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AI Wizard

Platform (dbtCharts.com)

This page describes dbt Charts Platform, the hosted product at dbtCharts.com. These features are not part of the open source dct engine.

Every dbt Charts Platform project has a chat panel: Wizard, an AI agent that can find and describe your boards, run the queries behind them, and build new ones. Project Settings → Agent is where an admin tunes what Wizard knows about this particular project, beyond its built-in dbt Charts knowledge.

If you're reaching your projects from Claude or ChatGPT instead of the in-app chat panel, that's a separate integration: see the Claude & ChatGPT connector.

Project Instructions

If your repository already has an AGENTS.md or CLAUDE.md file, or a skills/ folder (also checked at a couple of dot-prefixed locations other coding agents use, such as .agents/skills/), the "Honor this project's AGENTS.md / CLAUDE.md and skills/ folders" checkbox decides whether Wizard reads them.

It's off by default. A repository that's also used with a local coding agent may ship these files written for that other tool, not for Wizard, so Platform never assumes they apply until an admin turns the checkbox on after reviewing the content.

A repository can also keep these files ignored for good with cloud.honor_agent_instructions: false in dbt_charts.yml (see Cloud settings); the checkbox then has no effect, and the settings page says so.

When it's on:

  • Platform looks for AGENTS.md first, then CLAUDE.md, and uses the first one it finds that isn't empty. If AGENTS.md exists and has content, CLAUDE.md is never read, and the two are never merged.
  • Very long instructions are truncated, with a note telling Wizard it can read the rest of the file on request.
  • A SKILL.md file with valid frontmatter, in its own subfolder of skills/, becomes a skill Wizard can look up the same way it looks up its built-in ones. A plain .md file dropped directly in skills/, or one with missing or invalid frontmatter, is skipped.

Project instructions and skills are treated as context the project's authors wrote, not as rules Wizard must obey. They can't override the its own safety and tool-use policies, and they can't grant the person chatting any capability they don't already have.

Extra skill files

Extra skill files points Wizard at specific files in your repository, one repo-relative path per line, for example:

docs/style-guide.md
glossary/metrics.md

Each path becomes a skill Wizard can look up on demand. Unlike a real skill folder, no special file format is required: point it at an existing style guide or glossary and Wizard reads it as-is. A path that doesn't exist in your repository, or points at an empty file, is skipped. This applies regardless of the checkbox above.

Custom instructions

Custom instructions is free text appended to Wizard's instructions for every conversation in this project, independent of the checkbox above. Use it for guidance that doesn't belong in the repository itself, such as how your team prefers results summarized.

Attach files in chat

The chat panel takes files as context for a question. Use the paperclip in the chat input, or drop or paste a file into it.

File Types Limit
Image PNG, JPEG, GIF, WebP 5 MB
PDF PDF 25 MB
Text .csv, .tsv, .json, .sql, .yaml, .yml, .md, .txt, .log 1 MB

Images and PDFs are sent to Wizard as attachments. A text file is pasted into your message as quoted context. A single message takes at most four attachments.

The New menu on the project home has two items that start from a file:

  • Board from screenshot… opens the file picker for an image or PDF. When you pick a file and the chat input is empty, it fills in "Recreate this board from the screenshot." Nothing is sent until you submit, so you can edit the prompt first.
  • Data file… is not a chat attachment. It opens the project's upload page, which adds a .csv, .json, or .parquet file to the project as a data source. It shows only to people who can edit the whole project. See Upload a file on dbtcharts.com.

Attaching a CSV to chat lets Wizard read it, but it does not add the file to your project. To query the file from a board, upload it with Data file….