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Training mode is a conversation with an agent that teaches it. The agent looks at your data, learns how the tables connect, asks about the business rules the data can’t explain, and writes what it learns as instructions. Nothing it writes goes live until you accept it. Once you accept them, the instructions apply to every Chat conversation with that agent. A new training session

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Before you start

  • Training Mode is on. An admin can check this in Settings → AI Settings → Agent capabilities → Training Mode. It is on by default.
  • You manage the agent. Training is available to people who can manage the agent’s instructions. If you don’t see Training in the prompt box, ask an admin for manage access to the agent.
The Training Mode setting in AI Settings

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Step 1: Start a training session

Open Agents, select the agent, click ⋯ at the top right, and choose Start a training session. Start a training session from the agent menu A new report opens in Training mode with the agent already selected. The prompt box is outlined in blue, and the mode button reads Training. You can also switch any report to Training: click the Chat button in the prompt box and choose Training. Switch back to Chat the same way. Choosing Training in the prompt box

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Step 2: Have the agent inspect the data

Start by asking the agent to look at the real data, not just the schema. Instructions guessed from column names are often wrong.
Inspect the data before we write anything down. For each table, tell me what one row represents, the key columns, and show a few sample rows. Point out status-like columns with their distinct values, date ranges, and anything surprising (nulls, odd codes, units).
The agent reads every table, samples real rows, and reports what it found. It ends with the questions the data can’t answer, such as which column counts as revenue or what a code means. The agent's table-by-table summary with sample rows

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Step 3: Teach it the relationships

Next, have the agent work out how the tables connect and test each join against the data:
Now learn how the tables relate. Find every relationship: primary keys, explicit foreign keys, and implicit relationships you can infer from column names and from the actual data. Verify each join against the data (match rates, orphan rows, one-to-many vs many-to-many) and show me a relationship map. Then save what you learned as an instruction for this agent.
The agent runs a check query on every join and shows the result: how many rows match, how many are orphans, and the cardinality. The agent verifying every join against the data It then summarizes the model as a relationship map. It also notes implicit relationships, such as two columns that always hold the same value, and fan-out rules, which say which joins multiply rows and how to aggregate safely. A relationship map and the list of verified joins
Relationships are where most wrong numbers come from. A join that silently drops rows, or a total summed after a join that repeats it, gives an answer that looks right but isn’t. A verified relationship instruction prevents both.

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Step 4: Answer the agent’s questions

The agent lists what it couldn’t decide from the data. Answer in plain language and ask it to save the answers:
Answers: 1) Best sellers are the top 5 tracks by units sold in a month, for at least 3 consecutive months — update the existing instruction. 2) Revenue is SUM(InvoiceLine.UnitPrice * Quantity). 3) Keep genres as they are. 4) Exclude video tracks from music questions unless the user asks for video. Save these.
The agent checks the existing instructions first. When an answer changes an existing rule, it edits that instruction instead of adding a second, conflicting one.

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Step 5: Review and accept the changes

Every change appears as a card in the conversation. It stays a draft until you review it. New instruction. The card shows the instruction text, the agent’s Confidence, when it loads (Load), and the Evidence for it. Click Accept to make it live, or Reject to discard it. To change the wording first, click the text. A new instruction waiting for review Edit to an existing instruction. The card shows the change as tracked changes: removed text in red, added text in green. Click Accept all or Reject all, or Expand all to accept or reject each change separately. An edit to an existing instruction, shown as tracked changes If the agent has evals, click Run eval on a card to test the change before you accept it. See Evals and self-improvement. Accepted cards show Accepted. An accepted edit becomes a new version of the instruction (for example v2). Accepted changes

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Step 6: Check the result

Open Agents, select the agent, and open Instructions. Accepted instructions are listed there and apply to every Chat conversation with the agent. The agent's instructions after the training session To test them, start a new report in Chat with the agent and ask a question that depends on what you taught it.

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More prompts to try

A new training session also offers three starters: Find Instructions Conflicts, Show Low Confidence Responses, and Show Negative Feedback Responses.

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Tips

  • Inspect before you write. Ask for sample rows and distinct values first, so every rule is based on the real data.
  • Verify relationships against the data. Ask for match rates and orphan rows, not only the foreign keys the schema declares.
  • One topic at a time. Data first, then relationships, then business rules. Short turns are easier to review.
  • Answer concretely. “Revenue is SUM(UnitPrice * Quantity)” is better than “use the normal revenue.”
  • Keep rules general. The agent won’t save facts about a single record, and it doesn’t propose rules it is less than 70% confident about.
  • Read every card before you accept it. Reject anything that’s wrong, or click the text to fix it first.
  • Changes stay on the agents in this session. Instructions from a training session apply only to the agents selected in it.

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Find a training session later

Training sessions are saved like any report and marked Training in the Reports list. To show only training sessions, click the filter icon and set Type to Training. A training session in the Reports list
Training mode is different from an agent’s Training status, the label under the agent’s name on the Agents page. That status marks an agent as live but still being improved. You can start a training session with an agent in any status.