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notgiorgi merged 1 commit into from
Jun 4, 2026
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docs: clarify AI agent content editing requires data access #752

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12 changes: 8 additions & 4 deletions guides/ai-agents/content-tools.mdx
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Expand Up @@ -41,8 +41,9 @@ For example, ask the agent to "add this chart to the Revenue dashboard", "move t

Content editing is available only when all of these are true:

1. **The agent has content editing enabled.** This is a setting on each agent.
2. **The requesting user has permission to use dashboards as code.** This is included for admins and developers.
1. **The agent has [data access](/guides/ai-agents/data-access) enabled.** Content editing depends on data access — if you turn data access off, content editing is automatically turned off and locked.
2. **The agent has content editing enabled.** This is a setting on each agent.
3. **The requesting user has permission to use dashboards as code.** This is included for admins and developers.

Turning the setting on does not give viewers or interactive viewers new permissions. If they ask the agent to create or edit saved content, the agent will not have those tools available.

Expand All @@ -57,8 +58,11 @@ Turning the setting on does not give viewers or interactive viewers new permissi
Only admins and developers can enable content editing for an agent:

1. Go to your agent settings
2. Toggle **Allow agent to manage Lightdash content**
3. Save your changes
2. Make sure **Data Access** is enabled — content editing is disabled until data access is on
3. Toggle **Allow agent to manage Lightdash content**
4. Save your changes

New agents have data access enabled by default, so content editing is available to toggle on as soon as you create the agent.

## Reviewing changes

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4 changes: 4 additions & 0 deletions guides/ai-agents/data-access.mdx
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Expand Up @@ -28,6 +28,10 @@ AI agents offer flexible data access control to balance insights with privacy an
structure and not see actual data values.
</Info>

<Warning>
[Content editing](/guides/ai-agents/content-tools) requires data access. If you turn data access off, content editing is automatically turned off and locked until you re-enable data access.
</Warning>

To change data access, go to your agent settings and toggle the "Data Access" option.

<Frame>
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