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  description: ""
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  title: Hex at {{your company}} guide
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        # Hex Resources
        This template can be used to build out a guide to using Hex at your organization. We’ve included a few sections below for inspiration. You will need to update $$\text{\color{blue}{<text in blue brackets>}}$$ and *text in italics* contains instructions for how to use the section. 


        We’ve found this document is most useful when it lives on an internal resource site, like Sharepoint, Confluence, or in Slack, so that it’s easy to maintain close-at-hand for users to access in their stream of work. Alternatively, make a duplicate of this Hex project and put it in your own Hex workspace! Lastly, make sure to ask your users if they have any recommendations or feedback on what would be helpful to include. 

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        ## 🎤 Announcements
        *Share a list of any timely or relevant announcements, either about Hex specfically or relevant news from your organization.* 

        *For example:* 

        - *AI Agents in Hex are here! [Read more](https://learn.hex.tech/changelog#ai-chat-notebook)*
        - *Explore data with intuitive UI tools. [Read more](https://learn.hex.tech/docs/share-insights/explore)*
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        # 📌 Start Here

        ## 📊 What is Hex?
        We’re so glad you asked! Hex is an integrated environment that helps you do amazing work with data, whether you're using SQL, Python, or no-code features. Hex combines the best of traditional data science notebooks, with integrated AI assist, easy-to-build data apps and reports, and advanced collaboration, so your data and business teams can use data in new ways. 

        Read more about what Hex is and what it can do [here](https://learn.hex.tech/docs/#the-fastest-way-to-work-with-data-together), or watch a [four-minute video](https://learn.hex.tech/tutorials/video-library/hex-foundations/course-overview)!

        ## 🧹 Housekeeping
        $$\text{\color{blue}{<Access our Hex Instance here>}}$$


        Request Access to Hex: Slack $$\text{\color{blue}{<Hex Admin>}}$$ or open a ticket in $$\text{\color{blue}{<internal ticket system>}}$$

        ## 🏗️ Getting Set Up in Hex
        - Set Your User Preferences: [Read Hex’s docs on this here!](https://learn.hex.tech/docs/administration/user-settings)
        - Stay Updated: [View notifications in Hex](https://learn.hex.tech/changelog#notification-center)
        - Find Content Quickly: Use Hex’s [Workspace Search](https://learn.hex.tech/docs/organize-content/workspace-search)
        - Four-step Quick Start: [Getting Started in Hex](https://learn.hex.tech/tutorials/quickstart/hex-basics)
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    config:
      source: |+
        # 🤝 Support

        ## ☘️ Hex Contacts
        Account Executive: $$\text{\color{blue}{<Account Executive>}}$$

        Customer Engineer: $$\text{\color{blue}{<Customer Engineer>}}$$

        ## 📬 $$\text{\color{blue}{<Organizatioin Name>}}$$ Contacts
        Hex Admins: 

        - $$\text{\color{blue}{<Admin A>}}$$
        - $$\text{\color{blue}{<Admin B>}}$$
        - $$\text{\color{blue}{<Admin C>}}$$

        ## 🆘 Ask a Question!
        Hex support is available from 9am-5pm PT and can be reached directly inside a Hex project using the **Help & support** button (includes in-app chat, ability to Share project with support team), and over email using **support@hex.tech**.

         
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        # 📚 Best Practices & Resources

        ## 💐 When to Use Hex
        *Define which use cases you want teams to put into Hex, and which ones should go to other tools. Some customers have found it useful to include a short flow chart or series of questions to help users determine this.*

        ## 📝 Hex Formatting Guide
        *Use this section to define or link to specific formatting requirements for Hex projects at your organization. For example, it can include requirements like “All projects must have a description. All published apps must make sure the ‘last published’ metadata tag is visible.”*

        ## 🖇️ Hex Version Control & Review Process
        *Use this section to tell users what process they need to follow when publishing production-worthy assets to your organization. It should include details around requiring reviews, saving and naming versions, and labeling with the appropriate statuses and categories.*

        ## 🧭 Content Catalog
        *Add a brief table of the different types of reports and data connections users have available to them in Hex here. If you have an enterprise data catalog where this already exists, feel free to link to it from here.*
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    cellLabel: null
    config:
      source: |
        # 🚦 Status, Category, and Collections Dictionary
        *Add a brief description of each custom status, category, and collection available for use in Hex and the process for using them.*

        *Below, find an example of how we might do this for statuses:*

        |Status Name | Endorsed? | Reviews Required? | When to Use It |
        | :--- | :--- | :-- | :-- |
        |In Progress | No | No | Apps currently in development, use this status to indicate an app that might not (yet) be all the way baked|
        |Exploratory | Yes | No | Apps exploring a specific question that produce an interesting insight at a moment in time. Examples: one off analyses or insights generated to make a specific decision.
        | Trusted | Yes | Yes | Apps that have broad relevance to the company or a particular function. Use metrics whose definitions are agreed on and documented.
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    cellLabel: null
    config:
      source: |+
        # 📹 Videos
        Beginner: [Hex Foundations](https://www.youtube.com/playlist?list=PLB_A53wXEFlo-rL8Gbqv387wMjB1K6mkX)

        Intermediate: [How to Hex](https://www.youtube.com/playlist?list=PLB_A53wXEFlpd-TrN6WJOz68zeg9dBz1m)

        Advanced: [Select Series](https://www.youtube.com/playlist?list=PLB_A53wXEFlpXfCSIZOFJzPRZ8UZHjlmz)

        Monthly Demo Series: [How to Hex Live!](https://hex.tech/how-to-hex/)

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      source: |-
        # 🗃️ Documentation
        [Hex Docs Site](https://learn.hex.tech/docs)

        [Hex Tutorials](https://learn.hex.tech/tutorials)

        [Hex Changelog](https://learn.hex.tech/changelog)

        [Hex Template Library](https://hex.tech/templates/)

        [Hex Blog](https://hex.tech/blog/)
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