setup. That data can include purchases, customers, stores and promotions. To see what it can use, ask *What data can you access?* AI Genie is for one-off questions. For numbers you check every week, use the ready-made dashboards in [Measure](/business-documentation/measure). You get better answers when you: * Are specific. Say the time period, store, segment or other filter you mean. * Ask about what happened, not why. AI Genie can't reliably tell you how many extra sales an offer brought in. Working that out needs a proper statistical method. * Leave out personal or sensitive details about a customer. AI Genie can answer the same question differently each time you ask it. To see an earlier answer again, open it from **History** instead of asking again. ## Read the answer An answer can have these parts. | Part | What it shows | | - | - | | Answer | A plain-language summary of the result. | | **Thought process** | The steps AI Genie took. Select it to open the steps. Select a query step to see the query it ran, under **SQL**, and its result, under **Output**. | | Table | The data behind the answer, one numbered row per result. Select **Download CSV** to save it as a file. | | Chart | The table's numbers as a chart, when the table has numbers. Use **Chart Type** to switch between **Bar**, **Line** and **Area**. | ![An AI Genie answer to How are our loyalty customers grouped in RFM segments?, scrolled down to its chart. The question is the chat's title at the top, with New Chat and History on the right. Under it: the last row of the answer's table (6, Lapsing, 3, 3.85, 12 Oct 2026); Chart Type set to Bar; a bar chart titled Share Pct with one bar for each of six RFM segments, from One-off Visitors at about 56 down to Churned, Small Baskets and Lapsing at under 6; and Is this useful? with a thumbs up and a thumbs down. The question box is at the bottom](https://mintcdn.com/lobyco-4c9fb3ad/rG971_5ZfS49bcjM/images/ai-tools-02-answer-chart.png?fit=max\&auto=format\&n=rG971_5ZfS49bcjM\&q=85\&s=a7508d39853e22e1198e53fb34bd7ba7) *An answer's chart, under its table* Check the query step as well as the answer. It shows what AI Genie actually looked up, which is the quickest way to spot a question it understood differently. You don't need to read SQL to check it. Look for the dates, stores and other filters you asked about. If one is missing or different, ask again in more specific words. ## Rate the answer Under each answer, AI Genie asks *Is this useful?* Select the thumbs up for **Helpful** or the thumbs down for **Not helpful**. After a thumbs down, a box opens under it, *Tell us what went wrong (optional)*. Type what went wrong, or leave the box empty. Then select **Send**. The thumbs down only counts once you select **Send**. *Thanks for your feedback!* shows when the rating is sent, and you can't change the rating after that. Lobyco uses the ratings to improve AI Genie. ## Go back to an earlier chat Select **History**, in the top right corner, to see your earlier chats. Select one to open it. To remove a chat, point at it and select its bin icon, labelled **Delete conversation**. When the portal asks *Do you want to delete this item?*, select **Delete**. The portal has no way to restore a deleted chat. Select **New Chat** to start again from the start page. ## Troubleshooting > **Why does it say my message failed the security checks?** > > AI Genie checks every question before it runs it. When a question doesn't pass, it shows *Your message failed our security checks and couldn't be sent*. Ask it again in different words. > **Why does it say Genie is still working on this answer?** > > The answer hasn't finished yet. Reload the page to check again, or select **New Chat** and ask again. If the new question gets stuck too, contact Lobyco support. > **Why does AI Genie say something went wrong?** > > AI Genie shows *Something went wrong* when it couldn't answer the question this time. Try it again. If it keeps failing, ask it in a simpler or more specific way. If it still fails, contact Lobyco support. ## Related * [Business Health overview](/business-documentation/measure/business-health-overview) — six key numbers for your loyalty programme, ready-made and updated daily. * [Promotion insights](/business-documentation/measure/promotion-insights) — a ready-made dashboard of how your campaigns and activities performed. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.