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Chat with Sigma agents (Beta)

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  • This documentation describes one or more public beta features that are in development. Beta features are subject to quick, iterative changes; therefore the current user experience in the Sigma service can differ from the information provided in this page. This page should not be considered official published documentation until Sigma removes this notice and the beta flag on the corresponding feature(s) in the Sigma service. For the full beta feature disclaimer, see Beta features.
  • Sigma agents are a premium feature. While Sigma agents are in beta, anyone in your organization with access to a workbook can use agents. To maintain access to Sigma agents after the beta, contact your Sigma Account Executive.
  • The use of AI features is subject to the following disclaimer.

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.

An agent might be configured with tools that you do not have access to or permission to use, such as an MCP server or an action that edits an input table. If you do not have permission to perform an action or access to a tool, the agent cannot use those tools.

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

Review and restart previous conversations

This documentation describes one or more public beta features that are in development and available only to customers who meet certain conditions. For more information, contact your Account Executive.

Beta features are subject to quick, iterative changes; therefore, the current user experience in the Sigma service can differ from the information provided in this page.

This page should not be considered official published documentation until Sigma removes this notice and the beta flag on the corresponding feature(s) in the Sigma service. For the full beta feature disclaimer, see Beta features.

If chat history is turned on for your organization, you can review previous conversations with any agent that you chatted with from the chat element. Conversations are available for the retention time period configured for your organization.

  1. Open a workbook with a chat element.

  2. In the element header, click View chat history ().

  3. In the popover, review the generated titles of previous conversations. Select a chat to resume the conversation.

    When you restart a chat, the conversation uses the agent currently selected for the chat element, even if the conversation started with a different agent.

  4. To rename or delete the chat from your history, click More ().

    When you delete a chat, the conversation is only deleted from the chat history. If your organization has the AI usage dashboard configured, your chat conversation is not deleted from the AI usage table.

  5. To start a new chat, click New chat ().

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.