Create a Mind

Create a Mind so your team can ask questions over the tables you link, then finish its setup in the wizard that opens. To change a Mind after setup, see Mind settings; to make a copy of one, see Edit and duplicate a Mind.

Create a Mind

1. In the sidebar, open Minds.
2. Click Add Mind in the Minds sidebar header.
3. Under Mind Details, choose a Mind Kind if you see one. Analytical Mind is selected by default. The builder kinds appear for admins only. See Warehouse Builder and Lake Builder.
4. Enter a Name of 2 to 60 characters. It must be unique.
5. Check the Owner Role. It starts on your first role.
6. Check the Responsible person. It starts on you.
7. Click Create Mind. While the Mind is created the button reads Creating….

The Mind is created straight away, and the setup wizard opens for it.

If the workspace has no Minds yet, it shows No Minds Available with the line Create your first AI Mind to get started with intelligent conversations. and the same create form. Without permission to create Minds, the page asks you to contact your administrator for access instead.

If creating fails

• Failed to create mind. The creation was refused. Try again; if it keeps failing, ask your administrator.
• Name must be at least 2 characters or Name must not exceed 60 characters. Adjust the Name and try again.
• Name cannot contain backticks, double quotes, colons or backslashes. Remove those characters from the Name.
• A name that is already in use is refused, because names must be unique. Pick another name.

Finish setup in the wizard

The wizard has four steps: Settings, AI Config, Sources and Training. Builder Minds skip Sources. On a phone, the wizard shows only Settings and AI Config.

1. On Settings, write a Description that tells users what the Mind knows, set the other settings and click Save in the bar that appears.
2. Click Next to move through the remaining steps; Previous moves back. The footer shows the current step, for example Step 2 of 4.
3. On the last step, click Finish Setup. The Mind's chat screen opens.

If you try to leave a step with unsaved changes, the Unsaved Changes dialog asks You have unsaved changes in Sources. How would you like to proceed?, naming the step you are leaving. It appears when you click Next or Previous, click a step in the footer, click Finish Setup, or move away from the wizard. Click Discard & Continue to lose the changes, or Cancel to keep editing; on the Training step, Save & Continue is offered as well and saves every open card with unsaved edits first.

What a new Mind starts with

• Query Identity is Owner Role, so its questions run with the owner role's data access.
• Allowed file types, under File Uploads, allow Images, PDF, Text (.txt) and Excel / CSV.
• Enforce PII column clarification is off.
• The Mind starts unpublished: only its owner role and administrators can reach it. Click Publish under Publication on its Settings tab to open it to the roles in its Permission Groups; see Publish or unpublish a Mind.
• Its Mind Color and Mind Icon are set later in Settings; the icon picker starts with 72 icons and Show more icons reveals the rest.

Delete a Mind

1. In the Minds sidebar, click the trash icon on the Mind's row. Its tooltip reads Delete.
2. In Delete Mind? (which asks Do you want to delete this mind?), click Delete.

Deleting removes the Mind's chats, scheduled tasks, training cards, skills, uploaded files and its access to the tables it used. The Lake and Warehouse tables themselves stay. The skills it owns are deleted also from the Minds they are shared with. See Skills a Mind can load.

Questions, answered

What can a Mind name contain?

Between 2 and 60 characters, and the name must be unique. Backticks, double quotes, colons and backslashes are not allowed; the form reports Name cannot contain backticks, double quotes, colons or backslashes. A name that is too short or too long is refused with Name must be at least 2 characters or Name must not exceed 60 characters.

Why don't I see the Mind Kind picker?

It appears only for admins, because only admins create builder Minds. Analytical Mind is the default when it shows, beside Warehouse Builder and Lake Builder. Everyone else creates an Analytical Mind without choosing a kind. See Warehouse Builder and Lake Builder.

Why is Create Mind greyed out?

It stays off until the form is ready: it needs a Name of at least 2 characters and, when the field is shown, an Owner Role. While the Mind is created the button reads Creating….

What happens if I cancel setup?

It deletes the new Mind after you confirm with Delete mind. Click Keep editing to stay in the wizard, or Finish Setup to keep the Mind. The delete clears the Mind's chats, scheduled tasks, training cards, skills, uploaded files and its table access; the tables themselves stay.

Do I have to finish the setup wizard?

No. The Mind exists from the moment you click Create Mind, and the wizard's steps are the same tabs you can open on the Mind later, so you can finish them after setup: Mind settings, Choose models and AI behaviour, Link data to a Mind and Train a Mind with training cards. Only Cancel setup deletes the Mind.

Why does the wizard show fewer steps?

Builder Minds skip Sources, because they see every Lake and Warehouse table and have nothing to link. On a phone, the wizard shows only Settings and AI Config.

Which settings does a new Mind start with?

It runs as its Owner Role, allows Images, PDF, Text (.txt) and Excel / CSV uploads, keeps Enforce PII column clarification off, and starts unpublished: only its owner role and administrators can reach it. Click Publish under Publication on the Settings tab to open it to its Permission Groups; see Publish or unpublish a Mind.

What is lost when I delete a Mind?

Its chats, scheduled tasks, training cards, skills, uploaded files and its access to the tables it used. The Lake and Warehouse tables themselves are not deleted.

Why do I see "No Minds Available"?

The workspace has no Minds you can open. If you may create one, the page offers the create form; otherwise it asks you to contact your administrator to request access or have a Mind created for you.