White-label Ask AI in embedding

Coming Soon

This feature is under development and expected to release in April 2026.

White-labeling Ask AI lets you replace Holistics' default branding with your own so the AI assistant feels like a native part of your product. You can set a custom icon, give the assistant a name, write your own welcome message, and tailor the prompt placeholder text.

Customizations are defined in AML, so they stay version-controlled and can differ per portal.

Default:

Customized:

What you can customize

Chat page

The chat page is where users interact with Ask AI. It appears on the AI page, in dashboards, and in data exploration. You can customize the icon, welcome message, and prompt placeholder.

Ask AI page

Dashboard

Data exploration

Toolbar

The toolbar button is how users open Ask AI from wherever they are. It appears across dashboards, datasets, and widgets. You can customize the icon of the toolbar button.

Left panel

The left panel is the sidebar entry point to Ask AI. You can customize the icon and name of the left panel.

Syntax

Add an ai block to your EmbedPortal definition:

sales_portal.embed.aml

EmbedPortal sales_portal {
  objects: [
    sales_dashboard,
    ecom_dataset,
  ]

  ai {
    customization: EmbedPortalAiCustomization {
      global {
        icon: 'https://cdn.example.com/logo.png'
        assistant_name: 'Ask Hooli'
      }
      chat_page {
        icon: 'https://cdn.example.com/chat-icon.png'
        intro {
          header: 'Hi, what would you like to know?'
          body: 'Ask questions about your data in natural language.'
        }
        prompt_placeholder: ['Ask me anything, eg: Top 5 products by revenue', 'Try: Show monthly revenue trend', 'Try: Which region has the highest sales?']
      }
      toolbar {
        icon: 'https://cdn.example.com/toolbar-icon.png'
      }
      left_panel {
        icon: 'https://cdn.example.com/panel-icon.png'
      }
    }
  }
}

Here's how each property maps to the interface:

Properties reference

All properties are optional. Only set the ones you need:

Section	Property	Type	Description
global	icon	String (URL)	Default AI assistant icon
	assistant_name	String	Custom name for the AI assistant
chat_page	icon	String (URL)	Override AI assistant icon for the chat page
	intro.header	String	Chat intro header text
	intro.body	String	Chat intro body text
	prompt_placeholder	String or String[]	Placeholder text in the prompt input. When multiple values are provided, they rotate every 3 seconds
toolbar	icon	String (URL)	Override AI assistant icon for the toolbar button
left_panel	icon	String (URL)	Override AI assistant icon for the sidebar

Icon resolution

You can set a custom icon in four places:

Property	Where it appears
global.icon	Default icon for all UI locations
chat_page.icon	AI page, dashboard chat panel, Explore Data chat panel
toolbar.icon	AI button in dashboard, dataset, and widget toolbars
left_panel.icon	Sidebar navigation

Each UI location resolves its icon with a fallback: per-section icon > global.icon > default Holistics AI icon. This lets you set one icon globally and override specific locations as needed.

For example, with this configuration:

global {
  icon: 'https://cdn.example.com/logo.png'
}
chat_page {
  icon: 'https://cdn.example.com/chat-icon.png'
}

• Chat page uses chat-icon.png (per-section override)
• Toolbar and left panel use logo.png (fallback to global.icon)