Skip to main content
Organization Admin permissions are required to access and modify AI settings.

​
Enable AI

Enables AI features in the instance. Must be enabled to individually enable or disable the other AI features in this tab.

​
Workbook Agent

Enables the Workbook Agent in workbooks and the standalone Omni Agent page. Must be enabled to individually enable or disable the other AI features listed under this setting.

​
Chat

When enabled, the Omni Agent page is accessible outside of workbooks. This also enables embedding the Omni Agent into external applications.

​
Chat in navigation

Controls whether the Omni Agent appears in the main navigation bar. When disabled, the Omni Agent entry point is hidden from default and embed navigation, while other chat surfaces (ex: workbook, dashboard) remain accessible. Enabled by default. This setting is particularly useful for embed customers who want chat functionality in workbooks and dashboards without exposing the standalone Omni Agent page in the navigation.

​
Blank workbook topic picking

Enables the Ask AI option in blank workbook tabs.

​
Read result data

This setting uses an LLM to process query results. See AI data privacy for information on how Omni’s AI features process data.
Allows the AI to read query results. Used to respond to summarization prompts, detect anomalies, and highlight insights in the chat interface. Must be enabled to use the Dashboard Agent.

​
File uploads

Allows users to upload files and images in chat conversations for analysis and context

​
AI visualization summary

This setting uses an LLM to process query results. See AI data privacy for information on how Omni’s AI features process data.
Enables the AI summary visualization type and AI-generated subtitles and descriptions on charts.

​
Default connection

This setting only appears when your organization has more than one connection.
Defines the database connection the Omni Agent initially uses when a user opens a session. If not set, Omni will use the first connection in an alphabetically-sorted list of connections. When a user opens the Omni Agent, the connection is selected in the following order of precedence:
1

URL parameter or chat history

A connection specified in the URL (?modelId=) or previously used in the chat session
2

Organization default

The connection configured in this setting
3

Alphabetical

The first connection alphabetically (default behavior)
If the configured default connection is deleted, hidden by access controls, or otherwise not visible to a user, Omni selects the first connection alphabetically.
  • MCP Settings - Enable and disable individual tools for the MCP Server