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๐Ÿง  Organization-level AI Memory

Organization-level AI Memory will let admins promote useful insights from individual users' AI memory up to the organization level โ€” surfacing suggestions to improve the semantic layer and dashboards based on real usage patterns.

Today, AI memory is per-user: what one analyst teaches the AI stays with that analyst. Promoting it org-wide means the whole team benefits. Over time, AI gets smarter for everyone, grounded in how your organization actually analyzes data.

๐Ÿ“Š AI Usage Analytics

AI Usage Analytics will give admins visibility into AI adoption across the organization: who is using AI, what types of questions get asked, and how usage trends over time.

This helps you measure ROI, identify training opportunities, and understand which teams get the most out of AI โ€” so you can double down where it's working and unblock teams where it isn't.

๐Ÿงฉ Custom embedded app theme

Custom embedded app theme

Custom embedded app theme is planned for the Embedded Portal. Admins will be able to fully customize how Holistics looks inside their host app, matching brand colors, dark mode, and visual identity across the entire embedded experience.

Previously, embedded Holistics always rendered in light mode regardless of the host app's theme or brand colors. Now you can pass visual context via the embed payload and Holistics will adapt accordingly.

What's included:

  • App theme: Configure colors for UI elements inside the iframe (navigation bar, dashboard header, AI panel, etc.) via embed payload
  • Dashboard theme: Dynamically apply a pre-configured dashboard theme to all embedded dashboards via embed payload

๐Ÿ“ Turn your dashboard into a narrative with AI Block

AI Block turns your dashboard's data into a written narrative - so viewers get the "so what," not just rows and bars to interpret themselves.

Write a prompt once, and use it to:

  • Summarize a dashboard: "Summarize this dashboard and call out key insights" turns your data into a short narrative viewers can read at a glance.
  • Analyze customer reviews: turn open-ended reviews into a sentiment trend and common themes, instead of reading through every one yourself.
  • Brief different viewers differently: use AI Skills in the prompt so the same block gives the Head of CS a strategic brief, Support Agents an ordered work list, and everyone else a plain summary.

The result persists as a saved block, and refreshes on demand or automatically when a source visualization changes.

Learn more: AI Block on dashboard

๐Ÿ–ผ๏ธ Add images and files to your AI conversations

Attaching images and files to an AI chat conversation

AI chat attachments let you add images and plain text or code files directly into your AI chat conversations for extra context.

With attachments, you can:

  • Rebuild something that lives outside Holistics: attach a screenshot of an external dashboard and ask the AI to recreate it.
  • Build out new metrics from a spec: attach a screenshot of the metrics your product team shared in Slack, and the AI drafts them for you to review and approve.
  • Analyze against a list or a number that isn't in your warehouse: attach this quarter's budget and compare it to actuals.

Supported file types:

  • Images: PNG, JPG, WebP, GIF, SVG
  • Plain text or code files: TXT, MD, HTML, CSV, JSON, XML, SQL

Learn more: Conversation Context

โš™๏ธ Automate repetitive AI work with AI Tasks

Creating and configuring an AI Task with explicit acceptance criteria

AI Tasks let you define a reusable unit of AI work once, then run it automatically - on a schedule or on demand.

Use an AI Task for work that's repetitive, doesn't need your presence, and has a clear definition of "done." Because you set explicit acceptance criteria, every run is automatically checked pass or fail, not just generated.

Use it to:

  • Automate a recurring report - summarize last week's sales by region under your team's conventions, and flag any region that moved more than 15%, every Monday morning.
  • Roll up AI Chat Insights - aggregate the past week's AI Chat Insights into a ranked list of the context gaps affecting the most conversations.

Learn more: AI Tasks

๐Ÿ”„ Integrate Snowflake and Databricks semantic layers

If a Snowflake semantic view or a Databricks metric view already holds governed dimensions and measures, you can sync it into Holistics to build dashboards, implement embeds, and enable users to self-serve, without maintaining a duplicated definition.

At a high level, a Snowflake semantic view or a Databricks metric view syncs into Holistics as a Table Model. Once synced, you can add the model to a dataset to build dashboards and embedded analytics.

Integrate Snowflake and Databricks semantic layers
  • Databricks metric view / Snowflake semantic view โ€” Dimensions and measures already governed in Databricks or Snowflake
  • Holistics
  • Model โ€” Dimensions, measures, descriptions, and labels detected and synced automatically
  • Dataset โ€” Add the synced model to a dataset to use it in reports
  • Dashboards
  • [HTML node]
  • warehouse-view โ†’ model
  • model โ†’ dataset (add to)
  • dataset โ†’ dashboards (build)

Learn moreโ€‹

๐ŸŒ“ Light & dark mode dashboard theme

Following the launch of dark mode, we're introducing light & dark mode dashboard theme.

How it worksโ€‹

Each viewer sees Holistics in either light or dark mode, depending on their account setting. When you assign a theme to a dashboard, you can now choose how that theme responds to each viewer's mode:

  • One theme for both modes: Everyone sees the same theme, regardless of their app mode.
  • A theme per mode: Each viewer gets the theme matching their mode.

Learn more: Create & apply a theme | Syntax reference

๐ŸŒ™ App dark mode

Working long sessions in Holistics with a fixed light interface causes real eye strain. We've added dark mode as a personal preference:

  • Switch between light, dark, or system mode at any time from your profile settings.
  • The entire app updates instantly, including navigation, backgrounds, dialogs, and controls.

Your assigned dashboard theme stays static, but you can set separate themes for light and dark mode with light & dark mode dashboard theme.

Learn more: Switch to light/dark mode

๐Ÿ” Trace AI-triggered queries and jobs

Trace AI-triggered queries and jobs is now available across the Jobs API and warehouse query comments. You can now tell whether a query was triggered by AI, through which surface, and how the caller authenticated.

Previously, query metadata had no way to distinguish an AI-triggered query from a normal human-driven one, making it hard to attribute warehouse cost or audit usage by origin as AI usage grows.

Learn more: Trace AI-triggered queries and jobs