Secoda AI Capabilities
What Secoda AI has access to answer questions about
The following document outlines what Secoda AI has access to and can answer questions about and what it currently cannot answer. The team at Secoda is quickly evolving the Secoda AI capabilities which will be reflected in this document.
In scope
This section provides an overview of the capabilities of Secoda AI in the areas of data discovery, cataloging, analysis, querying, and metadata governance. It details what Secoda AI can access, including searching for and retrieving data assets and documentation, executing queries, generating visualizations, and handling metadata.
Data Discovery & Catalog
Search resources - Find and discover data assets (tables, views, dashboards, etc.)
Search knowledge - Access documents, definitions, and documentation
Retrieve resource details - Get metadata, schemas, descriptions, and properties of data assets
Resource links - Generate links to resources within Secoda
Lineage information - Retrieve upstream and downstream data lineage
Glossary terms - Access business glossary definitions and terms
Data Analysis & Querying
Run SQL queries - Execute SQL queries on connected data sources (can be disabled by admins)
File operations - Read file contents, view first/last lines, search within files
Chart generation - Create visualizations and charts from data
Metadata & Governance
Tags and owners - Access information about data tags and resource owners
Integrations - Information about connected data sources
Teams and users - Access to workspace member information
Knowledge Management
Documentation - Access to Secoda documentation and help content
Memory functions - Store and retrieve information for context in conversations
Note-taking - Create and read notes during research sessions
External Information
Web search - Search the internet for additional context (when enabled)
Web page reading - Read content from web pages
Out of scope
This section outlines the limitations and capabilities across various features within the platform, providing clarity on what functionalities are accessible under different categories such as Knowledge Management, External Information, Administrative & Security Features, and System Administration.
Administrative & Security Features
Policies - Data governance policies, compliance rules, and policy configurations
Access Requests - Access request workflows, approvals, and permission requests
Monitors & Incidents - Data quality monitors, incident reports, and monitoring configurations
Audit logs - Workspace activity history and user action records
System Administration
User management - User account creation, modification, and deletion
Workspace settings - Workspace configurations, billing information, and administrative settings
Integration configurations - Data source connection setup and configuration changes
Permission management - Role assignments and user permission modifications
Automation & Operations
Automations - Automated workflows, scheduled jobs, and automation configurations
Analytics dashboards - Workspace usage metrics and administrative analytics
Access Controls & Restrictions
Access controls in user management, automation, and AI are crucial for securing resources and safeguarding data privacy. Users can configure access levels through persona-based filtering and control features in alignment with:
Persona-Based Filtering
AI Personas can have included/excluded filters that restrict which resources the AI can access
Admins can configure governance rules to limit AI access to specific data assets
Tool-Level Controls
Individual AI tools can be enabled or disabled by workspace administrators
By default, some tools like SQL execution may be disabled for security
Data Privacy
PII masking - Can be configured to mask personally identifiable information
Entity permissions - Respects user-level permissions for data access
Team-based access - AI access follows the same team-based permissions as users
Feature Access
Access depends on subscription plan and feature flags
Some features may be in beta or require specific workspace configurations
Last updated
Was this helpful?