The Hubviz Studio AI assistant: modes and what it does

Describe what you want, in your own words: the assistant creates and adjusts the cubes, measures, charts and dashboards of the open project. Or it only answers questions about the project, without changing anything. Each conversation belongs to one project.

Use it when you know the result you want but do not want to build each piece by hand, or when you want to understand what is already in the project.

Open the assistant

Clicking the speech bubbles icon again, with the chat tab in front, closes the tab. Outside a project, the chat panel asks you to choose the project before you talk.

The three modes

The mode selector sits at the bottom left of the message box. The default mode is Agent. The mode holds for the open conversation until you change it.

Mode	What the assistant does	Tools it can use
Agent	Runs actions and can create objects in the project.	All: read, create and edit.
Planning	Creates a Markdown plan for review before execution.	Read only, plus questions and the plan.
Question	Answers and analyzes without changing the project.	Read only.

Agent

In agent mode, the assistant makes the changes in the project, in steps. It can:

• create a new project and create cubes from connections that already exist;
• create or update an API cube (it tests the request) and, on databases, list objects, see the structure and a sample of the tables, run queries, validate and apply the cube draft;
• rewrite the SQL query of a database cube that already exists;
• set up the cube fields, create calculated fields and measures;
• create and edit charts (columns, stacked columns, lines, stacked lines, area, card, pie, donut, funnel, horizontal bars, table and data table), the series of each chart and chart filters;
• create and edit pivot tables;
• build dashboards: create, rename and delete dashboards, tabs and views, and place charts, titles and Markdown text in the right spot.

While it works, the conversation shows each step in a Tools executed block, with the step name and whether it finished. Click the block to read the technical return of each tool. To interrupt, click Stop generation. What was already created stays in the project; Hubviz Studio only stops asking for new steps.

The assistant is guided to follow a few rules, which help you understand the result:

• Reuse what exists and create only what is missing. If the measure already exists, it uses the measure.
• Follow the Hubviz Studio order: cube, fields, measure, chart, series, dashboard. A chart only shows data once it gets a series.
• Leave the period to the dashboard calendar, not the chart. That is why it does not create a period filter.

Hubviz Studio also limits the work: the assistant stops after 12 rounds of tools in a row, or after 3 tool errors in a row, so it does not loop. In those cases a red notice shows at the top of the conversation. Ask for what is missing in a new message.

Question

Question mode answers and analyzes without changing anything in the project. Use it to understand the cubes, clear up doubts about the data or ask for suggestions before you create. It can look at a sample of the data of a measure or of the database to answer.

If the assistant thinks the answer calls for a change, it says so and suggests switching to Agent mode.

Planning

For big requests, such as “build a dashboard of targets by unit”, planning mode writes a plan for you to review before any change. It looks at the project, and only then asks or plans.

When you click Execute plan, Hubviz Studio goes back to the chat, switches to Agent mode and sends the plan as the request. The plan keeps what you edited. It only exists while Hubviz Studio is open: if you reload the page or close the app, the plan is gone. If you need it later, copy the text.

When you ask for something big in Agent mode, Hubviz Studio may suggest planning with the This request looks broad. Would you like to turn it into a plan before executing? notice, above the message box. Use planning switches the mode. Continue in agent hides the notice in this conversation.

Attach images

Attach an image when the request is visual, such as a sketch of a dashboard or a screenshot of a report you want to reproduce.

• Click the image icon in the message box (Attach image), drag the image onto the box or paste it with Ctrl + V.
• Formats: PNG, JPEG, WEBP and GIF. Up to 5 MB per image and up to 5 images per message.
• To remove an image before sending, use the X on the thumbnail (Remove image).

Sending the message waits for the image upload to finish. If a file is over the limit or not accepted, a yellow notice shows inside the box, with the reason.

Conversations and history

Each conversation is saved in the project, with a title the AI writes from your first message. It belongs to the project, not to your account: other creators in the workspace who open the chat of the same project see the same conversations. The icons at the top right of the chat:

Icon	What it does
View conversation history	Opens the Conversations list, grouped into Today, Last 7 days and Older. Click a conversation to go back to it.
New conversation	Starts an empty conversation. If an empty conversation already exists, Hubviz Studio reuses it.
Clear conversation	Empties the open conversation, after asking for confirmation.

In the list, the Search conversations... search looks at the title and at the last message. Hubviz Studio loads the 5 most recent conversations of the project. Older conversations do not show in the list.

AI credits

The Hubviz Studio assistant does not use AI credits. You can open as many conversations as you want, send as many messages as you want and use the three modes without spending a credit. The same goes for chart analysis, AI reports and slides, AI-written SQL and “build with AI”.

The AI credits in your plan are only for the Hubviz Web chat: each new conversation in that chat uses one credit, and messages in the same conversation don’t. See how the monthly limit, extra credits and the credits-used-up notice work in How to ask the AI assistant in Hubviz Web.

When the chat credits run out, only the Hubviz Web chat blocks new conversations. The Hubviz Studio assistant and the other AI features keep working.

Studio assistant, Web chat and chart analysis

These are three different AI features, for different uses.

	Hubviz Studio assistant	Hubviz Web chat	Chart analysis
Who uses it	Creators	Whoever has access to the assistant in the workspace	Creators (on the dashboard) and readers (in Web)
Where it is	AI Chat tab, inside the project	Button in the dashboard header, in Hubviz Web	Dashboard block, in Hubviz Studio. AI icon on the chart, in Hubviz Web
What it is for	Create and change cubes, measures, charts and dashboards, or ask about the project	Ask about the published data and see charts in the conversation	A short text that explains a chart
Changes the project	Yes, in Agent mode	No	No
Uses AI credits	No	Yes, 1 per new conversation	No
What data it sees	The project setup and the samples it asks for	The published data of the project	The chart data
@ mentions	No	Yes	No
Modes	Agent, Planning and Question	None	Standard and advanced in Studio. Text tone in Web

See the step by step of the other two in How to ask the AI assistant in Hubviz Web, How to ask AI to analyze a chart in Hubviz Web and How to generate an AI analysis on a dashboard.

Tips and common problems

• The assistant created something different from what you wanted. Say what to change in the same conversation. For a clean restart, open a new conversation.
• Check the numbers. Open the measures it created and look at the calculation type, the value field and the date field. See Measures.
• The conversation got long and the answers got worse. Open a new conversation for a new subject.
• Database queries. The assistant is instructed to run read-only queries, but Hubviz Studio does not block other commands. Register the connection with a database user that only has read permission.
• The step names show in Portuguese, even with Hubviz Studio in English. The labels of the tool blocks are not translated yet.
• The error showed in red at the top of the chat. Read the message: it says whether it was a Hubviz Studio limit (12 rounds, 3 errors in a row) or a server failure. Try again in a moment.

To write better requests, see How to ask AI well. To start a new project with AI, see How to create a project with a ready dashboard using AI.