Most of the time, the Data Agent is in Agent mode. In Agent mode, you provide prompts to the Data Agent and, after confirming any additional details, the Data Agent immediately performs the requested action.
You can also use Plan mode, where the Data Agent first creates a plan to implement a request. You then review and execute the plan.
Changing to Plan mode
From the Data Agent, you can change to Plan mode at any time, including when you create a database.
The current mode displays at the bottom left of the chat.
To change to Plan mode, click the mode indicator, then select Plan.
Dropdown to change between Plan mode and Agent mode
You can also prompt the Agent to change to Plan mode. For example:
Create a plan to add 1000 customers from across Europe to the database. Each customer has between 1-3 orders.
When you create a database, and provide a schema that contains more than 10 tables, the Data Agent automatically switches to Plan mode. It notifies you when it changes modes.
Example notification when the Agent automatically switches to Plan mode
How Plan mode works
In Plan mode, the Data Agent takes your request and uses it to create a plan to implement it.
For example, when you create a database with a large, complex schema, it might create a series of phases to generate sets of related tables. For example:
Data Agent plan summary
The Data Agent writes the plan to a plan document, which it adds to the Plans list at the bottom left of the page.
Plans list for a Data Agent database
Reviewing the plan
Before you execute the plan, you can review the plan details.
Plan details page
The plan details include:
What the Agent plans to accomplish in each phase of the plan.
The execution order for the plan phases.
A progress tracker to track the execution of each phase.
You can use the Agent chat to make adjustments to the plan.
Executing the plan
When you are satisfied with the plan, to execute it, either:
On the plan details page, click Execute plan.
In the Agent chat, click Execute.
The Data Agent switches to Agent mode, then completes each phase in sequence. It prompts you for any additional information that it needs to complete the phase that it is working on.
The Data Agent shows the execution status below the main chat.
Execution status for a plan
To display the complete list of plan phases, click the plan execution status.
Plan execution status details
From the plan status, to cancel the execution, click Cancel.
From the plan status, to display the full plan, click View Plan. On the plan details page, the Progress section also tracks the execution status.
Progress section on the plan details page
When it finishes, the Data Agent displays a summary of the results and marks the plan as completed.
Completed tag for an executed plan
Deleting a plan
To delete a plan, on the plan details page, click the delete icon.
