Agent Capabilities — Builder Role
Builders have all User capabilities plus full control over data, models, semantic descriptions, charts, dashboards, and automated jobs. The Agent acts as a platform configuration assistant in addition to being an analytical tool.
All User Capabilities
Builders have access to everything described in User Capabilities — chart generation, session management, and prompts.
Charts & Dashboards
Builders can manage the full lifecycle of charts and dashboards beyond their own scope. Every dashboard belongs to one custom model.
| Request | What the Agent does |
|---|---|
| "List all charts for the Sales model" | Returns charts filtered by model |
| "Share chart X with the Marketing group" | Shares a chart with a group |
| "Who is dashboard Q1 Overview shared with?" | Lists the users and groups a dashboard is shared with |
| "Clone dashboard Q1 Overview" | Duplicates a dashboard |
| "Lock chart X so it can't be edited" | Locks a chart or dashboard |
| "Approve chart X for production" | Marks a chart or dashboard as approved |
| "Disable dashboard Y" | Disables a dashboard without deleting it |
| "Export dashboard Q1 Overview as a package" | Produces a portable dashboard package |
| "Import this dashboard package into the Sales model" | Imports a dashboard package, including Model Map dashboards |
Datasources
Builders can create, configure, and manage datasources through the Agent.
| Request | What the Agent does |
|---|---|
| "List all datasources" | Returns all accessible datasources |
| "Create a PostgreSQL datasource for our analytics DB" | Walks through datasource creation |
| "Share datasource X with user anna@example.com" | Grants a user access to a datasource |
| "Show details for datasource ID 42" | Returns connection info, stats, and filter settings |
| "Update the row filter on datasource X" | Modifies filter configuration |
AI Models
Builders can create and configure Custom Models — purpose-built AI assistants that combine a language model with one or more datasources.
| Request | What the Agent does |
|---|---|
| "List available models" | Shows all models the Builder can access |
| "Create a model named Sales Intelligence" | Initiates model creation |
| "Share model X with the Marketing group" | Grants group access to a model |
| "Update the system prompt for model X" | Modifies a model's configuration |
| "Delete model Y" | Removes a model |
Semantic Layer
Builders can read and update the semantic descriptions that the AI uses to understand data — table descriptions, column descriptions, and hierarchies.
| Request | What the Agent does |
|---|---|
| "Show semantic description for table orders" | Returns the current semantic metadata |
| "Update the description for column revenue" | Updates a column description |
| "Trigger semantic extraction for datasource X" | Starts a fresh extraction run |
| "Validate the connection for datasource X" | Tests connectivity |
| "List hierarchies for model X" | Shows configured dimension hierarchies |
| "Declare sales_amount as a Sum measure in EUR" | Sets the column's role, aggregation, and unit as explicit measure semantics |
| "Add a gross margin measure combining revenue and cost" | Adds a derived measure combining multiple columns |
The Agent only declares measure semantics when you ask for it, or when it has identified that a chart's aggregation or unit is demonstrably wrong — never on its own initiative for an ordinary chart request. Often, improving the column's description is enough; declaring explicit measure semantics is for cases where automatic inference keeps getting it wrong.
Jobs
Builders can create and manage job definitions to automate data workflows.
| Request | What the Agent does |
|---|---|
| "List all job definitions" | Returns all configured jobs |
| "Create a daily job to reload datasource X" | Creates a scheduled job |
| "Create a job definition that runs this Python script every night" | Writes the task files in a private workspace that belongs only to you, packages and uploads them, and creates the job definition |
| "Trigger job X manually" | Runs a job immediately |
| "Show the run history for job Y" | Returns recent job run status |
| "Update the schedule for job X to run at 3 AM" | Updates cron schedule |
| "Delete job Y" | Removes a job definition |
What Builders Cannot Do
The following actions require Admin privileges:
- Managing user accounts and roles
- Creating and managing groups
- Monitoring the platform instance and license
See Admin Capabilities for those features.