AI Chatbot fields and settings
Every field well and every setting in the format pane of version 1.1.0.0, read from the package you download. The internal names in grey are what a PBIR file or a report-authoring agent uses. Which features need a licence is on the AI Chatbot page; every setting works in edit mode with or without one.
2 fields · 19 cards · 105 settings Markdown for AI assistantscatalog.json
Fields
| Field | Takes | Needed | What it is for |
|---|---|---|---|
Datadata | Column or measure | Optional | — |
Valuesvalues | Column or measure | Optional | — |
LicenselicenseSettings
| Setting | Type and options |
|---|---|
License KeylicenseKeyOptional. Enter your free or paid SmartVisuals licence key to enable AI chat and premium analytics | Text |
Show Usage IndicatorshowUsageBarShows how many messages from monthly limit you have used | On / off |
AI ProviderapiProviderSettings
| Setting | Type and options |
|---|---|
Select AI ProviderselectedProviderChoose your AI provider (Bring Your Own Key) |
|
Show Provider Switcher in MenushowProviderSwitcherEnable quick provider switching in hamburger menu | On / off |
✓ Enable OpenAIopenaiEnabledShow OpenAI in provider switcher menu | On / off |
✓ Enable AnthropicanthropicEnabledShow Anthropic in provider switcher menu | On / off |
✓ Enable GooglegoogleEnabledShow Google in provider switcher menu | On / off |
✓ Enable xAIxaiEnabledShow xAI (Grok) in provider switcher menu | On / off |
✓ Enable Azure OpenAIazureEnabledShow Azure OpenAI in provider switcher menu | On / off |
OpenAI API KeyopenaiApiKeyYour OpenAI API key | Text |
OpenAI ModelopenaiModel |
|
Custom OpenAI Model NamecustomOpenAiModelEnter a model ID from your OpenAI account (e.g., gpt-6-sol) | Text |
Anthropic API KeyanthropicApiKeyYour Anthropic API key | Text |
Anthropic ModelanthropicModel |
|
Custom Anthropic Model NamecustomAnthropicModelEnter a model ID (e.g., claude-sonnet-5-5) | Text |
Google API KeygoogleApiKeyYour Google AI API key | Text |
Google ModelgoogleModel |
|
Custom Google Model NamecustomGoogleModelEnter a model ID (e.g., gemini-3.8-flash) | Text |
xAI API KeyxaiApiKeyYour xAI API key | Text |
xAI ModelxaiModel |
|
Custom xAI Model NamecustomXaiModelEnter custom model name (e.g., grok-3) | Text |
Azure API KeyazureApiKeyYour Azure OpenAI API key | Text |
Azure EndpointazureEndpointUrlYour Azure OpenAI endpoint URL (e.g. https://myresource.openai.azure.com) | Text |
Deployment NameazureDeploymentNameYour model deployment name | Text |
API VersionazureApiVersionStrAPI version (default: 2024-02-15-preview) | Text |
Chatbot BehaviorchatSettings
| Setting | Type and options |
|---|---|
Azure EndpointazureEndpointYour Azure OpenAI endpoint (only for Azure) | Text |
Max Response LengthmaxTokensMaximum tokens in an AI answer (free plan: up to 1500) | Number |
AI Creativitytemperature0 = Focused, 1 = Creative | Number |
System PromptsystemPromptInstructions for AI behavior | Text |
Welcome MessagewelcomeMessageCustom welcome message shown at the start of a conversation | Text |
Save Conversation HistorysaveConversationHistoryOff by default. When on, the conversation (questions, answers and the data shown in them) is stored on SmartVisuals servers so it can be reopened later | On / off |
Enable Context MemoryenableContextMemoryInclude previous messages as context for AI responses | On / off |
Context Message CountmaxContextMessagesHow many previous messages to include as context | Number |
LanguagelanguageSettings
| Setting | Type and options |
|---|---|
Interface LanguageselectedLanguageChoose your preferred language for the chatbot interface |
|
Chat LanguagechatLanguageLanguage for AI responses (leave empty for auto-detection based on your question) | Text |
InterfaceuiSettings
| Setting | Type and options |
|---|---|
Chatbot NamechatbotNameCustom name for your AI assistant | Text |
User AvataruserAvatarURL or emoji for user avatar (supports URLs and base64 images) | Text |
Assistant AvatarassistantAvatarURL or emoji for assistant avatar (only for Blank theme) | Text |
Show AvatarsshowAvatars | On / off |
Show Typing IndicatorshowTypingIndicator | On / off |
Enable ExportenableExport | On / off |
Show AI SuggestionsshowSuggestions | On / off |
Enable Copy ButtonshowCopyButton | On / off |
Enable AnimationsenableAnimations | On / off |
Geek ModegeekModeSettings
| Setting | Type and options |
|---|---|
Enable Geek ModeenableGeekModeDeveloper panel with data preview and metrics (Professional+) | On / off |
Show in MenushowInMenu | On / off |
Button PositionbuttonPosition | Text |
Instant Insights (Offline)instantInsightsSettings
| Setting | Type and options |
|---|---|
Enable Instant InsightsenableInstantInsightsOFFLINE feature — basic insights (top values, trends, data quality) computed locally on your device. No AI, no API key and no internet involved. On by default — shown automatically when no licence key is set. | On / off |
Show Automatically Without API KeyautoRunWhenNoKeyWhen enabled, offline insights replace the empty state if no license or API key is configured | On / off |
Number of InsightsmaxInsightsHow many insight cards to show (1-8) | Number |
Show in MenushowInMenu | On / off |
Insight DiscoveryinsightDiscoverySettings
| Setting | Type and options |
|---|---|
Enable Insight DiscoveryenableInsightDiscoveryAutomated dataset analysis that surfaces patterns and trends (Professional+) | On / off |
Show in MenushowInMenu | On / off |
Number of QueriesnumberOfQueriesHow many smart queries to run during discovery | Number |
Query Delay (ms)queryDelayDelay between queries to avoid rate limiting | Number |
Show Visual IndicatorvisualIndicator | On / off |
ThemethemeSettings
| Setting | Type and options |
|---|---|
AppearanceselectedTheme |
|
ColorscolorSettings
| Setting | Type and options |
|---|---|
Primary ColorprimaryColorMain theme color | Colour |
Accent ColorsecondaryColorSecondary accent color | Colour |
Background ColorbackgroundColorChat area background | Colour |
User Message BackgrounduserMessageColor | Colour |
AI Message BackgroundassistantMessageColor | Colour |
Light Text ColortextColorLightText on dark backgrounds | Colour |
Dark Text ColortextColorDarkText on light backgrounds | Colour |
User Bubble TextuserBubbleTextColorText color inside user message bubbles | Colour |
AI Bubble TextaiBubbleTextColorText color inside AI message bubbles | Colour |
Input TextinputTextColorText color in the input textbox | Colour |
Header TextheaderTextColorHeader title and slogan text color | Colour |
Highlight ColorhighlightColorBold text, links, and emphasis inside messages | Colour |
Icon ColoriconColorMenu icons, send button, and UI controls | Colour |
Scrollbar ColorscrollbarColorScrollbar thumb color | Colour |
Button ColorbuttonColorSuggestion buttons and CTA elements | Colour |
Border AccentborderColorBlockquote borders and secondary accents | Colour |
Visual EffectseffectsSettings
| Setting | Type and options |
|---|---|
GlassmorphismenableGlassmorphismTranslucent blur effects for modern look | On / off |
Background GradientsenableBackgroundGradientsGradient backgrounds for chat area | On / off |
Message GradientsenableMessageGradientsGradient backgrounds for messages | On / off |
Advanced ShadowsenableAdvancedShadowsEnhanced shadow effects | On / off |
Hover AnimationsenableHoverEffectsInteractive hover animations | On / off |
Message TransparencyenableMessageTransparencySemi-transparent message bubbles | On / off |
TypographyfontSettings
| Setting | Type and options |
|---|---|
Font FamilyfontFamily |
|
Base Font SizefontSize | Number |
LayoutlayoutSettings
| Setting | Type and options |
|---|---|
Message PaddingmessagePadding |
|
Message Corner RadiusmessageRadius |
|
Space Between MessagesmessageSpacing |
|
Maximum Message WidthmaxMessageWidth |
|
Data ContextdataDescriptionSettings
| Setting | Type and options |
|---|---|
Enable Custom DescriptionsenableDescriptionsUse custom column descriptions for better AI understanding | On / off |
Column DescriptionscolumnDescriptionsFormat: ColumnName=Description; (e.g. LY_castka=Last year amount; Revenue=Total revenue) | Text |
Show Auto-detected DescriptionsshowAutoDetectedDisplay what AI understands from your column names (debug) | On / off |
Auto ChartschartSettings
| Setting | Type and options |
|---|---|
Enable Auto ChartsenableAutoChartsAutomatically generate charts from data responses | On / off |
Show in MenushowInMenuShow chart toggle in hamburger menu | On / off |
DAX AssistantdaxAssistantSettings
| Setting | Type and options |
|---|---|
Enable DAX AssistantenableDaxAssistant | On / off |
Show in MenushowInMenu | On / off |
Visual IndicatorvisualIndicator | On / off |
PDF ExportpdfExportSettings
| Setting | Type and options |
|---|---|
Enable PDF Export to EmailenablePdfExportAllow exporting conversations as PDF and sending via email | On / off |
Email Recipients (To)emailRecipientsComma-separated email addresses (e.g., user@example.com, team@example.com) | Text |
CC RecipientsccRecipientsComma-separated email addresses for CC | Text |
From NamefromNameName that will appear as sender (default: Power BI Chatbot) | Text |
AdvancedadvancedSettings
| Setting | Type and options |
|---|---|
Analysis EngineanalysisEngineTools: the AI calls local data tools for every number and shows how it got the answer. Classic: the earlier planner pipeline. |
|
Show "How I got this"showProvenanceShow the fields, filters and row counts behind each answer under the answer. | On / off |
Enable Response StreamingenableStreamingStream AI responses token by token (OpenAI & Grok only) | On / off |
Enable Data VisualizationenableDataVisualizationAllow rich data visualization in responses | On / off |
Enable Code HighlightingenableCodeHighlightSyntax highlighting for code blocks | On / off |
Enable Auto InsightsenableAutoInsightsAutomatic insight generation from data | On / off |
Debug ModedebugModeShow debug information in console (Developer only) | On / off |
DebugdebugSettings
| Setting | Type and options |
|---|---|
Enable Debug ModeenableDebugModeShow debug information in console (Developer license only) | On / off |
Setting a value in PBIR
In a visual.json, a setting goes under visual.objects, by card and internal name. Toggles take true or false, choices and text a value in single quotes ('auto'), numbers a D suffix (12D).
"visual": {
"visualType": "powerBIChatbot76A36CD15A0D",
"objects": {
"licenseSettings": [{
"properties": {
"showUsageBar": { "expr": { "Literal": { "Value": "true" } } }
}
}]
}
}