With the Modeler Agent, teams can describe the outcome they want in natural language, and the Agent translates this into production-ready models. It's purpose-built for enterprise planning and understands business context: Metrics, formulas, data relationships, and governance constraints.
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Before you begin
How the Modeler Agent can help you
You can chat with the Modeler Agent about any modeling and design need you may have. It can handle various kinds of tasks, such as:
co-building, where the Modeler Agent serves as an expert partner under human supervision.
simple tasks, like “Import a .csv file into a new Metric called week12_sales”, ”Calculate FTE by month”, “Help me write a formula”, “Explain what this Block is doing”.
complex tasks, where the user presents a business objective, and the Modeler Agent clarifies ambiguities if necessary: “I want to use my OPEX transaction data to retrieve actuals and apply a global growth % assumption to calculate future months".
Access rights and permissions
Members need the Access AI Agents and Configure Blocks permissions to interact with the Modeler Agent. For general information on permissions, see About Roles, Permissions, and Access Rights, and for specific information on Pigment AI permissions, see Set up Pigment AI.
Access rights for Blocks created by the Modeler Agent are determined by the Member participating in the chat. For example, if a Member with access rights only for UK data requests a Block, it only includes UK data. Access rights are not re-checked when other Members view the output.
How to work with the Modeler Agent
To make your request to the Agent:
In your Application, open the AI Sidebar, and select Modeler from the tiles. If it is not there, ensure it is activated and you have the relevant permissions (see above).
Tell the Modeler Agent what you want it to do in natural language. You can also paste text, upload CSV files and record voice notes containing your requirements.
Answer any multiple-choice questions the Agent raises.
Decide between BUILD mode and PLAN & BUILD mode. Choose BUILD mode for tasks such as:
CRUD operations (create, read, update, delete) on Dimension and Transaction Lists, Metrics, and Properties, including from CSV imports
formula generation, including functions, Dimension alignment and modifiers
Calendar setup and management
For tasks requiring multiple action items, waypoints and approvals, choose PLAN & BUILD mode. The Modeler Agent produces a structured action plan for validation.
Review and refine the plan in chat before execution. The Agent may request further approval of certain actions:
“Modify point #2 of the action plan: do not create a new dimension, reuse the existing one"
“Add a variance % column in the first view"
“Explain why this metric might be inefficient and how it could be improved"
Ask the Agent to create Boards to show your new model. It knows to follow certain design and structure best practices but you can:
Have the Agent suggest new Boards based on your work.
Say which Views you want to include.
Ask it to create new KPIs if they are needed.
Request a themed navigation Board that connects to all the Boards in your Application.
ℹ️ Note
The first time the Modeler Agent receives an Application-related question from any Member using the Application, it runs a one-time set-up that can take a few minutes. The time taken depends on the number of Blocks in the Application. This set-up only runs once per Application, not per Member.
Key capabilities
You can ask the Modeler Agent for the latest details on what it can do. Below are some of its key capabilities.
Action planning
Turn modeler intent into Pigment logic
Edit plans conversationally before execution
Basic modeling
Create/edit all Block types (Dimension and Transaction Lists, Metrics, Properties)
Manage Calendars (fiscal years, time Dimensions)
Generate formulas with complex Dimension alignments, modifiers, and text manipulation
Create Views and Boards
Data integration
Import CSVs to create/update Dimension and Transaction Lists
Auto-suggest Metrics from uploaded data
Documentation and education
Explain model dependencies and how groups of Blocks work
Generate documentation pages about Applications or Boards
Board design and structure
Suggest appropriate Boards proactively
Apply best design and structure practice
Model optimization
Identify unused Blocks and performance risks
Explain impact of structural changes
Navigate complex dependencies across the model
Best practice
Modeling actions performed by the Modeler Agent behave similarly to human-performed actions:
They cannot be undone.
You can find an audit trail in Application History.
For those using Test & Deploy, ensure you use the Modeler Agent only in the Dev environment.
Ensure that you take precautions before making significant modeling changes with the Modeler Agent. For more information on recovering Applications and restoring from backup, see: