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Organization Admin permissions are required to access and modify AI settings.
The Settings > AI tab controls which AI features are enabled in your organization. All of Omni’s AI features are enabled by default, but you can use this tab to selectively enable or disable features.

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General

A next to a setting indicates that the related feature uses an LLM to process query results. Refer to the AI data privacy documentation for information on how Omni’s AI features process data.
Enables AI features in the instance. Must be enabled to individually enable or disable the other AI features in this tab.
Enables the Query helper in workbooks and the standalone AI Assistant page. There are additional subsettings that can be enabled:

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Branding

The AI > Branding tab is used to customize the appearance of the AI chat interface, including the Query helper, AI Assistant, and Dashboard Assistant. These settings impact the AI chat experience, including those that are externally embedded. To see how your changes will impact the AI assistant, click Save.
The name of the AI assistant, used in chat conversations.
A publicly accessible image, used as the AI assistant’s icon. A square PNG (128x128 pixels) will produce the best results.
An optional greeting, displayed at the beginning of a chat session.
Optional additional text, displayed at the beginning of a chat session.
Placeholder text to display in the end user’s chat box.

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Model

To enable custom AI model configuration for your organization, contact Omni support. Once enabled, Organization Admin permissions are required to access and modify AI model settings.
The Settings > AI > Model tab allows you to configure a custom AI model provider for your organization. By default, Omni uses AWS Bedrock, but you can configure Anthropic Direct, OpenAI, Snowflake Cortex, or Grok (xAI) as alternative providers.

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Supported providers

ProviderAPI key requiredBase URLDescription
AWS BedrockNoNoDefault provider. Uses Omni’s managed AWS credentials and model selection.
Anthropic DirectYesNoDirect API access to Anthropic’s Claude models. Allows you to select which model is used.
OpenAIYesYesAccess to GPT models. Base URL support allows integration with OpenAI-compatible APIs like Azure OpenAI and Ollama.
Snowflake CortexYesYesAccess to Anthropic’s Claude models through Snowflake Cortex. Requires a Snowflake Programmatic Access Token (PAT) and base URL.
Grok (xAI)YesNoAccess to xAI’s Grok models.

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Configuration options

  • Provider - The AI model provider to use for your organization. The provider determines which models are available and how API requests are handled.
  • Query model - The model used for complex reasoning tasks, such as generating queries and answering detailed questions. Choose a more capable model (such as Sonnet-class for Anthropic or GPT-4o for OpenAI) for best results.
  • Text model - The model used for simpler tasks, such as text completion and basic assistance. A smaller, faster model (such as Haiku-class for Anthropic or GPT-4o Mini for OpenAI) is recommended.
  • Custom model - Override the default model selection with a custom model ID. Use this option to specify a model not listed in the default options, such as a fine-tuned model or a newer release.
  • API key - Your API key for the selected provider. API keys are securely stored and not displayed after saving. Required for:
    • Anthropic Direct
    • OpenAI
    • Snowflake Cortex - Use a Snowflake Programmatic Access Token (PAT)
    • Grok
  • Base URL - The base URL for API requests. Available for:
    • OpenAI - Use this to connect to OpenAI-compatible APIs like Azure OpenAI or self-hosted Ollama instances
    • Snowflake Cortex - Provide your Snowflake account’s base URL

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Available models

When using a custom provider, you can select which model is used for AI features. The default AWS Bedrock provider uses Omni’s managed model selection and does not allow customization.
Omni has not thoroughly tested all model options. Performance may vary depending on the model selected.
Available when using the Anthropic Direct provider:
ModelClassDescription
Claude Sonnet 4.5QueryLatest Sonnet model
Claude Sonnet 4QueryRecommended for complex reasoning tasks
Claude 3.5 SonnetQueryPrevious generation Sonnet model
Claude Haiku 4TextRecommended for simple, fast tasks
Claude 3.5 HaikuTextPrevious generation Haiku model
Claude 3 HaikuTextLightweight model for basic tasks