> ## Documentation Index > Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt > Use this file to discover all available pages before exploring further. # How to Use Collate AI # How to Use Collate AI ## 1. Setting Up Collate AI * Navigate to **Settings > Applications** in the Collate platform. setting up Collate AI * Install Collate AI by following the on-screen instructions. Install Collate AI * Configure and add filters based on criteria such as owner, schema, database, service, and more. You can also combine multiple conditions to meet your specific requirements. automatically generate descriptions * **Scheduling**: Schedule Collate AI to run regularly, automatically generating metadata at predefined intervals (e.g., weekly). Schedule Collate AI ## 2. Using the Collate AI Chatbot * The Collate AI chatbot icon appears on every page after installation. chatbot icon * Interact with the chatbot by typing natural language questions. For example: * “Show me sales data for Q1.” * “What is the average revenue per customer?” * Collate AI will generate the corresponding SQL query and provide a detailed explanation of the query logic. natural language questions * Users can refine queries by providing further instructions, and the chatbot will adjust the SQL query accordingly. ## 3. Optimizing and Fixing SQL Queries * The **Metadata Usage** workflows will ingest the queries being run against the tables. You can see how long each query has been executed in the **Queries** tab. metadata usage workflows * If a query runs inefficiently, ask the chatbot to optimize it by typing: “Optimize this query.” Optimize this query * Collate AI will return a more efficient version of the SQL query, which you can then copy and execute in your database. * If the query contains errors or isn’t functioning correctly, ask Collate AI: “Can you fix this query?” * Collate AI will correct the query and provide a working version. Can you fix this query ## 4. Reviewing Generated Metadata * Once Collate AI generates descriptions for tables and columns, navigate to the **database view** to review the metadata. * You can accept or reject each suggestion individually or choose to accept all suggestions in bulk. reviewing Generated Metadata * Collate AI allows you to document entire datasets in a matter of minutes, significantly reducing the manual effort required to maintain metadata. ## Best Practices * **Regular Scheduling**: Schedule Collate AI to run at regular intervals to ensure your metadata is always up-to-date, especially when dealing with frequently changing datasets. * **Leverage the Chatbot for Query Writing**: Encourage both technical and non-technical users to use the Collate AI chatbot for SQL query generation. It simplifies complex query writing and ensures accurate results. * **Optimize Queries Regularly**: Monitor the performance of your queries and use Collate AI to optimize them, especially when working with large datasets or queries that require complex joins and filters.