This part of the manual covers the one-time setup of your organization in Power BI Agent. You create an account, connect Power BI, add datasets and decide which data the AI can and cannot see. Then you invite your team and choose a subscription.

• Create an account: Register for Power BI Agent, confirm your email, and secure your account.
• Set up organization: Set up an organization and configure the basic settings.
• Connect Power BI: Connect your Power BI account with Power BI Agent.
• Add datasets: Add Power BI datasets to your organization and configure them.
• Configure masking: Protect sensitive fields in your datasets by anonymizing, pseudonymizing, or hiding them.
• Add skills: Understand how skills work and optionally create custom skills.
• Add the Copilot connector: Add the connector once, so users can ask questions in Microsoft 365 Copilot.
• Set up AI model: Configure the Anthropic API key to enable chat via the portal.
• Invite users: Invite team members, assign roles, and manage dataset access.
• Set up subscription: Choose a plan, manage seats, and view your usage.