AI
The AI section in Settings allows administrators to manage AI providers, define data-sharing policies, and control how contextual information is shared with AI models during analysis, conversations, and agent executions.
Data Sharing Permissions
At the top of the page, you can configure what type of data is allowed to be shared with AI providers. These settings apply globally and define the privacy and governance boundaries of AI usage inside Gaio DataOS.
1. Metadata
Basic structural information about tables is shared.
Included
Column name
Column title
Data type
Excluded
Sensitive data values
Purpose Helps the AI understand schema structure without accessing actual data.
2. Table Sample Data
A limited subset of table data is shared.
Included
First 10 rows
Sensitive data (if enabled)
Purpose Improves contextual understanding for more accurate responses in conversations involving data interpretation.
3. Analytics
Derived analytical information from tables.
Included
Frequency distributions
Metrics
Analytical summaries
Sensitive data (if enabled)
Purpose Allows the AI to reason over patterns, trends, and aggregates rather than raw data only.
4. Results Sample
A subset of query execution results is shared.
Included
First 10 query results
Sensitive data (if enabled)
Purpose Provides execution context for follow-up questions and complex analytical reasoning.
Creating or Editing an AI Configuration
Navigate to Settings → AI
Click New or Edit on an existing configuration
Fill in the following fields:
Fields Description
Name Internal identifier for the AI configuration.
Supplier Select the AI provider (e.g., OpenAI, Anthropic, DeepSeek).
Model Choose the specific model available for the selected supplier (e.g., GPT-4, Claude Opus, DeepSeek Chat).
API Key Paste the provider-issued API key. This key is stored securely and used at runtime.
Click Save
Preferential Model
You can mark one AI configuration as Preferential.
The preferential model is used by default across:
Dashboards
Agents
AI-powered features
Other models remain available for manual selection or advanced use cases.
Governance and Security Notes
Sensitive data sharing is explicitly controlled per data scope.
API keys are never exposed to end users.
AI suppliers only receive the data scopes you explicitly enable.
You can mix providers (e.g., OpenAI + Anthropic) in the same environment.
Best Practices
Start with Metadata only, then progressively enable sample data if needed.
Use Table Sample Data for exploratory analysis and schema discovery.
Enable Analytics only when deeper statistical reasoning is required.
Define one Preferential model to keep behavior consistent.
Use different providers to compare quality, cost, and performance.
This configuration layer ensures Gaio’s AI capabilities remain powerful, transparent, and compliant, while giving teams full control over how intelligence is applied to their data.
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