AI agent Beta Optional feature

The AI agent takes natural language instructions and autonomously performs data analysis and notebook creation and editing. It can reference the catalog and notebook content while running SQL, checking results, and creating charts.

The model, permissions, and fixed context it uses are managed through an AI profile. For preparing context that's loaded automatically, see Agent context.

If this isn't available under your contract, the legacy AI Assistant feature appears in the same place instead.

INFO

This feature is in beta. The specification might change without notice.

TIP

This is an optional feature. Depending on your contract, it might not be available.

Key features

• Sending data to the LLM: How data is handled for training purposes, and what information might be sent to the LLM.
• Enabling it: Enable the AI agent under AI feature settings in workspace settings.
• Display modes: Side panel / full page.
• Operation modes: Ask (analysis) / Agent (including creation and editing).
• Specifying context: Use @ to specify tables, notebooks, saved queries, and more.
• Agent context: The .agent folder or page, and context from an AI profile.
• Message queue: Queue, edit, or send a message ahead of turn while a run is in progress.
• User settings: Auto-approving SQL, auto-loading context, language, and more.
• AI profile: Manage the model, permissions, and fixed context used.
• Agent usage: Check session and token usage.
• Agent connectors: Integrations with external tools (MCP / Direct API).

Sending data to the LLM

Only external LLM services that contractually guarantee your input data won't be used for training are used. If you want to use your own API key, you can configure this under Custom in AI profile.

As the AI agent analyzes and processes data, it might send table data, SQL execution results, and similar information to the LLM service. Check your organization's AI usage policy before using this feature.

Enabling it

Enabling AI features requires Workspace Owner permission.

1. Open global nav > Workspace settings > AI feature settings.
2. Turn on AI features overall using the switch at the top of the screen.
3. Turn on AI Agent under Available AI features.

You can also individually enable the following features on the same screen.

Feature	Description
AI Agent	Performs data analysis, SQL execution, chart creation, and more from natural language
AI code completion	Provides inline SQL completion within a SQL block
AI name suggestion	Automatically suggests names for SQL and charts

Opening it

You can open it in any of the following ways.

1. Open global nav > AI Agent (full page).
2. Open the AI Agent icon at the bottom right of the screen (side panel).
3. Open the side panel with the AI Assistant shortcut (⌘+L / Ctrl+L by default; see Keyboard shortcuts).
4. Select Mention in the AI agent from a SQL block in a notebook.

If it isn't enabled, AI Agent is disabled is shown, and you can go to the enablement screen from Manage settings.

Display modes

Display	How to open	Description
Side panel	AI Agent at the bottom right of the screen	Makes it easy to use the notebook you're viewing as context
Full page	Global nav > AI Agent	Lets you view chat content in a larger area. You can also get here from Session info > Open in full page mode in the side panel

Operation modes

You can switch between Ask and Agent at the bottom left of the chat input field.

Mode	Description
Ask	Performs data analysis, including running SQL. Doesn't edit notebooks or the catalog
Agent	Performs every operation, including creating and editing notebooks. Before editing, an AI edit version is created automatically, so you can revert it

Users without edit permission on the notebook can't select Agent and are limited to Ask.

Specifying context

In the chat input field, use @ to specify what you want the AI agent to reference.

Target	Description
Table	A table in the catalog
Notebook	A notebook in the workspace
Saved Query	A saved query
SQL Block	A SQL block in the notebook you currently have open (when candidates exist)
Chart	A chart in the notebook you currently have open (when candidates exist)

Chat screen actions

You can perform the following actions from the header.

Action	Description
New chat	Starts a new session
Chat history	Lists past sessions and lets you switch between them
Session info	Check the start time, Total tokens, and more. From the side panel, you can also select Open in full page mode
Close	Closes the side panel (in side panel mode)

In the chat input field, you can change the following settings in addition to the operation mode.

• The connection to prefer (default is Auto, letting the agent choose)
• Settings (user settings)
• AI Profile
• Language

Message queue

If you send a message while Agent is working... is shown, a waiting list appears above the input field, under the heading Queued messages. Once the current run finishes, queued messages are processed in order starting from the first one. While there's text in the input field, the send button reads Add to queue.

Action	Description
Send now	Interrupts the run in progress and sends that message immediately
Edit	Edits a queued message. While editing, use Save / Cancel
Delete	Removes the message from the queue

User settings

You can change these from Settings > User Preferences in the chat input field.

Item	Description
Enter to newline	When on, Enter inserts a line break and a modifier key+Enter sends. When off, Enter sends
Show SQL details	Shows the SQL body within an Agent message by default
Auto-approve Tool Execution	Run SQL (per connection; for BigQuery, you can also set Size Limit (BigQuery) in GB), MCP Tool Execution, Connector HTTP Request
Auto-load Agent Context	Personal / Teamspace / Notebook page (all on by default)

Permissions

The AI agent's actions are carried out within the user's permission scope. The notebooks it can explore and the connections it can use are also limited to what the user can access.

You can configure additional restrictions under Tool permissions in the AI profile (notebooks, connections, connectors, web search / fetch).

If you want to confirm every SQL execution, turn off Run SQL under Auto-approve Tool Execution in user settings.

Checking usage

Under global nav > Workspace settings > Agent usage, you can check session and token usage. Viewing this requires edit permission on the workspace. Usage data is retained for 30 days.

Period and filters

You can choose the period from the following (default is Last 30 days).

Period	Description
Last 24 hours	The most recent 24 hours
Last 7 days	The most recent 7 days
Last 30 days	The most recent 30 days
Custom range	Specify a start and end date

From Add filter, you can narrow results by the following conditions.

Filter	Description
Account	Filter by user or API key
User type	Member / Guest
Report	Filter sessions that used a report as context
AI profile	Filter by the AI profile used
Source	Filter by where the session was launched from
Final status	Completed / Aborted / Error

The available sources are as follows.

Source	Description
Full page	Sessions launched from global nav > AI Agent
Side panel	Sessions launched from AI Agent at the bottom right of the screen
API	Sessions launched through the API
Slack	Sessions launched from Slack

Overview and Sessions

The screen is split into Overview and Sessions tabs.

Overview shows the following.

Display	Description
Sessions / Active users / Turns / Total tokens	Totals for the selected period
Daily trend	Usage broken down by AI profile. You can switch between Sessions / Tokens
By AI profile	Token distribution
Account ranking	Ranked by token usage

Sessions shows a list with date/time, title, user, AI profile, source, turns, tokens, and final status. Select a row to open the session detail.

Usage under your contract can be checked from workspace settings > Usage.