Management Center
Overview
Management Center provides quota management, feature switches, enterprise preferences, trace export, and LLM configuration. Administrators can manage query usage, configure features and shared preferences, inspect and export processing traces, and manage model service policies.
| Module | Description |
|---|---|
| Quota Management | View query package usage and configure query limits. For AI credit billing, view usage and consumption details in the BI platform. See AI Credits. |
| Function Switch Configuration | Configure voice Q&A, table copying, query limits, data interpretation, and other features. |
| Enterprise General Preference | Maintain shared enterprise preferences for agents to reference. |
| Trace Export | Query and export user questions and processing traces. Available only in private deployments. |
| LLM Configuration | Configure model service policies and manage third-party and built-in model services. |
Quota Management
The Quota Management module is used to view the current query package usage and configure frontend query limits for different users or user groups.
Query Package
Query Package is ChatBI's Q&A usage quota. Frontend Q&A and backend testing, including knowledge generation, both consume queries. Administrators can view overall package usage here, monitor the remaining quota, and plan or allocate Q&A resources accordingly.
- Used / Total: shows the number of queries already used and the total package amount, such as
4859/10000 - Consumption Description: frontend Q&A and backend testing, including knowledge generation, both consume usage
- Users without configured rules and administrators are not restricted by query limits. For details about query rules, see Query Rule Settings.
- Customers billed by Token do not see Query Package. Query packages apply only to query-count billing.
Query Rule Settings
You can configure different query usage rules for multiple users or user groups to achieve refined control of Q&A quotas.
Add Rules
Click Add User / User Group, select the Related User / User Group to restrict, set the number of allowed queries, and click Save. Multiple rules can be added to assign different quotas to different user groups.
Rule priority logic:
- Users without configured rules and administrators are not restricted by query limits.
- If the same user matches multiple rules, the rule with the highest quota takes effect.
Default rule: all others are unlimited.
Switch Cycle
Click Switch in the upper-right corner to change the statistical period of the query rules (Daily, Weekly, or Monthly). After switching the period, previously used counts are reset and recalculated. Values are not converted automatically, so review the configured user query quotas after switching.
Function Switch Configuration
The Function Switch Configuration module provides multiple feature switches that administrators can enable or disable according to business needs.
Voice QA Switch Configuration
This switch controls whether voice-based Q&A is available on mobile.
After it is enabled, users can ask questions by voice on mobile. Voice Query is supported on both PC and mobile.
If you do not want to use the default voice service provider, click Configure to switch providers.
Table Content Copy
This setting controls whether users can copy table content.
- Enabled: users can copy table content
- Disabled: copying is disabled in tables on all devices, including PC and mobile
Watched questions
This switch controls whether the Watched questions entry and save action are displayed on PC and mobile.
- Enabled: displays the entry and lets users save questions as frequently viewed questions.
- Disabled: hides the entry and save action.
Switch Query/Insight in the Current Tab
This switch controls how a new conversation opens when PC users switch between Query and Insight modes.
- Enabled: opens the new conversation in the current browser tab.
- Disabled: opens the new conversation in a new browser tab.
Query Analysis Row Limit
This setting limits the number of rows returned and displayed in Query. The default is 1000 rows, and the maximum supported value is 100,000 rows.
Click Edit on the right, change the row limit, and click Confirm.
Query Data Retention Days
This setting controls how many days query results are retained. The default is 30 days. After that period, the query results are cleared and can no longer be viewed.
Click Edit on the right, change the number of days, and click Confirm.
Insight File Retention Days
This setting controls how long files uploaded or generated during insight analysis are retained. The rule is always active and cannot be disabled. The default retention period is 30 days, and the supported range is 1–365 days.
Click Edit on the right, enter the retention period, and click Confirm.
The retention period starts from the last time the insight conversation was used, not from the file upload time. After the retention period expires, the system cleans up files associated with the conversation. Files are not cleaned up while the conversation is still generating content.
For example, assume the retention period is 30 days. A file is uploaded to an insight conversation on August 1, and the user continues the conversation on August 25. The conversation's last-used time is updated to August 25, so its associated files are retained until September 25. If the conversation is not used again after August 25, the system cleans up its associated files after September 25.
- Changing the retention period does not restart the calculation from the date of the configuration change. The system continues to calculate from the conversation's last-used time.
- The system cleans up only files associated with the insight conversation; it does not delete the insight conversation record itself.
Dataset Special Character Restrictions
This setting controls the use of special characters in datasets. Click the dropdown list to view and modify the restricted characters.
If you remove a specific restriction, datasets containing that character can be added, but SQL generation accuracy may be affected. Use this option with caution.
Email Push
This switch controls whether the Email Push feature is enabled.
After it is enabled, the Q&A page displays the email entry, and users can send Q&A results by email.
Smart Data Analysis and Summary
This setting controls whether the system sends query result data to the LLM to help generate interpretations and summaries, improving the overall Q&A experience.
| Mode | Description | Example |
|---|---|---|
| Disabled | Smart interpretation and summary are disabled | Results are displayed only as visualized charts. |
| One-sentence Summary for Simple Data | Provides a one-sentence summary for simple data | When the result is a single row or a single column with no more than 10 rows, the system automatically summarizes the data and responds in text. |
| Comprehensive Interpretation of Data Results | Provides a complete interpretation of the data result | Automatically generates an intelligent summary below the result data. |
Fast mode visualization
This switch controls whether data is visualized in Fast Mode.
After it is enabled, data in Fast Mode is visualized according to charting rules, improving usability while preserving response speed.
Analysis Parameter Display
This switch controls whether analysis parameters are displayed in the query result.
After it is enabled, the system displays dimensional and filter parameter information together with the query result. For details, see Show / Hide Analysis Parameters.
Automatic SQL Correction When Query Results Are Empty
After this switch is enabled, when a data query returns no results, the system automatically checks the SQL. If errors are found, the system corrects the SQL and executes the query again.
Insert Query Results into Dashboard
After this switch is enabled, users who have dashboard-related permissions can add query results to dashboards and create personal dashboards.
Support for uploading image when asking questions
After it is enabled, users can ask questions by uploading images.
It is suitable for scenarios such as store inspection and operations, where users can quickly photograph product names, shelf numbers, or codes and analyze related data.
Enterprise General Preference
Enterprise General Preference provides domain-level shared knowledge preference management. Platform admins can centrally maintain reusable preferences across agents, and agent admins can reference those preferences in their agents. This reduces repeated configuration of the same knowledge across agents and improves consistency.
Log in to the Data Agent admin backend and go to Agent Management > Management Center > Enterprise General Preference to view and maintain general preferences in the current domain.
Preference List
The page lists all general preferences created in the current domain. You can filter by preference type or search by preference content.
| Field | Description |
|---|---|
| Preference Description | Describes the content, purpose, and applicable scenario of the preference. |
| Preference Type | The type of knowledge preference, such as SQL generation preference, calculation logic, or synonym preference. |
| Scope | The agents to which the preference applies. Both all agents and specified agents are supported. |
| Enabled by Default | When enabled, agents in the selected scope apply this preference by default. |
| Updated Time | The most recent update time of the preference. |
| Last Operator | The user who last edited the preference. |
| Actions | Edit or delete the preference. |
Create an Enterprise Preference
-
Click Create Preference in the upper-right corner to open the Create Enterprise Preference page.
-
Configure the enterprise preference.
- Preference Type: Select a preference type. Seven types are supported.
- Preference Content: Enter the preference that the model should follow.
- Scope: Apply the preference to all agents or specified agents.
- Take Effect Immediately:
- Selected: The knowledge takes effect immediately in the selected agents. Agent admins can still disable it manually in an agent.
- Not selected: The knowledge is visible to agents in the selected scope, but agent admins must enable it manually in the agent. For details, see Reference from an Agent.
-
Click Save to create the preference.
After creation, the preference takes effect in the corresponding agents based on the configured scope and enabled status.
Manage Enterprise Preferences
Edit an Enterprise Preference
Click Edit for the target preference to modify its description, type, scope, and default enabled status. After saving, related agents are updated according to the latest configuration.
When editing an enterprise preference, AI optimization is supported. For details, see AI Optimize
.
Delete a General Preference
Click Delete for the target preference and confirm the action. After deletion, agents that have applied this preference are no longer affected by it.
Enable or Disable a General Preference
The Enabled by Default column shows whether the preference is enabled. To enable or disable it, click Edit and change the Take Effect Immediately status.
Reference from an Agent
After a platform admin maintains a general preference at the domain level, if Take Effect Immediately is not selected, the agent admin must manually enable the preference in Agent Detail Settings > General Preference > Enterprise Preference Reference.
Trace Export
Trace Export allows domain-level administrators to query and export user question records and complete processing chain information within the current domain for troubleshooting, performance analysis, and audit traceability.
This feature is available only in private deployments.
Query Conditions
You can retrieve records using the following two types of conditions:
| Query Condition | Description |
|---|---|
| Trace ID | Enter one or more Trace ID values for exact retrieval. Separate multiple IDs with commas. |
| Time Range | Select a query window. The supported range is 0 to 3 hours.The page also provides common quick-select options:
|
Click Query to run the search, or click Reset to clear the current filters.
Result List
After the query is completed, the list displays matching question records with the following fields:
| Field | Description |
|---|---|
| Trace ID | Unique identifier of a single question request |
| Type | Category of the question |
| User Question | Original question asked by the user |
| Created Time | Time when the question record was created |
| Status | Processing status of the record |
| Actions | Entry points for viewing processing chain details and other operations |
Batch Export
You can select multiple records and export them in batch:
- Select the records to export from the left side of the list. Select All is supported.
- Click Export Selected in the upper-right corner. The system exports the selected question details and the full processing chain information.
