What You Can Ask the Assistant

The assistant can answer questions across Galdera and guide you through anything you want to change. What follows is the range of things it handles.

Ask how-to and conceptual questions — "How do I create an overlay?", "What is a scenario?", "How does the baseline forecast work?" — and the assistant answers from Galdera's product documentation.

• Look up a specific Overlay, Forecast Version, Metric, Measure, or Scenario to see its details, configuration, and current state. If a name is ambiguous, the assistant offers candidates.
• Trace relationships and dependencies — which measures feed a metric, what a change would affect downstream.
• List your overlays, forecast versions, and analysis documents, and read the narrative content of any of them.
• Navigate — ask the assistant to open the relevant entity's page when you want to work on it directly.

• Pull actuals, baseline forecast, and overlay-adjusted forecast values at the granularity you choose, along with totals, trends, and comparisons.
• Ask the assistant to chart something — "show me revenue over time" or "compare this scenario to baseline" — and it renders the plot inline in the chat.

The assistant reads calendar totals for cohorted measures but does not change, configure, break down or ingest cohort data. See Viewing Forecast Numbers, Configuring a Forecast Version, Creating an Overlay and Data Formats.

In Agent mode, and with your Allow/Deny confirmation, the assistant can:

• Create an overlay (including Scale, Offset, and Override operations) — one input table, or every table the overlay needs in one step — or add an input table to an existing one.
• Modify an overlay — update its properties or cell values, set a different value per period, delete it, or apply/remove it to a scenario.
• Write up analysis — append notes to an overlay or version canvas, or create a standalone analysis document, with charts placed in it.
• Ingest a CSV — attach a file in chat and the assistant profiles it, proposes the ingestion configuration, and loads it into a new or an existing source.
• Create or configure a forecast version — create a named version, or change its dates, training data, selected measures and supported strategies while preserving other settings and canvas notes.
• Control forecast jobs — run, cancel, lock or unlock a baseline or overlay. Cancelling or locking identifies a specific run, and running does not automatically lock it.
• Open a screen — navigate to an overlay, version, document, or report for you.

These forecast actions do not export results or restore historical configuration. Chat follows accepted jobs while open using the same polling lifecycle as the forecast pages; closing all observing pages adds no background completion guarantee. Other graph edits depend on the tools enabled for your workspace.