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guides/ai-agents.mdx

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@@ -14,6 +14,10 @@ title: "AI agents"
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Lightdash AI agents transform the way you interact with your data by allowing you to ask questions in natural language and get answers back. Whether you're exploring data in Lightdash or collaborating with your team in Slack, AI agents make data analysis as simple as having a conversation.
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<Frame>
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<img src="/images/guides/ai-agent-chat-intro.png" alt="" />
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</Frame>
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AI agents automatically select the most relevant data models and metrics to answer your questions, build and execute queries with appropriate dimensions, metrics, and filters, and present results in the most insightful format.
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<Info>
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### Creating your first AI agent
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<img src="/images/guides/ai-agent-create.png" alt="" />
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</Frame>
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1. **Find the "Ask AI" button** in your project - this will be your entry point to AI agents
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2. **Create a new agent** (only admins and developers can create new AI agents)
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3. **Configure your agent:**
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- **Instructions (optional)** - Provide context about your models, tables, or specific use cases to help the AI give more relevant responses
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- **Tags (optional)** - Use tags to control which metrics and dimensions the agent can access
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Once set up, you can start asking questions immediately! Try asking "What kind of data can you access?" to get started.
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<img src="/images/guides/ai-agent-chat-intro-response.png" alt="" />
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## What it can do
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### Core capabilities
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1. Select or create an AI agent in your Lightdash instance
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2. Add the Slack integration in your organization settings
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3. Under 'Integrations', add the channel you want to use
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{" "}
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<img src="/images/guides/ai-agent-set-slack-channel.png" alt="" />
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</Frame>
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4. Tag your **Slack App** in the channel you want to use
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5. Start asking questions like "What kind of data can you access?" or "Show me total order amount over time"
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6. Get instant results directly in Slack
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You can also summon the bot on a thread to continue the conversation. In order for the bot to be able to respond, you need enable this context sharing in your Lightdash Integrations settings.
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<img src="/images/guides/ai-agent-slack-thread-consent.png" alt="" />
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</Frame>
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## Best practices
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images/guides/ai-agent-create.png

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