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This page takes you from a new account to a working notebook. If you do not have an account yet, start with Get access.

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1. Connect your data

The agent works with the data your connections reach.
1

Open Connections

Click Connections in the sidebar, then Add connection.
2

Choose who it is for

Under Who this connection is for, pick Just me, or a team if you are its admin.
3

Fill in the form

Pick the integration, such as Snowflake or PostgreSQL, choose how to sign in, and fill in its details. Set the Deployment tier so the agent knows whether it is touching production.
4

Save

Click Save connection. Alkera checks the connection before it saves, so a connection that cannot connect is never stored.
See Plugins & Connections for every supported integration.
No warehouse handy? You can still upload a CSV, Parquet, or any other flat file, such as TSV, JSON, or Excel, to the workspace and ask the agent to analyze it.

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2. Start a chat

Click Chat in the sidebar. Your Main workspace is listed first under Workspaces. Click Chat on its row to start a chat in it. In the composer:
  • Model and Effort pick the model and how hard it reasons. Set your defaults in Preferences.
  • Permission mode decides what the agent may do without asking. Default runs reads freely and asks before changes. See permission modes.
Ask a question about your data:
The agent looks at your schemas and the knowledge base, runs queries, and streams its answer. Each step appears as a card you can expand. Query results show as tables.

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3. Approve what it proposes

When the agent wants to do something that changes state, such as writing a file or running a notebook cell, it stops and shows an approval card. Choose Allow once, Reject once, or Always allow from the dropdown. Nothing that changes your data or files runs without passing this gate, unless you choose a mode that allows it.

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4. Build a notebook

Ask the agent to turn the analysis into a notebook:
The agent creates an .alknb.py notebook in the workspace, writes SQL and Python cells, runs them, and shows the outputs in the chat. Click Go to cell on any step to open the notebook at that cell. You can edit cells alongside the agent while it works. You can also create one yourself: open the workspace’s files and click New notebook. See Notebooks.

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5. Bring your team in

  • Share the workspace. Open the workspace’s ⋮ menu and choose Share…. Add people or teams and pick their access. See Sharing.
  • Invite teammates. If they are not in your organization yet, an admin can invite them from Teams.
  • Record what you know. Add business definitions and conventions in Knowledge so the agent uses them in every chat.

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Learn more

Workspaces

Main and project workspaces, sharing, and sleep.

Chats

The composer, models, approvals, and working together.

Notebooks

Reactive SQL and Python notebooks built with the agent.

Agent & Tools

Effects, permission modes, and approvals.