Chat with Sigma agents (Beta)

If you have access to a workbook that contains a chat element, you can chat with an agent to ask questions of the data in the workbook, accomplish tasks, enrich your understanding with context from third-party systems, and more.

User requirements

You can chat with a Sigma agent if you have the following:

• Can view access or above to a workbook that contains a chat element.
• The View workbooks permission enabled on your account type.

Chat with an agent in a workbook

To chat with a Sigma agent in a workbook:

1. Open a workbook with a chat element.

2. When the workbook page with the chat element loads, the agent describes what it can do and what it has access to.

3. Enter a prompt or query to chat with the agent.

   Some actions that the agent can perform might prompt you for approval. To allow the agent to perform the action, click Approve, or to skip performing the action, click Skip.

   If the agent uses an MCP tool that requires authorization, such as one that accesses Atlassian services, you are prompted to Authorize the MCP tool so the agent can perform actions with your access.

Choose an agent to chat with

If you have Can explore access to the workbook and the Full explore permission enabled on your account type, you can change which agent you chat with:

1. In the workbook, click Customize this view.
2. Select the chat element.
3. In the Properties tab of the editor panel, click Select agent and choose a different agent.
4. Return to the chat element and start chatting with the new agent. When you exit the custom view, the agent selection returns to the agent available in the published version of the workbook.