What the Assistant Can Change

Where Agent mode is available, the assistant works in one of two modes. The mode controls whether it can change your data.

Ask mode is read-only. The assistant can look up entities, query your metrics, pull numbers, chart data, and answer questions — but it cannot modify anything. Use it when you want to explore or understand your forecast without any risk of changing it.

Agent mode can act on your behalf. In addition to everything Ask mode does, it can create an overlay — one input table or the whole set at once — or add an input table to an existing one, modify an overlay's properties or cell values (including a value per period), apply or remove it from a scenario, write analysis documents with charts in them, ingest a CSV you attach in chat into a new or existing source, and open the relevant screen for you. It can also create a named Forecast Version, update its Model Configuration while preserving canvas notes, and run, cancel, lock or unlock a forecast baseline or overlay. Saving configuration and running it are separate actions. Supported strategy changes can affect shared measure formulas or dependencies; the confirmation names those effects. Other graph edits depend on the tools enabled for your workspace.

Switching modes: use the mode dropdown in the chat input bar, or Shift+Tab to cycle between Ask and Agent.

Every data-changing step in Agent mode surfaces an inline Allow / Deny confirmation in the chat before it runs. Nothing is written until you approve it, so you always stay in control of what the assistant does. The assistant does not ask for permission in prose — it shows you the concrete action and waits for your choice.

You can also ask the assistant how to make a change yourself. It provides step-by-step instructions for the app. Ask for an analysis or report in chat if you want to copy it into a document yourself.