Using the Assistant

This guide explains how to use the Blindata AI Assistant: opening the panel, managing conversations, attaching files, and checking your usage.

Info

Availability: The Blindata AI Assistant is available when enabled for your organization. If you do not see the assistant icon in the top toolbar, contact Blindata support to request activation.


Opening and layout

Open the assistant

Click the sparkle icon in the top-right toolbar of the Blindata application.

Open the Blindata AI Assistant from the toolbar

The assistant opens as a sidebar on the right. You can keep working in Blindata while the panel is open.

To close it, click the X button in the chat header, or click the sparkle icon in the toolbar again.

Fullscreen mode

Click the expand icon in the chat header to open the assistant across the full screen. Click the icon again (labeled “Exit fullscreen”) to return to the sidebar.

Closing the assistant panel automatically exits fullscreen.

Blindata AI Assistant in fullscreen mode


Starting and continuing conversations

New chat

Click the New chat button (box with a plus icon) in the chat header to start a fresh conversation. New threads are titled “New Chat” until the assistant generates a title from your first message.

Send a message

Type your question or instruction in the input field at the bottom of the panel and press Enter or click the send button.

Note

Below the input field, you will see: “AI can make mistakes. Please verify important information.” Review the assistant’s suggestions, especially when it creates or updates metadata, before relying on them.


Reviewing creates and updates

When you ask the assistant to create or change metadata (glossary terms, catalog entries, semantic links), it applies those changes in your Blindata organization using the same permissions as your user account.

After each response:

  1. Read the summary in the chat and open any resource cards to inspect the affected assets in Blindata.
  2. Check names, descriptions, relationships, and links match your governance standards.
  3. If something is wrong, ask for a correction in the same conversation, for example “Rename that concept to …” or “Link that column to … instead.”

Discovery questions (search, lineage, summaries) do not change your metadata. Stewardship requests can. The in-chat reminder applies especially to creates and updates.


Chat history

Click the History icon (clock) in the chat header to open the Recent panel.

Blindata AI Assistant chat history

From the history panel you can:

  • Browse past conversations, sorted by recency
  • Search by conversation title using the search field
  • Open a conversation to continue where you left off
  • Rename a conversation via the row menu (⋯ → Rename Conversation)
  • Delete a conversation via the row menu (⋯ → Delete Conversation)

Each row shows the conversation title, how long ago it was updated, and the model used.

If you have no conversations yet, the panel displays “No conversations yet”. You must be signed in to see your history.


Adding files

Attach materials you already use in governance work and explain what you want the assistant to do with them. Files add context to your message. They do not replace your written instruction.

How to attach a file

  1. Click the + button in the chat input area
  2. Select Add attachments
  3. Choose a file from your device
  4. Write a short instruction explaining how the assistant should use the file
  5. Send the message

Attach supporting files to the Blindata AI Assistant

Supported file types

You can attach:

  • Images: diagrams, screenshots, or whiteboard photos
  • PDFs: policies, data dictionaries, or architecture documents
  • CSV exports: column lists or spreadsheet extracts saved as CSV
  • Text files: notes, specs, Markdown, JSON, YAML, or plain text

If your content lives in a spreadsheet or word processor, save or export it as CSV or plain text before attaching.

Limits

  • Maximum file size: 10 MB per file
  • You must include a written message with every attachment. Tell the assistant what to do with the file.

Daily token usage

Click the Usage icon in the chat header to open the Daily token usage panel.

Blindata AI Assistant daily token usage

The panel shows:

  • Tokens used / daily limit, for example 12,400 / 100,000 tokens
  • Remaining tokens: how much capacity you have left today
  • Progress bar: turns red when you are at or over the limit
  • Reset time: when your daily allowance refreshes

Token usage is shared across all your assistant conversations for the day. If you reach the daily cap, new messages may be blocked until the limit resets. Check the usage panel for the exact reset time.

Your organization’s daily limit is set by your administrator. The usage panel is for monitoring only. It does not let you change the limit.


When the assistant references Blindata assets, they appear as clickable cards with an icon and name. Click a card to open that asset in Blindata. Links to external websites open in a new browser tab.


Common questions

I do not see the sparkle icon

The assistant must be enabled for your organization. Contact Blindata support to request activation.

The assistant says it cannot find an asset

It only returns metadata that exists in Blindata and that your account can access. Try a broader question, a different name your organization uses, or check the asset in the UI first.

I reached my daily token limit

Open the Usage panel in the chat header to see when your allowance resets. Token use is shared across all your conversations for the day.

The assistant made a change I disagree with

Continue in the same thread and ask for a revision. You can also open the resource card and edit the asset manually in Blindata.

Can it see data outside Blindata?

No. It works from your organization’s documented metadata and any files you attach to a message, not from live database contents unless that information is already captured in the catalog or lineage.

The assistant is temporarily unavailable

If the assistant cannot respond because of a temporary error, you may see a message in the chat or a notification prefixed with [Blindata assistant]:. Try again later, or contact Blindata support if the issue persists.