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Copy file name to clipboardExpand all lines: guides/ai-agents/data-access.mdx
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@@ -3,33 +3,31 @@ title: Data access control
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description: Understand how AI agents access and use your data
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---
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AI agents offer flexible data access control to balance insights with privacy and security. By default, agents work with metadata only, but you can optionally enable data access for deeper analysis.
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AI agents offer flexible data access control to balance insights with privacy and security. New agents have data access enabled by default so they can analyze actual query results out of the box. You can turn data access off per agent to restrict them to metadata only.
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## Data access modes
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**Metadata-only mode (default):**
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- Agents can see your data structure, field names, and model definitions
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- They can generate appropriate queries and visualizations
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- No actual data values (except for one-row query results) are shared with the agent
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- Perfect for exploring data structure and creating initial analyses
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**Data access enabled:**
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**Data access enabled (default for new agents):**
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- Agents receive actual query results in addition to metadata
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- Can provide specific insights, identify trends, and analyze patterns in your data
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- Offers detailed summaries and data-driven recommendations
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- Can search for actual field values to ensure accurate filters when building visualizations
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- Only shares data when explicitly enabled per agent
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**Metadata-only mode:**
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- Agents can see your data structure, field names, and model definitions
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- They can generate appropriate queries and visualizations
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- No actual data values (except for one-row query results) are shared with the agent
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- Useful for exploring data structure when you don't want actual values shared with the agent
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<Info>
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Data access is optional and controlled per agent. When disabled, agents only
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work with your data model structure and cannot see actual data values. This
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ensures sensitive information is only shared when you explicitly choose to
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enable this capability.
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Data access is controlled per agent. When disabled, agents only work with your
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data model structure and cannot see actual data values. Turn it off if you
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need to prevent sensitive values from being shared with the agent.
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</Info>
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To enable data access, go to your agent settings and toggle the "Data Access" option.
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To change data access for an agent, go to your agent settings and toggle the "Data Access" option.
Copy file name to clipboardExpand all lines: guides/ai-agents/getting-started.mdx
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### Knowledge documents (optional)
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Upload reference material — glossaries, metric definitions, business context, internal SOPs — that your agent can consult while answering questions. Use this for the kind of context that doesn't fit neatly into a dbt `ai_hint` or your instructions. See [knowledge documents best practices](/guides/ai-agents/best-practices#knowledge-documents) for guidance on what to upload.
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### Enable Data Access (optional)
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Enable data access to allow your agent to analyze actual query results and provide insights based on the data. When disabled, agents work with metadata only. Learn [how to enable data access](/guides/ai-agents/data-access#how-to-enable-data-access)
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### Data access (optional)
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Data access is enabled by default for new agents, allowing them to analyze actual query results and provide insights based on the data. Disable it from your agent settings if you want the agent to work with metadata only. Learn more about [data access modes](/guides/ai-agents/data-access#data-access-modes).
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### User and Group Access (optional)
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Control which users and groups can access your agent through the agent settings. For detailed guidance on how to configure data access control, see [here](/guides/ai-agents/data-access#user-attributes-and-permissions)
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