A Personal Data Analyst for Everyone on Your Team
Every user asks in plain business language, sees their real data, and gets live, adjustable reports built straight into Google Sheets or Excel — no SQL, no training, no waiting on the report person.
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Connect AIMost people in a company don’t know SQL, don’t want to learn a query builder, and still need answers from the company’s data every single day. Concierge Mode is Nova adapted for exactly those people: they ask in plain business language, Nova shows them their actual data, and when a result is worth keeping, Nova turns it into a live, adjustable report in their Google Sheets or Excel add-on. No SQL. No training. No waiting on someone else.
This guide covers everything Concierge Mode does — for the people using it, and for the admins governing it.
Who Gets Concierge Mode
Members — automatic
Any user with the member role who has been granted Nova access gets the concierge experience in every conversation. Nothing to switch on, and no way to fall into “technical mode” by accident.
Admins & creators — unchanged, with a preview
Technical users keep the full Nova they already have. A Concierge switch next to the message box lets them experience exactly what their members see — remembered per person.
From Question to Spreadsheet Tool
The Conversation: Data First, Zero Jargon
No technical vocabulary, ever
Nova never shows SQL and never says tables, columns, joins, or databases. It says “your report”, “your sales & inventory system”, “filtered to this year”. The mechanics stay invisible.
Runs first, shows you
For read-only looks at data, Nova doesn’t ask permission — it shows the result. Nobody leaves a conversation without seeing their data.
Findings arrive as data
Anything concrete Nova finds goes in a compact table with business-friendly column names. A concierge answer never contains less visible data than a technical one would.
Errors are translated
If the connection to the data is offline or a request times out, the user gets one plain sentence about what happened and what happens next. Never an error code.
A Concierge Conversation
Want me to refine it, chart it so the trend jumps out, or set it up in your Excel so you can pull it up anytime?
Want me to change the report so in-progress orders still show up, marked “No item details yet”?
Reports With Controls They Drive Themselves
Before saving a report, Nova has a short controls design chat. Controls are what turn one report into a tool the user steers without ever coming back to Nova — and Nova proposes the ones that fit this data and how the user iterated during the conversation:
| Control type | What the user gets | Example |
|---|---|---|
| Time controls | A rolling window (evergreen — best for recurring reports), a month/year picker, or a from/to range | “Last 3 months”, “May–July”, “2026 to date” |
| Pick-lists | Dropdowns built from real values confirmed in the data, never invented options — multi-select where the data source supports it, with per-option descriptions | Customer, status, warehouse, region |
| Numeric dials | Thresholds and counts | Minimum order total, top-25 rows, years back |
| Optional filters | “Leave blank to see everyone” style | One salesperson — or all of them |
Nova recommends the three to six controls the user would genuinely reach for — a wall of filters intimidates — and static is fine too: a report can be saved exactly as-is, with controls added later. Reports are named generally (“Customer Orders”, not “Amazon Orders July”) so they stay useful as their settings change. Sharing is one sentence away: name the teammates, and Nova confirms exactly who got access.
My Datasets: Their Reports, At Hand
Next to the Nova message box is a “+” / My Data button. Its My Datasets tab lists every report the user has — ones Nova built for them, ones teammates shared, and ones they made themselves:
Preview
An instant, Excel-like table of the report’s live data (up to 5,000 rows) using its current default settings. No conversation needed.
Share
Add or remove teammates via the people icon — recipients get the standard notification email and see the report in their own add-on.
Attach
Click a report to attach it to the conversation as a chip. Nova examines it and picks the discussion up from there: refine it, explain it, extend it.
An Analyst That Keeps Looking After the Work
Changes need a yes
Want a column added? Nova describes the change in plain language, shows a preview, and applies it only after explicit approval. Nothing persists without a yes.
Teammates’ reports respected
Asked to change a report a teammate shared? Nova never edits the original — it creates the user’s own copy and says so plainly. “Removing” a shared report only takes it off their list.
Tidy-up on offer
When reports pile up, Nova may gently offer a cleanup — one consolidated question naming each report, nothing deleted without being named and approved. Near-duplicates can merge into one adjustable report.
“It isn’t working” gets a real diagnosis
When records seem missing from a report, Nova checks each one against the data mechanically and explains exactly where it fell out — then offers the fix.
The Missing-Records Check, Step by Step
“My report isn’t working” is the most common data-help request in any company — and it’s almost never the report. When a user names the records they can’t find, Nova runs a deterministic check on each one:
Does the record exist in their system at all? If not, that’s the plain answer — “worth checking with whoever enters orders” — not a report problem.
Does it survive the report’s current controls — the date range, the pick-list selection? A record outside the chosen window isn’t missing, it’s filtered.
Does it have the related detail the report depends on? An order entered without its line items yet can silently vanish from a detail-level report.
Where it fits, Nova offers to change the report so in-progress records still show up — with blanks and a clear flag like “No item details yet” — through the normal preview-and-approve flow.
It Already Knows Your Business
Concierge conversations run on everything Nova already understands about the organization. Semantic Intelligence gives it the automatic map of the data — every table, what it means, how things connect — and Taught Knowledge carries the terminology and rules the team has taught Nova. A member who asks about “active customers” gets them counted the way their business defines them — without ever needing to know that either system exists.
For Admins: Governance and Guarantees
| Guarantee | How it’s enforced |
|---|---|
| Everything is a standard saved query | Reports Nova builds for members are ordinary saved queries — visible in the Query Builder, organized into a per-user Nova folder, fully inspectable and editable by your technical team. |
| Clear ownership | Nova (as a system identity) owns the queries it authors; the member is a genuine share recipient. The sharing tab shows exactly who can run what, and the owner card shows where every query came from. |
| Your limits apply | Sharing consumes the same sharing slots as any other shared query, and licensing is enforced identically. A save that would exceed capacity fails with a plain-language explanation — it never quietly over-provisions. |
| Read-only, through your agent | Every query in a concierge conversation goes through your own Network Agent with the same read-only enforcement as everything else in Query Streams. Members only reach data their access allows. |
| Normal Nova billing | Concierge conversations use Nova credits exactly like any other Nova conversation. |
| Technical users untouched | Admins, creators, and query managers keep the full technical Nova. Nothing changes for them unless they flip the Concierge switch to look. |
Frequently Asked Questions
Can a member ever see SQL?
Why does a report show blank columns or a “No item details yet” flag?
What happens when a member asks Nova to change a report someone shared with them?
A member says a record is “missing” from their report — should they file a ticket?
How do we turn it off for someone?
Stop Being the Report Department
Every “can you pull me a quick report?” that lands on your desk is a conversation someone could have had with Nova. Give your team access, and give yourself your time back. Free to start, no credit card required.
Related guides: Nova Taught Knowledge: How Verified Learning Works | How Nova AI Learns Your Database Schema Automatically | Text to SQL with Nova AI
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