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Holistics AI

Early Access

πŸš€ Holistics AI is now in alpha! Read our announcement and join our waitlist to be among the first to try it.

Introduction​

Holistics AI is your thought partner for self-service analytics. Instead of writing code, dragging and dropping fields, or waiting for an analyst, you can simply chat with your data using natural language to explore insights and build visualizations.

Built on top of our governed semantic layer and composable query language, Holistics AI is designed to help teams explore data through conversation while staying grounded in trusted, curated datasets.

Getting access​

Holistics AI is currently in alpha. If you're interested in trying it out:

  • Join the waitlist
  • We'll contact you when access becomes available
  • Your organization admin can enable/disable Holistics AI in workspace settings

Settings​

In Holistics, on the top right corner, select Your Tenant name > Organization Settings > More Settings.
At the Settings screen, navigate to AI Settings.

ai-ai-settings

On this page, you can control workspace-level settings:

  • Enable/disable AI entirely
  • Enable/disable specific data provided to AI
  • Enable/disable specific AI features

AI data policy​

Data provided to Holistics AI​

Holistics AI ensures a secure and transparent approach to data processing. To provide helpful, context-aware responses, Holistics AI may access different kinds of data. These data types include:

  • Metadata: Information of Holistics objects that the user is currently working with. This includes titles, labels, descriptions, text blocks, data types, model relationships, formulas, chart settings, AMQL codes, and git commit messages.

  • Sample Data: A few sampled values of the source database columns that the user is currently working with.

  • Result Data: Result data (in the form of csv and images) of the charts that the user is currently working with.

We currently use the OpenAI API. All processing follows OpenAI's usage policies.

Data shared by features​

Each AI capability uses only the data it needs. You stay in control of what’s shared.

ModeMetadataSample DataResult Data
Explore Data (with thinking)βœ… Yesβšͺ No🟑 Optional

Allow the AI to provide summary, insights, and analysis on the result.
Search Docsβšͺ Noβšͺ Noβšͺ No
Generate data model field descriptionβœ… Yes🟑 Optional

Allow the AI to learn about the data structure and patterns to generate more useful descriptions.
βšͺ No
Generate tag descriptionβœ… Yesβšͺ Noβšͺ No
Generate commit messageβœ… Yesβšͺ Noβšͺ No
Generate PR descriptionβœ… Yesβšͺ Noβšͺ No

You can manage data sharing under Settings -> AI Settings -> Data Provided To AI.


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