Getting Started with Spotter

In this article you’ll learn the basics of using Spotter, including where you can use it, how it creates answers to your questions, and how you can edit those answers.

For details on recently added Spotter features, see Spotter features.

Spotter Classic and Spotter Agent

Spotter Classic is the original conversational analytics experience in ThoughtSpot. It enables users to ask business questions in natural language and receive instant answers and visualizations. You can drill down on any answer for deeper analysis. Spotter Classic operates primarily on metadata and schema-level information, without direct access to underlying data values unless explicitly enabled by the administrator.

Key capabilities:

  • Conversational search: Users can ask questions in natural language and get instant answers, including charts and tables.

  • Drill anywhere: Users can interact with visualizations, drilling down to finer levels of detail.

  • Token-based search: Spotter Classic leverages ThoughtSpot’s patented relational search engine, translating questions into search tokens for precise, governed results.

  • Human-in-the-loop feedback: Analysts can coach Spotter by providing reference questions and business terms, improving answer accuracy over time.

  • Data governance: All answers are grounded in the governed semantic model, ensuring security and compliance.

  • No direct data sharing with LLMs: By default, Spotter Classic does not share actual data values with large language models.

Typical use cases:

  • Self-service analytics for business users who need quick, governed answers.

  • Organizations with strict data privacy or residency requirements.

  • Environments where only metadata-level access is permitted.

Spotter Agent is the next-generation, agentic analytics experience, designed to interact with your questions naturally, offering avenues for further explanation of your data. You can now ask questions about your data, such as “How many columns are in this Model?” Spotter Agent can suggest questions you can ask to improve your understanding of the data analysis, and you can ask Spotter to answer multiple questions at once. For questions resulting in a chart or table, you can drill down on the answer, show underlying data, or use SpotIQ analyze.

With Spotter Agent, you can also ask questions about how calculated fields such as formulas are generated. Spotter Agent has also improved its responses for questions not related to the data model you selected.

Key capabilities:

  • Multi-turn conversation: Users can ask follow-up questions, request explanations, and explore the "why" behind the numbers.

  • Proactive suggestions: Spotter Agent suggests next questions and analysis paths based on the data context.

  • Explainability: Users can ask Spotter Agent to explain how answers were calculated, including formulas and logic.

Table 1. Spotter Classic vs. Spotter Agent
Feature/ Capability Spotter Classic Spotter Agent

Data access

Metadata/schema only (no data values by default)

Metadata/schema only (no data values by default)

Conversational experience

Single-turn and follow-up Q&A

Multi-turn, context-aware, agentic conversations. Able to express analytically outside of data questions as well.

Proactive suggestions

Limited

Based on the metadata

Explainability

Token-based, metadata-level

Full formula, logic, and root cause explanations

AI summaries and change analysis

Not available

Not available

Coaching

Reference questions, business terms

Reference questions, business terms

Security and governance

Full governance, no data sharing

Full governance, no data sharing

Use cases

Strict privacy, metadata-only, basic self-service

Advanced analytics, data literacy

Enablement

Default experience

Opt-in via admin panel, can be set as default

Enabling and switching between modes

Administrators can choose the default Spotter experience (Classic or Agent) for the organization or allow users to opt in individually. This option, also known as Make Spotter agent default experience for all users, is available under the ThoughtSpot AI section of the admin settings.

Spotter Agent can be enabled instance-wide or for specific users or groups, and data sharing with LLMs is always opt-in, respecting all security and compliance requirements.

If Spotter Agent is enabled for your instance, you can switch between Spotter Classic or Spotter Agent in your user profile.

Organizations can start with Spotter Classic and move to Spotter Agent as their data governance and AI readiness evolve.

Security and trust

In Spotter Classic, no data values are shared with LLMs; all analysis is based on metadata and governed models.

In Spotter Agent, data is only shared with LLMs when explicitly enabled by admins. All data access is governed by user permissions, and ThoughtSpot maintains strict zero-retention and no-training contracts with LLM providers. Bring Your Own LLM Key is also supported for organizations with additional privacy needs.

When to use each mode

Choose Spotter Classic if your organization requires strict data privacy, is in early stages of AI adoption, or only needs metadata-level insights.

Choose Spotter Agent if you want to unlock the full power of agentic analytics, including richer insights, autonomous research, and advanced AI-driven features, while maintainin enterprise-grade governance and security.

Where you can use Spotter

To use Spotter, do either of the following:

  • Ask a question in the Spotter question box at the top of the ThoughtSpot home page.

    Ask a question.
  • Click the Spotter button when hovering on any visualization pinned to a Liveboard.

    Click the Spotter button.
    If you see the Sage question box on the home page instead of Spotter, it means that Spotter is not enabled on your ThoughtSpot instance. In that case, contact your ThoughtSpot administrator for assistance.

How to use Spotter

To ask a question in Spotter, do the following:

  1. (Optional) If you’re asking from the ThoughtSpot home page, you can select a different data source before you ask your question. ThoughtSpot generates sample questions for each data source. If you want to use any of them, simply click one.

    Search from the home page.
    If you have a locale other than English set in your profile, and you are using Spotter Classic, the entire Spotter experience is localized. If you are using Spotter Agent, Spotter translates your query to English and presents its results in English.
  2. Enter a question and click the submit button Submit chat, or press the Enter key.

    Spotter provides an AI-generated answer to the question.

    Spotter AI answer

    Here are common things you can do with Spotter’s answer:

    • To make changes to the answer, click the Edit button.

      For more information, see Understanding a Spotter answer.

    • To switch between chart and table view, click the table/chart toggle button table chart toggle.

    • To download the answer in PNG, XLSX, or CSV format, click Download.

    • To let Spotter know if it got the answer right, do the following:

      • To approve, click the check mark check mark.

      • To reject, click the X x icon. Note that if Enable add to coaching from chat is enabled, you see a thumbs up and thumbs down icon.

        For more information, see Give feedback on Spotter answers.

    • To save the answer, click the Save button. After you save your answer, you can access it later in the Answers page.

      Spotter treats successive questions in a conversation as a follow-up. You can ask as many follow-up questions as you want.

      If you want to ask a question to start a new analysis, click the Reset button. On the home page, Reset lets you start from a fresh question on the selected data source. On a Liveboard, Reset takes you back to the original visualization.

For complete details on the elements of the Spotter experience, see Spotter user interface.

Understanding a Spotter answer

When Spotter answers your questions, it surfaces its response information in the form of the answer title and the search tokens used to construct the answer. When you ask a follow-up question, Spotter highlights the changes it made in search tokens to answer your question. You can also hover over formulas to see how they’re calculated, and edit them within Spotter.

To see a full-screen view of a visualization or table, click the expand arrows image in the top right corner of the answer.

Spotter answer

Edit a Spotter answer

To edit a Spotter answer, click the Edit button above the Spotter question box. The Edit Answer window opens.

Edit Spotter answer

You can add or remove query tokens, change measures and attributes and even drill down by different attributes directly in the answer while in edit mode or even in the conversation itself.

To save your changes, click Done editing. Otherwise, click Discard changes.

Preview data

You can see sample rows of the underlying Model to get a sense of what columns are in the data set and how the sample rows look by clicking Preview data. Note that Preview data is not available for Models with chasm or fan traps, unless you contact ThoughtSpot support.

Spotter search bar

Spotter user interface

This section provides details on the different elements of the Spotter user interface, and what you can do with them. Hover over the number of an interface element to see a short description of it. For more information, refer to the user interface descriptions table.

Data source

Shows the data source used for your conversation. Change the data source to start a new conversation.

User input

Enter your questions for Spotter, or provide instructions on how Spotter should modify the answer.

Pin

Pin the answer from your conversation to a Liveboard.

Save

Save the answer so you can review it later on the Answers page.

Download

Download the answer in PNG, XLSX, or CSV format.

Preview data

View rows from the data source to see which columns are available for analysis.

Edit Spotter

Modify the answer or visualization settings using our keyword-based search interface.

Approve or Reject

Notify your team if Spotter’s answer is useful or not.

Reset

Start a new conversation with Spotter. Use this option to start a new analysis with a fresh question.

Submit question

Send your question to Spotter.

Enlarge visualization

Expand the visualization to full screen.

Delete question

Delete your question and answer.

Edit question

Modify your question to generate a better answer. It is only available on the last question you asked.

Last user input

Shows a history of your questions in the conversation.

Spotter’s interpretation of your question

If the interpretation is not what you want, you can edit your question or ask a rephrased follow-up question.

Query tokens

Represent the simplified query, and show how the data in the answer was computed. Hover over a query token to see more information about it.

Interactive chart

You can interact with the chart just like in an Answer or a Liveboard.

If your ThoughtSpot administrator enables Add to coaching from chat, the check mark check mark and X x icon are replaced by the + Add to Coaching and "Is this useful?" buttons. For more information, see Add to Coaching.

Add to Coaching

Add reference questions and business terms directly from your chat, so Spotter remembers them the next time.

Is this useful?

Provide feedback on the answer by either upvoting or downvoting it.

Spotter user interface descriptions

No. Name What you can do with it

1

Data source

Shows the data source used for your conversation. You can change the data source from here if you want to start a new conversation on a different data source.

You cannot change the data source of a Spotter conversation you start from a Liveboard.

2

User input

Enter your questions for Spotter, or provide instructions on how Spotter should modify the answer.

3

Pin

Pin the answer from your conversation to a Liveboard.

4

Save

Save Spotter’s answer. You can review it by going to the Answers page.

5

Download

Download the answer generated during your conversation in PNG, XLSX, or CSV format.

6

Preview data

Preview data shows a few rows from the data source to help you check which columns are available for analysis in the selected data source.

Preview data is currently unavailable for data sources which contain a chasm trap or fan trap, unless you contact ThoughtSpot support.

7

Edit Spotter answer

Modify the answer or visualization settings using our keyword-based search interface. It’s useful when you want to explore the data set in Do it yourself mode. You can always make modifications to an answer and come back to the conversation to ask more questions on the modified answers.

The option to edit the answer is only available on the last question you asked.

8

Approve or Reject

Notify your team that Spotter’s answer is useful or not. Your feedback is recorded in the Spotter Conversations Liveboard. For more information, see Give feedback on Spotter answers.

9

Reset

Start a new conversation with Spotter. Use this option if you want to start a new analysis with a fresh question.

10

Submit question

Send your question to Spotter.

11

Enlarge visualization

Expand visualization to full screen.

12

Delete question

Delete your question and answer.

13

Edit question

Modify your question to generate a better answer. It is only available on the last question you asked.

14

Last user input

Shows how your historical questions are displayed in the conversation.

15

Spotter’s interpretation of the question and the changes it made to the query

Spotter summarizes your query as it understands it. If you find that the interpretation differs from your prompt, you can edit your question or ask a rephrased follow-up question to help make Spotter’s interpretation more accurate.

Whenever you ask a follow-up question in the conversation, Spotter’s response includes the changes made based on the latest question to help you verify what has changed since the previous question.

16

Query tokens

Verify how Spotter’s answer was created.

All answers in Spotter show query tokens. These query tokens represent the simplified query, and they uniquely specify how the data shown in the answer was computed. You can use the query tokens at any step to verify the complete answer. You can now hover over query tokens to see the following:

Attributes

Spotter displays a description in natural language and sample values. Select More details to view column statistics (such as how many unique values exist), data type, and source.

Measures

Spotter displays a description in natural language. Select More details to view column statistics (such as minimum and maximum values), data type, and source.

Formulas

Spotter displays the formula used.

Filters

Spotter displays an explanation of the filter in natural language and a mention of which value is being filtered.

You can edit the query tokens for clarity. For details, see Spotter quick edits.

17

Interactive chart

You can interact with the chart like you can with charts in other parts of ThoughtSpot.

Only the last answer in a conversation supports interactive charts.

18

Add to Coaching

Add reference questions and business terms directly from your chat, so Spotter remembers them the next time. Using the thumbs-up and thumbs-down buttons, you can approve or reject the answer, which provides feedback to your ThoughtSpot administrator in the Spotter Conversations Liveboard.

For more information, see Coaching within a conversation.

19

Is this useful?

Provide feedback on the answer by either upvoting or downvoting it.

Spotter features

This section highlights features we’ve recently added that enhance and streamline the Spotter experience.

Spotter quick edits

You can click tokens in a Spotter answer to edit them for clarity, such as specifying whether a measure should be classified as count or unique count, or changing the column being used as an attribute.

To edit a Spotter answer’s tokens, follow these steps:

  1. Click a Spotter token.

  2. A review window pops up, showing options to clarify Spotter’s interpretation of your question. Measures allow you to change the aggregation type (for example, from sum to average) and column, while attributes let you change the column. You can change filters like dates from rolling to fixed or change the date bucket (for example, from one year to one month).

  3. Click Apply. The answer updates to show the changes you made.

Give feedback on Spotter answers

You can give feedback on a Spotter answer without interrupting your conversation. This feedback is visible to your administrator in the Spotter Conversations Liveboard. This can be particularly helpful if you give feedback on incorrect answers, as this can highlight places where Spotter’s coaching can be better tailored to your business use cases.

If Spotter provides a correct answer, click the check mark check mark at the bottom of the answer. If you see a thumbs up icon, you can review and save the underlying business terms and search query tokens so Spotter remembers your choices in the future for similar questions.

If Spotter provides an incorrect answer, click the X x icon. If you are using Spotter Agent, you can give further details on what the answer got wrong. If you see a thumbs down icon, you can edit the underlying question, save, and then review the business terms and search query tokens of the answer.

To save a term, you must Approve or Reject it. After you approve or reject at least one business term, you can click Submit to save and share your feedback with Spotter.

Spotter shortcuts Early Access

Spotter shortcuts allow you to select from existing verified data constructs, like columns, filter values, and search data keywords, when you search. These shortcuts allow you to mix natural language and deterministic inputs when using Spotter. Spotter shortcuts allow you to create more precise questions by referencing actual column names and values from your Models. To enable Spotter shortcuts, contact ThoughtSpot support.

Values only appear if indexing is enabled. If indexing is not enabled, you see only column names and select ThoughtSpot keywords, weekdays, and system variables.

To use Spotter shortcuts, do the following:

  1. In the Spotter question box, type @ to enter lookup mode.

  2. Select from the list of available columns, filter values, and search data keywords, then start your question.

Limitations

To view Spotter’s limitations, see Limitations.


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