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7 Tips for Smarter Embedded Analytics with Luzmo IQ

Artificial Intelligence
Jul 24, 2025
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7 Tips for Smarter Embedded Analytics with Luzmo IQ

Dashboards are a great way to make sense of all the data in your platform, until your users want insights you didn’t design for.

If you’re adding user-facing insights to your software, you’ve seen it happen. A customer wants to answer a simple business question, but they’re stuck filtering reports, waiting on your dev team to add a new report, or worse… They’re exporting everything to Excel.

We hear it all the time:

“Reporting sucks. It's hard for most people. They don't want to look at all that data. They just want answers to their questions."

Imagine your users typing “How did revenue trend last quarter?”  and instantly seeing a summary appear, with supporting charts to help make sense of it.

That’s what Luzmo IQ brings to the table. And while it’s powerful out of the box, a few smart tweaks can make it even sharper for your specific use cases.

Because here’s the thing: AI doesn’t work like a senior analyst from the very beginning. It’s more like a brilliant intern: it can be amazing, but only if you show it the ropes.

In this post, we’ll walk you through 7 quick tips to fine-tune Luzmo IQ, so it gives your users better answers, faster, right inside your product.

1. Name your data like a human would

Your users think in terms like “order quantity” or “customer segment.” If your data columns are named count or seg_1, any AI would struggle to connect the dots.

Use clear, descriptive names in your datasets. It’s a 2-minute fix that instantly improves Luzmo IQ’s understanding.

Data naming and descriptions in Luzmo
💡Pro tip: add even more context by adding column descriptions, fully automated with AI!

2. Let fuzzy logic do its thing: turn on vector embeddings

Your users won’t always get it exactly right. Maybe they ask about “Emma in France,” while that information might be stored differently in your dataset. Vector embeddings help Luzmo IQ understand context, even if the phrasing is imperfect.

Vector embeddings in Luzmo IQ
Enable Luzmo IQ vector embeddings on your dataset

3. Use the right data types

Don’t let bad formatting slow down good insights. Dates, currencies and durations get messy if you haven’t formatted your data properly. When you set the right data types in Luzmo, IQ knows how to handle concepts like “last quarter” or format answers like “$2.1M.”

Setting data types in Luzmo
How to set the correct data types in Luzmo

4. Predefine your core metrics

Your team probably has a formula for “Net Profit Margin” or “ARPU.” So why let AI calculate it on the fly every single time, and leave margin for error?

Add those formulas directly into your dataset, and Luzmo IQ will deliver consistent, accurate answers—every time.

Creating formulas in Luzmo

5. Guide Luzmo IQ with a custom prompt

A custom prompt gives Luzmo IQ context: how your business works, which metrics matter, and what kind of language to expect.

Think of this like an onboarding doc for your analytics assistant.

One well-written prompt can save your users from dozens of irrelevant answers.

How to set custom prompts for Luzmo IQ
How to set custom prompts for Luzmo IQ

6. Limit historical data

If 90% of your users only care about the last 3 months, there’s no need to feed Luzmo IQ with five years of data.

Use filters or prompt instructions to focus on what matters now. You can do this by:

  1. Adding an embed filter to your dataset
  2. Specifying the filtering when requesting an embed token

You’ll get much more relevant answers. And bonus: with less data processing, Luzmo IQ will respond much faster!

Setting embed filters on Luzmo embedded dashboards
How to set an embed filter to limit historical data

7. Optimize for speed with Warp

Luzmo IQ might run multiple queries to craft a single answer. If your data source is slow or unoptimized, users will feel the lag.

Warp is a built-in accelerator that makes responses feel instant, even when the questions are complex.

Get better, faster answers on your data with Luzmo IQ

Luzmo IQ is a smarter way to deliver the answers your users are already looking for, without extra dashboards, dev time, or support tickets.

When you fine-tune it with a few smart tweaks, you’ll unlock:

  • Blazing-fast answers, even on complex questions
  • More accurate, relevant insights tailored to your user’s business
  • Natural, human-like interactions inside your product
  • Happier users who say “Wait... it can do that?!”

So don’t settle for AI that “works”. Set up your AI to be brilliant. Empower your users to get answers, not just dashboards.

👉 Explore Luzmo IQ and see it in action

Connie Zhang

Connie Zhang

Senior Product Marketing Manager

Connie turns technical capabilities into product stories, helping users understand how data visualization can drive revenue growth. She believes every SaaS product has untapped potential hiding in its data!

Good decisions start with actionable insights.

Build your first embedded data product now. Talk to our product experts for a guided demo or get your hands dirty with a free 10-day trial.

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