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Chat with App

Chat with App enables users to ask natural language questions and get AI-powered insights from published apps. The agent can view and summarize information in the app, understand the project's underlying logic, update inputs and filters, and run projects — all through a conversational interface from the app sidebar.

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  • Chat with App is in public beta.
  • Chat with App is available on Teams and Enterprise plans.
  • Users require an Explorer role or higher to use Chat with App.
  • Users must have Can explore access or higher on a published app in order to chat with it.
  • Users must have Can query access or higher on all data connections used in the app.

What the agent can do​

The App agent is designed to help users interact with published apps through natural language. The agent can:

  • View and summarize project outputs: Understand and synthesize the results and insights displayed in the app
  • View and summarize project logic: Give explanations of how metrics used in the app are defined
  • Update input parameters and project filters: Modify existing input parameters and add or update cell filters to refine and inspect the data in the app
  • Sort tables: Apply sorts to table displays and pivot tables

How to use​

Getting started with Chat with App is simple:

  1. Open the chat sidebar: Click the magic icon in the lower right of your published app to open the chat interface
  2. Ask questions: Type natural language questions or requests in the chat
  3. View responses: The agent will respond with insights, summaries, or actions based on your request
  4. Review history: Click "History" to view your personal conversation history for this app

Sharing conversations​

Find the chat with app share link from the top title of the chat thread

You can share specific conversations from Chat with App with other users:

  1. Copy the link: Click the down caret next to the chat title and select "Copy link"
  2. Share with others: The link will open the project with:
    • The current input values
    • The chat sidebar open to that specific conversation

The chat will be accessible and viewable by anyone who also has permissions to create chats on that published app.

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For users to view the chat shared, they must have:

FAQ​

Agent limitations​

While powerful, the Chat with App agent has some limitations to be aware of:

  • Cannot create new logic: The agent can only read and interact with apps in the way the users already can manually today, and cannot yet add new calculations or visualizations.
  • Limited to visible outputs: The agent can only view what's currently visible in the published app.
    • If a table has paginated results, the agent can only see the page currently displayed in the app.

Best practices​

To get the best results from Chat with App:

  • Use clear, specific questions: The more specific your question, the better the agent can help
  • Provide context when needed: Reference specific data or outputs to provide the agent direction
  • Iterate with follow-up questions: Build on previous responses to refine your analysis

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