Workbooks AI Configuration

The Workbooks AI configuration area is where your Workbooks administrators set up and manage AI for your organization. It controls how Workbooks AI understands your business, which agents your users can run, and how and where AI is being used.

Getting the configuration right helps Workbooks AI give accurate, useful answers. The more it knows about your organization, where key information is stored, the terms your business uses, and what your users need, the better its results will be.

Use the pages below to help set up and manage each part of Workbooks AI:

• Workbooks AI Overview: AI usage across your database, and credits
• Workbooks AI Settings: Business Information, Business Glossary and other Guides
• Workbooks AI Agents: creating and configuring Agents
• Workbooks AI Reports: reports that give Workbooks AI access to your data
• Workbooks AI Tools: the actions Workbooks AI can carry out
• Workbooks AI Guides: the reference documents your AI Agents read before they start work