Secoda AI has integrated Anthropic's Claude 3.5 Sonnet to make data discovery more accessible and accurate for all users, regardless of their technical expertise. This addition gives teams the flexibility to choose between Claude 3.5 Sonnet and GPT-4o based on their specific needs while maintaining enterprise-grade security and performance.

What makes Claude 3.5 Sonnet unique?

Our decision to integrate Claude 3.5 Sonnet came after extensive internal testing and customer feedback, driven by both technical capabilities and enterprise needs. Our evaluation revealed four key advantages that transform how teams interact with their data:

1. Superior technical performance for complex queries and documentation
2. Enhanced context management for more natural data exploration
3. Enterprise-ready architecture that maintains security and compliance
4. Accessibility across technical levels, making data discovery intuitive for everyone

Learn more about our technical implementation of Claude.

1. Performance

We noticed that Claude consistently delivered higher quality outputs, particularly across technical tasks. Before customer rollout, our comprehensive internal testing revealed strengths in:

• Query processing & SQL
  
  • Writes and validates complex SQL queries with significantly fewer iterations (2-3 tries vs previous 7)
  • Reduces hallucinations with column names and table relationships
  • Handles complex table relationships accurately
• Search strategy & implementation
  
  • Differentiates intelligently between vector search and catalog search needs
  • Implements precise filter and sort parameters for catalog searches
  • Validates comprehensive parameters for complex search operations
• System implementation
  
  • Implements correct zero-based pagination for RAG systems
  • Generates complex filter structures with built-in security validation
  • Handles function parameters reliably within increased capacity limits
• Documentation & visualization
  
  • Creates comprehensive, well-structured technical documentation
  • Generates accurate flowcharts and technical diagrams with precise specifications
• Data & metadata management
  
  • Analyzes relationships across multiple data sources with detailed context
  • Utilizes complete metadata context for precise responses with complex data schemas

2. Context management

Claude's context management sets it apart. In our testing, we found it maintains and builds upon conversation history with remarkable accuracy. For example, during a 20-question analysis session exploring pipeline data, Claude not only remembered previous responses but also incorporated corrections and refinements from earlier in the conversation into subsequent answers. This creates a more natural and productive exploration experience, especially when diving deep into complex data structures.

3. Enterprise-ready architecture

The integration addresses crucial enterprise requirements while maintaining technical excellence:

• Enterprise compliance: Supports organizational security policies and industry regulatory standards
• Model adaptability: Enables seamless transitions between model alternatives based on customer needs
• Advanced functionality: Features native function-calling for sophisticated integrations
• Performance optimization: Delivers real-time interaction through streaming responses
• Scalable design: Supports integration of additional AI models through future-proof architecture
• Quality assurance: Maintains performance standards during model switching

4. Accessibility across technical levels 

For non-technical users, Claude excels at interpreting natural language queries about data. It can handle less structured, conversational requests while still delivering accurate, well-formatted results. This is particularly valuable for business users who may not know exactly how to phrase their technical questions or need help exploring data in a more intuitive way.

By offering both Claude and GPT-4o, we ensure teams can choose the option that best fits their organization's needs and requirements, while our technical architecture ensures we can continue to offer our customers the best AI capabilities as the technology landscape evolves.

Real-world applications: How teams are using Claude

Strategic revenue insights and forecasting 

Business leaders are streamlining their revenue analysis processes with Claude. Executives appreciate how it automatically formats complex financial data with proper currency and percentage symbols, making outputs presentation-ready. Whether they need quick performance overviews or detailed trend analysis, teams are using Claude to identify market opportunities and optimize business processes through accurate data analysis and forecasting.

Enhancing team productivity and customer engagement 

Secoda customer Miinto has transformed their operational efficiency by having Claude monitor key customer communication channels. The model provides their teams with detailed, accurate responses they can confidently use in stakeholder communications, while intelligently building on previous conversation context for more nuanced business interactions.

Knowledge management through specialized personas

Organizations are leveraging Claude's ability to adopt specialized roles to transform institutional knowledge management. For example, one enterprise created a dedicated AI persona that:

• Ensures consistent access to approved organizational definitions and policies, providing complete documentation including technical implementation details when available
• Maintains data governance by providing verified documentation sources while clearly distinguishing between established and proposed definitions
• Proactively identifies gaps in business terminology and suggests standardized definitions based on existing frameworks and business logic

As shown in the examples, this specialized AI role handles both defined terms (providing complete documentation including technical details) and undefined terms (suggesting standardized definitions based on existing business logic). This systematic approach helps leadership teams maintain consistency in business terminology while ensuring decisions are based on approved organizational standards.

Choosing between models

When to choose Claude 3.5 Sonnet

• For natural language conversations about your data - you don't need to know exact table names or technical details
• For complex technical workflows requiring precise SQL queries
• When working with intricate data schemas and relationships
• For extended analytical sessions requiring strong context retention
• When generating detailed technical documentation
• For teams heavily focused on data engineering and advanced analytics

When to choose GPT-4o

• For teams already familiar with OpenAI's interfaces and capabilities
• When working with straightforward data queries
• For organizations with existing OpenAI integrations
• When simplicity and ease of use are top priorities

Both models maintain our high security standards and enterprise-grade performance, ensuring you can switch between them based on your specific needs without compromising on quality or compliance.

Future developments

We're excited about several innovative features we're developing to leverage Claude's capabilities:

Enhanced verification and trust

One of our key priorities is building greater trust and verifiability into AI responses. The system will provide inline references to specific dashboards, tables, and other data assets, making it easy to verify information sources. We'll also implement Claude's reasoning abilities to develop a confidence scoring system (0-100) for responses, helping users better understand the reliability of the information they receive through clear explanations of scoring rationale.

Visual data exploration

We're planning to expand our visualization capabilities by leveraging Claude's ability to understand and generate visual representations of data. Users will be able to create and modify charts directly within Secoda through natural language commands, making data exploration more intuitive. Through Claude's multi-dimensional analysis capabilities, teams will be able to slice and dice their data using either UI interactions or conversational queries, creating a more flexible way to explore and understand their data landscape.

AI-powered productivity tools

We're planning to leverage Claude's capabilities to build smarter, more efficient tools for data teams. The system will observe how teams interact with data to suggest practical automations, like propagating tags to downstream assets and recommending bulk updates across similar resources. Through Claude's analytical capabilities, we'll enhance data quality management by analyzing patterns to proactively recommend quality checks, while also making governance more straightforward with intelligent suggestions for tags, owners, and PII classifications.

These upcoming features will adapt to teams of all sizes, combining Claude's intelligence with practical automation to create a more reliable and efficient data management experience. By having Claude understand your team's workflows and data relationships, we aim to reduce manual work while improving the accuracy and consistency of data operations.

Getting started

Ready to explore Claude's capabilities in Secoda? Here's how to get started:

1. Enable Claude:
   
   • Navigate to Settings > AI 
   • Select Claude 3.5 Sonnet as your preferred model
   • Save your changes
   • Toggle between models at any time
2. Start exploring:
   
   • Try asking questions to Secoda AI in natural language
   • Experiment with technical queries
   • Generate documentation for your data assets
3. Get support:
   
   • Check out our AI documentation
   • Contact our support team for personalized guidance [support@secoda.co]

Learn more

Ready to enhance your data discovery experience with Claude?

• Schedule a demo to see Claude in action in Secoda
• Contact our sales team to discuss enterprise options
• Join our upcoming webinar on The State of Data Governance in 2025

The addition of Claude represents our commitment to providing the most powerful, flexible data discovery experience possible. We're excited to see how you'll use these enhanced capabilities to make data more accessible and actionable across your organization.