Conversational Queries driving Einstein Analytics (c) SalesforceSalesforce has announced in a blog by Amruta Moktali, VP of Product, Einstein Analytics, the availability of Conversational Queries to help drive Einstein Analytics. The new functionality is available in beta now and will be generally available later in the year. It allows users to type in questions in plain English to Salesforce and the system will visualise the answer using Einstein Analytics.

Conversational Queries supports predictive text, not just suggesting words but also whole phrases as the user types. For example “show me the revenue by .. “ might prompt Einstein to suggest sector, region or salesperson. It understands the data that each company holds and the likely phrases that are used. As a history of questions is built, it is possible to retrieve and reuse them, or share those questions and therefore insights with other users.

An early adopter, Rick Nania, Director of CRM Operations at Active International commented: “Conversational Queries is going to be a huge game-changer in the AI and BI space. Having the ability to ask questions and gain key insights into our data just by typing or speaking a few words is amazing. I was impressed with the ability to get suggestions just by typing in a few letters and seeing other possible questions to ask – no data scientists required.”

Conversational Queries Powering Einstein analytics

Amruta Moktali, VP of Product, Einstein Analytics, Salesforce (Image credit Linkedin)
Amruta Moktali, VP of Product, Einstein Analytics, Salesforce

The conversational UI is built up using metadata rather than artificial intelligence according to an article in TechCrunch. This infers that this solution is different from the chatbots around and is more of a well defined predictive interface for users.

Moktali sees the new interface as simpler, she comments: “Traditionally, the process of creating charts has taken an average of 12 clicks and required a deeper understanding of chart building — how to create filters and what measures should go on each axis.”

Moktali talks about using a keyboard to type in the phrases. This seems almost a step back in time with many seeing a well designed UI simpler to use than a conversational interface. The difference comes if this new feature supports voice to text, which Moktali does not mention, although Nania does.

What does this mean

What conversational queries offers for users is a new way to engage with Einstein Analytics, originally launched as Wave analytics. This announcement is the latest of several around conversational AIs. Zoho CRM announced the availability of Zia voice, a conversational chatbot with its latest release. QuickBooks also launched QuickBooks Assistant in the UK recently. Conversational Queries is different though, rather than provide a wider chatbot interface this is merely a UI for Einstein Analytics. Both users and software vendors are able to embed this into their applications.


  1. In writing this article we asked for comment from several Salesforce partners for their views on the announcement. Joe Thomas, Analytics Evangelist at FinancialForce commented:

    “We welcome Salesforce’s announcement on the addition of Conversational Queries to supplement its Einstein platform. When we rolled out our internal application using Einstein Analytics we found it made significant commercial difference to our business and we are excited to now make it easier for our customers to reap similar benefits in an easy way, no matter what their prior AI knowledge may be..

    This new feature will only reduce barriers to entry for any user who may be reticent about using it as they fear it requires a greater skill level or that they need to have data science knowledge to use any AI application.

    As we prepare to roll out our customer facing product this year the ease of use means that anyone across any business should be able to take advantage of the huge promise of AI. The suggested best visual representations offered means that data will only become more digestible both to themselves and to whomever they need to present it to in their business.”


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