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Overview

Celeste is Go Fig’s AI analyst underneath the Sales Admin. She works only on a client’s governed data so every answer is grounded in their real numbers and carries a full audit trail. Ask in plain English. Celeste does not just explain how. She builds the result.
The Celeste chat panel answering a question about a dashboard, with linked references to the underlying tables and charts and suggested follow-up actions.
Key Capabilities:
  • Answer questions across all your connected data sources
  • Build and modify Flows, including SQL and Python steps
  • Generate charts and build dashboards
  • Explain in plain language what a dashboard or Flow does
  • Add interactive controls to dashboards (dropdown filters, date sliders, filter chips) that affect every chart at once
  • Configure a dashboard’s recurring email report (recipients, cadence, attachments)
  • List your dashboards and Flows, both owned and shared with you
  • Remember your business rules and data definitions across every conversation, not just the current one
  • Work directly in Slack: you can ask questions and trigger actions from the Go Fig Slack app without opening the browser
  • Take action from chat: ask Celeste to create a contact or company, log a note or task, book a calendar event, or send an email. It proposes each action and asks for your confirmation before anything is written or sent

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Getting Started

1

Open Celeste

Click the Celeste icon at the bottom center of any screen to open the chat. Make sure you have at least one connected data source (a database, connector, Virtual Table, or upload).
2

Ask your question

Type in natural language, for example:
  • “What were our total sales last month?”
  • “Show me top 10 customers by revenue”
  • “How has revenue changed over time?”
3

Review results

Celeste returns an answer, a visualization when appropriate, a data preview, and the SQL it used so you can verify it.
Celeste building a bar chart on a dashboard in response to a question, with the chat panel explaining the result alongside the rendered chart.
4

Refine

Ask a follow-up, or click one of the suggested follow-up questions. Celeste remembers the context of your conversation so you can build on previous answers.

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Asking Good Questions

The clearest questions name what you want, which data, and an optional time period or filter. A few patterns that work well:
  • Metric over time: “What was total revenue in Q1 2024?”
  • Breakdown: “Show me revenue by product category”
  • Ranking: “Who are the top 10 customers by revenue?”
  • Comparison: “Compare revenue this year vs last year by month”
  • Filtered: “Show orders from New York over $1,000”
  • Dashboards and scheduling: “Explain what this dashboard is showing”, “Add a region filter to this dashboard”, or “Schedule this dashboard to email my team every Monday”
Vague prompts (“sales”, “show me everything”, “is the business doing well?”) give weaker results. The more specific you are, the better the answer.
Using @ mentions: Reference a specific dashboard, Flow, table, or project by typing @ followed by its name so Celeste knows exactly what you mean.
When you open Celeste from a dashboard or Flow, it is automatically scoped to that item, shown as a removable context pill above the message box. Remove it or add more context with the + button.
The Celeste message box showing an 'Asking about' context pill for a dashboard, with a remove button and an add-context button.
Smarter filter suggestions: If a filtered question returns nothing, Celeste checks what values actually exist in that field and may fix a typo or show you valid options to refine your question.

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Saving Results

Ask Celeste to save a result as a Virtual Table (for example, “save this as a table”). Once saved, you can reuse it in dashboard tiles, as a Get Data source in a Flow, or in shared reports.

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Teaching Celeste Your Business Rules

Celeste remembers your team’s data conventions so you do not have to re-explain them every time.
How to save a rule: Just tell Celeste naturally, with “remember that…”, “always treat X as…”, or “from now on…”. For example:
  • “Remember that COGS excludes depreciation”
  • “Always use a fiscal year starting in October”
  • “From now on, ‘active customer’ means a purchase in the last 60 days”
Celeste confirms the rule and applies it automatically going forward.
What gets remembered:
  • Team-wide rules (saved by default): data definitions and calculation conventions, applied for everyone on your team
  • Personal preferences: chart style or display preferences, saved for you only
To view or remove saved rules, go to Settings → Celeste.

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Building Flows with Celeste

Beyond answering questions, Celeste can build full Flows: shaping data in a Transform step (group, aggregate, pivot, rank, running totals), writing SQL or Python, and adding an AI Summary. For complex, reusable analysis, having Celeste build a Flow is usually better than a one-off question.
Examples: “Create a flow that calculates 30-day rolling average revenue by product category” or “Build a flow to rank customers by lifetime value within each region”.

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Celeste vs Flows

Use Celeste directly for quick, ad-hoc questions, exploration, and validating an idea. Have Celeste build a Flow when you need a reusable, multi-step process, scheduled refreshes, or logic that feeds production dashboards. A good habit is to explore with Celeste first then save the useful analysis as a Flow.

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Monitoring Agent Activity

Click Skills in the left sidebar to see all the automated skills your organization has set up. Each skill shows its recent run history. Click any run to expand it and see the individual steps taken and where it stopped if something went wrong. Proposed actions from your skills appear as cards in Feed. Open Feed from the left sidebar to approve, reject, or snooze each card. When you ask Celeste for a write in chat, the same card appears in its reply so you can edit and approve it without leaving the conversation. It is one card in two places. Approving it in either is the same action, and it disappears from Feed once you decide it.

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Limitations

Read-only by default: Celeste reads your data to answer questions and can create Go Fig artifacts for you (Flows, dashboards, and scheduled email reports). It never writes to your warehouse.Write-back to your connected systems is off until an administrator turns it on, once for the organization and then again on the individual connector. Your plan does not control this. It controls which systems you can connect at all. Where write-back is enabled, Celeste can create records in a connected accounting system (invoices, bills, and journal entries in QuickBooks), and it can propose write actions for connected action services (HubSpot, Salesforce, Go High Level, calendar, and email), either from chat or from automated skills. In chat, it tells you exactly what it plans to do and waits for your confirmation before anything is written or sent. In Feed, proposed actions appear as cards you can approve, reject, or snooze to defer. Outbound emails are always human-approved. See Celeste AI usage and controls for how to turn write-back on and where the audit log lives.
To disable agent write access for a specific CRM portal, go to Data → Connections and toggle Agent writes off on that portal’s card. Each connected portal has its own toggle so you can enable or disable writes independently.
If an approved action could not be delivered, it appears at the top of Feed marked Failed, and the filter rail’s Status filter narrows the queue to just those. Dismiss it to clear it. It won’t retry automatically. If the action still needs to happen, do it manually or ask Celeste again.
LLMs can make mistakes: Always double-check Celeste’s output before making major decisions. If results look off, view the SQL to confirm Celeste understood your question.
Data freshness: Celeste reads your data as of the most recent sync from your connected sources, not real-time.