Using Plan mode

About Plan mode

Most of the time, when you interact with the Data Agent, you provide prompts to the Data Agent and, after confirming any additional details, the Data Agent immediately performs the requested action.

However, when you ask the Data Agent to perform a larger, more complex task, you might want the Data Agent to first create a structured plan to complete the request. This can help to ensure that the Data Agent executes the request correctly and that you don't have to repeat a request.

For example, you might ask the Data Agent to create a database that has a very large schema, or to generate data that includes complex relationships between tables or a long list of specifications for the data values.

After the Data Agent creates the plan, you review it to verify that it will produce the results that you want. To complete your original request, you execute the plan.

To do this type of pre-execution planning, the Data Agent uses Plan mode.

Changing to Plan mode

Switching to Plan mode automatically

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

Changing to Plan mode manually

You can also change to Plan mode at any time.

The current mode displays at the bottom left of the chat. Agent mode is the default mode, where the Data Agent executes requests immediately. It might request clarification, but it does not create a plan.

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.

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. Or when you add data to a database, it might create a set of steps to add the records to the 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 for the project.

Plans list for a Data Agent database

Reviewing the plan

Before you execute the plan, you 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 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.

When it finishes, the Data Agent displays a summary of the results and marks the plan as completed.

Exporting a plan

At any time, including before you execute the plan, you can export the plan to either a Markdown file or a PDF file.

You can then use the plan in another project.

To export a plan, on the plan details:

1. Click the export icon.

2. From the dropdown list, select the format to use.

Deleting a plan

To delete a plan, on the plan details page, click the delete icon.