A session is an ongoing, structured interaction between you and . A session includes your full conversation history, relevant context, and any tool based actions have performed on your behalf, all within the current branch. Sessions are designed to help you work more efficiently. They are:Documentation Index
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- Context-aware: build on prior messages within the same session, allowing for more coherent, informed responses across multiple prompts.
- Session-scoped: Your chat with remains active and visible in the panel as long as you’re working in the same project and branch. Once you close a branch, your conversation is saved in your conversation history.
- Resettable: If you’d like to start fresh or you’re seeing unexpected behavior, click the New Chat icon in the top-right of the panel to clear the current session and begin a new conversation.
- Private: Your conversations with are only visible to you. When you open a branch, the recent conversations you see in your conversation history are your own.
- Multiple choice questions: Choose from predefined options, or provide your own answer with the “Other” option.
- Multi-step forms: When need to ask several questions, they will present them one at a time with step-by-step navigation.
You can switch between pipelines in the same branch without losing session context. However, switching branches will close your session and save your conversation in the conversation history.
Plan mode
You can chat with about your pipeline without making any changes to it using ’ plan mode. Plan mode provides you with extra visibility and control over ’ suggested actions, which can be useful when working on complex pipelines, and enables you to suggest changes to ’ approach before any work is performed on your pipelines. To use plan mode, switch on the Plan mode toggle at the bottom of ’ chat interface. will automatically suggest switching to plan mode if they think your prompt is complex enough to require planning. When this happens, you will see a message in the chat interface—click Accept to allow to use plan mode. When plan mode is active, can analyze your pipeline and explore your data warehouse, then present a multi-step plan to achieve your goal without making any changes to your pipeline. You can then suggest changes to the plan if needed, or accept ’ suggestion. will only make changes to your pipeline after you have approved their suggested plan.Visualizing data
can visualize the data they sample in a component directly in the chat interface. These visualizations enable you to discover key insights and identify trends. To visualize your data in the interface, prompt to create a chart or graph representing the data in a specific component. These visualizations are based on sampled data and include between 10 and 20 rows, not the entire dataset. For more information about how sample data, read Sampling data.Conversation history
automatically save your recent conversations, making it easy to continue where you left off or revisit previous work. This ensures that important context and progress aren’t lost when you need to step away or switch tasks. Conversation history is tied to your current branch, and you can only view your own conversation history on each of your branches. Switching to a different branch will show conversations specific to that branch.For the best results, we recommend starting a new chat for each distinct task or pipeline project. This helps provide more focused, relevant assistance while still allowing you to return to previous conversations when needed.
- Click See more above the two most recent conversations when you first open the chat interface.
- While chatting with , click Chat history in the top right of the chat interface.
Renaming and deleting conversations
You can rename and delete your previous conversations with . Renaming a conversation makes it easier to find useful pipeline information or data analysis, while deleting conversations lets you clear conversations you no longer need. To rename or delete a previous conversation, click the three dots … next to the conversation name, and then click Rename or Delete as shown in the image below. If the conversation you want to rename or delete is not one of your two most recent conversations, click See more above the recent conversations to open your conversation history.File exploration
can search through and explore files in your project, making it easier to understand existing work, find specific configurations, or perform project-wide updates. ’ file search capabilities help you:- Locate specific files: Find pipeline files, scripts, or documentation by name or pattern.
- Discover existing components: Find configured components to copy or reference.
- Validate project-wide changes: Ensure parameters or configurations are updated everywhere they’re used.
- Understand your project structure: Get an overview of what files and pipelines exist in your project.
"Find all transformation pipelines that connect to the "product-orders" table.""Show me any existing Salesforce load components I can copy.""Find every time the database name 'PROD_DB' is mentioned.""Summarize the content of the pipeline files in the analytics folder."
Search performance
For larger projects with many files, searches may take longer to complete. will let you know when they’re working on your search request. Using file search is much more efficient than having view each file individually, especially when you need to:- Perform large-scale refactors across multiple pipelines.
- Check whether changes were applied consistently throughout your project.
- Find specific patterns or configurations across many files.
Slash commands
Slash commands are a command-line interface (CLI) style method of interacting with . These commands simplify complex prompts into a one-word command to standardize common tasks. The table below explains what will do as a response to each slash command. To use a slash command, type a forward slash/ in the chat interface, followed by the command you want to give. After you type /, an autocomplete list of available slash commands will appear. After typing the command, enter the name of the object that you want to process—you can use the @ symbol here to mention a specific file in your project. For example, you could prompt “/document the customer_data folder”, “/explain this pipeline” or “/fix @weekly_orders”.
| Command | ’ task |
|---|---|
/document | Generate a Markdown file containing information about a specified pipeline, file or directory. The information provide will include a summary of the file, the components used (when documenting a pipeline), how to use the file, and important information like dependencies and performance considerations. |
/explain | Generate a brief explanation of a specified pipeline or concept. The information provide will include a short explanation of the pipeline’s purpose, data flow, and key components. |
/fix | Identify issues in a specified pipeline and suggest ways to fix them. will determine the cause of any errors or configuration problems in the pipeline and present you with options to resolve the issues. will not take any action until you approve one of the options presented. |
/multi-table-load | Load multiple tables from a data source using incremental or full load. |
/notes | Add notes to a specified pipeline. will add notes to the canvas with information about the purpose of components, the data flow in the pipeline, any potential issues, and opportunities for optimization. |
/optimize | Analyze a specified pipeline and suggest opportunities for optimization. The suggestions provide can include information about generic SQL that could use specialized components, opportunities for parallelization, and performance bottlenecks. will not make any changes to your pipeline until you approve one or more of their suggestions. |
Video example
Tools
use tools to perform tasks in your workspace based on your prompts. These tools let go beyond chat and perform real, interactive actions. tools allow them to:- Create and modify orchestration or transformation pipelines.
- Add and configure pipeline components.
- Search for tables in your data warehouse.
- Preview or sample table data.
- Run pipelines and monitor their status.
Tools let take real actions in , not just respond with suggestions for you to take yourself. These actions include building pipelines, configuring components, and running tasks directly in your workspace.
Tool permissions
For security and transparency, ask you for explicit permission before using tools that can affect your work. When relevant, you will see a permissions dialog in the chat interface. You can:- Accept: Approve the action for a one-time use.
- Accept for session: Allow to repeat this action without asking again during the current session.
- Decline: Deny the request and optionally provide a reason for declining. This helps adjust their response or better understand your prompt.
Background notifications
Background notifications enable to notify you when they finish a task or require your input, such as requiring permission to sample data. This means you can give a prompt, then switch to a different browser tab or program while are working, and resume your task as soon as finish. Background notifications are provided as:- Tab indicators: A dot in the browser tab title.
- Audio chimes: A notification sound.
- Browser notifications: A system-level notification, if you grant permission to show browser notifications.
- In the chat interface, click the three dots in the top right to open the Settings drop-down menu.
- Enable the Notifications toggle.
