Alteryx Agents

To create and use Alteryx Agents, you must have the Agent Studio capability assigned to you with the AI Agent privilege enabled. Alteryx Agents are available to users on Professional and Enterprise Editions.

You can build an agent only with datasets that you can access. The datasets must also have Use For Generating Insights turned on before they are available for the agent to use. To set up datasets, go to Set Up Assets.

Selecting a dataset allows the agent to answer questions and generate insights from that dataset. If you select multiple datasets, the agent decides which datasets are relevant to the user's question and performs calculations against any or all of them individually.

Datasets aren't merged. The agent combines the resulting calculations and insights to produce a richer analysis for the user.

If you can't find a dataset, confirm that the dataset has Use For Generating Insights turned on in Set Up Assets and that you have permission to use it. If you have view access but can't set up the dataset, contact the dataset owner or an editor.

Custom instructions let you guide agent behavior. Use custom instructions to describe the agent's:

Custom instructions strongly influence how the agent interprets user questions and frames responses. Spend time refining them so the agent has enough context to answer consistently and in the right style for its intended audience.

It can be useful to chat with an agent before you add custom instructions. This helps you identify what guidance the agent needs.

Starter prompts are suggested questions shown at the beginning of the agent chat experience. They help users understand what the agent is intended to answer.

Good starter prompts reflect the core questions the agent is designed to support. If you don't put any starter prompts in yourself, 3 basic starter prompts will be added for you.

Preview the agent before you share it. Ask questions that match the agent's intended use and review whether the answers use the expected datasets and analysis approach.

When you chat with an agent, ask questions that match the agent's intended purpose and available datasets. Review responses before you use or share the results.

Alteryx Agents can provide traceability through links back to the underlying data queries or datasets when that information is available in the response.

Some analytics responses do not yet have a traceability link.

To view links back to source data in agent responses, your role must have the Auto Insights capability assigned. Without it, source links in responses don't work. Contact your Workspace Admin to request this capability.

Creators and editors can share agents. You can interact with an agent only when you have access to all underlying dependencies.

Agent analysis can include:

Alteryx Agents use Alteryx-managed models. Customer-hosted models aren't supported.