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

    FieldTakesNeededWhat it is for
    DatadataColumn or measureOptional—
    ValuesvaluesColumn or measureOptional—

    LicenselicenseSettings

    SettingType and options
    License KeylicenseKeyOptional. Enter your free or paid SmartVisuals licence key to enable AI chat and premium analyticsText
    Show Usage IndicatorshowUsageBarShows how many messages from monthly limit you have usedOn / off

    AI ProviderapiProviderSettings

    SettingType and options
    Select AI ProviderselectedProviderChoose your AI provider (Bring Your Own Key)
    • SmartVisuals AI (included) smartvisuals
    • OpenAI (GPT) openai
    • Anthropic (Claude) anthropic
    • Google (Gemini) google
    • xAI (Grok) xai
    • Azure OpenAI azure
    Show Provider Switcher in MenushowProviderSwitcherEnable quick provider switching in hamburger menuOn / off
    ✓ Enable OpenAIopenaiEnabledShow OpenAI in provider switcher menuOn / off
    ✓ Enable AnthropicanthropicEnabledShow Anthropic in provider switcher menuOn / off
    ✓ Enable GooglegoogleEnabledShow Google in provider switcher menuOn / off
    ✓ Enable xAIxaiEnabledShow xAI (Grok) in provider switcher menuOn / off
    ✓ Enable Azure OpenAIazureEnabledShow Azure OpenAI in provider switcher menuOn / off
    OpenAI API KeyopenaiApiKeyYour OpenAI API keyText
    OpenAI ModelopenaiModel
    • GPT-6 Luna (fast, low cost) gpt-6-luna
    • GPT-6 Sol gpt-6-sol
    • GPT-6 Astra (most capable) gpt-6-astra
    • Custom Model custom
    Custom OpenAI Model NamecustomOpenAiModelEnter a model ID from your OpenAI account (e.g., gpt-6-sol)Text
    Anthropic API KeyanthropicApiKeyYour Anthropic API keyText
    Anthropic ModelanthropicModel
    • Claude Haiku 5.5 claude-haiku-5-5
    • Claude Sonnet 5.5 claude-sonnet-5-5
    • Claude Opus 5.5 claude-opus-5-5
    • Claude Fable 5.1 claude-fable-5-1
    • Custom Model custom
    Custom Anthropic Model NamecustomAnthropicModelEnter a model ID (e.g., claude-sonnet-5-5)Text
    Google API KeygoogleApiKeyYour Google AI API keyText
    Google ModelgoogleModel
    • Gemini 3.5 Flash-Lite (low cost) gemini-3.5-flash-lite
    • Gemini 3.8 Flash gemini-3.8-flash
    • Gemini 3.1 Pro (preview) gemini-3.1-pro-preview
    • Custom Model custom
    Custom Google Model NamecustomGoogleModelEnter a model ID (e.g., gemini-3.8-flash)Text
    xAI API KeyxaiApiKeyYour xAI API keyText
    xAI ModelxaiModel
    • Grok 4.3 (lower cost, 1M context) grok-4.3
    • Grok 4.7 grok-4.7
    • Custom Model custom
    Custom xAI Model NamecustomXaiModelEnter custom model name (e.g., grok-3)Text
    Azure API KeyazureApiKeyYour Azure OpenAI API keyText
    Azure EndpointazureEndpointUrlYour Azure OpenAI endpoint URL (e.g. https://myresource.openai.azure.com)Text
    Deployment NameazureDeploymentNameYour model deployment nameText
    API VersionazureApiVersionStrAPI version (default: 2024-02-15-preview)Text

    Chatbot BehaviorchatSettings

    SettingType 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 = CreativeNumber
    System PromptsystemPromptInstructions for AI behaviorText
    Welcome MessagewelcomeMessageCustom welcome message shown at the start of a conversationText
    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 laterOn / off
    Enable Context MemoryenableContextMemoryInclude previous messages as context for AI responsesOn / off
    Context Message CountmaxContextMessagesHow many previous messages to include as contextNumber

    LanguagelanguageSettings

    SettingType and options
    Interface LanguageselectedLanguageChoose your preferred language for the chatbot interface
    • Auto (Power BI language) auto
    • 🇺🇸 English en
    • 🇨🇿 Čeština cs
    • 🇩🇪 Deutsch de
    • 🇫🇷 Français fr
    • 🇪🇸 Español es
    Chat LanguagechatLanguageLanguage for AI responses (leave empty for auto-detection based on your question)Text

    InterfaceuiSettings

    SettingType and options
    Chatbot NamechatbotNameCustom name for your AI assistantText
    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 AvatarsshowAvatarsOn / off
    Show Typing IndicatorshowTypingIndicatorOn / off
    Enable ExportenableExportOn / off
    Show AI SuggestionsshowSuggestionsOn / off
    Enable Copy ButtonshowCopyButtonOn / off
    Enable AnimationsenableAnimationsOn / off

    Geek ModegeekModeSettings

    SettingType and options
    Enable Geek ModeenableGeekModeDeveloper panel with data preview and metrics (Professional+)On / off
    Show in MenushowInMenuOn / off
    Button PositionbuttonPositionText

    Instant Insights (Offline)instantInsightsSettings

    SettingType 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 configuredOn / off
    Number of InsightsmaxInsightsHow many insight cards to show (1-8)Number
    Show in MenushowInMenuOn / off

    Insight DiscoveryinsightDiscoverySettings

    SettingType and options
    Enable Insight DiscoveryenableInsightDiscoveryAutomated dataset analysis that surfaces patterns and trends (Professional+)On / off
    Show in MenushowInMenuOn / off
    Number of QueriesnumberOfQueriesHow many smart queries to run during discoveryNumber
    Query Delay (ms)queryDelayDelay between queries to avoid rate limitingNumber
    Show Visual IndicatorvisualIndicatorOn / off

    ThemethemeSettings

    SettingType and options
    AppearanceselectedTheme
    • SmartVisuals (recommended) smartvisuals
    • Modern - clean and bright modern
    • Terminal - hacker style terminal
    • Dark - easy on eyes dark
    • Blank - fully customizable blank

    ColorscolorSettings

    SettingType and options
    Primary ColorprimaryColorMain theme colorColour
    Accent ColorsecondaryColorSecondary accent colorColour
    Background ColorbackgroundColorChat area backgroundColour
    User Message BackgrounduserMessageColorColour
    AI Message BackgroundassistantMessageColorColour
    Light Text ColortextColorLightText on dark backgroundsColour
    Dark Text ColortextColorDarkText on light backgroundsColour
    User Bubble TextuserBubbleTextColorText color inside user message bubblesColour
    AI Bubble TextaiBubbleTextColorText color inside AI message bubblesColour
    Input TextinputTextColorText color in the input textboxColour
    Header TextheaderTextColorHeader title and slogan text colorColour
    Highlight ColorhighlightColorBold text, links, and emphasis inside messagesColour
    Icon ColoriconColorMenu icons, send button, and UI controlsColour
    Scrollbar ColorscrollbarColorScrollbar thumb colorColour
    Button ColorbuttonColorSuggestion buttons and CTA elementsColour
    Border AccentborderColorBlockquote borders and secondary accentsColour

    Visual EffectseffectsSettings

    SettingType and options
    GlassmorphismenableGlassmorphismTranslucent blur effects for modern lookOn / off
    Background GradientsenableBackgroundGradientsGradient backgrounds for chat areaOn / off
    Message GradientsenableMessageGradientsGradient backgrounds for messagesOn / off
    Advanced ShadowsenableAdvancedShadowsEnhanced shadow effectsOn / off
    Hover AnimationsenableHoverEffectsInteractive hover animationsOn / off
    Message TransparencyenableMessageTransparencySemi-transparent message bubblesOn / off

    TypographyfontSettings

    SettingType and options
    Font FamilyfontFamily
    • Inter Inter, sans-serif
    • Segoe UI Segoe UI, sans-serif
    • Roboto Roboto, sans-serif
    • Arial Arial, sans-serif
    • Helvetica Helvetica, sans-serif
    • Georgia Georgia, serif
    • Times New Roman Times New Roman, serif
    • Poppins Poppins, sans-serif
    • Montserrat Montserrat, sans-serif
    Base Font SizefontSizeNumber

    LayoutlayoutSettings

    SettingType and options
    Message PaddingmessagePadding
    • Compact 0.75em 1em
    • Normal 1em 1.25em
    • Spacious 1.25em 1.5em
    Message Corner RadiusmessageRadius
    • Square 0
    • Slightly Rounded 8px
    • Rounded 16px
    • Very Rounded 24px
    Space Between MessagesmessageSpacing
    • Tight 0.5em
    • Medium 1em
    • Large 1.5em
    Maximum Message WidthmaxMessageWidth
    • Narrow (60%) 60%
    • Medium (70%) 70%
    • Wide (80%) 80%
    • Very Wide (90%) 90%

    Data ContextdataDescriptionSettings

    SettingType and options
    Enable Custom DescriptionsenableDescriptionsUse custom column descriptions for better AI understandingOn / 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

    SettingType and options
    Enable Auto ChartsenableAutoChartsAutomatically generate charts from data responsesOn / off
    Show in MenushowInMenuShow chart toggle in hamburger menuOn / off

    DAX AssistantdaxAssistantSettings

    SettingType and options
    Enable DAX AssistantenableDaxAssistantOn / off
    Show in MenushowInMenuOn / off
    Visual IndicatorvisualIndicatorOn / off

    PDF ExportpdfExportSettings

    SettingType and options
    Enable PDF Export to EmailenablePdfExportAllow exporting conversations as PDF and sending via emailOn / off
    Email Recipients (To)emailRecipientsComma-separated email addresses (e.g., user@example.com, team@example.com)Text
    CC RecipientsccRecipientsComma-separated email addresses for CCText
    From NamefromNameName that will appear as sender (default: Power BI Chatbot)Text

    AdvancedadvancedSettings

    SettingType 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.
    • Tools (recommended) tools
    • Classic classic
    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 responsesOn / off
    Enable Code HighlightingenableCodeHighlightSyntax highlighting for code blocksOn / off
    Enable Auto InsightsenableAutoInsightsAutomatic insight generation from dataOn / off
    Debug ModedebugModeShow debug information in console (Developer only)On / off

    DebugdebugSettings

    SettingType 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" } } }
          }
        }]
      }
    }