Notebook Agent
Bring AI-powered assistance directly into your Hex projects.
- All paid plans include monthly agent usage limits.
- Users need the Admin, Manager, or Editor workspace role and Can Edit or higher project permissions to use the Notebook agent.
- Users can individually opt in to early Alpha features.
- To share suggestions for new features or improvements, reach out to [email protected].
The Notebook Agent offers a natural language experience to assist with code generation and exploratory analysis within Hex projects. The Agent has full access to your project context and warehouse schema information, so you can ask questions about - and receive answers for - your data. The Agent can also help with syntax, act as a sounding board for brainstorming solutions, or create entirely new lines of analysis.
Using the Notebook Agent
Access the Notebook Agent in a Hex project from the Ask a question modal in the bottom-right corner of the Notebook or App builder.
The Notebook agent is not compatible with the App builder view or Published apps.
Access the Notebook Agent in a Hex project from the Ask a question modal in the bottom-right corner of the Notebook.
Start a new thread
Start a new thread from the + icon in the top right corner of the Agent sidebar. Starting a new thread will allow you to clear the context of the chat to ask a new question.
Staring a new thread will save a version of your project, so you're able to access and restore previous project versions.
Access chat history
Access your previous chat history from History at the top of the active chat window. Your chat history reflects your personal chat requests, and chat requests persist for 30 days.
Notebook Agent capabilities
Generate new cells and edit existing cells
The Notebook Agent has the ability to create new cells in a project. The Agent is capable of creating Python, SQL, Markdown, Pivot, and Chart cells. The Agent will create the necessary cells to properly accommodate your request.
Keep or Undo pending changes
All changes that the Agent suggests must be accepted into the Notebook (Keep) or rejected (Undo). Pending changes are managed on the individual cell level, and every cell that the Agent touches will prompt a new change to keep or undo.
The Pending changes modal will sequentially guide you through the changes that the Agent has made, and allow you to handle each one separately. Selecting an individual cell in the Pending changes modal will take you to the affected cell, where you can view the cell's logic in the context of your project.
Mention cells and tables
Tag specific cells in the Notebook agent prompt to focus the agent's analysis on specific cells or tables for its primary context. Useful for very large notebooks or cases where you know exactly what you want the agent to do. Mentioning a specific cell in the project will allow you to focus the Agent's analysis on that specific cell, and you can mention any Cell, Table, or Dataframe in project memory.
Summarize cell contents
The Agent can summarize a cell or project's contents, and can answer natural language questions about the project's logic. You can ask it any question about the project or underlying dataset.
Select Tab on a currently-selected cell to add that cell to your prompt.
Enable Alpha features
The Alpha features toggle will be purple when Alpha features are enabled, and grey otherwise.
We're actively iterating on what's possible with the Notebook Agent. If you'd like to try out the latest and greatest that the Agent has to offer, opt into our alpha version. To opt in to alpha features, select Enable Alpha features in the Notebook Agent sidebar. You can opt in or out at any time.
Alpha features may not be stable.
Providing feedback
Use the in product feebdack buttons to report bugs or issues. Our team reviews these reports daily. If you want to share suggestions for new features or improvements, reach out to us directly at [email protected].