Pigment AI Agents

Pigment has a workforce of AI Agents, simplifying use of the platform and boosting your productivity. The Agents work autonomously but collaboratively. You can always oversee and guide the direction they take, while they adapt to support your needs over time.

🎓 Pigment Academy

To learn more about the Agentic Workforce, check out the Introduction to Pigment’s Agentic Workforce video.

Activate and manage the Agents

To request activation of the Agents for your Application, the Workspace Administrator or the Primary Owner must submit a Support ticket. For more information, see Set up Pigment AI. Once activated, manage your Agents as follows:

1. In your Application, select Settings, the three-dot menu at the bottom of the sidebar.

2. Select AI agents. The Agents tab in the main pane shows all AI Agents available for your Application.

3. Only the Custom Agent requires further specification. See Build and Run Custom Agents for more information.

4. The second tab in the main pane is Missions. Select this to see the Missions all your Agents have run.

Where to find the Agents

Talk with the Agents in AI Chats, found in three places:

1. On your Workspace homepage, type a prompt into the field at the top of the main pane. AI Chats opens when you select Send message. For more information, see Navigate your Pigment Workspace.

2. In your Application, look for AI Chats above the name of your Application in the left sidebar:

3. Anywhere in Pigment, look for the floating AI button in the bottom left corner:

These open the AI Sidebar to the right of the main pane, which contains tiles for each of the Agents in your Workspace. Select an Agent’s tile to start chatting with it, and expand or collapse the AI Sidebar by selecting the pairs of arrows in the top right corner.

ℹ️ Note

Custom Agents appear in the AI Sidebar only after you have created them through Settings. See Build and Run Custom Agents for more information.

Use the Agents

The Agents largely follow this flow:

1. Choose the Agent you need:

   1. The Modeler Agent helps you build, whether your goal is simple or complex, and creates Blocks and formulas accordingly.

   2. The Analyst Agent helps you pull insights and conclusions from your data and design repeatable, schedulable Missions.

   3. The Custom Agent helps you create your own specialized AI Agent tailored to your team's specific needs.

2. Chat with the Agent to describe your needs through natural conversation. The Agent accepts queries in over 50 languages.

   Prompt suggestions appear as buttons below the chat input field. Select a prompt to insert it into the input field or select View all to view the full prompt library. To use a prompt, hover over the chosen prompt and select Use prompt.

3. When you’ve left your Agent working on a request, look for the following notifications indicating that it’s answered:

   1. a count badge by AI Chats in your Application’s left sidebar, giving you the total number of conversations with unread responses.

   2. a blue dot in AI Chats and Chat History, by conversations with unread responses:

      

4. Upload any files needed by the Agents. See the next section for more information.

5. (Optional) Save as Mission. This allows you to save the task to be run at a future time.

6. Refer back to Chats by selecting the Show History button, the icon consisting of three lines at the top left of the AI Sidebar.

ℹ️ Note

The Chats you have with the Agents are only visible to you.

Upload files to the Agents

In the AI sidebar’s chat field, select the plus (+) symbol, then select Attach a file. You can use this option to upload data, visuals, and other information for the Agents to work with.

File types and upload constraints

Note the following when uploading files:

• You can upload up to 10 files at a time.

• Each file in the upload must be less than 32 MB, or 4 MB for image files.

• The total size of an upload must be less than 100 MB.

• The Agents read different file types in the following ways:

  • PDF, PPTX, DOCX: the Agents can analyze text, tables and images, using spatial awareness to identify relationships between elements.

  • CSV, XLSX: the Agents can view data, formulas, workbooks and links between workbooks. They can import data into a Pigment Block.

  • PNG

  • JPG

  • TXT

  • MD

ℹ️ Note

All files under 4 MB in size are checked automatically for malicious prompts. This protection layer is designed to prevent requests for key personal data, such as bank account information.

Allow and manage web search

You can allow the Modeler, Analyst and Custom Agents to search the web for external information. Only Security Administrators can configure this setting for Members at Workspace level:

1. In any of the Workspace’s Applications, open Settings, the three-dot menu, from the sidebar.

2. Select All settings, then Security under Workspace Settings.

3. Under AI web search, select Enable web search for this Workspace.

4. If you agree with the legal statement in the dialog that pops up, select Agree and enable.

5. (Optional) You can choose to restrict the Agents’ web search to certain domains. For this, toggle on Restrict search to approved domains (allowlist).

   Select + Add domain to specify the approved domains or subdomains.
   

   ℹ️ Note

   If domain restrictions are toggled off, all Member web search queries are read and analyzed by the Agent. If a query is deemed at risk of revealing sensitive information, the Agent requests specific approval by the Member before searching the web.

   If domain restrictions are toggled on, web search queries are not analyzed by the Agent.

How web search works

Once web search has been enabled at Workspace level as above, Members need to do as follows:

1. In your Application, start a chat in the AI sidebar.

2. Select the + in the chat input field.

3. Toggle on Web search (see image below).

This selection persists per Member until that Member updates the setting.

The Agents search the web if you explicitly ask them to, or if the information requested is clearly extraneous to your Pigment model. However, if the Agent assesses that the information may be found within your model, it searches within Pigment first.

Agents covering Pigment’s previous AI features

The previous features have been replaced as follows:

The next Agents in development

To see what Pigment is planning in the AI space and in other parts of the platform, see the Pigment Roadmap.