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The Omni Agent’s quickstart is a guided skill that helps you create your first topic. Instead of manually configuring a topic from scratch, you describe the business questions you want to answer and the Omni Agent builds a complete topic for you.
For manual topic creation, see Creating topics.

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Requirements

To use the Omni Agent’s quickstart skill you must have:
  • Querier, Modeler, or Connection Admin permissions
  • AI features enabled for your organization
  • A database connection with a schema available

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Creating a topic with quickstart

1

Start the quickstart skill

You can access the AI quickstart skill from several places in Omni:
  • New connection setup — The skill is offered after connecting a new database
  • Home page — A prompt to build your first topic appears on the home page
  • Chat page — The quickstart option appears when you open the AI chat
  • New workbook tab — Click the Build a topic button in the bottom right of a new workbook tab
For models with no existing topics, the quickstart dialog also appears automatically when you open a workbook.Skipping the dialog will dismiss the prompt from appearing in these locations, but you can always access the quickstart skill by clicking Build a topic from a new workbook tab.
2

Describe your business questions

The Omni Agent will ask: What business questions do you want to answer?Focus on popular or common business questions in the same related area (for example, sales pipeline or customer retention) that a specific grouping of tables can answer. We recommend starting with 5-10 questions. For example:
  • “What is our monthly revenue trend?”
  • “Which products have the highest return rate?”
  • “How does customer retention vary by acquisition channel?”
The more specific your questions, the better the Omni Agent can tailor the topic to your needs.
3

Provide context

This step is not required, but sharing context helps the Omni Agent generate a more accurate and relevant topic. Think of this as how you would get a new employee up to speed who had never seen this data before — the more context you provide, the faster the Omni Agent can orient itself and produce useful results.
The Omni Agent will ask for any supporting context that helps it understand your data. You can provide text or upload files:
  • Table or schema names to use as a starting point
  • Existing dashboards or SQL queries (as text or uploaded files)
  • Data dictionaries or metric definitions
  • Transcripts or recordings of stakeholder interviews
  • dbt models or other documentation
  • PDFs of dashboards, reports, or onboarding materials
If you don’t have documentation to upload, that’s okay — even listing the key tables or schemas you want the topic to focus on is a helpful starting point.For file upload guidelines, see Uploading files.
4

Review the generated topic

The Omni Agent creates a single topic based on your input, including:
  • Base view - the primary table for the topic
  • Joins - relationships to related tables needed to answer your questions
  • Fields - relevant dimensions and measures
  • AI context - a description that helps the Omni Agent understand the topic for future queries
  • Descriptions - human-readable labels and descriptions for the topic and its fields
Review the proposed modeling changes and click Accept to apply them. Accepting moves the topic into your workbook, but it is not yet in the shared model — you’ll need to promote it to shared or go through your organization’s git promotion flow to make it available to others.To make more detailed adjustments, click Open in IDE to edit the topic with the Modeling Agent. When you navigate back to the workbook, click Refresh to pull your IDE changes through.
5

Choose how to explore

After accepting the topic, the Omni Agent will ask how you’d like to proceed:
  • Work through questions together — the Omni Agent generates a query for each business question you provided in the first step, walking through them one at a time
  • Explore on your own — start using the new topic immediately in your workbook

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Next steps

The generated topic is a starting point. As you and your team use it, you’ll likely want to refine and expand it:
  • Build sample queries — As you work through your business questions, save the queries as sample queries. This reinforces the Omni Agent’s understanding of the topic and improves future query accuracy. Building sample queries as you explore helps build more AI context and enhance the topic over time.
  • Create additional topics — Use the quickstart skill again from a new workbook tab to build out more topics for different areas of your business. Each topic gives you a starting point to review and refine.
  • Edit the topic to add or remove fields, adjust joins, or update metadata
  • Review topic best practices for recommendations on topic design
  • Use the Workbook Agent to explore your new topic with natural language questions