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Quick AI Editing

Fast, focused modifications to specific Views without cluttering your main chat.

What is Quick AI?​

Quick AI is a modal editor that lets you modify individual Views or visualizations using natural language commands—without adding to your main chat history. Right-click any node and select "Quick AI," or press Cmd+K (Mac) / Ctrl+K (Windows), to open a focused editing interface for that specific object.

Quick AI Modal

Quick AI modal for targeted node editing

Why Quick AI Matters​

Focused edits: Modify one View without affecting chat context.

Clean history: Keep your main chat for big-picture requests; use Quick AI for tweaks.

Speed: Faster than scrolling through chat to find the right View.

Iteration: Make multiple small adjustments quickly.

Visualization editing: Perfect for chart customization without verbose chat exchanges.

How to Use Quick AI​

Opening Quick AI​

Method 1: Right-click any View node → Select "Quick AI" Method 2: Select a node → Press Cmd+K (Mac) or Ctrl+K (Windows) Method 3: Click the Quick AI icon on a selected node (if visible)

A modal window opens with:

  • The current View/chart displayed
  • A text input for your command
  • Context about what you're editing

Opening Quick AI

Right-click menu showing Quick AI option

Making Edits​

Type natural language commands:

For Views:

Add a filter where revenue > 1000
Sort by date descending
Rename column total_amt to total_amount

For Visualizations:

Change bars to blue
Add data labels
Rotate x-axis labels 45 degrees

Multi-Command Editing​

Request multiple changes at once using a bulleted list:

- Filter to only 2024 data
- Add a column for month name
- Sort by month chronologically

The AI processes all commands together.

Multi-Command Input

Bulleted list for multiple simultaneous edits

Applying Changes​

After the AI generates the update:

  1. Preview the changes in the modal
  2. Review the modified SQL (for Views) or chart spec (for visualizations)
  3. Click "Apply" to commit
  4. Or click "Cancel" to discard

Changes appear as drafts—you can accept or reject before they're final.

Common Use Cases​

Quick View Modifications​

Add filter:

Only include rows where status = 'active'

Adjust calculations:

Change revenue calculation to exclude tax

Rename columns:

Rename cust_id to customer_id

Sort differently:

Sort by revenue descending instead of alphabetically

Chart Customization​

Color changes:

Use a green-to-red gradient

Label adjustments:

Make axis labels 14px and bold

Add elements:

Add a trend line and grid lines

Layout fixes:

Rotate the x-axis labels so they don't overlap

Chart Quick Edit

Quick AI editing a visualization

Iterative Refinement​

Make a series of small tweaks:

  1. Open Quick AI
  2. "Add filter for Q4"
  3. Apply
  4. Open again (Cmd+K)
  5. "Now group by week"
  6. Apply
  7. Repeat as needed

Each edit is focused and fast.

Benefits Over Main Chat​

Contextual: Quick AI knows exactly which View/chart you're editing.

Non-intrusive: Doesn't clutter your conversation history with minor tweaks.

Focused feedback: AI responses are specific to the one object.

Faster UX: Modal appears instantly—no scrolling or searching.

Better for charts: Visualization edits are cleaner in Quick AI than in chat.

Tips & Best Practices​

Use for small changes: Perfect for tweaking filters, sorting, colors, labels.

Use main chat for big changes: Creating new Views or major restructuring belongs in the main chat.

Iterate in Quick AI: Make multiple small adjustments in sequence.

Check the preview: Always review changes before applying.

Use Cmd+K: Keyboard shortcut is faster than right-clicking.

Combine with @mentions: Reference other Views even in Quick AI:

Filter to only products in @[top_categories]

Be specific: "Change to blue" is clearer than "make it better."

Understanding Draft Mode in Quick AI​

Changes from Quick AI create draft versions:

  • Red dot indicator on the node
  • Preview of new version available
  • Accept or reject buttons
  • Original version preserved until you accept

This lets you experiment safely.

Draft Preview

Draft changes with accept/reject options

Keyboard Shortcuts​

Open Quick AI: Cmd+K (Mac) / Ctrl+K (Windows) Close without applying: Escape or click X Apply changes: Enter (after AI generates update)

Limitations​

Scope: Quick AI modifies one object at a time. For multi-View changes, use main chat.

Complex restructuring: If you need to add multiple new Views or change data flow, main chat is better.

Context: Quick AI doesn't have full conversation context—focus on the specific edit.

Quick AI for Different Node Types​

Regular Views (SQL)​

  • Modify filters, calculations, joins
  • Add/remove columns
  • Change aggregations and sorting

AI Tables​

  • Edit the LLM prompt
  • Adjust input columns
  • Modify output column names

Visualizations​

  • Change colors, fonts, sizes
  • Add/remove chart elements
  • Adjust axes and labels

Input Objects​

  • Modify structure (add columns/rows)
  • Change data types
  • Update descriptions

Quick AI on Different Nodes

Quick AI adapts to the node type being edited