Ask Greg — controls and governance | ATX AnalyticsTable Docs

Ask Greg — controls and governanceEvery button on the Ask Greg tab and what the model may see and do. Ask Greg answers questions about the data in the project. Answers are backed by queries run against your own databases, and each query is listed under the answer. Ask Greg proposes objects — SQL, charts, pivots, lists, pipelines, schedules, reports — which you review and place into the project yourself; the model does not write to the project directly.

Where to find it

Ask Greg (beta) → Ask → Ask Greg
Ask Greg (beta) → Governance → Data policy

What this page covers

AI features — what a model may see and do

Settings and controls documented

Ask Greg (beta) → Ask → Ask Greg
Ask Greg (beta) → Ask → New session
Ask Greg (beta) → Ask → History
Ask Greg (beta) → Ask → Data story
Ask Greg (beta) → Grounding → Index project
Ask Greg (beta) → Grounding → What it knows
Ask Greg (beta) → Models → Providers
Ask Greg (beta) → Governance → Data policy
Ask Greg (beta) → Governance → Audit log
Ask Greg (beta) → Automation → Scheduled briefs
Ask Greg (beta) → Automation → Saved prompts
Top-left cell
Folder
Endpoint
API key
Endpoint class
Your level
Masked columns
Blocked columns
Extra rules for the agent
Show the payload before the first question of a session
Let the agent read from saved connections
Let the agent use MCP servers
One AI answer per person
Governed metrics

Full page

The full page — procedures and the explanation of every setting — is available to signed-in users.

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