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Addison answers data questions in plain language and takes on the analysis you’d otherwise hand to an analyst. It works from your organization’s governed context: the tables, files, and definitions your team has already vetted. You describe the work; Addison reads that context, runs the queries, and explains what it found. Addison is the AI analyst behind everything Summation does with your data. It returns tables, charts, explanations, or a full report, deck, or dashboard. Each chat is scoped to a project, so Addison works from that project’s governed data, files, and knowledge.
An Addison chat titled 'Monthly Business Performance' with the user message 'How did the business perform this month MoM and YoY', followed by Addison's reply 'I'll pull the P&L from the GL and compare this month vs last month and vs last year.' and a collapsed 'Working...' step.

Addison working through a request

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Start a chat

Open Addison with the sparkle button in the left sidebar, or type straight into the composer on Home. Pick the project the chat should use. That sets what Addison can see, and it’s fixed once the conversation starts. Without a pick, the chat uses your default project.
The Home page greeting 'Good morning, Jojo, What would you like to do today?' above the composer, with its project picker open: a searchable list showing 'My Project' checked, followed by 'Marketing', 'Finance', and 'Operations'. Recent projects are listed below the composer.

Home, with the project picker open

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The composer

Ask in plain English. “What drove the revenue change in Q3?” works better than a keyword search. Addison already reads the project’s data and knowledge; use these controls to add more for a specific question.
A file uploaded through + is ephemeral: it’s scoped to this chat and won’t be there in a new conversation or a later session. For anything you’ll want again, upload it to the project instead, or ask Addison to convert it into a table.
A composer reading 'Give me a summary of this doc:' with an inline file mention chip for 'COO Monthly Business Review - March 2026.sdoc', a project tag chip 'MBR' below it, and a send button on the right.

Mentioning a file with @

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Skills

Type / for skills: named shortcuts that start Addison on a specific job. /report writes a report, and /verify-and-correct fact-checks work against its sources. You rarely need them, since plain English gets you to the same place. Use them when you already know exactly what you want.
The Skills menu open above the composer after typing a slash, listing the available skills alphabetically, with /report highlighted.

The skills menu

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Model and effort

Default suits most work. When your workspace allows per-request selection, pick a model (grouped by provider) and an Effort level that trades speed for depth. Raise it for a complex analysis; leave it alone for a quick lookup.
The model selector open above the composer, listing providers Anthropic, OpenAI, DeepSeek, xAI, Z.ai, and Kimi each with a submenu arrow, and an Effort row set to High at the bottom.

Model and effort

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Reading a response

Addison narrates as it works. Each step (checking a skill, finding tables, running queries) is a collapsed line you can expand to see exactly what it did. Answers come back as prose, tables, charts, or a single metric, depending on the question. When Addison produces an artifact, it lands as a card with an Open button and is a real file in the project from that moment on. Copy, retry, or rate the response with the controls beneath it.
An Addison chat titled 'Financial P&L Ops' ending with narration 'Validator passes. Dashboard recreated at Financial P&L Ops, 4 KPI tiles (Revenue / Gross Profit / OpEx / EBITDA vs prior month), a latest-month P&L waterfall bridge, a 6-month P&L financial statement grouped by section, and four trend charts (margins, revenue/COGS/OpEx, OpEx mix, COGS mix), with a pinned month range filter wired to pnl_actuals.' Below it, a card reads 'Financial P&L Ops' with an Open button.

A finished response, with the artifact it produced

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Chats and layout

Every conversation is its own thread, listed under Recent chats in the left sidebar. Each thread holds its own context, so follow-ups don’t need you to repeat the original question. Switch the pane between Sidebar (default), Floating, and Full screen from the panel icon in the pane header.
The Addison pane header menu open, offering Sidebar (checked), Floating, and Full screen, beside a + button for a new chat and a close button.

Sidebar, floating, or full screen

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Get better answers

  • Add knowledge. Metric definitions, glossaries, and domain context make Addison’s answers match how your business actually measures things.
  • Enrich your catalog. Descriptions on tables and columns help Addison pick the right data without being told.
  • Be specific. “Show monthly revenue for Q1 2026 by region” works better than “show me revenue.”
  • Keep the thread going. Follow-ups inherit everything above them, so refine rather than restart.
  • Check the steps. When an answer surprises you, expand the tool lines to see what produced it.