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 you're using the legacy AI Assistant, see AI Assistant.

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.
• Drafts: Saving and restoring unfinished messages.
• Pinning: Save and reorder sessions and Canvases in a personal list.
• Session sharing: Share conversations and Canvases within your workspace for viewing only.
• Canvas: List, view, share, and download pages created by the AI agent.
• 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.
• Plan & Todos: Review the Plan and Todos for the current session.
• Conversation history summary: Summarize a long conversation history.
• Memory: Remember your preferences and feedback across sessions.
• Settings: User preferences, auto-approving SQL, auto-loading context, and memory.
• AI profile: Manage the model, permissions, and fixed context used.
• Agent usage: Check session and token usage.
• Agent connectors: Integrations with external tools (MCP / 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. For details, see the AI Feature Policy.

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. From the left sidebar, you can use New session, Canvases, and Session history. You can also get here from Session info > Open in full page mode in the side panel

The side panel shows Recent session on the new session screen when session history is available. In full-page mode, open past sessions from Session history in the left sidebar.

Drafts

Drafts expire 30 minutes after the last edit. Expired drafts are removed when you reload the page or switch back to a session. Input currently displayed in the editor is not cleared automatically after 30 minutes.

Unfinished messages are saved automatically as drafts for each session within the same browser tab. Your input is restored when you reload the page or return from another session. Sessions without a draft have an empty input field.

Successfully sending a message or deleting all input removes the draft. A failed send keeps it.

Drafts aren't synchronized across tabs or devices. Closing the tab ends draft storage.

Canvas

The AI agent can present analysis results and other content as an HTML Canvas. Each Canvas receives its own URL when it's created and remains available after its original session ends.

You can open a Canvas preview from the chat. In the preview, you can select Open in a new tab from the menu to view the displayed version on its dedicated page. The owner can switch versions, and switching versions also updates the page URL to that version.

A URL without a version opens the latest version. If you can only view the shared version, such as a viewer or someone using a public link, that version is shown and the version is removed from the URL. The owner can change sharing settings from Share.

In the AI agent's full page, the preview appears beside the chat.

Canvases

Open Canvases from the left sidebar on the full page to review the Canvases you can access as cards. Each card shows a thumbnail, name, description, sharing status, and last updated time. The first 20 appear first. Select Load more to load the next page.

Use the tabs at the top to change which Canvases appear.

Tab	Description
All	Shows every Canvas you can access.
Created by me	Shows Canvases you created.
Shared	Shows Canvases that other people shared with you.

The sharing status on a card is Public, Owner, or Shared. Selecting a card that you own and whose creating session still exists opens the full-page chat and preview. Other cards open the dedicated URL page.

When All or Created by me has no Canvases, you can start a new session from Create Canvas. The input field is prefilled with a request to create a Canvas. When Shared has no Canvases, Nothing shared is shown.

From the Canvas in chat, the preview, and the dedicated URL page, you can select Download HTML or Download PDF from Download to save the content. The PDF uses A4 portrait, and people viewing a public link can download it without signing in.

Get the dedicated URL from Share > Copy link. Opening that URL shows a page with only the Canvas. If the Canvas is shared with Anyone with the link, people can view it without signing in. Opening a restricted Canvas shows a sign-in path that returns to the same URL.

If you are signed in and can use the workspace, the logo at the top left takes you to the workspace home. In a workspace where the AI agent is available, Workspace Viewers and higher see the AI agent launcher. Workspace Guests do not see it.

When you open the AI agent from a Canvas page, it uses the displayed Canvas as context. Owners can ask the agent to read or edit the Canvas. Viewers can ask it to read the Canvas but not edit it.

The owner can also change sharing settings from this page and switch versions. If the AI agent session open on this page creates a new version, the page switches to the latest version and drops the version from the URL. It doesn't switch when the agent isn't open or a different session is open.

If you need to set up multi-factor authentication, the Canvas page shows the setup path regardless of whether the Canvas is public. If a temporary problem prevents the workspace from loading, you can retry from the same URL.

Sharing settings

The owner can change these settings under Share.

Item	Description
People with access	Grants view access to users, groups, or all workspace members.
General access	Choose Only people with access or Anyone with the link. If you select Anyone with the link, people can use the same URL without signing in. You can't select it if workspace policy prevents public link creation.
Shared version	Selects the version that viewers see. While Anyone with the link is selected, a fixed version is required, so you can't select Latest.

Editing a Canvas doesn't automatically move a fixed shared version forward. To share newer content, change Shared version to the newer version. When people other than you can view the Canvas, the version switcher labels the version they see as Shared. If Latest is selected, the current latest version gets the label.

Users granted Canvas access through session sharing can view every version, regardless of Shared version.

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, and doesn't create Canvases.
Agent	Creates Canvases and notebooks, and edits notebooks. Before editing a notebook, an AI edit version is created automatically, so you can revert it.

Workspace Editors and higher can switch between Ask and Agent. Workspace Viewers and Workspace Guests can't switch modes.

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

On the full page, you can perform the following actions from the left sidebar. In the side panel, you can perform them from the header.

Action	Description
New session	Starts a new session.
Canvases	Lists the Canvases you can access. Available only from the left sidebar on the full page. See Canvases.
Session history	Lists past sessions by when you last sent a message and lets you switch between them. On the full page, the 20 most recent sessions are shown first. Select Load more to load the next page. The full-page and side-panel lists use icons to show Running, Waiting for approval, and Error. A completed session you haven't opened yet shows Unread. Opening the session clears the unread mark.
Session info	Check the start time, Total tokens, and more. If the session has usage of Custom AI profiles with cost tracking, Estimated cost shows the sum of those estimates in USD. 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). The agent looks for tables in the selected connection first, and then in the other connections you can access. When it runs SQL on a connection other than the selected one, it names that connection in its response. The agent never changes this selection.
• Settings (see Settings)
• AI Profile
• Language

Pinning

You can pin sessions and Canvases you can view to a personal list for each workspace. Pins and their order sync across devices without affecting other users.

Adding and removing pins

1. Hover over a session in the session list.
2. Select Pin at the right end of the row.
3. To remove a pin, select Unpin on the row under Pinned.

For a view-only session opened from a shared link, you can pin it from the header. For a Canvas, select Pin from the Canvas actions (…) menu in its header or from the top-right corner of its card in the Canvas list. On touch devices, the list buttons are always visible.

Reordering pins

1. Open the session list.
2. Under Pinned, drag an item to reorder it.

Pin display and retention

Item	Description
Pinned	The full page shows sessions and Canvases together. The side panel shows sessions only. The heading appears above the session list when at least one item can be displayed. Pinned sessions aren't duplicated in the regular history.
Canvas list	A Pinned tab appears when at least one Canvas is pinned. Existing tabs continue to show the same items.
Order	New pins appear first. Reordering in the Canvas Pinned tab changes the order of Canvases while preserving session positions in the mixed list. Reordering in the side panel changes session order while preserving Canvas positions.
Shared items	You can pin items you have permission to view. Deleted items and items you can no longer access are hidden from the list.
Versions	Pins refer to a Canvas, not a specific version. The version you open follows your current viewing permissions and the sharing settings.
Retention	Pinned sessions are still deleted 30 days after their last activity. Pinning and reordering don't extend retention.

Opening a Canvas from Pinned in the session list follows the same navigation as the Canvas list. Your own Canvas opens its original session and preview on the full page if that session still exists. Otherwise, it opens the dedicated Canvas page.

A Canvas accessed through session sharing disappears from the list when that sharing ends unless you have another viewing permission. See also Limits.

Session sharing

You can share your session with users, groups, or all members of the same workspace for viewing only. Viewers can follow new messages in real time.

Configuring session sharing

Only the session creator with the Workspace Viewer role or higher can change sharing settings. Workspace Guests can't change sharing settings or view shared sessions.

1. In the session header, select Share.
2. Select recipients from Add group or user.
3. To include Canvases, enable Allow viewing canvases in this session. Changes are saved immediately.
4. Select Copy link and send the link to the recipients.

Session sharing behavior

Item	Description
Viewer actions	Viewers can read the conversation, tool results, Plan, TODO list, and session info. They can't send messages, approve tools, stop execution, edit the title, or change sharing settings.
Tool results	SQL results and connector responses are shared, even when the viewer doesn't have access to the original connection or other source.
Allow viewing canvases in this session	On by default. Viewers can access every version of the included Canvases, including Canvases created or edited later in this session. The Canvas's Shared version setting doesn't restrict this access.
Session history	The creator's history shows Shared. The session isn't added to the viewer's regular history. Viewers open it from the shared link and can pin it to open it from Pinned later.
Access requirements	Viewers must sign in to the same workspace. Workspace guests can't view shared sessions, including users whose role changes to guest after sharing.
Removing access	Remove the recipient. The change is saved automatically. It can take up to 5 minutes to stop access in an open session.
Retention	The session is deleted 30 days after its last activity, ending sharing. Sharing doesn't extend retention.

Canvases accessible through a session aren't added to Shared in the Canvas list. Removing session sharing also removes that Canvas access. If a Canvas is shared separately, viewers retain access under its own sharing settings. See also Limits.

Message queue

If you send a message while Thinking... or Running 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

Plan & Todos

You can review the work plan (Plan) and todo list (Todos) that the AI agent created in the session. Open it when the Plan & Todos button is shown near the chat input field.

What's shown

Item	Description
Plan	The Plan saved by the AI agent. Switch the display format with Rendered / Raw. If none is saved, No Plan has been saved yet. is shown.
Todos	Todos for the current session. You can check each item's content and status (pending / in_progress / completed). If none are active, No todos are currently active. is shown.

Conversation history summary

Enter / in the input field and select Summarize conversation history to summarize the conversation history in the current session.

You can continue adding new messages to the queue while the summary runs. Select Stop generating response to stop the summary.

Memory

The AI agent saves preferences and feedback you share in a conversation as memory, and refers to it in later sessions. Memory is stored as topics, and each topic has a Name, a Description, and Content. Memory is stored per user and per workspace.

You can turn it on or off with Enable Memory in the Memory section of Settings in the chat input field (on by default). When it's off, the AI agent neither refers to nor saves memory, but existing topics aren't deleted.

While memory is on, Context usage in the chat input field shows a Memory row with the number of topics.

Managing memory

1. Open Settings in the chat input field, and select Manage memories in the Memory section.
2. Select the topic to edit from the Topics list.
3. Edit the Description or Content. The change is saved when the field loses focus.
4. To delete a topic, select Delete, then select Delete in the confirmation dialog.

Both Description and Content are required. While either is empty, the change isn't saved, and the saved content is restored the next time the topic is displayed. You can't rename a topic. A deleted topic can't be restored.

Settings

You can change these from Settings in the chat input field. The settings are grouped into the following sections.

Section	Item	Description
User Preferences	Enter to newline	When on, Enter inserts a line break and a modifier key+Enter sends. When off, Enter sends.
User Preferences	Show SQL details	Shows the SQL body within an Agent message by default.
Auto-approve Tool Execution	Run SQL / Connector Tool Execution / Connector HTTP Request	Run SQL is set per connection. For BigQuery, you can also set Size Limit (BigQuery) in GB.
Auto-load Agent Context	Personal / Teamspace / Notebook page	All on by default. See Agent context.
Memory	Enable Memory / Manage memories	See Memory.

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 Settings.