Chat AI Agent
Sep 10, 2026 • 3 minutes to readA Chat AI Agent adds a conversational assistant to a Segment of your Flex app. Once added, it appears as a floating chat panel where app users can ask ad hoc questions about the app’s data in plain language, without requiring a dedicated report for each question. You choose which tables, views, and fields the agent can access, and every answer is filtered according to the signed-in app user’s Role permissions.
Add the Chat AI Agent
- Open the Flex app where you want to add the Chat AI Agent.
- In the left navigation, select Designer.
- Select an AppPage in any non-public Segment where you want to add the Chat AI Agent. Once added, the Chat AI Agent is available on all AppPages in that Segment.
- Select Add elements.
- Under AI Agent, select Chat.
- In the Chat AI Agent wizard, select one or more tables or views that you want the agent to use to generate responses. You can select data sources that the current Role does not yet have permission to access. However, you must grant the required permissions to the Role before the agent can access those data sources.
- For each selected table or view, select the fields you want the agent to access. All fields are selected by default. You can exclude individual fields from the agent’s scope. The Data source list shows a running count for each selected source (for example, 10/10), indicating how many of its fields are currently included.
- Select Create.
Configure the agent
Select the Chat AI Agent on the canvas to open its properties in the right panel, where you customize the chat and set additional configuration under Configuration:
- Data sources: N — the number of tables/views currently selected. Select Change data sources and fields to reopen the wizard and revise your selection.
- Instructions — describe how you want the agent to behave.
- Title — set the chat window title
- Welcome message — set the first message app users see when they open the chat.
- Out-of-scope message — set the message shown when a question falls outside what the agent can answer.
Set usage limits
Under Credit limit, set how much credit the Chat AI Agent can use in this Segment, either in total each month or per app user each day.
- Monthly limit – Caps total agent usage across all app users in the Segment during each monthly billing period. Enabled by default and set to 1,000. Turn it off to remove the monthly limit.
- Per-user daily limit – Caps agent usage for each app user in the Segment per day. Enabled by default and set to 100. Turn it off to remove the daily limit.
When a limit is reached, the agent does not process the user’s request. Reaching the monthly limit affects all app users in the Segment, while reaching a per-user daily limit affects only that individual user.
Limitations
- The Chat AI Agent is not currently supported in the Public Segment.
- The Chat AI Agent currently supports one active chat session per app user. If the app is opened in a second browser tab, a warning is displayed and a second chat session cannot be started.
