> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.sigmacomputing.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.sigmacomputing.com/_mcp/server.

# Chat with Sigma agents (Beta)

> Chat with Sigma agents in workbook chat elements to ask data questions and accomplish analysis tasks.

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](/docs/sigma-product-releases#beta-features).

The use of AI features is subject to the following [disclaimer](/docs/notice-for-enabling-ai-enabled-features-in-sigma).

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 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](/docs/create-and-interact-with-custom-views), the agent selection returns to the agent available in the published version of the workbook.

## Related resources

* [About Sigma agents (Beta)](/docs/sigma-agents)
* [Build Sigma agents (Beta)](/docs/build-agents)
* [Example use cases for Sigma agents (Beta)](/docs/example-agent-implementations)