Setup your workspace for AI agents
Curate context to ensure agents (Threads and Notebook) give you great results
Workspace context best practices
Configure workspace context and guides so Hex's AI has the right context for every question.
Notebook Agent best practices
Recommended patterns for building reliable AI agents in Hex notebooks
Threads best practices
A guide for prompting Threads. Touches on how to structure your questions, nail follow-ups, and get from curiosity to actionable insight.
Optimizing your data connections for the Hex Agent
Best practices for workspace admins to configure data connections so the agent can find the right data quickly and accurately.