Chat with an AI Agent

Use the chat

1) Open chat

From the AI menu, navigate to Chats.

2) Pick an agent

Use the dropdown to select the agent you want to talk to. Each agent comes with the project, connection set, integrations, and system prompt you configured for it.

3) Send a prompt

Type your question in the message box and send it.

A useful first prompt is to ask the agent what it has access to and what kind of data you can ask about. This makes it explore its environment and surface what's available before you dig in.

4) How the agent works under the hood

When you send a prompt, the agent:

• Spins up a sandbox environment.
• Clones the repo of the project it's connected to.
• Reads your pipelines, assets, and any AGENTS.md or instruction files.
• Builds a memory of that context so it can answer questions in the right scope.
• Uses the agent's connection set to query the data warehouse - typically starting by inspecting the schema and mapping out available tables.