Chat in Genie One

Chat in Genie One is a unified, full-screen natural-language interface for business users to ask data questions. It first searches available Genie Spaces for a match, then searches across dashboards, queries, and metric views. You can also connect external sources (such as Google Drive and SharePoint) so chat can answer from your company documents and schedule recurring chat tasks that post results back as a thread.

How chat works

When you submit a question to chat:

1. It searches available Genie Spaces for one relevant to your question.
2. If a matching Genie Space is found, it uses that space to generate a response.
3. If no matching Genie Space is found, it searches for relevant data assets to answer your question.

To give chat access to your company documents, connect external data sources such as Google Drive, SharePoint, GitHub, Glean, and Atlassian. See Connect to external tools and sources.

To open chat, click New chat from the sidebar or use Ask mode in the search bar. You must have the CAN USE permission on at least one SQL warehouse to use chat.

Select compute

Chat uses Auto compute by default, which automatically selects the best available SQL warehouse and is recommended for most users. To use a specific warehouse instead:

1. Click ••• in the top right.
2. Click Manage compute.
3. Select your SQL warehouse.

Genie Ontology

The Ontology is a map of your data and business, automatically generated and maintained by Genie One.

Genie One automatically extracts snippets of knowledge from your tables, queries, dashboards, docs, and connected apps. For example, snippets can include:

• Metric definitions: For example, "An 'active user' is a distinct user, deduplicated across all platforms."
• Authoritative sources: For example, "Revenue should be pulled from the main.finance.certified table."
• Business rules: For example, "A 'qualified lead' only counts once a demo is booked."

Each snippet gets an authority score based on where it was generated from, how often it is used, and how fresh it is. Snippets are also gated using Unity Catalog permissions. When you ask a question, Genie One ranks the most relevant snippets, resolves conflicts, and answers using only the sources you are permitted to see. This generates more accurate responses and reduces latency by reducing the amount of data Genie One needs to crawl and query.

To see which knowledge sources Genie One used to answer your question, click the citation icons in a response.

Add workspace instructions for chat

Workspace admins can add custom instructions that apply to every chat conversation in the workspace. Instructions can include information about your organization's data conventions, preferred terminology, or guidelines for how chat should respond.

To add workspace instructions, create a Markdown file at the following path in your workspace:

/Workspace/.genie_workspace_instructions.md

Instructions must be under 20,000 characters. Chat reads this file automatically with no additional configuration required. Instructions apply to chat only and do not affect Genie Spaces or Genie Code.

For best practices on adding custom instructions, see Best practices for Genie Code instructions.

User skills

User skills let you extend chat in Genie One with custom capabilities tailored to your personal needs. Skills are available only to you and are loaded automatically when Genie One determines they are relevant to your request. You can also invoke a skill manually by @-mentioning it by name.

Create a user skill

Create a user skill that summarizes weekly sales trends for my region.

Genie One creates the skill and saves it to your workspace at /Workspace/Users/{email}/.assistant/skills/.

Edit a user skill

To edit a user skill, ask Genie One to make changes in a conversation, or open the skill in Canvas and edit it directly.

To rename or delete a user skill, access the skill file directly in your workspace at /Workspace/Users/{email}/.assistant/skills/.

Invoke a user skill

Genie One automatically loads skills when they are relevant to your request. To invoke a skill, @-mention it by name in the chat input.

Scheduled tasks

Scheduled tasks run automatically at a specified time and post the results in a chat thread. When a task runs, chat sends you an email with the results.

You can create a scheduled task in two ways:

• Type a request in natural language in chat, for example: "Send me a daily briefing of all new customer reviews for my store location." Chat might ask clarifying questions, such as the time or which location to use, then creates the task and adds it to the Schedules section.

• In the sidebar, click Schedules, then click the drop-down menu next to + Create in chat and select Create manually.

  

  Fill in the Title, Instructions, Connections, Schedule, and Timezone, then click Create.

  

To view past runs, edit, or delete a scheduled task, click the task in the Scheduled tasks section. Each run opens in a chat thread.

Documents

Ask Genie One to draft a shareable document from any chat conversation. The document opens in a canvas pane alongside the chat, where you can edit and share it. See Documents in Genie One.

Connect to external tools and sources

Connect external data sources such as Google Drive, SharePoint, GitHub, Glean, and Atlassian to a chat conversation in Genie One. See Connect to external tools and sources.

Share a chat

You can share a chat conversation with all users in your account as read-only.

1. Click Share in the upper-right corner of the conversation.

2. Select Anyone in this account.

3. Click Copy link and share the link with others.

   

To make a conversation private again, click Share and select Only me.

Limitations

• Workspaces with many Genie Spaces might experience reduced routing accuracy.

Additional resources

• Use Genie One
• Create a connection