Documentation

Learn how to connect datasources, create agents, and build dashboards.

✨ Latest Features

What's new in AI Insights 365 — recently added capabilities and their guides.

Row-level security NEW SaaS

Share one report and let each reader see only their rows. Set it per report in More → Row security: reader, column, values or @me. Enforced on the server.

AI Connector (MCP): Use Your Data in Claude and ChatGPT | AI Insights 365 NEW SaaS

Connect Claude, ChatGPT, Cursor or VS Code to your AI Insights 365 workspaces with one secure URL. Ask questions in plain words and get answers from your own data. $10 per organization per month.

Changelog: What's New in AI Insights 365 NEW SaaS

Everything shipped in AI Insights 365, month by month: the rebuilt report screen, filters, AI-built charts, on-prem, subscriptions, embedding and more.

The report screen, panel by panel NEW SaaS

One screen, two modes. Theme, presentation, canvas, layouts and pages on the left; properties and the assistant on the right.

Build Charts with AI: AI Chart Builder | AI Insights 365 NEW SaaS

Use an AI chart builder to turn fields or plain language into charts with suggested visuals, natural-language requests, and Auto Report. Build insights faster.

On-Prem Documentation

Installing AI Insights 365 On-Prem — Requirements & Setup

Step-by-step guide to install AI Insights 365 On-Prem — prerequisites, firewall rules, the first-run setup wizard, and post-install hardening.

Activating Your On-Prem License (Online & Air-Gapped)

Step-by-step guide to obtaining, activating, renewing, and troubleshooting AI Insights 365 On-Prem licenses online or in air-gapped environments.

Connecting Data Sources Behind Your Firewall

Connect 24 data sources to AI Insights 365 On-Prem securely — relational databases, cloud warehouses, files, SaaS, and Power BI, all inside your own network.

Securing On-Prem Database Connectivity

How AI Insights 365 On-Prem connects directly to your databases inside your own network — firewall design, least-privilege accounts, and encryption.

Configuring the AI Engine — Azure AI Foundry vs Local Ollama

How to choose and configure the pluggable AI engine in AI Insights 365 On-Prem — cloud Azure AI Foundry or fully air-gapped local Ollama.

Active Directory & Entra ID Single Sign-On Setup

Configure on-prem Active Directory and Entra ID single sign-on, map AD groups to workspaces, and manage tokens in AI Insights 365.

Workspaces, Roles & Governance in AI Insights 365

Organize tenants with the org-to-workspace model, assign Admin/Editor/Viewer roles, drive membership from AD groups, and govern with audit logs.

Building Dashboards, Reports & Scheduled Subscriptions

Build dashboards on the visual canvas, publish reports, share via tokens, schedule email subscriptions, and export to Power BI in AI Insights 365.

No-Code Data Transforms & ETL Pipelines

Build versioned, no-code ETL pipelines on any datasource with real-time preview, AI step suggestions, smart joins, and TOML storage.

Business Definitions — the Certified AI Semantic Layer (On-Prem)

Define business terms once per workspace on AI Insights 365 On-Prem and every AI answer computes them with approved formulas — fully inside your network.

Backup, Restore & Disaster Recovery

Reference guide to org and workspace backups, restoring across deployments, SQL Server coordination, retention schedules, and a DR runbook.

Platform / SaaS Documentation

AI Insights User Guide for Analytics Agents & Dashboards

Use the AI Insights user guide to set up analytics agents, connect dashboards and data sources, and turn data into action. Explore the guide online today.

Getting Started with AI Chat, Agents User Settings

Get started with AI chat agents: connect a data source, launch an agent, query data naturally, and manage user settings and access with ease. Learn how.

Chart Library 72+ Visualizations AI-Driven Selection

Chart library overview: explore 72+ chart types in 7 categories, see how AI selects the best visualization, and learn how rendering scales to big data.

Reports, Dashboards & AI Q&A Panel | AI Insights 365

Reports, dashboards and the AI Q&A panel help you auto-generate reports, pin chat results, and host shareable notes. Explore smarter workflows online today.

AI Insights 365 Getting Started - 10-Minute Onboarding

AI Insights 365 getting started: Sign up, connect your first datasource, ask an AI Insight, and publish a report in 10 minutes. Start your free trial.

AI Insights V1: SQL Online & Power BI Semantic Models

AI Insights v1 connects SQL Online Service and Power BI Semantic Models so teams can ask questions in plain English and build dashboards faster. Learn more

Connect SQL Server through the AI Insights Gateway

Step-by-step guide to connecting SQL Server — on-prem via the AI Insights Gateway or cloud-hosted (Azure SQL, RDS) directly.

Connect REST API To AI Insights 365 With Schema Inference

Connect any HTTP(S) JSON REST API to AI Insights 365 — schema inference, authentication headers, and pagination handling.

Power BI Semantic Model Connect Via XMLA | AI Insights 365

Connect a Power BI semantic model to AI Insights via the XMLA endpoint, use service principal auth, and turn questions into DAX for faster analysis today.

Connect Google Sheets via service account

Connect Google Sheets to AI Insights 365 with a Google service account, sync shared tabs in real time, and build live charts faster. Learn setup steps today.

Python Analysis Cells for Live Dashboard Analytics

Run pandas, NumPy, and scikit-learn inside dashboard chart cards with no server required. Analyze live data faster and explore Python workflows today.

Connect a CSV, XLSX, or JSON file URL

Point AI Insights at a public file URL (CSV, XLSX, or JSON) and refresh on every chart load — perfect for ops data feeds.

Business Definitions — the Certified AI Semantic Layer

Define your business terms once per workspace and the AI computes them with approved formulas everywhere — chat, dashboards, reports, and transforms.

Report Designer: Design a Report | AI Insights 365

Design a report with AI Insights 365: map fields, filter data, style blocks, size your canvas, and publish polished reports from a flexible 12-column grid.

Filter Reports: Operators & Block Filters | AI Insights 365

Report filters for whole reports or blocks: use 13 operators with SQL pushdown where possible and in-memory filtering when needed. Learn how to apply them.

Schedule Report Subscriptions | AI Insights 365

Schedule report email subscriptions for daily, weekly, or monthly delivery. Manage recipients, send reports now, and revoke automated reporting with ease.

Embed Reports in Iframes Securely | AI Insights 365

Embed AI Insights reports in an iframe with signed embed tokens. Securely add customer-facing dashboards to your app, revoke access per report, and get started.

Roles and permissions

How access works in AI Insights 365: your organisation role, your per-workspace role of Viewer, Editor or Admin, and what each one can do.

Subscription, plans, and billing

One plan: build your first report free, then $5 for your first month and $15 per user per month. How billing, token budgets and expiry work.

Troubleshooting Common Errors | AI Insights 365 Docs

A single reference for the most common AI Insights 365 errors — gateway timeouts, SMTP failures, Cohere 429s, and chart loading issues.

AI Insights REST API Reference - Docs, SDK & Webhooks

AI Insights REST API provides programmatic access to reports, queries, subscriptions and gateway jobs via signed HTTPS endpoints. Start integrating today.

Gateway setup: query a database inside your network

Install the gateway on a Windows machine inside your network and query SQL Server, PostgreSQL or MySQL from the cloud, with no inbound firewall ports.