Getting Started
Open the Agent, confirm the active workspace and model, then complete a first grounded data question from prompt to verification.
Last reviewed July 13, 2026
Start with a small question that has an observable answer. This confirms that the Agent can see the intended workspace and data before you ask it to create or change anything.
Before you start
- Select the correct team workspace.
- Connect at least one source or make a warehouse table available.
- Confirm your role can read the data you want to use.
- If you need a BYOK model, configure it in Workspace Settings → AI Models.
Run your first question
- Open Agent from the sidebar.
- Check the model shown in the picker.
- Ask:
Which datasets and tables can I query in this workspace? - Expand the tool activity if you want to see what the Agent inspected.
- Choose one table and ask for its schema and a small preview.
- Ask a focused question, for example:
Show the top 10 event names in the last 30 days. - Compare one value with the source system or SQL Editor.
Good prompt structure
Include the business question, metric definition, time range, grain, and desired output.
Compare weekly net revenue for the last 12 weeks. Use completed orders, subtract refunds, group in the workspace timezone, and show a table plus a line chart.
If the request depends on a specific table or definition, name it. If you are unsure, ask the Agent to show the candidates before it queries them.
Continue the analysis
Follow-up prompts can refine the current result:
Break that down by acquisition channel.Show the SQL and explain each filter.Turn this into a reusable report.Save the assumptions in a document.
Start a new session when the objective or data domain changes materially. This keeps the context focused and makes the resulting history easier to revisit.
Verify success
Your first workflow is complete when:
- The Agent used the intended workspace and tables.
- The SQL or tool inputs match the question.
- The result has a clear time range and grain.
- A sample value agrees with the source of truth.
- Any saved artifact appears in the expected Vendo area.
Troubleshooting
| Symptom | Check |
|---|---|
| No tables appear | Active workspace, connected sources, warehouse access, and source sync status |
| A model is missing | Workspace Settings → AI Models, provider key, and account preferences |
| A tool is missing | User role, feature availability, and read-only access mode |
| Results look wrong | Metric definition, timezone, filters, joins, and source freshness |