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April 17, 2025

How to Converse With Your Data: Using AI to Ask the Right Questions and Uncover Real Insights

Conversations with all of your audience and market discovery data aren’t the future — they’re the new standard. The days of inert, backward looking reports are–or should be!--over. The goal is to bring data to life by enabling users to ask questions, receive actionable tips, and even conduct complex quantitative analysis in the context of a simple chat.   

At Panoplai, we’ve harnessed new, enterprise-grade approaches to AI to helps you understand data, so you can act faster, avoid costly mistakes, and unlock deeper opportunities. But whether you’re segmenting audiences, testing creative, or tracking sentiment shifts, how you ask questions directly impacts what you learn.

Here’s how to ask better questions—and put AI to work accelerating innovation and shaping effective marketing campaigns.

1. START WITH INTENT AND CLEAR BUSINESS GOALS, NOT RANDOM CURIOSITY

If users begin by typing whatever comes to mind, that’s a fast path to shallow insights. Instead, lead with purpose.

Before starting an AI conversation, ask:

  • What am I trying to decide?
  • Who are the stakeholders?
  • What assumptions am I testing?

Frame your query accordingly. For example:

  • "What are the top reasons customers in [segment] choose competitors over us?"
  • "What differentiates high-LTV users from the average buyer?"
  • "How do responses from [Gen Z men] differ from [Gen X women] around this concept?"

Why it matters:

Intent sets the direction — and in research, particularly using AI, that direction determines the utility of AI outputs. With the right questions, an AI chatbot can help you uncover what matters most.

2. MIX DIRECT AND INFERRED QUESTIONS

Panoplai’s AI is designed to surface both deterministic  answers (what people actually said or did–based on real research data) and inferred answers  (likely–but unknown–motivations for behavior, suggestions about business decisions, and accurate feedback on content or product innovations). ).

Use this duality strategically:

  • Deterministic: "What % of respondents said [X]?" or "What was the most common open-ended response about [Y]?"
  • Inferred: "What might be driving low satisfaction among this segment?" or "What would this persona likely say about [Z]?" “Given those customer motivations, how should our marketing messaging change for the upcoming campaign”?

Why it matters:

A good audience discovery platform doesn’t just echo back raw survey data—it interprets it. Panoplai can enhance every conversation with synthetic data modeled on patterns from similar respondents, by signals embedded in your proprietary data, and by relationships with leading LLMs. But inference without context can lead to hallucination. That’s why it’s critical to:

  1. Use a grounded, benchmarked LLM built specifically for research, and
  2. Ask clear, purposeful questions that guide the model toward insight—not assumption.

3. USE SEGMENT CHAT TO UNLOCK MICRO-INSIGHTS

Don’t just ask questions to your whole dataset. Narrow the frame.

By narrowing down to a specific segment, you can:

  • Uncover unique segment level behaviors and preferences
  • Compare groups to uncover what differentiates them

Case Study: Tripadvisor used Segment Chat to understand the unique preferences and behaviors of black travelers. Through doing so, they were able to uncover distinct emotional drivers and behaviors, resulting in a Black Traveler Report that got featured in Travel + Leisure and top-tier outlets.

Why it matters:

Segmentation uncovers patterns that broad averages miss. Platforms like Panoplai make this kind of micro-analysis easy to run — and even easier to act on.

4. TALK WITH  A DIGITAL TWIN OF ONE PERSON 

A digital twin is a data-driven replica of a real person — built from their actual survey responses, behaviors, and patterns. It allows you to explore how that individual thinks, feels, and reacts, without needing to recontact them.

With a digital twin you can:

  • Interrogate a single respondent’s answers in depth
  • Ask follow-ups like "Why do you feel this brand is untrustworthy?" without having to recontact
  • Explore emotional tone, contradictions, and hidden motivators

Why it matters:

You get the depth of a one-on-one interview, powered by data — helping you understand not just what people said, but why they said it. 

Want to try out digital twins? Panoplai’s AI Persona Chat makes it easy to interact with digital twins, bringing qualitative and quantitative depth to your dataset in seconds.

See digital twins in action here

5. ANOTHER THING PEOPLE GET WRONG: BAD QUESTIONS

This one’s big. If your AI conversation is yielding generic answers, the problem isn’t the data — it’s the question.
Marke research platforms are only as strong as the inputs they’re given. Powerful and reliable AI platforms are fueled by your first-party survey data — plus profiling, behavioral inputs, and contextual models. If your prompt lacks specificity or context, the AI can’t do its job.
Garbage in, garbage out.
Avoid vague queries like:
  • "How do people feel about this campaign?"
  • "What can we improve?"
Ask with intent:
  • "What elements of the ad were perceived as confusing or off-putting by [X segment]?"
  • "What are the most frequently mentioned reasons for dissatisfaction in open-ends related to feature [Y]?"
Tip: Ask like a human analyst — precise, contextual, and layered.

Why it matters: 

Even the most advanced audience discovery platforms can’t deliver strong insights if your prompt is vague. The questions you ask can make or break a research project — and in the era of AI, we now have the ability to engage with data on entirely new levels. Platforms like Panoplai even offer AI-powered question building tools, making it easier to craft smart prompts and unlock deeper insight, faster.

6. BUILD A CONVERSATION, NOT A Q&A

The most valuable insights don’t come from one-off queries — they build over time. The strength of any AI system lies in its ability to maintain context and adapt to your evolving line of inquiry.

Use this to your advantage:

  • Ask a question.
  • Follow up with, "What about among high-income earners?"
  • Then ask, "And how does that compare to low-income Gen Zs?"

Insight doesn’t happen in one answer — it emerges across layers. Treat your AI session like a real dialogue, not a checklist.

Why it matters:

Follow-up questions reveal patterns, contradictions, and unexpected opportunities. The ability to maintain conversational flow turns data exploration into a strategic advantage.

Platforms like Panoplai are built for this kind of continuity — helping you build multi-step conversations that stay grounded, contextual, and insight-rich.

7. SAVE YOUR WORK AND ITERATE

Many well-designed AI systems, including Panoplai, save your historical conversations — so you can revisit, compare, and refine your thinking over time.

One important note: when new data is added, you’ll typically need to start a new conversation to include it. That’s by design — it ensures you're always working from the most current dataset.

Still, saved chats are incredibly valuable for:

  • Tracking how sentiment evolves across waves
  • Comparing how different segments perform over time
  • Creating repeatable workflows or briefing docs for your team

Why it matters:

While each data update means a fresh chat, your insight history lives on — and it’s part of what makes your analysis smarter with every round. Being able to reference past conversations adds continuity and context to your research process. 

Platforms like Panoplai turn this iterative process into a strategic asset, helping your data repository learn faster and uncover patterns across time.

FINAL THOUGHT:

Data conversations are only as powerful as the questions you ask. The ability to ask, follow up, and explore across layers of data — in real time — is what separates surface-level reporting from strategic insights.

Panoplai brings together AI chatbot conversations, digital twins, and synthetic data into one seamless experience — making it easier than ever to interrogate your data like a human, but at machine speed. Whether you’re segmenting audiences, probing emotional drivers, or tracking sentiment over time, Panoplai is built to help you ask smarter questions, get clearer answers, and move faster from insight to action.

Book a call to see for yourself…[link]

Want a walkthrough? Start a conversation with your dataset at Panoplai.com

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