Independent support aid — not affiliated with or endorsed by Microsoft. “Power BI”, “Power BI Report Server”, “SQL Server” and “Microsoft Fabric” are trademarks of Microsoft Corporation. AI answers can be wrong; verify service-affecting changes against the official Microsoft documentation, and back up the report server database and encryption key first.
Answer a few questions so the assistant can accurately answer questions about your organization.
Dashboard
Messages (last 14 days)
Usage by provider
Most active users
Recent activity
Admin activity (audit log)
A record of admin changes — configuration, users, keys and knowledge.
Company profile
Answer a few questions about your organization. The assistant treats these as authoritative facts when replying — the more you fill in, the better it can help. Leave anything blank that doesn't apply.
Assistant identity
Name your assistant and describe how it should behave. Pick which AI powers it under AI & Providers, and give it facts under Company and Knowledge.
Welcome & suggestions
The greeting and the suggestion cards users see on a new chat.
Member profiles
Members can personalise their own display name, avatar, accent colour and read-aloud voice from their profile. You set the initial defaults when creating each user.
Turn off for regulated teams — you can still rename members under Users. Admins are never restricted.Voice output
The default text-to-speech voice for reading replies aloud. Departments can override it.
Department responses
Tailor how the assistant frames its replies for each job function. Assign a department to each person under Users. Leave a box blank to use the built-in default (shown as the placeholder). This affects tone and framing only — it does not restrict what the assistant can access.
Knowledge base
Add your business information (policies, FAQs, product facts). The bot uses these as its primary source of truth. Toggle items on/off without deleting.
Items
Default AI & routing
Which provider and model answer by default, and how questions are routed. Add the keys below first.
🧭 Sheriff (smart routing)
Routes each question to the best available AI. Images go to a vision provider, PDFs to a document provider.
Provider API keys
Keys are encrypted at rest and never shown again. Each provider includes a guide and indicative pricing.
Whitelisted reference links
Official sources the assistant may link to. It's told to cite only these URLs and never invent a link. Users can browse them from the References button in the chat header.
Allowed domains: (edit under Appearance is not required — links are validated on save).
Links
Team learnings
Summarise a day's questions into trends — most-asked topics, recurring issues and knowledge gaps. Insights are written back to the Knowledge base as a "Team learnings" entry so future answers get faster and better.
Recent digests
App & install (PWA)
Controls the installable app's name, icon and colours.
Create user
Users
| Name | Role | Department | Limit/day | Actions |
|---|
Recent logins
Successful sign-ins — who, when and from where.
| User | When | IP | Device |
|---|