Hate learning a new tool and not knowing where to start? Well, you’re in luck. We built the Nectari AI Copilot to feel approachable and useful from day one, without the steep learning curve. Just because there’s a new shiny tool doesn’t mean everyone knows how to get the most out of it, though. That’s why we created some of the best prompts to try if you want to really see what our Copilot can do, whether you’re in finance and need anomaly detection, operations and need KPIs, sales, or inventory.
Pro tip: Bookmark these prompts so you can quickly refer to them when you’re working with the tool.
Ask for Recommendations
Think of Copilot as your business intelligence strategic advisor (one that never complains about last-minute requests). Traditional BI shows you what happened; Nectari AI Copilot tells you why. If you’re not sure where to focus your next analysis or how to improve results, Copilot can recommend what to look at or what to create based on the data displayed on your screen. Just like with other AI tools, what you ask makes a difference in the insight you get, so knowing the best prompts for data analysis can definitely help.
Take, for example, a Sales Operations Manager during their weekly prep. They open their Nectari dashboard to review last quarter’s data analytics performance and simply ask the new Nectari AI Copilot, “Can you highlight key wins and losses and recommend actions to improve our numbers?” By continuing to ask Copilot more detailed prompts, it can take them beyond surface-level details. Within seconds, it can pinpoint underperforming regions, suggests focusing on two high-converting product lines, and helps you create a polished visual for the upcoming meeting, all powered by advanced anomaly detection. This is all without needing to run complex reports or chase down data from other teams. That’s the kind of practical, real-time decision support we built Copilot for.
To see this in action, try prompts like:
“Can you give me highlights and lowlights from this dashboard and recommend how to improve our numbers?”
“What KPIs would you suggest tracking for this view?”
“I have a meeting with my CFO tomorrow. Can you recommend key points to discuss based on this dashboard?”
“What’s the best type of chart to show my Sales Director?”
Starting your prompts with “Recommend…” gives you advice-style answers that help spot opportunities and sharpen your data storytelling.
Dig Deeper with Insights
If you’re wondering what’s really going on in your data, just ask Nectari AI Copilot to explain it. With the right prompt, it will analyze what’s in your current view and identify patterns, anomalies, or problem areas automatically using Nectari AI Copilot’s built-in anomaly detection.
Try prompts like:
“What products should I focus on selling more based on recent performance?”
“Help me identify anomalies in this report.”
“Why isn’t my report balancing?”
“Which products are running low on stock?”
Copilot turns complex data analytics into easy-to-understand, natural-language-sounding insights. It’s like having a coworker who speaks just like you do and never gets tired of your “why” questions.
Let AI Handle the Instructions
You can essentially just tell Nectari Copilot what you want to do within the view (dashboard, report, or data set) you have open. Nectari AI Copilot can take instructions directly from you and act on them immediately (like asking a teammate, but without the small talk).
Try prompts like:
“Highlight all margins below 50%.”
“Add product descriptions and make this report easier to read.”
“Only show data from 2023 and 2024, months 1–3.”
That’s self-service business intelligence in action. It’s faster reports, fewer clicks, and no need to wait around for someone to build the report for you.
Ask Generic Questions
Sometimes, you just need help using Nectari more effectively, and that’s fair too. When prompted, our Copilot tool explains features and walks you through options step-by-step. It even helps calculate formulas, so you don’t have to pull out your calculator and fumble through it yourself.
Try prompts like:
“What type of view works best for a yearly sales report?”
“When should I use advanced options versus a selection page?”
“How can I share these results with my coworkers?”
“How can I compute ROI for my products? Show me an example based on my current data.”
“Show me step-by-step how to create a dashboard.”
Nectari AI Copilot understands natural language, so you can keep refining your questions until you get exactly what you need… just like a real conversation with a colleague.
Explore, Iterate, and Refine
Here’s a secret: To get the most out of our Copilot, we recommend treating it like a teammate instead of a Google search bar. Start broad, see what it gives you, and adjust accordingly until you get what you need.
For example:
Start with: “Analyze sales performance for the last six months.”
Then follow up with: “Why did performance drop in April?”
And refine again: “Which regions contributed most to that dip?”
Start questions with words like “Analyze…”, “Recommend…”, and “Why…” to help you get the best answers from AI. Each time you ask, Copilot gets more contextual. That iterative approach, combined with continuous anomaly detection, is what turns data into a story worth telling and then actionable data analytic insights. It’s basically your everyday productivity boost.
AI That Finally Feels Human
85% of organizations have adopted co-pilots in at least one workflow, and that’s mostly because people don’t need to memorize commands or know difficult technical terms to use them. With Nectari’s Copilot, you don’t need a PhD in data science. You simply ask questions the same way you’d talk to a coworker to bounce ideas off of. The more conversational you are, the better the results. The hours spent building reports or analyzing complex data can be reinvested in activities like innovation and strategy. You know? The good stuff that drives growth and revenue.
AI-powered productivity tools have typically been viewed as the “future of work” by companies like Forbes. So, it shouldn’t feel intimidating or abstract. We’ve built Copilot to be practical and approachable and made for the way real teams work. If you’re optimizing inventory, prepping for a finance review, or planning next quarter’s sales push, these prompts will help you get answers faster, see clearer, and make smarter decisions.
Excited to get started? Talk to our team of experts today. We’re happy to show you how Nectari AI Copilot can help you by showcasing how these prompts work in action.
