Looker

Overview

The Looker integration connects nexos.ai with your Looker environment so you can reference BI content and reporting context directly in your workspace. It helps you answer questions faster by pulling in the same analytics source your team uses for dashboards and insights.

Setting up the integration (organization admin)

1. Open Settings.

2. Go to Organization → Integrations.

3. Find Looker in the list.

4. In Configuration, fill in the required fields:

   • Base URL

   • Client ID

   • Client Secret

1. Select Enable to save the configuration and activate the integration.

After it’s enabled here, team members can connect their own accounts (depending on your organization’s Looker access rules).

Connecting your account (individual user) from My Integrations

1. Open Settings (select your email/profile at the bottom of the left sidebar, then Settings).

2. Select My Integrations.

3. Find Looker and select Connect.

4. You will be redirected to Looker (or your SSO provider). Sign in if prompted.

5. Review the access request screen and approve access.

6. Return to nexos.ai. Looker should now show as connected in My Integrations.

Use Looker in Chat (turn it on for a conversation)

1. Open Chat (or an Agent chat).

2. Select the Tools icon.

3. Turn Looker on to use it in that conversation.

Use Looker in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Looker on.

4. Save your changes, then test the agent (for example, “Summarize the key metrics from the sales dashboard” or “Find the dashboard for churn and pull the latest trend”).

Alternative (quick method) You can also tell the agent in plain language to add the Looker integration (for example, “Add the Looker integration for this agent”), and it will enable Looker for itself automatically so you can continue without leaving the conversation.