Your favorite BI assistant just got an upgrade: Meet the new Ask Yellowfin chatbot
What is Ask Yellowfin?
Ask Yellowfin lives on the Yellowfin website and answers questions in plain English, from basic navigation to complex analysis tasks. It's built on Idera's AIDA platform and trained on over 400 topics from our Wiki help documentation, so that you can get accurate, context-aware answers fast.
What’s new
This release comes with a significant set of upgrades:
File uploads. You can now upload PNG or PDF files directly into the chat. The AI interprets the images and summarises their content as part of the conversation.
Contextual memory. The chatbot remembers context across a conversation, so you don't need to repeat yourself when asking follow-up questions.
Support escalation. If an issue needs a human, you can submit a support ticket directly from the chat, with any attached files carried through automatically. The AI supplements the support team, not replace them.
Conversation controls. You can copy responses, export the full conversation to PDF, and leave thumbs up/down feedback to help us improve responses over time.
Refreshed UI. The interface is faster and cleaner, with support for light and dark themes, custom brand colours, and configurable welcome text.
Who benefits most?
The short answer is: anyone using Yellowfin, but a few groups in particular stand to benefit even more.
For new users and those starting to use Yellowfin in earnest, Ask Yellowfin removes the steep part of the learning curve. Instead of working through documentation alone, they also have a conversational guide available from day one.
For analysts and power users, it's a fast shortcut to best-practice answers, particularly useful when working on something unfamiliar or exploring a feature they haven't used before.
For partners rolling Yellowfin out to clients, it takes pressure off the support process. Clients can self-serve their questions directly, reducing the volume of inbound queries and letting teams focus on higher-value work.
Ask Yellowfin is a really fast way to get good answers and practical, relevant help - much more quickly and efficiently than trying to search through pages of help files and webpages.
Part of a bigger picture
Ask Yellowfin is a part of a broader AI-powered layer we've been building across the platform, alongside Assisted Insights, Signals, and Guided NLQ, all designed with the same goal in mind: making analytics accessible to everyone, regardless of their technical background.
Together, these tools draw on natural language generation, machine learning, and automation to close the gap between having data and actually understanding it. You don't need to wait for an expert to tell them what the numbers mean. The platform does more of that work for them.
Ask Yellowfin is the conversational front door to that ecosystem, and with this release, it's faster, smarter, and more capable than ever.
It's live now on the Yellowfin website. Go and ask it something.