Ask Mo Data

Ask Mo Data is your AI assistant for answers to your Enterprise data questions. Ask Mo Data allows users to receive text and visualized answers to Enterprise data questions without having to search for the report or export data to Excel to analyze. Available on Pro and Premier packages.

With Ask Mo Data:

• You don’t need to be an expert in SQL or data analysis—just ask your questions in plain language, and the assistant will interpret your query to deliver both text explanations and interactive visualizations, such as bar charts and line graphs.
• You can copy/paste text answers or download visualizations directly from Ask Mo and add to emails, reports, and presentations.
• View past conversations and continue them through the Chat History bar. You can also organize past conversations into folders.

Version and Package Requirements

• Ask Mo is available on versions 2025.4 and higher. Ask Mo Data requires the Pro or Premiere package.

Data and Refresh

• Ask Mo queries a separate data source so that Enterprise application performance is not impacted. Ask Mo’s data is refreshed every 24 hours at 2:00 AM UTC.
• At this time, these data tables are included in the data set: Events, Event Opportunities, Service Orders, Functions, Spaces, and Invoices. Additional data tables will be added. User defined fields (UDFs) in these data tables are not included.

User Permissions and Data Access

• Queries in Ask Mo Data do not recognize user permissions to data in the application. Users accessing Ask Mo Data will be able to query all data in your database, regardless of permissions. See below for information about Ask Mo roles which allow you to limit access to Invoice data.

Usage Limits

• There is a usage limit of 1000 prompts/month per customer.

Dictionary and Language Support

• Ask Mo Data uses the standard terminology in the application, not any dictionary phrases or alternate descriptions that you may have added.
• Only English is officially supported at this time, but we have done limited testing in other languages. If you enter a prompt in a language other than English, be sure to include in your prompt that the response should also be in that language.
• While you can prompt and receive replies in other languages, all headers and text which are part of the Ask Mo interface will always display in English.

Data Privacy

• Data submitted through Ask Mo is not used to train the underlying AI model. Conversation data (questions asked, responses generated) is stored within your database to provide the Ask Mo experience, such as maintaining conversation history. This data remains within your account and is not shared across accounts or used for any purpose beyond delivering and improving the Ask Mo service for your account.

Access Restrictions

• Ask Mo and other AI features are not available for those who use Azure for Momentus.  
• Ask Mo is not available in Singapore.

In this article:

• Enable Ask Mo Data
• Give access using Ask Mo Roles
  • Ask Mo Data (ASKMO)
  • Ask Mo Financials (ASKMO_FIN)
• Using Ask Mo Data
• Tips for Prompting Ask Mo

Enable Ask Mo Data

If you are on a package where Ask Mo Data is included, you can request access through Momentus Connect:

1. To access Momentus Connect, go to the Main Menu. Search for and select Momentus Connect. The Momentus Connect site opens in a new tab.
2. Locate and click the Ask Mo card. The Ask Mo page opens.
3. Click Request. Your request will be sent to Momentus.
4. If approved (since Ask Mo pilot is limited to a small group of customers), Momentus will notify you.

If you are unsure of your package, reach out to your primary Momentus contact.

Give access using Ask Mo Roles

Access to data is given using two Ask Mo roles. These roles must be created by an admin using the information below. For details on creating roles, see Role Management.

Ask Mo Data (ASKMO)

To access Ask Mo Data, users must have the Ask Mo Data role. Ask Mo Data gives access to all data except Invoice data. 

• Display Name: Ask Mo Data
• ID: ASKMO
• Access Level: Internal
• Features tab: Remove all features so that additional access is not granted. If all features are not removed, users will have access to all features listed regardless of their other roles.

Ask Mo Financials (ASKMO_FIN)

To access Invoice data, users must have the Ask Mo Financials role. 

• Display Name: Ask Mo Financials
• ID: ASKMO_FIN
• Access Level: Internal
• Features tab: Remove all features so that additional access is not granted. If all features are not removed, users will have access to all features listed regardless of their other roles.

Using Ask Mo Data

Once the Ask Mo role is assigned to the user, they can access Ask Mo Data using the Ask Mo icon in the bottom right-hand corner of their screen. Use the tips suggested below for prompting AI and getting desired results. 

To use Ask Mo:

1. Navigate to the Ask Mo interface from within your system.

2. Enter your question: Type a prompt in plain language. For example: “Make me a pace report comparing the number of events in 2023 to 2024.”

   At this time, only the Events, Event Opportunities, Service Orders, Functions, Spaces, and Invoice data tables are included in the data set. Additional data tables will be added.
3. Review Ask Mo’s interpretation: Ask Mo will summarize what it understood from your request. It will also show you its plan for generating the response.
4. View the results: Ask Mo will provide visualizations (charts, graphs, comparisons) along with a written summary of key findings and conclusions.

You can now:

• Expand the Ask Mo modal for a larger view if you need more space to explore results.
• Interact with visualizations: Click on elements in the chart or graph to show or hide data sets or switch between views (bar chart, line graph, pie chart, and so on).
• Export or share: Click Download to download the visualization to use in reports or presentations. You can also copy and paste the text response into documents or emails.
• Provide feedback: Rate the response with a thumbs-up or thumbs-down to help improve results.
• Revisit past questions: Access your conversation history from the side bar to work with earlier queries.

Tips for Prompting Ask Mo

To get accurate and useful results from both Ask Mo Support and Ask Mo Data, follow these tips when asking questions:

• Be as specific as possible. Provide enough context in your question.
• Use natural language. Write your query the way you would speak; Ask Mo is designed to interpret conversational input.
• Refine through follow-up. Use the chat history to build on previous questions for deeper insights.
• Experiment with phrasing. If the answer isn’t quite what you expected, try rephrasing the query for clarity.

We discuss this in more depth and with examples in How to ask Ask Mo Questions.