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Context layer for AI agents

Give AI agents the context to answer data questions correctly: definitions, metrics, join paths and access rules.

Start learning for $1/month

5 lessons · about 60 minutes · included in Explorer

Advanced5 lessons · about 60 minutes

Context layer for AI agents

Give AI agents the context to answer data questions correctly: definitions, metrics, join paths and access rules.

Outcome: You can design the context an agent needs to turn a business question into a correct, governed answer.

  1. 1

    What context an agent needs

    A schema tells an agent where data is stored. To answer correctly it also needs definitions, metrics, join paths, rules and freshness.

    Build concepts and relationships · 12 min · instant checks

  2. 2

    Descriptions agents can act on

    An agent picks a metric by reading its description. Say the grain, what is included and what is excluded.

    Define governed metrics · 12 min · instant checks

  3. 3

    Synonyms and disambiguation

    People say Customer, Client and Account for one thing, and Account for two different things. Write both down.

    Build concepts and relationships · 12 min · instant checks

  4. 4

    Governed join paths

    Relationships with specific verbs are the paths an agent walks to write joins. Declare them, and the agent stops inventing its own.

    Build concepts and relationships · 12 min · instant checks

  5. 5

    Guardrails: PII and what agents must not see

    Mark personal data, move it to a restricted table, and keep the tables agents query free of it.

    Build it in the Model Builder · 14 min · instant checks

What you will be able to do

  • ✓List the kinds of context an agent needs beyond the schema
  • ✓Explain how missing context turns into wrong answers
  • ✓Define core business concepts and map them to tables
  • ✓Write a metric description that states grain, inclusions and exclusions
  • ✓Mark a snapshot metric as non-additive across time
  • ✓Explain how an agent uses descriptions to choose between metrics
  • ✓Record the other names the business uses as synonyms of one concept
  • ✓Split one ambiguous word into two clearly named concepts
  • ✓Explain why synonyms belong on a concept rather than as extra concepts
  • ✓Turn foreign keys into named relationships an agent can follow
  • ✓Explain how a wrong join path inflates a number
  • ✓Choose one governed path when two paths connect the same concepts
  • ✓Identify personal data columns in an analytics model
  • ✓Separate personal data into a restricted table
  • ✓Explain why access rules are part of an agent's context
Included in Explorer

Every course and every exercise for $1 a month.

Explorer also includes the Model Builder, all 174 templates and SQL for every warehouse. Cancel anytime.