Why Use Workbook Filter Context for AI Agents

You can configure AI Agents to use workbook filter values so that the Assistant's AI-generated responses reflect the user's selected workbook filter values.

By default, AI Agents contain their own filters that operate independently from workbook filters. For example, if a workbook filter is set to Region equals Americas and the AI Agent's filter is set to Region equals APAC, and Assistant returns results only for Region equals APAC.

To resolve this issue, when you attach an AI Agent to a workbook, you can bind the agent’s filters to workbook parameters and map those parameters to workbook filters so that the workbook filter values are passed to the agent. This configuration allows the Assistant to automatically use the workbook’s current filter selections when responding to prompts.

Binding workbook filters to AI Agent filters helps ensure that AI-generated responses align with the data currently displayed in the workbook. To successfully bind a workbook filter to an AI Agent filter, you must complete these tasks:

1. Create an AI Agent to Accept a Workbook's Filter Values
2. Prepare a Workbook for AI Agent Filter Binding
3. Attach an AI Agent and Configure Filter Mapping in a Workbook

Also, by default AI Agents don't use the Exclude property configured on workbook filters. To exclude workbook-selected values from the Assistant's responses, you must create an excludes parameter in the workbook and use it to pass the values to exclude from the workbook filter to the AI Agent filter. See Exclude Filter Values from AI Agent Responses.