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Quick Start

Overview

This article explains the workflow for using Data Agent and helps you quickly understand and start using it.

Usage Guide

Workflow

Steps

  1. Select appropriate datasets as input for the large language model. For details, see [Data Preparation](03- 操作指南/00-Data Agent 配置前 BI 平台准备工作.md).
  2. Configure Data Agent access permissions in the BI management backend. For details, see Permission Management.
  3. Build an agent in the Data Agent operations backend, including Basic Information settings, related datasets, and an optional knowledge base. For details, see Create an Agent.
  4. After the agent and knowledge base are ready, test the agent. For details, see Test an Agent.
  5. When backend test accuracy reaches 90%, click Enable to publish the agent. Business users will then be able to see all enabled agents they have permission to use in the frontend Q&A interface.
  6. Run frontend Q&A on the published agent. For details, see Query Agent and Insight Agent.
  7. Track frontend usage after launch. If Q&A quality is not satisfactory, use operational logs to locate the cause, then add or update the knowledge base and test again. For details, see Usage Tracking.