> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omni.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Querying data in Omni

> Explore the different ways to query and analyze data in Omni, from conversational AI to point-and-click to SQL.

Omni offers several ways to query your data, whether you prefer natural language, a visual interface, or writing SQL directly. Each path produces a modeled query that respects your organization's [permissions](/administration/users/permissions) and [semantic model](/modeling), so results are consistent no matter how you get there.

## Ask questions with the Omni Agent

The [Omni Agent](/ai/chat) is a standalone chat experience available from Omni's main navigation. Ask questions in plain language and get queries, visualizations, and summaries back — no workbook required.

The Omni Agent is a good starting point when you:

* Want a quick answer without setting up a workbook
* Need to explore a dataset you're not familiar with
* Want to create a dashboard from a conversation

<Card title="Omni Agent" icon="message-bot" href="/ai/chat">
  Ask questions, generate queries, and build visualizations in a conversational interface.
</Card>

## Build queries in a workbook

[Workbooks](/analyze-explore/workbook-basics) are Omni's core analysis environment. Each workbook contains one or more tabs where you can build queries, create visualizations, and save your work. Within a workbook, you have several options for building queries:

### Workbook Agent

The [Workbook Agent](/ai/queries) lets you build and refine queries using natural language directly in a workbook. Describe what you're looking for — like "total revenue by region for the last quarter" — and the agent generates a modeled query you can then modify, visualize, and save.

The agent can also [create filters](/ai/queries#creating-filters), [summarize results](/ai/queries#summarizing-query-results), [build calculations](/analyze-explore/calculations#ai-generated), and [generate visualizations](/ai/visualizations) from your query.

### Point-and-click

The [point-and-click interface](/analyze-explore/point-click-queries) lets you build queries by selecting fields from the field picker. Choose dimensions and measures, apply filters, set sorts, and pivot results — all without writing any code. This is the most flexible way to build and iterate on queries in Omni.

### SQL

For users who prefer writing queries directly, Omni supports [SQL tabs](/analyze-explore/sql) in workbooks. You can write queries in your database's SQL dialect or use Omni SQL, which adds helper functions and field references on top of standard SQL.

## Work with additional data

Beyond querying your connected databases, Omni workbooks support additional ways to bring in and work with data:

* **[CSV & Excel uploads](/analyze-explore/data-input-csvs)** — Upload files or manually enter data to use alongside your database queries. Useful for enriching analyses with data that isn't in your data warehouse.
* **[Spreadsheets](/analyze-explore/spreadsheet-tabs)** — Add spreadsheet tabs to a workbook that connect to your queries and provide an Excel-like environment for formatting, ad hoc analysis, and building on top of live data.

## Automate with Agent Skills

[Agent Skills](/ai/skills) let modelers package a set of AI instructions into a reusable button. When a user clicks a workflow button in the Omni Agent, the AI follows predefined steps — querying data, summarizing results, or walking through a multi-step process — without the user needing to write a prompt.

Skills are useful for standardizing recurring analyses, guided lookups, and data quality checks across your team.

## Next steps

* [Optimize your models for AI](/modeling/develop/ai-optimization) to improve the quality of AI-generated queries
* [Configure topics](/modeling/topics) to organize the data available for querying
* [Learn about workbooks](/analyze-explore/workbook-basics) for saving and sharing your analyses