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Teams · Data

Answer the business without another ticket.

Define metrics once in Agent Serve. Agents answer questions on them, watch pipelines and flag bad data, and every figure shows where it came from.

Agent Serve, the AI workspace where teams build, deploy, and manage AI agents, gives data teams a semantic model, governed metrics and agents that answer questions, check pipelines and watch data quality, connected to Snowflake, Databricks, BigQuery, PostgreSQL and Dagster.

At a glance

Who owns the numbers, and what slows them.

Who it is for

Analytics engineers, data analysts, BI leads and data platform teams

The problem it removes

The same questions come in by message every week. Each answer is a new query, and two teams quoting “revenue” rarely mean the same thing. Broken pipelines are found when a dashboard looks wrong.

What your team still controls

People decide

  • Which metrics are certified and who may change them
  • Read-only queries: Agent Serve blocks statements that write
  • Who sees which rows, through row-level security
Day one

What you can run first

  • Warehouse connections and datasets on a refresh schedule
  • A semantic model with the metrics people ask about most
Later

What you add once it is trusted

  • Chat answers on governed metrics for the whole company
  • Monitors and a Relay that check pipelines every morning

Agents to build

Agents a data team hands the routine to.

Each agent is built in Agent Serve on the warehouses and tools the data team already runs.

Analytics

Self-serve questions on governed metrics

People ask Agent Serve Chat about revenue or churn, and the answer uses the certified metric from the semantic model, with its source.

  1. Question asked
  2. Metric resolved
  3. Query run
  4. Answer with source
Data platform

Morning pipeline check

An Agent Serve Relay reads Dagster runs and table freshness each morning, and opens an issue for anything late or failed.

  1. Morning schedule
  2. Runs checked
  3. Freshness checked
  4. Issue opened
Analytics engineering

Data quality watch

An Agent Serve monitor watches row counts and key metrics, and alerts the owner when one moves outside its range.

  1. Dataset refreshed
  2. Metric checked
  3. Outside range
  4. Owner alerted
BI

Weekly business review pack

An Agent Serve Relay refreshes the dashboards, writes the commentary for each metric that moved, and shares the pack for review.

  1. Weekly schedule
  2. Dashboards refreshed
  3. Commentary drafted
  4. Lead reviews
Data platform

Connector sync checks

An Agent Serve agent reads Fivetran connector status and sync history, and flags connectors that failed or fell behind.

  1. Status read
  2. Failures found
  3. Owner told
  4. Re-sync requested

Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.

How it runs

From a plain question to a governed answer.

Agent Serve reads the metric definition before it writes any SQL, so the answer matches the dashboard.

  1. 1

    Someone asks

    A manager asks Chat how net revenue moved last quarter.

  2. 2

    The metric is resolved

    Agent Serve finds the certified Net revenue metric in the semantic model.

  3. 3

    The query runs

    A read-only query runs against the warehouse where the data lives.

  4. 4

    The answer is shown

    The answer comes back as a chart with the metric and source named.

Integrations

Connected to the warehouse and the pipeline.

Agent Serve connects to warehouses, databases, orchestration, product analytics and BI tools.

Browse integrations

In each tool

What data agents can read and run.

Snowflake, Databricks and BigQuery

Agent Serve runs SQL where the data lives and turns read-only queries into datasets that dashboards and metrics read.

Daily loan book → dataset

Dagster and Databricks jobs

Agent Serve reads runs and logs, and can launch or re-run a job when a person asks.

Failed run → logs read

Hex

Agent Serve runs Hex projects and reads their run status.

Weekly project run → status

PostgreSQL, MySQL and SQL Server

Agent Serve connects to operational databases with SSL set per connection, and reads them with read-only queries.

Open claims · hourly

Databricks Genie and Snowflake Cortex

Agent Serve asks Databricks Genie spaces and Snowflake Cortex questions in plain language from a workflow.

Question → Genie answer

PlanetScale

Agent Serve reads PlanetScale databases, branches and deploy requests.

Deploy request → reviewed

Power BI

Agent Serve runs DAX queries against Power BI semantic models and starts a refresh when asked.

Question → DAX query

In the workspace

The parts of Agent Serve data teams use.

  1. 01Data sources

    Connect

    Data sources turn read-only queries into datasets on a schedule.

  2. 02Semantic model

    Define

    The semantic model says what each entity and measure means.

  3. 03Metrics

    Certify

    Metrics are defined once and read the same way everywhere.

  4. 04Monitors & alerts

    Watch

    Monitors alert the owner when a metric crosses its line.

In depth

One definition, every answer.

01 · Dashboards

Drill from a number to its rows

Agent Serve dashboards read governed metrics, with drill-through, calculation groups and fiscal calendars.

02 · Monitors

Know before the meeting does

An Agent Serve monitor watches a metric and alerts its owner, and a Relay can start the follow-up.

03 · Scenarios

Ask what happens if

Agent Serve dashboards run scenarios on the same governed metrics, so a what-if starts from the real figure.

Agent Serve Deal Simulator: deal assumptions such as size, discount, term and cost to serve on the left, with net ARR, TCV, gross margin, NPV, payback and commission recalculated on the right.

Before and after

Fewer requests, one version of the truth.

Fewer requests, one version of the truth.
WorkBeforeWith Agent Serve
Ad-hoc questionsBeforeA message, a query and a screenshot, every time.With Agent ServeChat answers on the certified metric, with the source named.
DefinitionsBeforeThree versions of revenue in three dashboards.With Agent ServeOne definition in the semantic model, read everywhere.
Pipeline failuresBeforeFound when a dashboard looks wrong.With Agent ServeFlagged by a morning check before people look.

Governance

Read-only by default, rows by role.

  • Queries that cannot write

    Agent Serve accepts one SELECT or WITH statement per data source query and blocks write keywords.

  • Row-level access

    Row-level policies narrow what each person sees in tables, dashboards, exports and scheduled reports.

  • Roles and permission groups

    Admin, write and read roles per workspace, plus permission groups that limit which models, blocks and integrations a team can use.

  • Audit trail

    Proposals, approvals, declines and executed actions are written to the workspace audit log, which admins can export.

  • Run logs

    Every workflow run records each block’s inputs, outputs and errors, so a reviewer can trace how a result was reached.

Questions

About Agent Serve for data

Does Agent Serve copy our warehouse?

Only if you choose to. An Agent Serve dataset is either saved into a workspace table on a schedule or queried live each time someone asks.

Can an agent change data in the warehouse?

Agent Serve data source queries are read-only. A workflow can write through an integration such as Snowflake if you build it to, behind an approval step.

Which warehouses does Agent Serve connect to?

Agent Serve connects Snowflake, Databricks and BigQuery, and databases such as PostgreSQL, MySQL and SQL Server, among others in the integrations catalog.

Last updated

Enterprise access

Put AI agents to work across your team

Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.