ListMatchGenie

Follow-up questions

Ask the Genie questions about a specific match inline in its report. Get narrative answers, charts, and suggested next prompts — all from the same report page.

Every ListMatchGenie report includes an inline Q&A with the Genie. Ask anything about the specific match the report covers, and the Genie responds with a narrative answer, a chart when appropriate, and suggested follow-up prompts — all from within the same report document.

Unlike a generic chatbot, the Genie already has full context of your match: every row, every score, every per-pass breakdown. You don't have to re-explain anything.

Where you see it

At the bottom of every report, an Ask a follow-up input. Type a question and press Ask (or Enter). The conversation thread builds below — your question on the right, Genie's response on the left.

Responses include:

  • Narrative answer written in the Genie's voice, typically 1–3 paragraphs
  • Chart when the question is quantitative — embedded inline, same visual style as other report charts
  • Suggested follow-ups — three one-click prompts to go deeper on what the answer surfaced

The conversation persists in the report forever. Return to a report months later and the Q&A is still there.

What makes a good question

The Genie handles three kinds of questions well:

Aggregations and pivots

  • "What's the match rate for rows with both email and phone present?"
  • "Break down unmatched rows by state."
  • "How does match rate differ between domain-matched and name-matched companies?"

Anomaly investigation

  • "What's driving the low match rate in California?"
  • "Why did the fuzzy pass produce so many review cases?"
  • "Which master records matched more than one source row?"

Action-oriented

  • "What should I fix to improve next run's match rate?"
  • "Is it worth enriching my master with email addresses?"
  • "What's the biggest data quality problem in my source?"

What the Genie won't do

  • Cross-match questions. Questions about matches from a different job need to be asked from that job's report.
  • Source data retrieval. The Genie won't return specific rows unless the question is asking about samples or distributions. Exports are the right tool for retrieval.
  • Questions requiring raw PII. The Genie works from aggregates; it won't produce a list of "all email addresses that matched". Use exports for that.
  • General product help. The Genie is scoped to the match. For how-to questions, these docs are the source of truth.

Suggested follow-ups

After each answer, three one-click prompts appear. They're tailored to what the answer surfaced:

  • Answer mentioned a specific state? Follow-up: "Show me every city in that state with match rate below 40%."
  • Answer mentioned a data quality column? Follow-up: "What percentage of rows with this issue were matched vs unmatched?"
  • Answer suggested an action? Follow-up: "Walk me through how to do that."

Click any one to send it as your next question. Or type your own.

Privacy

Every Q&A answer is generated by the AI model from aggregate statistics — counts, averages, distributions. No raw row values, no PII, no specific identifiers leave the region where your data lives. The Genie's answer is a narrative built from metadata. See PII and security for the exact boundary.

Tier limits

The Q&A feature is tier-gated by the number of questions you can ask per month:

FeatureFreeStarterProBusiness

Questions asked on shared report links count against the share creator's quota, not the viewer's.