Pigment AI

Pigment AI is a suite of state-of-the-art AI capabilities designed to help you build, forecast, analyze, and visualize your business data. At its heart are AI Agents — your specialized digital workforce. They understand natural language prompts in more than 50 languages and include the following specialized agents:

The Modeler Agent helps you create new Applications, Blocks and Boards, and turn data into visuals with Pigment Frames.

The Analyst Agent is more powerful than ever, chatting with Members, finding Reports and Boards, pulling trends, insights and conclusions from your data and helping you design repeatable, schedulable Missions.

The Custom Agent lets you combine bespoke company knowledge with Pigment's powerful AI capabilities, navigating Boards and analyzing data more effectively.

And the Documentation Agent accepts user help queries about the platform and issues short summaries and links to Pigment’s Knowledge Base.

Other features powered by Pigment AI remain unchanged:

• Predictions generates customized forecasts automatically for inclusion in your model. See Machine Learning Forecasting for more information.

• The MCP Server allows external AI systems to connect to Pigment’s features and data sources in a controlled, secure, and structured way. See MCP Server for more information.

• Explain the formula, found by the formula bar, opens the Documentation Agent with the current formula pre-loaded.

🎓 Pigment Academy

• For detailed insights, examples and use cases on Pigment’s AI features, explore the Pigment AI Learning Path.

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

• For a video in English or French on best practices when setting up for AI, see Getting your models ready for Pigment AI. Just make your language selection in the player!

Set up Pigment AI

Follow these steps to set Pigment AI up for your Application.

1. Request activation
   The Workspace Administrator, Security Administrator or the Primary Owner must submit a Support ticket here requesting activation. In your ticket, under AI Feature Request, specify your choice of the below:

   • “Modeler Agent, + Analyst, Custom & Documentation Agents”

   • “Analyst Agent, + Custom & Documentation Agents”

   • “Documentation Agent”

   • “MCP Server”

   • “Predictions” using Machine Learning Forecasting

   ℹ️ Note

   MCP Server activation is included when you choose any of the above.

2. Grant Members access using dedicated permissions
   Two permissions allow you to manage which Members have access to the Agents:

• Access AI Agents

  • grants access to:

    • Modeler Agent (also requires Configure Blocks)

    • Analyst Agent

    • Custom Agent

    • Documentation Agent

• Configure AI Agents

  • grants permission to:

    • persist and automate analyses via Missions

    • create and configure Custom Agents

By default, all Members with Define Application Security are automatically granted Configure AI Agents.

For more information on updating Permissions, see About Roles, Permissions, and Access Rights.

The table below sets out the permissions needed by AI features:

This means that:

• Anyone with Access AI Agents can use any AI Agent that your Application supports, except for the Modeler Agent.

• Anyone with Configure Blocks and Access AI Agents can use the Modeler Agent. To take Modeler Agent access away from a Member, you need to remove their Configure Blocks permission.

• If at Workspace-level the Modeler and Analyst Agents are activated, you can not give access to the Modeler Agent without also giving access to the Analyst Agent.

As a rule, the Agents inherit permissions and data access rights from the user interacting with them, ensuring that they can only view data and perform actions the user is authorized for.

Update Roles as needed

Follow these steps to update Roles needing access:

1. In your Application, select the three dots at the bottom of the sidebar and then Roles, permissions & access.

2. The main pane opens on Overview. Select the next tab over: Roles.

3. Hover the mouse over the Roles needing access. Select the blue pencil icon that pops up to Edit Role. In the dialog that appears, under Permissions, open the drop-downs as appropriate, toggling On the permissions according to the grid below.

4. Save.

ℹ️ Note

By default, all Roles have Access AI Agents and Admin Roles have Configure AI Agents. For more information, see About Roles, Permissions, and Access Rights.

AI data access

The AI data access setting allows you to prevent the MCP Server, the Analyst Agent, and the Custom Agent from querying data in a particular Block. This setting does not affect the Modeler Agent.

Once the MCP Server, the Analyst Agent, and the Custom Agent are activated, they have access to all an Application’s Blocks by default. You may want to hide certain Blocks from the MCP Server, the Analyst Agent, and the Custom Agent, for example if they contain sensitive data.

Change the setting

You need two permissions to operate this setting: Configure AI Agents and Configure Blocks. You can adjust it for individual or multiple Metrics.

Individual Metrics

To change the setting for just one Metric, open its settings and scroll down in the General tab to AI data access. For more information, see Block settings for Metrics.

Bulk update Metrics

To update this setting for multiple Metrics:

1. In your Application, open the Blocks folder in the left sidebar and select All Blocks.

2. Select the Metrics tab.

3. (Optional) In the row below, open the AI drop-down menu on the right. Select Filter if it is not displayed. Choose from the following options:

   1. Can access Metric’s data

   2. Cannot access Metric’s data

4. Select the checkbox next to Name to select all Metrics, or use the individual checkboxes to select specific Metrics. The bulk action toolbar appears.

5. Select Toggle AI data access from the bulk action toolbar.

6. Select Allow AI access to Metric’s data to confirm.

Types of actions affected

Turning off access strictly impacts Block data querying, and does not prevent the following types of actions:

• Block structure modifications

• Block configuration edits

• Adding or editing Views

• Any non-data actions

ℹ️ Note

The Analyst Agent and Custom Agent can access Metrics, Transaction Lists, and Dimension Lists. For Dimension Lists:

• When AI data access is toggled on, the Agents can retrieve all Dimension List Property values when querying the List directly.

• When AI data access is toggled off, Property values are not accessible.

However:

• If a Metric or Transaction List references a Dimension List, the Agents can still see the Item names from that List.

• No additional details are exposed.

• All access is still subject to access rights. The Agents inherit data access rights from the user interacting with them, ensuring that they can only see Item names and other data the user is authorized for.