Unity Intelligence · Product capabilities
Understand how Unity works.
Quickstarts and references for connected data, native and HTML reports, an assistant with report-wide context, and organization and team access.
Follow a request from your data and reference files to a complete, editable report.
Choose a guide for step-by-step instructions, copyable examples, controls, permissions, and troubleshooting. Related topics connect the complete workflow.
Start here
Build a report
A complete quickstart for the agentic loop: inspect, query, author, render, test, repair, and refine.
Workspace controls
Find report, data, SQL, chat, filters, inspection, editing, presentation, and keyboard controls.
Accounts and subscriptions
Understand sign-in, subscription controls, personal API keys, and account-level organization access.
Connected data
Database connections
Set up source authentication, attach connections and Analysis Services models, and define queries in the report-owned model.
CSV imports
Upload a CSV, review column types, follow validation, and use the published connection in a report.
Public-data connections
Connect FRED, World Bank, and US Census data and inspect provider requests and transformations.
Semantic models
Configure entities, relationships, calculated fields and tables, reusable and typed measures, validation, and definition usage.
Live data
Understand refreshes, cached results, imported snapshots, query limits, and historical answers.
Query processing
Understand DuckDB, source calculations, consistent text rules, large inputs, result limits, paging, and read progress.
AI and conversations
AI context
Use the model, entire report, selected visuals, instructions, files, and execution feedback in one conversation.
Report instructions
Set lasting terminology, units, date conventions, and design references for future report work.
Reference files and images
Attach documents and templates, inspect their contents, reuse original images, and work across conversations.
Data Chat
Ask questions, build native and HTML pages, edit selected visuals, use voice input, and manage conversations.
Tool calls and activity
Read operation results, saved-change receipts, rendered previews, failures, and repairs.
Background work
Follow assistant runs and data reads, inspect progress, cancel work, and recover partial builds.
The workspace
Reports and pages
Create reports, mix native and HTML pages, manage page lifecycle, and understand ownership.
Native visuals
Choose charts, cards, and tables; read their fields, adjust properties, and refine saved objects.
Changes across pages
Discover the full target set and update native or HTML content while preserving unrelated work.
Version history
See every saved version of a report, what changed since, and restore the whole report, one page or a deleted page.
HTML reports
SQL and exploration
Query inspection
Read a visual's fields, see its generated SQL, and how Unity runs queries and compares text.
SQL Playground
Execute read-only SQL, inspect result limits, save queries, and compare calculations with report visuals.
Filters and interactions
Design report, page and visual filters, set your own values, and explore with temporary chart selections, relationships, and record identity.
Working with a team
Sharing and access
Assign report roles, set team sharing limits, inspect effective access, and manage grants.
Organizations
Create an organization, manage people and policy, and understand private company reports.
Teams
Separate team management from report access and understand sharing limits, membership, and lifecycle.
Invitations and membership
Create invitation links, join with the correct account, revoke invitations, and offboard members.
Report ownership
Distinguish company ownership from the report Owner and hand over reports without losing source dependencies.
Page visibility
Keep native or HTML pages invisible to viewers while preserving editor access and protected history.
Data and AI
See how prompts, model context, queries, files, previews, credentials, and permissions participate in the workflow.
Developers
Connect your AI
Connect Claude, Codex, Cursor or any MCP client, or call Unity's agent tools and HTTP API with a key: from nothing to a shared report, with the assistant's own tools.
HTTP API reference
Every HTTP operation an API key can call, with parameters, responses, access and errors.
Agent tool reference
Browse every registered agent tool, its purpose, availability, required parameters, and exact JSON schema.
Start with one connected source, inspect the model and query, and decide how the workspace fits your team. Talk with us about your environment.