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⤴️ Spend limits for auto top-ups​

Forecasting credit usage is notoriously difficult, but staying in budget should be a breeze.

Hex supports workspace credit pool auto top-ups with an optional monthly spend limit. This means you only pay for what you need, and you never go over budget.

Spend limits for auto top-ups

👥 Credit usage controls​

Auto top-up spend limits are great, but what if you purchased credits upfront for the whole year? And how do you prevent one power user from running away with the whole budget?

Admins can now set per-user-per-month add-on credit allocations (unlimited credits, no access, or a custom limit) applied to individuals, groups, or workspace default.

An individual limit always wins the argument, then the highest group limit that applies, then the workspace default if nothing else was set.

For the full picture on how credits and usage visibility work in Hex, read the blog. And if you want tactical advice on managing spend, our Head of Data Katie wrote up how her team approaches credit efficiency.

Credit usage controls

🧵 Access Context Studio data via CLI​

Data on credit consumption, topics, and warnings is already available in Context Studio, but we know you want to slice and dice this as you please.

Now you can pull it via CLI or API, beyond just exploring through the UI.

The export is easy, the useful part is what you do next:

  • Analyze who's doing what across your workspace
  • Identify opportunities to strengthen your context
  • Understand which topics users spend credits on

Here's what's available to pull: every thread in your workspace, the full back-and-forth of user and agent messages, and all the thread-level metadata that comes with it. Join it with user details like name, email, and group membership to finally put a face to a thread.

Use what you learn from agent conversations to review and refine the context that shapes future responses.

Thread-level metadata, where you want it

🔓 Enterprise user role request controls​

Enterprise admins can stop fielding "hey, can you bump me to Editor?" messages and now control how users request workspace role upgrades in Hex. Maybe it's a Viewer who wants to build their own explorations, or an Explorer who's hit a wall without CLI access and wants to start automating their own work.

Head to Settings > Users > Role requests to add custom guidance that appears when someone requests a role upgrade, or turn off role requests entirely with a custom message.

enterprise user role request

🧠 Kimi K2.7 and Fable 5​

Two new models are now available from the model picker: Claude Fable 5 (Anthropic's most capable model to date) and Kimi K2.7 (an open-source model, best known for its lower token costs).

Kimi K2.7 is an open-source model that runs at a fraction of the cost of the main frontier providers, and we host it ourselves on US-based infrastructure. It's not the one to reach for on your hardest questions, but for quick syntax help, simple transformations, and well-defined lookups, and gets you there cheaper.

One of our engineers benchmarked it against Opus, so you don't have to. Read how Kimi stacks up in our blog.

Claude Fable 5, Anthropic's most capable model to date, is also back. One thing to know: Fable requires a data retention opt-in for safety monitoring, so admins need to enable model data retention before it shows up for your team. We recommend reviewing with your security and legal teams first.

☑️ Admins can set the default model​

Admins can now choose which model the agent defaults to for the whole workspace, so every new thread starts on the right model instead of leaving it up to each person.

admins can set the default model

🎨 Brand your generative apps​

Every app your team ships should look like it's actually yours.

Set your colors, typography, spacing, and style rules once in a design.md file in your workspace guides, and the Hex agent uses it for every generative app your workspace builds from then on.

A one-off prompt can still override it, and you don't have to write it by hand. Give an agent your existing brand guidelines and it'll draft the file for you.

brand your generative apps

🛠️ Other improvements​

  • Import and export generative apps as YAML: Generative app code can now be exported and imported as YAML, so you can share, template, or version an app just like the rest of your Hex project.
  • Faster notebooks and apps: Chart and pivot cells now run in parallel instead of one at a time, so notebooks and apps with a lot of visual cells finish running faster. App runs also now prioritize whichever tab you're actively looking at.
  • Easier SSO login: Workspaces using SSO now have a working "Log in with SSO" option right on the main login page, including for MCP logins. No more getting stuck guessing which login path to use.

🧑‍🎨 Hex Connector for Figma​

There’s a new connector that allows you to use the Figma agent to pull data from Hex right into your Figma files. This is great if you want to incorporate facts from your data into things like feature mockups or web page designs.

We’re going to be partnering with Figma on more ways of incorporating data into your work, so stay tuned for more here!

🔐 IAM role support for AWS​

Hex’s AWS integrations now support IAM roles as an authentication method. IAM roles are short-lived, automatically rotating temporary credentials.

This includes:

IAM roles are more secure than static access keys or username/password. Your security team will thank you.

🗂️ Schema refresh history​

Admins can now see a table view of recent schema refreshes across their workspace's data connections. This includes how long each refresh took, its outcome (success, failure, partial success), and any error messages returned from the warehouse.

This makes it easier to diagnose pesky errors like permissions issues in the warehouse that can cause your refreshes to fail.

schema refresh history

🗓️ Introducing Agent Tasks​

Schedule the Hex Agent to answer your recurring questions automatically and deliver results straight to Slack or email.

Most insights aren't one-offs. The same questions come back every week: before the Monday standup, before the all-hands, before every sales call. Agent Tasks handles them for you.

Some ways teams are using it:

  • Get a summary of what shifted in your revenue dashboard every Monday morning before standup without having to log in
  • Consolidate activation and usage trends into a single weekly update, then reply in the Slack thread to dig into a segment
  • Run a check on your key funnel metrics every morning with suggested reasons behind any sudden change

Want more prompt templates and worked examples? Check out the Tasks cookbook →

Getting started: Start from Threads to draft a solid prompt, and you'll see what the output looks like before committing to a schedule.

Be specific about format (charts, bullets, brief summary), and test the run before turning on the schedule.

🌐 Web search for the Hex Agent​

Hex already knows what's happening inside your business, now the Hex agent can fill in the gaps with what's happening outside.

The Hex agent can search the web, powered by Parallel.

Ask the agent an open-ended question and it'll search the web and synthesize an answer alongside your data. Or paste a URL and the agent will extract what's relevant directly into your analysis.

Web search is on by default for Professional, Team, and Enterprise plans. Admins can turn it off in AI & Agent settings.

🎛️ Choose your model​

Now you can pick which model runs the Hex agent. Easy task? Use a cheaper model. Beefier, open-ended task? Reach for the best reasoning. Switch in personal settings, or mid-conversation in Threads.

choose your model

Speaking of...

🧠 Fable 5 in Hex​

Fable is Anthropic's newest frontier model and the first to meaningfully improve at complex analytical reasoning. So much so, we needed to build new evals. It's now available in the model picker.

To use it, an admin must enable model data retention in AI & Agents -> Settings.

Anthropic retains conversation data for a limited time for safety monitoring; we recommend reviewing with your security and legal teams first.

🗄️ Hex is now in Codex​

At Hex, we want you to be able to analyze data from wherever you do your job. And we’re working hard on building our leading analytics agents and our unique approach to context into the places our customers are working.

Starting today, you can bring Hex directly into Codex to run analyses, pull in existing work, and spin up new projects.

💪 What you can do​

  • Kick off Hex analysis from Codex - Need to understand churn by segment? Dig into pipeline performance? Codex can invoke Hex to pull the data, run analysis, and return results without switching tabs.
  • Pull Hex Threads into Codex - If you've already done analytical work in Hex, you can pull in your prior Hex work to incorporate data into whatever you build.
  • Control Hex programmatically using the CLI - For more specific, structured tasks - such as creating projects, adding cells, or configuring analysis - you can leverage the CLI connection in Codex for a more precise interface into Hex.

To use Hex in Codex, head to Plugins and install the Data Analytics plugin. Then connect to Hex and you're ready to go!