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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.

Stay up to date with the latest happenings in the Omniverse, including new features, improvements, and bug fixes.
April 26, 2026
Administration
  • Added a confirmation dialog when you disable the Custom email sender setting in Settings > Deliveries > Email. Previously, toggling off immediately disabled the custom sender configuration, which could happen accidentally.
  • Fixed an issue where the source field in QUERY_CONTEXT audit log events was being corrupted by FireLens metadata injection. The source field is retained for backwards compatibility, but you should migrate your audit log filters to use the new query_source field.
  • Added Portuguese (Portugal) as a supported localization option.
  • Added Norwegian Bokmål and Swedish as supported localization options.
AI
  • Updated the Start a new chat indicator to trigger at 75% of the session’s token limit instead of 50%.
  • Added an indicator to the New chat button that appears when your conversation is consuming a significant portion of the model’s context window.
  • Updated the Workbook inspector guide to include information about the AI messages section, which displays information about active AI workbook sessions.
APIContentAdded support for restoring archived documents when following a direct link.Dashboards
  • Added drag-to-resize functionality for items within column stack layouts on advanced layout dashboards.
  • Added support for using {{page.KEY.name}} tokens in inline page switcher option labels in advanced layouts for dashboards. These tokens expand to the page’s current name at render time and automatically update when the page is renamed, allowing you to combine custom text with dynamic page references.
  • Added a guide on dashboard best practices to help you design and organize dashboards effectively.
Embedding
  • Fixed an issue where Markdown links in dashboards weren’t respecting the NO-EMBED-LINK-REWRITE parameter. Links tagged with this parameter will now pass through verbatim instead of being rewritten through /embed/link.
  • Fixed an issue where voice mode wasn’t available for the Omni Agent in embedded Omni instances. You can now include allow=microphone in iframe permissions to enable voice mode in embed scenarios.
IntegrationsModeling
  • You can now selectively ignore specific global filters in a level_of_detail by using the cancel_query_filter: true flag within the filters map. This works on both dimension and measure level_of_detail definitions.
  • Added explicit by-name mapping for materialized_query fields.
  • Users with Modeler permissions can now refresh schemas on single-model connections.
  • Omni-generated query view names now have “smarter” default names, along with adding a _1, _2, etc. suffix when a collision is detected. This fixes an issue where importing tabs across workbooks could silently cause data corruption when query view names collided.
  • Added instructions for deleting topics in Omni’s model IDE.
  • Added a guide that explains how to preview dbt changes in Omni before merging to production.
Workbook
  • Added a format quick-pick menu to the results table format bar that replaces the previous Number button.
  • Added a keyboard shortcut (⇧ + ⌥ + ⌘ + F on Mac, ⇧ + ⌥ + ⌃ + F on Windows/Linux) to collapse or expand all items in the workbook’s field browser.
  • Added a context menu to the topic header in the workbook field browser. You can now right-click the topic switch button or the vertical-dots icon to access options for editing the topic or jumping to the topic definition in the IDE.
April 19, 2026
Administration
  • Added a new Duplicate content permission that controls duplication document and workbook tab duplication across your organization. Reach out to Omni support to have this feature enabled.
  • Added Vietnamese (vi-VN) as a supported locale in Omni.
  • Added Italian (it-IT) as a supported locale in Omni.
  • Updated the Best practices guide to reflect current guidance on modeling in Omni, managing content, and more.
AI
  • Updated the default AI model tier for the model building agent from Sonnet to Opus, so the modeling subagent and related tools use a more capable model by default. Organization-level overrides in AI settings take precedence over this default.
  • External AI context integrations are now available.
  • Added a conversation_prune_length parameter to model-level ai_settings that lets you tune how aggressively Claude prunes conversation context. See the Tuning Omni AI for cost and quality guide for additional information about this new parameter.
  • AI chat on the homepage is now available to all organizations.
  • Added a guide for tuning AI cost and quality settings, which provides three starting profiles—cost-optimized, balanced, and max-quality—along with guidance on customizing them for your use case.
APIDashboards
  • Added support for reordering, relabeling, and customizing page tabs in advanced dashboard layouts.
  • Updated the advanced layout documentation to reflect the new behavior for adding queries to dashboards. Now, when a new query is added to a dashboard, it will automatically be placed on the first page in a named stack container.
EmbeddingUpdated the embed entity parameter documentation to reflect that entities are limited to 64 characters.Integrations
  • Added a per-connection Auto-generate relationships setting that lets you control whether Omni infers relationships from foreign keys, column names, both, or neither during schema refresh.
  • Added slash command support to the Omni Slack Agent. This update also removes the Home tab. The settings previously in this tab can now be set using slash commands.
  • Added support for specifying multiple catalogs (databases) in Redshift connections.
  • Added documentation for the Google Calendar and Google Drive AI integrations. See the Google setup guide for help setting up these integrations.
  • Added documentation for External AI integrations, including setup guides for Slack and GitHub integrations.
  • Updated the Omni Slack Agent documentation to clarify that the agent enforces the same permissions and access controls as the rest of Omni, including access grants, user attributes, and connection-level permissions.
  • Added a guide about dbt and Git worfklows in Omni, including guidance on managing changes with Omni’s SDLC controls.
Modeling
  • Added support for view-scoped tag filtering in topic fields using the view_name:tag:tag_name directive syntax.
  • Updated the ai_chat_topics documentation to specify that the parameter only affects topic visibility in AI search results. Topics not included can still be accessed through direct queries, since the AI runs with the same permissions as the user.
  • Added documentation for the parent_field dimension property, which allows you to specify the parent field for nested dimensions and control how labels are displayed in hierarchies.
  • Updated the Data input documentation to clarify that topics created from uploads automatically receive empty required_access_grants at creation time, making them exempt from model-level default_topic_required_access_grants.
  • Added a guide explaining how to use templated filters for advanced date flexibility patterns, giving your end users more control over date filtering options.
WorkbookAdded a Remove unused button in the workbook model changes panel that identifies and removes extension objects (fields, views, topics, relationships) that aren’t referenced by any query in the workbook.
April 12, 2026
Rotate git webhook secretsAdded a Rotate secret button to the model git settings that allows you to generate a new webhook secret without unlinking and re-linking your git repository.HTTPS-token based authentication for git integrationsAdded HTTPS token-based authentication for git connections, allowing you to use GitHub fine-grained personal access tokens and GitLab project access tokens.Get started with AI-guided topic creation!Added documentation for the AI-guided quickstart workflow, which can help you create your first topic from business questions.AdministrationAI
  • Added a Home tab to the Omni Slack Agent that provides a persistent surface for account management and settings directly in Slack.
  • Improved agentic follow-up performance by carrying the topic from conversation history, so the AI no longer needs to rediscover it on each turn. Also added validation to the Create AI job endpoint to return a 404 error if you provide an invalid or restricted topicName, instead of silently failing at runtime.
  • Added setup instructions for Claude Code Cloud to the MCP documentation.
  • Added clarification about user chat access to the Omni Agent guide.
API
  • Added optional find and find_type query parameters to the content validator API endpoint. See the API documentation for details on the new parameters and their usage.
  • Added documentation for the Create draft endpoint, which allows you to create a draft for a document.
  • Added clarification to the Find and replace content endpoint reference endpoint’s only_in_workbook_id parameter expects a workbook UUID, not a URL slug.
ContentAdded a Allow users to copy values to the clipboard toggle in the embed share modal. When enabled, this includes the clipboard-write permission in the generated iframe snippet, allowing users to copy values directly within embedded dashboards without requiring manual iframe HTML edits.Dashboards
  • New queries are now automatically added to the first page of a dashboard when using advanced layouts.
  • Chart settings can now be edited inline in the properties panel when working with advanced layout dashboards.
  • Added a Wrap toggle to the stack container properties panel in advanced layouts, allowing you to control whether flex items wrap to new lines when they exceed the container width.
EmbeddingAdded information about keyboard shortcuts being unsupported for embedded Omni instances to the Embed limitations.Modeling
  • Fixed an issue where embed users couldn’t query uploaded CSVs when the model had default_topic_required_access_grants set. CSV upload topics now explicitly set empty required access grants at creation time, overriding the model default.
  • Added documentation for the default_timeframes model parameter, which allows you to specify default timeframes for dimensions in your semantic model.
  • Added documentation for the Allow exploration setting in shared extension models, which controls whether users can create analyses using that extension.
  • Corrected the values of the duration parameter to be singular.
  • Added documentation for the field-level extends parameter, which allows you to inherit properties from dimensions in other views.
  • Updated the documentation for the sample_queries parameter to include the desc field in sort entries.
  • Clarified the behavior of many-to-many relationships in the reversible parameter reference.
April 5, 2026
Omni Slack Agent now in betaGet AI-powered answers from your semantic model without ever leaving Slack. See the docs for more information, or reach out to Omni support if you’re interested in participating in the beta.Override model defaults in the Omni AgentThe new model tier selector lets you choose between Smarter, Standard, and Faster AI model options, overriding the default setting from your AI settings.Visualize your topicsThe new Diagram tab in the workbook topic editor displays a visual representation of a topic’s structure — including its views, joins, dimensions, and measures — allowing you to build and maintain topics with ease.Define reusable custom formatsThe new model-level custom_formats parameter allows you to define custom formats once and reference them in fields throughout the model. See the Formatting values guide for more information, including use cases and examples.AdministrationAdded an organization-level toggle in Settings > Organization > Preferences that allows org admins to opt out of easter eggs.AI
  • Renamed AI Assistant to Omni Agent throughout the application.
APIDashboards
  • Moved the Advanced layout page Key field from the Properties panel into an Advanced settings dialog, accessible via the 3-dot menu.
  • Added a new Timeframe filter control for date fields on advanced layout dashboards.
EmbedAdded a new appearance:mode inbound embed event that allows parent applications to switch the embedded Omni session’s color scheme between dark, light, or system mode using postMessage.ModelingAdded a markdown parameter to dimensions and measures that lets you define mustache templates to render field values as markdown in table columns.WorkbooksAdded keyboard shortcut support to toggle between chart and results views in the workbook query options panel. You can now use Option+Click on Mac or Alt+Click on Windows on the chart/results toggle button, or use Shift+Alt+1 to toggle results and chart with options open.Documentation
March 29, 2026
AdministrationAI
  • Added support for navigating prompt history in the Blobby chat input using the Up and Down arrow keys.
  • Added an Optimize topic for AI skill to the Model IDE’s AI assistant that automatically appears as a clickable option.
  • Added support for pie, donut, and heatmap visualizations to the AI Assistant.
APIContent
  • When you hover over a label, you can now see who applied it and when. This metadata appears in label tooltips across detail pages, content listings, search results, and the curation popover.
  • When you save an analysis without a name, Omni now automatically suggests a meaningful title and description.
Dashboards
  • Added support for multi-page PDF pagination on advanced layout dashboards.
  • Updated advanced layouts so that page navigation is now automatically added to the first and second pages when a new page is added.
Embed
  • Added two new embed events: sidebar:open fires when users click the mobile menu button, and navigation:home fires when users click the logo or home header link in embedded Omni instances.
  • Added support for opting out of embed link rewriting by including NO-EMBED-LINK-REWRITE in dashboard URLs.
IntegrationsUI
  • Moved the My activity navigation link into the Personal section, positioned after My documents. Previously, this link was located in the bottom navigation group alongside All and Trash.
  • Added chat sessions to the My Activity page. You can now see your chat session history interleaved with your exploration history, making it easy to navigate back to sessions as needed.
  • Added a new “Omni 1984” theme that recreates the classic 1-bit Macintosh aesthetic from the early 1980s.
Workbooks
  • Renamed Query Fields to Tab-only fields in the model browser, and updated context menus for tab-only views and fields.
March 22, 2026
AdministrationAdded Workload Identity support for GCS audit log delivery, allowing you to send audit logs to your GCS bucket without sharing service account keys.AIImproved the searchOmniDocs tool in Model Context Protocol by switching to Omni’s AI-powered documentation search. The tool now accepts a question instead of a URL, and uses the same intelligent page selection, token limiting, and answer synthesis as the in-app documentation search feature.APIAdded a new API endpoint to update dbt environments.Content
  • Added support for document descriptions across the API and UI. You can now add an optional description (up to 1024 characters) when creating documents, update descriptions via the Rename dialog or API endpoints.
  • Added color and description fields to labels. These changes are fully supported in the API for creating, updating, and retrieving labels.
DashboardsAdded a multi-select dropdown control for string filters in the advanced layout.EmbeddingAdded a new ai:chat-start embed event that fires when an AI chat session begins, either when the chat route loads or when the workbook AI drawer opens.IntegrationsAdded per-user OAuth for Databricks query execution with optional personal access token (PAT) or OAuth admin support for schema refresh. You now only need to register a single OAuth application in Databricks instead of two — per-user authentication handles queries, while schema refresh uses either a PAT or an OAuth admin’s token for credentials.Modeling
  • Added an optional Group remaining values toggle to dynamic Top N grouping in workbooks. When disabled, only the top N values are displayed instead of aggregating remaining values into an Other row. Use the dynamic_top_n.else parameter to achieve this result in model YAML.
  • Added pattern matching support to ai_chat_topics so you can now use the same inclusion and exclusion syntax as the topic-level fields parameter.
  • Added a faceting property to dimensions that lets you control how suggestion queries are filtered.
WorkbooksFixed the Import Tab dialog to accept full widget URLs in addition to query IDs. Previously, you could only paste raw query IDs; now you can paste complete URLs and the dialog will extract the query ID automatically.
March 15, 2026
APIDashboards
  • Added undo and redo controls for advanced layout dashboards.
  • Removed the redundant AI chat toggle from the Edit dashboard toolbar. You can now manage AI chat settings exclusively through the Document Settings dialog in published dashboards.
Modeling
  • Added support for dynamic user attribute references in three model properties: Using Mustache references ({{'{{omni_attributes.attribute_reference}}'}}), you can reference user attributes and the values will be resolved at query time using the user’s metadata.
  • Added a tags topic parameter, allowing you to categorize and organize topics similar to how you can tag fields and views.
  • Added a Go to connection option to the Model menu in the model IDE.
Workbooks
  • Added support for applying data formatting to Excel downloads.
March 8, 2026
AI
  • Added support for custom model identifiers in OpenAI-compatible endpoints, allowing you to bring your own models (BYOM) for providers like Ollama and Azure OpenAI.
  • You can now ask the AI chat assistant to generate map visualizations for geographic questions. When you ask questions like “show me orders by state on a map,” the AI will create region maps (choropleths) or point maps as appropriate for your data.
  • Renamed AI workflows to “skills” throughout Omni. Existing model files using workflows: will continue to work without changes.
AdministrationAPI
  • Added onlySharedWithMe as a new filter option to the List folders API to retrieve only folders that have been explicitly shared with you via folder permits, excluding folders you own.
  • Added onlySharedWithMe as a new filter option to the List documents API to retrieve only documents that have been explicitly shared with you via documents permits, excluding documents you own.
Dashboards
  • Cross-filtering is now generally available. You can use cross-filtering to filter data across multiple dashboard tiles by clicking on values in your visualizations.
  • Added a button toggle control type for single selection string filters, allowing you to display filter options as clickable buttons instead of a dropdown. Available for Advanced Dashboard layouts only.
Embedding
  • Added support for generic embed integrations like FullStory and LogRocket. You can now configure integration credentials in Settings > Embed > Integrations.
  • Added support for creating multiple embed secrets in an Omni instance.
March 1, 2026
AI
  • Added a new opus model tier so you can set model: opus in your model’s ai_settings to use Claude Opus 4.6.
  • Updated the ai_settings.query_all_views_and_fields parameter to accept enabled | disabled | default values instead of true | false. This allows you to control whether the AI queries all views and fields when generating SQL.
  • Updated the ai_settings parameter to accept a per-category YAML configuration system. You can now define AI model and thinking preferences for different task categories directly in your semantic model YAML.
Administration
  • Added a Last login column to Settings > Users, so you can see when each user last logged in.
  • Added a new combined view to the My activity page that deduplicates activity by workbook or model and groups entries into time-period sections.
Integrations
  • Added support for creating PrivateLink connections to Redshift provisioned clusters.
  • Added support for Snowflake External OAuth, allowing you to authenticate via external identity providers like Okta, Azure AD, or Ping Identity.
  • Added the ability to assign a dbt environment to a specific user when creating or editing environments in Omni.
February 22, 2026
AI
  • Added support for uploading Markdown (.md) files to AI chat. Previously, Markdown files had to be renamed as .txt files to be valid uploads.
API
  • Fixed the merge branch API endpoint to restrict the force_override_git_settings parameter to Connection Admin and above roles; other users will receive a 403 Forbidden response. Previously, Modelers could use this parameter via API or PAT to bypass PR-required and git-follower protections, even though they cannot modify git settings in the UI.
  • Added a force query parameter to the Delete folder endpoint that enables you to recursively delete folders containing documents and sub-folders.
  • Added a POST /api/v1/uploads endpoint that allows you to upload a CSV file to create a new data source.
Dashboards
  • Markdown tiles and visualizations now include a prefers-dark class name when you’re viewing in dark mode, allowing you to write custom CSS that targets light and dark mode separately.
Integrations
  • Added support for Databricks Lakebase as a new database connection type.
Modeling
  • Added search and filter functionality for branches. You can now search branches by name in the Branches table, and when you have 10 or more branches in the IDE, a Search branches… option appears in the branch selector dropdown to help you quickly find the branch you need.
Visualizations
  • Added support for Markdown columns in table visualizations, which allow you to format and style cell content using Markdown syntax. Note: This feature is still in development and is not yet available in-app.
  • Added percentage tooltips to Sankey charts. You can now enable the Show percentages toggle in the Sankey editor’s tooltip settings to display percentage breakdowns in your chart tooltips. Additionally, the node tooltip label has been renamed from Total to Value for clarity.
Workbooks
  • Added a new Multi-Field Filter control type that allows you to create OR filters across multiple fields in workbooks. You can now build queries like Country is USA OR Gender is Female by clicking the + Field button in filter popovers. Note: This feature is still in development.
February 15, 2026
AI
  • Added an organization-wide MCP server setting to Settings > AI settings that controls whether users can authorize external AI tools to connect via OAuth. When disabled, new OAuth approval requests are rejected and existing MCP grants are blocked from making tool calls. This setting defaults to enabled.
  • Added the ability for Blobby to search the official Omni docs. This new tool is available in the Query Helper, AI Assistant, and Dashboard Assistant.
API
  • Added a new GET /api/v1/uploads endpoint that allows you to list uploaded CSVs (data input tables).
  • Added url fields to document, query, and folder API responses, giving you direct links to any piece of content in the Omni UI.
Dashboards
  • Added the ability to select built-in color palettes (such as “Omni Blues”, “Omni Threes”, and “Omni”) as default palettes in the dashboard theme editor, in addition to custom palettes.
Integrations
  • Added Databricks PrivateLink support for both Azure and AWS infrastructure. You can now create private connections to Databricks workspaces using native Private Endpoints on Azure and VPC Interface Endpoints on AWS.
Modeling
  • Added Australian Dollar (AUD) currency formatting options to the dimension and measure format parameter.
VisualizationsWorkbooks
  • Added YAML views and copy buttons to the workbook inspector, making it easy to view and copy query and visualization configuration in the sample query YAML format.
February 8, 2026
AI
  • Added Claude Opus 4.5 and 4.6 to the list of available models when configuring a bring-your-own LLM with Anthropic as your provider.
  • Added the ability to paste images directly into the AI chat input from clipboard across all surfaces (chat page, dashboard, and workbook). Note that this feature currently works in Chrome and Safari, but not in Firefox.
Administration
  • Fixed an issue on the Users page where a crash would occur for organizations with large numbers of users.
Dashboards
  • Added a Cross-filtering setting in dashboard settings that allows you to enable or disable cross-filtering on a per-dashboard basis.
  • Added new dashboard metadata variables to Markdown tiles:
    • {{'{{metadata.createdAt}}'}}
    • {{'{{metadata.createdBy}}'}}
    • {{'{{metadata.lastUpdatedAt}}'}}
    You can now reference these variables in your text tile templates to display when the dashboard was created, who created it, and when it was last updated.
Integrations
  • Added support for enabling and disabling the dbt Semantic Layer integration with the Enable semantic layer setting in the dbt settings.
  • Added a quick connect feature that lets you paste a connection string URI (for example, postgresql://user:pass@host:5432/db) to automatically create a database connection.
January 25, 2026
AIAPI
  • Added credential update support to the PATCH /api/v1/connections/{id} endpoint. You can now programmatically rotate passwords, BigQuery service account keys, and Snowflake RSA private keys.
  • Promoted YAML model API routes from /api/unstable/ to /api/v1/. The following endpoints are now stable:
    • GET /api/v1/models/{modelId}/yaml
    • POST /api/v1/models/{modelId}/yaml
    • DELETE /api/v1/models/{modelId}/yaml
  • Added new parameters to the Schedules API. Organization API keys can now create schedules on behalf of another user using the userId query parameter on POST /api/v1/schedules. The GET /api/v1/schedules endpoint now returns an ownerId field (membership ID) for each schedule.
  • Updated the List Folders API to return only folders that users have permission to access when using Personal Access Tokens (PAT). PAT users now see the same folder visibility through the API as they do in the UI. Organization-scoped API keys retain full access to all folders.
  • Added a 408 Timeout response to the Run Query API.
ModelingVisualizations
  • Improved Sankey chart error handling. The technical error message for cyclic data is now translated to a user-friendly message: "Sankey does not support cycles or paths that loop back to previous nodes."
Workbooks
  • Renamed some workbook menu items to improve clarity and avoid confusion with the model promotion workflow:
    • Promote to workbook for table calculations is now Add to workbook
    • Promote as workbook defaults for colors is now Save to workbook
January 18, 2026
API
  • The Query APIs is now enabled by default. This includes endpoints for running semantic queries (POST /api/unstable/query/run) and waiting for query results (GET /api/unstable/query/wait).
  • Added an identifier query parameter to the GET /api/v1/schedules endpoint for filtering schedules by dashboard identifier.
  • Added missing POST endpoints for connections, models, and schedules to the public OpenAPI spec. Also added SCIM embed user endpoints for programmatic management of embed users. Access the spec at https://<your-omni-instance>/api-explorer
Dashboards
  • Added an Inspect option to the dashboard chart menu that opens the workbook with the inspector panel pre-opened, providing quick access to SQL debugging info including query SQL, cache status, and execution details.
EmbeddingIntegrations
  • Added the ability to choose a starting point for new Omni branches: from the shared model, another branch, or a specific model version.
  • Multiple models can now share a single git repository with one webhook handling all associated models. When a pull request event occurs, all linked models are processed sequentially.
Visualizations
January 4, 2026
AI
  • Added an AI-powered cron expression generator to help create custom schedules for dashboard refreshes and schema refreshes.
Administration
  • Users with Editor permissions can now delete empty folders they created. Previously, only users with Manager permissions could delete folders.
API
  • Added a lastLogin timestamp to the SCIM user API endpoints (GET /api/scim/v2/Users and GET /api/scim/v2/Users/:id). This enables programmatic identification of inactive users for cleanup.
  • Added API endpoints for managing dashboard filters and controls:
  • Added a GET /api/v1/documents/:identifier endpoint that returns document configuration in a format compatible with PUT for round-trip editing.
  • Added PUT /api/v1/documents/:identifier endpoint to programmatically update dashboard documents.
  • Extended PUT /api/v1/documents/:identifier endpoint with filterConfig and filterOrder support for setting dashboard filter configuration via API.
  • Extended the PUT /api/v1/documents/:identifier endpoint with query presentations support.
  • Extended the Run query API to allow unlimited pivoted query results when the result format is set to CSV or XLSX.
  • Added POST /api/v1/documents/:identifier/duplicate endpoint to programmatically duplicate published documents.
  • Added a PATCH /api/v1/documents/{identifier}/labels endpoint for bulk adding and removing labels from a document in a single atomic operation.
  • Added support for the ** (recursive wildcard) pattern in the List folders API endpoint. Use GET /api/unstable/folders?path=folder/** to retrieve all nested child folders under a given path.
Integrations
  • Added a Problems page for dbt integrations that displays validation issues and errors in your dbt models.
Modeling
  • Added a new “merged” model editing mode for branch models. This allows users to edit branch models merged with the shared model, enabling the ability to unignore items from the shared model while working in a branch.
Visualizations
  • Added a Sum sorting option for stacked charts that sorts segments by their total value across all stacks.
Workbooks
  • Added Count True and Count False quick aggregation options for boolean fields. These options count rows where the boolean field is true or false, respectively.
  • Added the ability to use links defined in the model file when using the Display as link option in tables. Note: Changing a link label in the model will break existing references.