> 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.
# Example representation: Workbook with an agent (Beta)
> Example Sigma code representation of a workbook with an agent.
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).
This is an example representation of a workbook, retrieved using the [Get a workbook](/reference/get-workbook) endpoint with the query parameter `includeContents=true`. Representations like this one can be used to create a workbook from code using the [Create a workbook](/reference/create-workbook) endpoint. Each page in this example library includes the code representation of the workbook and step-by-step instructions to create it in the Sigma UI.
Consult this example and others in the [Workbook representation example library](/docs/workbook-representation-example-library) to:
* Troubleshoot the formatting of a particular feature in code representation
* Relate a feature from the Sigma UI to its representation in code
* Provide context to AI tools used to create workbooks from code
This example representation cannot be used as-is. All identifying details, such as IDs, names, and URLs, have been replaced with randomized ID values or generic substitutions. The format of these contents, like the length of ID values, is preserved for demonstrative purposes. However, this representation cannot be directly used without modification to the base URL, connection details, and more. For more information, see [Create and manage workbooks from code](/docs/manage-workbooks-as-code).
## System and user requirements
To complete the steps in this example, you must meet the user requirements listed below for creating the workbook in the UI and creating it from code.
The ability to create this workbook in the Sigma UI requires the following:
* You must be assigned an [account type](/docs/account-type-and-license-overview) with the **Create, edit, and publish workbooks** permission enabled.
* You must have access to a connection to a data platform.
The ability to create a workbook from code requires the following:
* You must be assigned an [account type](/docs/account-type-and-license-overview) with the **Create, edit, and publish workbooks** permission enabled.
* You must have developer credentials for the Sigma API. For more information, see [Get started with the Sigma REST API](/reference/get-started-sigma-api).
This example uses a table from the [Sigma Sample Connection](/docs/sigmas-sample-connection). Your organization might have disabled access to the Sigma sample connection. If so, you can contact an admin to enable it, or use a table from another connection to follow along with this example.
## Create the example workbook in the Sigma UI
This example shows a workbook with a table element, an agent that uses the table as context, and a chat element that lets users interact with the agent.
To create this workbook in the Sigma UI:
1. Go to the **Home** page.
2. Select  **Create new** > **Workbook**.
A new workbook opens.
3. From the **Add element** bar, select **Data** > **Table**.
4. In the **Select source** modal, search for the table `TRIP` in the `EXAMPLES.BIKES` schema.
5. Select the table to add it to the workbook.
The table appears in the workbook.
6. Select the workbook canvas.
7. In the editor panel, select **Agents**, then select  **Add agent**.
A **Configure agent** modal appears.
8. Next to the placeholder agent name (**Agent 1**), select  **Rename agent** and enter `Trip analyst`. Press Enter to save the name.
9. In the **Instructions** section, enter `Answer questions about bike trip data. Keep responses brief.`
10. Next to **Data sources**, select  and add the `TRIP` table as a data source the agent can use as context.
11. Select **Save**.
12. From the **Add element** bar, select **UI** > **Chat**.
13. Select the `Trip analyst` agent, then **Create**.
The chat element appears on the workbook canvas.
14. In the document header, select **Save as**.
15. Enter a name for the workbook, such as `agent`.
16. Select **Save**.
## Get a code representation of this workbook
To get a representation of this workbook, follow the steps in [Get the code representation of a workbook](/docs/get-the-code-representation-of-a-workbook).
The code representation of this workbook appears like the following:
#### YAML representation
```yaml
workbookId: 7628a369-6d45-4339-8479-187b7f692c14
workbookUrlId: XpgBl7T3glhIr8MbYtmsCn
createdBy: zgzXpTRVbfX4ZE9TEm9q9fUsfXZ5o
updatedBy: zgzXpTRVbfX4ZE9TEm9q9fUsfXZ5o
createdAt: '2026-08-17T17:35:50.890Z'
updatedAt: '2026-08-17T17:35:50.890Z'
name: agent
url: https://aws-api.sigmacomputing.com/org-name/workbook/XpgBl7T3glhIr8MbYtmsCn
path: My Documents/
latestVersion: 1
ownerId: zgzXpTRVbfX4ZE9TEm9q9fUsfXZ5o
isArchived: false
contents:
schemaVersion: 1
elements:
- id: Y9zYFRho5d
kind: table
source:
connectionId: b2af3691-12a0-48fa-a91d-fbe2e1b31627
kind: warehouse-table
path:
- EXAMPLES
- BIKES
- TRIP
columns:
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/ID
formula: '[TRIP/Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/DURATION
formula: '[TRIP/Duration]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/START_DATE
formula: '[TRIP/Start Date]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/0j9rfNmHBAGe3asxsM
formula: '[TRIP/Start Station Name]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/START_STATION_ID
formula: '[TRIP/Start Station Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_DATE
formula: '[TRIP/End Date]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_STATION_NAME
formula: '[TRIP/End Station Name]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_STATION_ID
formula: '[TRIP/End Station Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/BIKE_ID
formula: '[TRIP/Bike Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/SUBSCRIPTION_TYPE
formula: '[TRIP/Subscription Type]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/ZIP_CODE
formula: '[TRIP/Zip Code]'
order:
- inode-MKXXT4nWWmGyzyQ6EUt9UH/ID
- inode-MKXXT4nWWmGyzyQ6EUt9UH/DURATION
- inode-MKXXT4nWWmGyzyQ6EUt9UH/START_DATE
- inode-MKXXT4nWWmGyzyQ6EUt9UH/0j9rfNmHBAGe3asxsM
- inode-MKXXT4nWWmGyzyQ6EUt9UH/START_STATION_ID
- inode-MKXXT4nWWmGyzyQ6EUt9UH/END_DATE
- inode-MKXXT4nWWmGyzyQ6EUt9UH/END_STATION_NAME
- inode-MKXXT4nWWmGyzyQ6EUt9UH/END_STATION_ID
- inode-MKXXT4nWWmGyzyQ6EUt9UH/BIKE_ID
- inode-MKXXT4nWWmGyzyQ6EUt9UH/SUBSCRIPTION_TYPE
- inode-MKXXT4nWWmGyzyQ6EUt9UH/ZIP_CODE
visibleAsSource: false
- id: 3f29VuuVPO
kind: chat
agentId: RxrJqxJfyd
pages:
- id: GoYv2l5NXx
name: Page 1
agents:
- id: RxrJqxJfyd
instructions: Answer questions about bike trip data. Keep responses brief.
name: Trip analyst
dataSources:
- kind: table
elementId: Y9zYFRho5d
kind: workbook
layout: |
documentVersion: 1
```
## Representing agents
#### Agent representation
```yaml
...
agents:
- id: RxrJqxJfyd
instructions: Answer questions about bike trip data. Keep responses brief.
name: Trip analyst
dataSources:
- kind: table
elementId: Y9zYFRho5d
...
```