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References → AI Containers Configuration Guide

AI Containers build reusable AI workspaces that combine Business Views, dashboard insights, Knowledge Store resources, and instructions to provide consistent context for Nexus conversations. AI Containers are created and managed in the Content tab.

Users with the Advanced Analyzer User or SuperUser role can create and configure AI Containers. Users with the Copilot User role can search for, attach, and use AI Containers in their Nexus conversations, based on their assigned access permissions.

For more information on AI containers, refer to Concepts → AI Containers.

Note

The AI Containers feature is available starting v8.0.0 - 2026.8.

Prerequisites

  • AI Containers require a Premium Cluster.
  • The AI Containers feature must be enabled by the CMC Admin only in the Cluster Management Console (CMC) under Incorta Labs. For more information, refer to Guides → Configure Tenants.

Create an AI Container

  1. In the Navigation bar, select Content.
  2. In the Content tab, select AI Containers.
  3. In the Action bar, select + New AI Container.
  4. In the Create AI Container dialog, enter values for the following fields:
    • Name: A unique identifier for the container.
    • Description: An explanation of the container's purpose.
    • Include in Nexus: Enable this toggle to make the container visible in Nexus chat.
  5. Select the Business Views, Insights, or Knowledge Stores tab, and then select the checkboxes next to the assets that you want to include in the AI Container.
    Note: Only Nexus-enabled assets are available for selection.
  6. Select Create.

Add instructions

  1. In AI Container's Details page, select the Instructions tab.
  2. Select + Add Instruction to create a new text-based instruction.
  3. In the Write tab, enter the name and instructions.
  4. Select the Preview tab to view your instructions.
  5. Select Save.

Add a Knowledge Store as an Instruction

  1. Select + Add Resource.
  2. Select the Knowledge Store resources that you want to include.
    Note: Only Nexus-enabled assets are available for selection.
  3. The selected Knowledge Store resources are added as instruction context.

Use AI Containers in Nexus chat

  1. Open Incorta Nexus.

  2. In a chat conversation, select the + button.

  3. Select AI Containers from the context type menu.

  4. In the AI Containers list, select the AI Container you want to attach, or use the Search AI Containers field to search for a specific AI Container by name.

  5. Nexus will now use the AI Container's assets, instructions, and Knowledge Store resources to inform its responses.

    Limitations

    • An AI Container cannot combine business views and insights. It can contain either business views or insights.
    • It can include multiple insights, provided they all belong to the same dashboard. Insights from multiple dashboards are not supported.
    • Support for asset combinations will be available in future releases.