Set Up Assets
Set up datasets, workflows, and apps before using them in Agent Studio or supported AI clients. Setting up an asset makes it available for the relevant AI experience, subject to the authenticated user's existing Alteryx One permissions.
Setting up an asset doesn't grant additional access. Users and connected AI clients can use only assets that the authenticated user already has permission to access.
Set Up Datasets for Insights
Use the Datasets For Insights tab to set up datasets for Alteryx Agents and supported AI clients that generate insights.
Open Agent Studio in Alteryx One.
Select Set Up Assets.
Select the Datasets For Insights tab.
Search for the dataset you want to set up.
Turn on Use For Generating Insights for each dataset you want to use with Alteryx Agents or supported AI clients.
When Use For Generating Insights is on, the dataset can be selected when you build an Alteryx Agent. Supported AI clients, such as ChatGPT or Claude, can also use it to generate automated insights.
When Use For Generating Insights is off, the dataset can't be selected when you build an Alteryx Agent or used by supported AI clients to generate insights.
The Insights toolset can use only datasets where Use For Generating Insights is on and the authenticated user has permission to access the dataset. To learn about dataset tools, go to Alteryx MCP Server Toolsets.
How Data Is Processed
When you turn on Use For Generating Insights, Alteryx One loads the dataset for preparation and insight generation. Connecting a dataset to a source such as Snowflake or another cloud data platform connection doesn't mean that Agent Studio runs insight calculations directly from the source of the dataset.
After the data is prepared, Alteryx Agents and supported MCP clients run insight queries against the Alteryx One-hosted dataset, not the original source. Pushdown processing isn't currently supported for Agent Studio insight generation.
Dataset Size Limits
Agent Studio supports datasets up to 17 GB for insight generation.
Dataset size depends on the number of rows and columns, data types, and level of detail. For best results, use a dataset that contains only the data required for the agent's intended questions. Before you turn on Use For Generating Insights, consider these options:
Limit the time range.
Aggregate detailed transaction or event data to the level required for analysis.
Filter out rows that aren't relevant to the agent's use case.
Remove columns that the agent doesn't need.
Refresh Dataset Data
Datasets connected to an external source don't automatically refresh when you turn on Use For Generating Insights. To update the data available to Agent Studio, refresh the dataset manually, schedule a refresh, or refresh it through a plan in Orchestration.
To schedule a refresh in Alteryx One:
From Library, find the dataset.
Open the 3-dot menu and select Schedule.
Select New Schedule.
Enter a schedule name.
Configure the refresh frequency.
Select Schedule.
When a refresh runs, Agent Studio retrieves the latest data from the underlying source and imports it into Alteryx One for preparation and insight generation. For large datasets, each refresh must process the data again. If refresh or insight preparation fails, use a filtered, aggregated, or otherwise reduced dataset.
Set Up Workflow Shortcuts
Use the Workflow Shortcuts tab to let supported AI clients call workflows and analytic apps more directly.
Before you set up a workflow shortcut, make sure the workflow or analytic app runs correctly in Alteryx One.
Open Agent Studio in Alteryx One.
Select Set Up Assets.
Select the Workflow Shortcuts tab.
Search for the workflow or analytic app you want to set up. If you don't see the workflow or analytic app, make sure it was uploaded as a Designer Workflow Package (.yxzp) to Alteryx One.
Turn on Register as a shortcut for each workflow or analytic app you want supported AI clients to call directly by name.
When Register as a shortcut is on, the supported AI client can recognize the workflow or analytic app directly by name and run it for the user.
When Register as a shortcut is off, the supported AI client won't recognize the workflow or analytic app directly by name. The AI client can still run the workflow or analytic app after finding it through search.
The Apps toolset can use only workflows and analytic apps that the authenticated user has permission to access. Workflows run as configured. Analytic apps can accept parameters based on the names of their interface tools. To prepare analytic apps for AI clients, go to Build Analytic Apps for MCP Tools.
MCP Registration Limits
Workflow and analytic app packages must stay within MCP registration limits. These limits apply when a workflow or analytic app is processed for MCP use. Default limits include:
Limit | Default |
|---|---|
Workflow package ZIP bundle download size. | 750 MB |
Standalone or primary workflow XML file size. | 200 MB |
Decompressed workflow package contents. | 1.5 GB |
Structured output rows returned as JSON. | 1000 |
Next Step
After you set up assets, connect to your Alteryx Agent, supported AI app, or MCP client. For more information, go to:
Troubleshooting
If you can't turn on Use For Generating Insights or Register as a shortcut, confirm that you have sufficient privileges on that asset.
If a dataset doesn't appear in an Alteryx Agent or supported AI client, confirm that Use For Generating Insights is on and that the authenticated user has permission to access it.
If a dataset fails while generating insights, confirm that the source connection and dataset are available. Then reduce the dataset to the rows, columns, time period, and level of detail required for the agent's use case.
If an agent or supported AI client doesn't reflect recent source data, confirm that the dataset refresh completed successfully. Check the dataset's refresh schedule or the plan that refreshes the dataset, and confirm that the authenticated user still has access to the source connection and dataset.
If refresh or insight preparation fails for a large dataset, use a smaller filtered or aggregated dataset and try again.
If a workflow or analytic app isn't recognized directly by name, confirm that Register as a shortcut is on and that the authenticated user has permission to access it.
If a workflow or analytic app can't be processed for MCP use, confirm that the package stays within MCP registration limits.
If an asset has an error or processing status, resolve the asset issue before you use it from an Alteryx Agent or supported AI client.