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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.

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.

MCP server

Controls whether users can authorize external AI tools (like Claude Desktop, ChatGPT, or Cursor) to connect to Omni via the MCP Server. When disabled:
  • New OAuth authorization requests return a 403 error
  • Existing MCP grants are blocked from making tool calls
This setting defaults to enabled. To configure Personal Access Tokens, navigate to Settings > API access.