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Omni’s AI Assistant provides a standalone, conversational interface for exploring your data. Powered by the same AI (Blobby) found throughout Omni, the AI Assistant allows you to ask questions, generate queries, and visualize results without needing to work directly in a workbook.

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Requirements

To use the AI Assistant, you’ll need Restricted Querier, Modeler, or Connection Admin permissions.

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Accessing AI Assistant

To access the AI Assistant, click AI Assistant in Omni’s main navigation. The chat interface opens in a dedicated page where you can begin asking questions about your data.
The AI Assistant requires the Chat setting to be enabled in Settings > AI. Organization Admins can enable or disable this feature.

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Capabilities

The AI Assistant can:
  • Allow you to ask questions about your data using natural language
  • Generate queries based on your prompts, routed through topics in your model
  • Create visualizations, including KPI tiles, directly from your prompts
  • Summarize and analyze results to identify trends, anomalies, and insights
  • Attach images by pasting from your clipboard to provide visual context for your questions
Responses leverage your topics and respect user permissions. Refer to Scoping responses for details on how to control which data the AI can access.

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Attaching images

The Query Assistant > File uploads AI setting must be enabled to use this feature.
You can paste images directly from your clipboard into the AI Assistant chat to provide visual context alongside your questions. This works with screenshots, images copied from web pages, or any image data on your clipboard. To attach an image:
  1. Copy an image to your clipboard (for example, take a screenshot or copy an image from a web page)
  2. Click into the AI Assistant chat input
  3. Paste the image using your system’s paste command (Cmd+V on Mac, Ctrl+V on Windows/Linux)
The image appears as a file chip in the chat input, indicating it’s ready to be sent with your message. You can attach multiple images to a single message by pasting them one after another.
Image pasting is supported in Chrome and Safari. Firefox does not currently support pasting images into textarea elements due to browser limitations.

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Viewing query field details

When the AI Assistant generates a query, you can view details about the fields used in the results. This helps you understand what data the AI selected and how each field is defined. To view field details, click the icon near the top-right corner of the query results, next to the icon. A panel displays information for each field in the query, including:
  • Field name - The field’s label and identifier in the model
  • Definition - The SQL or calculation that defines the field
  • Description - Additional context about the field, if defined in the model
Query details in the AI Assistant This feature provides transparency into AI-generated queries, helping you verify the AI selected appropriate fields and understand the underlying data structure. To improve the quality of field definitions displayed here, refer to Optimizing your models for AI.

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Refreshing query results

When you revisit a previous chat session, query results may be stale. To update the results with the latest data, click the Re-run all queries icon located at the bottom left corner of the chat box, next to the Model selector. Re-run all queries icon in the AI Assistant Clicking this icon re-runs all queries in the conversation, updating visualizations and results with current data. To optimize performance, only the most recent queries are re-run.

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Scoping responses

The AI Assistant uses pickers to scope responses to specific connections, models, and topics: Up to three pickers can display in the chat interface:
  • Connections - Lists the connections you have access to. Only displays if more than one connection is available.
  • Models - Lists the available models in the selected connection. Only displays if:
    • The connection has more than one model, and
    • At least one topic in the model is accessible. This could mean that the model’s ai_chat_topics is unset, making all topics accessible, or that it specifies at least one topic: 
      ai_chat_topics: [ Products ]
  • Topics - Lists the available topics in the model. Only displays if at least two topics in the model are accessible. This could mean that the model’s ai_chat_topics is unset, or that it specifies at least two topics: 
    ai_chat_topics: [ Products, Orders ]

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Topic selection

If a prompt is entered and a topic isn’t selected - meaning that Auto-select a topic is selected in the topic picker - the AI will attempt to select the most relevant topic. To scope the AI’s response to a specific dataset, use the pickers to select a specific topic. The AI will remain “locked” to the selected topic until the selection is changed. Additionally, the picker menus won’t display when a model only has one AI-accessible topic. If a connection has one model with a single AI-accessible topic - determined by the value of the model’s ai_chat_topics parameter - the AI will be scoped only to that topic and the pickers will not display.

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Getting help

If you’re stuck and can’t remember how to do something in Omni, just ask Blobby. Questions like “How do I do [thing]?” will prompt Blobby to search the official Omni docs and provide you with an answer, all without leaving your Omni workflow. You can also directly tell Blobby to search the docs when researching the answer to your question.
Working in an embedded context? If you have the Hide Omni watermark setting enabled to provide a fully white-labeled experience, the AI doc search feature will respect it. Omni doc links will not be returned in chat, even if explicitly requested.

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Customizing the AI Assistant

Organization Admins can customize the appearance of the AI chat interface, including the assistant’s name, icon, and greeting messages. Refer to the AI settings guide for more information.

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Embedding the AI Assistant

The AI Assistant can also be embedded into external applications. Refer to the embedding the AI Assistant guide for setup instructions.

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Next steps