Command Palette

The command palette is a keyboard-first launcher for WisdomAI. Open it with a single shortcut to jump to any chat, dashboard, domain, connection, or settings page, search across your workspace, or trigger actions like inviting a user or adding a new connection — without leaving the page you’re on.

The palette only ever shows entries you have permission to use, so the items in your palette may differ from a teammate’s.

Open the command palette

Press the keyboard shortcut from anywhere in WisdomAI:

• macOS: ⌘ + K
• Windows / Linux: Ctrl + K

Press the same shortcut again, click outside the dialog, or press Esc to close it.

The shortcut works on every authenticated page. If nothing happens, make sure WisdomAI is the focused tab and that you don’t have a system-level shortcut bound to ⌘+K.

Layout

When you open the palette, you see:

• A search input at the top with the placeholder Ask or jump to anything…
• A list of items grouped by section. The home view shows: Quick Actions, Browse, Users, Profile, and Help.
• A footer that shows the available keyboard shortcuts for the current view.

After you select a category, a breadcrumb bar appears above the search input with a Back button so you can return to the home view.

Search anything

Start typing in the search input to filter across every entry in the palette — chats, dashboards, domains, connections, agents, subscriptions, settings pages, and built-in actions.

WisdomAI uses fuzzy matching, so typos and partial words still surface relevant results. Each entry is also indexed by its keywords; typing sso finds Single Sign-On (SSO), embed finds Embedded Mode, and so on.

Results are ordered by relevance:

1. Exact name matches appear first.
2. Quick Actions (such as New Chat) and direct navigation entries (such as Dashboards or Domains) come next.
3. Action items (entries marked with the Action badge) follow.
4. Items whose names start with your query are then prioritized over partial matches.
5. Other fuzzy matches appear at the bottom.

When a result lives inside a category — for example, a specific dashboard — the palette shows a small in <Category> hint below its name so you know where it came from.

Navigate with the keyboard

The footer always shows the shortcuts available in the current view:

Key	What it does
↑ / ↓	Move the selection up or down.
Enter	Open the highlighted item or run the highlighted action.
Backspace	Return to the previous view (only shown when you’re inside a category and the search box is empty).
Esc	Close the palette.

You can also click any entry with the mouse.

Browse by category

The Browse section on the home view lists the major areas of WisdomAI. Selecting one opens its submenu, which contains the actions you can run there plus a live list of items you have access to.

The categories the palette can show are:

Category	What you’ll find
Chats	Your recent conversations. Selecting one opens the chat.
Agents	The Add Agent and View All Logs actions, plus your existing agents.
Dashboards	The Add Dashboard action, plus dashboards you can view.
Domains	The Add Domain action, plus domains you have access to.
Connections	The Add Connection action, plus your data source connections.
Playground	Opens the SQL Playground directly.
Chat Log	Opens the Chat Log directly.
Subscriptions	Your scheduled dashboard and notification subscriptions.
Settings	All settings pages, listed below.
Organizations	The Add Organization action, plus organizations you can switch into.

Categories whose pages don’t have a submenu — such as Playground and Chat Log — navigate directly when you select them. Categories that you don’t have permission for, or that aren’t enabled for your instance, are hidden from the home view entirely.

Run actions

Some entries are actions rather than destinations — they are tagged with an Action badge in the list. Selecting an action triggers it immediately. Examples include:

• New Chat: start a fresh conversation.
• Add Dashboard, Add Domain, Add Connection, Add Agent, Add Organization: open the relevant create flow.
• View All Logs (under Agents): jump to the agent run log.
• Invite Users (under Users): open the invite flow.
• Sign out (under Profile): sign out of WisdomAI.
• Customer Portal (under Profile): open the support portal in a new tab.

Jump to settings

Selecting Settings in the Browse section reveals every settings page in a single submenu, so you don’t have to navigate through the sidebar to reach them. The submenu can include:

• Single Sign-On (SSO)
• API Keys
• Chart Colors
• Embedded Mode
• Slack Integration
• Notifications
• Email Access Control

You can also type a setting’s name into the search input from the home view to jump straight to it — for example, typing email access highlights the Email Access Control page.

The palette respects your permissions: each entry only appears if you have access to it. If a setting isn’t listed, ask your administrator to grant the relevant role.

Switch organizations

If your WisdomAI tenant has multiple organizations and you have access to more than one, the Organizations category lets you switch contexts without leaving the page. Selecting an organization in the submenu loads it as your active organization and takes you to the search page in that organization.

Profile and help shortcuts

Two sections at the bottom of the home view give you fast access to account-level actions:

• Profile — Open Profile settings, jump to the Customer Portal, or Sign out.
• Help — Open the WisdomAI Documentation in a new tab.

Tips for working faster

Use keywords, not exact names

Every entry has a list of keywords attached to it. Typing a related term — auth instead of Single Sign-On, iframe instead of Embedded Mode, add user instead of Invite Users — surfaces the right entry without you having to remember its exact label.

Stay in a category to narrow your search

Open a category first (for example, Dashboards), then type your query. The palette restricts results to that category, which is faster than scanning a global search.

Use the palette to launch creation flows

Instead of clicking + buttons across multiple pages, type the entity you want to create — add dashboard, add agent, add connection — and run the matching action straight from the palette.

Next steps

Ask Better Questions

Build sharper natural-language questions to get more accurate answers.

Email Access Control

Configure who can sign in to your WisdomAI instance.

Slack

Connect WisdomAI to your Slack workspace.

Schedule Dashboards & Notifications

Set up recurring dashboard updates and alerts for your team.