The manual workflow in the previous docs (build a Metric Block, build an Explore, attach it to a report) is only half the story. Because Content is enabled alongside AI agents, an agent can do the same work for you: find the right metrics view, query it, define a new one, and build a chart, all from a chat. And an Agent Step inside a report can do it unattended, on a schedule.

There are two ways this plays out, and they answer two different needs.

In a chat session Ask, and the agent builds or queries on the spot On a schedule An Agent Step refreshes and delivers automatically

How agents see your Content

Metric Blocks are workspace-wide, so any agent in the workspace can see and use them. The agent doesn't write SQL from scratch against your tables. It works through the same metric definitions you do, which keeps its answers consistent with everyone else's.

These agent tools are available when the Content permission is on:

Tool What it does
list_metrics_views Lists every Metric Block the agent can access, with their measures and dimensions.
query_metrics Pulls numbers from a Metric Block. The agent picks measures, dimensions, filters, a time range, and a grain, and the SQL is generated and run for it.
save_metrics_view Defines a new Metric Block: a model query plus measures, dimensions, an optional time grain, parameters, and thresholds.
create_explore_block Builds a saved Explore: a query against a Metric Block with an inline chart. The chart_type accepts bar, lines, area, scatter, or pie.

Because measures and dimensions have names, a question like "how many new cars did we sell in March, by make" turns into a single call: pick the new_cars_sold measure, group by car_make, set the time range. The numbers come back the same way every time.

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The metric is the contract. The agent can compose questions against a Metric Block, but it can't redefine the metric mid-conversation. That's the point: every answer reads from the same definition, whether it came from a person clicking around or an agent in a chat.

In a chat session

Open a chat with an agent and just ask. A few things you can say:

  • "What metrics views do we have?" The agent calls list_metrics_views and shows you what's available, with the measures and dimensions on each.
  • "Total revenue last 30 days by car make." The agent calls query_metrics against the right Metric Block and gives you the numbers.
  • "Build a metrics view for the orders table." The agent inspects the table, drafts measures and dimensions, and calls save_metrics_view. It lands as a draft for you to review.
  • "Make a bar chart of revenue by month and save it." The agent calls create_explore_block and gives you back a saved Explore you can open in Content, tweak, or drop into a report.

Two things worth knowing:

  1. AI-created Metric Blocks start as drafts. Anything the agent saves with save_metrics_view shows up in Content with the yellow "needs review" banner. Review it and click Approve before it's used in production. See the approval workflow for details.
  2. The agent verifies its own work. After creating a Metric Block, a well-configured agent runs query_metrics against it to confirm the measures return sensible numbers before handing it back to you.

On a schedule

The same tools run unattended when you put an Agent Step inside a report. Instead of asking in chat, you write the instruction once, and the report runs it on whatever schedule you set.

This is the difference from a plain Explore attachment:

  • An Explore attachment re-runs a fixed query and renders the same chart every time. Great when the question never changes.
  • An Agent Step runs an instruction. It can pick the right metrics view, decide the time range, query the numbers, and build or refresh a chart, then write up what it found. Great when the work needs a little judgement each run.

A typical setup:

1
In a report's Contents, click Add Attachment → Agent Step and pick the agent to run.
2
Write the instruction, for example: "Query the car_sales metrics view for total revenue this month by make, build a bar chart, and summarize the top three makes."
3
Add a destination (Slack, email, and so on) and set the schedule.
4
Each run, the Agent Step queries the live metrics and delivers fresh numbers and charts, no manual rebuild.

The Agent Step block has its own page with the full set of options. See Agent Step Block.

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When to reach for each. If the chart is always the same, use a plain Explore attachment, it's faster and fully deterministic. If the report needs to interpret the data, choose what to show, or write a narrative each run, use an Agent Step.

When to use which

You want to...
Use
Explore a number once, right now
Ask an agent in a chat
Define a new metric without writing the form yourself
Ask an agent, then approve the draft
Send the same chart on a schedule
Explore attachment in a report
Send a report that interprets the data each run
Agent Step in a report