AI
AI Assistant
Ask questions about your data in plain language and get answers, charts, and files.
Jul 21, 2026 Read More
DataMagik AI v1.0
DataMagik AI
Intelligent AI assistance, right inside Plex.
Conversational intelligence that knows your Plex context — ask questions about your data and get instant, grounded insight without leaving your screen.
Product DataMagik AI
Version 1.0
Type Overview
Updated Aug 24, 2026
Where you meet it
A chat window that can see the screen you are on
Open the assistant from Assistant in the DataMagik navigation, or from the datamagik extend browser extension while you are working inside Plex. Ask a question in plain English and it answers — no SQL, no scripting.
An assistant can be made screen-aware: give it the live Plex screen as readable JSON and it can answer about the record actually in front of you, rather than asking you to describe it. That is a deliberate setting, not a default — an assistant whose message template does not reference the screen context never receives it.
Replies come back as text, as rendered charts, or as files you can download. Conversations are kept on your own device for one day, and clearing one is a single click.
Not one assistant — as many as you need
You define who each assistant is and what it may touch
Administrators create assistants and pick, per assistant, its persona, its model, who is allowed to talk to it, and which capabilities it is offered. People choose between them from a selector at the top of the chat.
Persona and model
A system message sets who the assistant is and how it behaves. The model list reflects your company's own active AI key, and defaults to your provider's default when you would rather not pin one.
Tool families
Tick only what this assistant should be able to reach: scripts, SQL and ODBC, Plex ERP, lookup tables, local databases, dashboards, applications, automations, schedules, email templates, document templates, allowed domains and documentation. The model is offered exactly the boxes you ticked — nothing else.
Named script tools
Beyond the broad families, you can expose specific scripts as tools, so an assistant can run a named, reviewed piece of your own logic rather than improvising one.
Who may use it
Restrict an assistant to holders of a particular role, or leave it open to everyone. Chatting at all requires the Builder or Viewer permission.
Governance
Your provider, your keys, your audit trail
Runs on your AI provider
Assistants run on the AI provider key your company configures. No external workflow tool sits in the middle, and without an available model the assistant simply does not answer.
Supervised by default
An assistant's autonomy is a setting. On Supervised it asks before it performs a write, so the model proposes and a person decides.
Every write is recorded
Writes performed by an assistant land in the AI Audit Log. Where credentials are exposed as a tool family, the assistant sees credential names only — never a secret value.
DataMagik AI answers. DataMagik Invoke builds.
The two are easy to confuse, so here is the line between them. DataMagik AI is the assistant your team talks to during the day: it answers questions about live data, explains what it is looking at, and — inside the tool families you allowed — takes action. Its output is an answer, a chart or a file, in a conversation.
DataMagik Invoke is the builder. You describe an artifact and it produces a durable one: a report, a dashboard, an application, or a scheduled emailed report that keeps running after the conversation ends.
Put an assistant next to the work
Scoped to the data you choose, running on your own AI provider key, with every write on the record.
Book a demoRelated Documentation
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Managing AI Assistants
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AI Audit Log
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