Knowledge Agent

The Knowledge Agent provides all the assistance and relevant information you need within Jedox platform through natural language conversations. It sifts through the Jedox Knowledge Base, Jedox Academy, Jedox Consultant Best Practices, and Jedox4Beginners to proactively guide users in understanding fields, steps, configurations, and technical issues, as well as in generating lightweight code snippets and reviewing scripts for Integrator projects.

Receive troubleshooting steps, links to relevant resources, personalized recommendations, and guidance through product features. The search engine's dynamic learning capabilities will improve over time, adapting to your preferences and evolving needs.

Access

In Jedox Web, you can access the Knowledge Agent:

  • From the Homepage

    Navigate to the Jedox homepage. The JedoxAI button is located in the upper-right corner of the Homepage.

    JedoxAI button on Jedox Web

  • From the new Integrator UI

    Navigate to the new Integrator UI from the nav bar. The JedoxAI button is located in the upper-right corner. Note that the new Integrator UI is an in-preview feature that must be enabled by Jedox Support. It is recommended to test it in non-productive environments.

    JedoxAI button from Integrator

To make the content more visible, you can use the mouse to expand the JedoxAI window horizontally to a specific width.

Knowledge Agent Advantages

• It works intuitively like any other chat agent

• Supports multi-turn conversations

• Ability to understand natural language

• Context awareness

• Chat history

• Troubleshooting skills

• Assistance with scripting-based functionalities in the new Integrator UI

Other Jedox
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Learn more about:

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Writing a prompt

The Knowledge Agent works intuitively like any other chat agent. Just type your question in the prompt bar on the lower right corner of the web interface using natural language, e.g. "How to connect to an external OLAP server?", and the Agent will provide you with a step-by-step answer. Ensure that the prompt is detailed and provides sufficient context for the Agent to understand what to do.

Multi-turn conversations

JedoxAI supports multi-turn conversations, which means you can ask follow-up prompts without repeating the entire context. It tracks everything shown on the screen, allowing for deeper analysis.

Examples:

  • "How to create a dashboard?"

  • "What components can be added to a Canvas?"

  • "Can you elaborate more?"

To reset the chat and start over, use the eraser icon in the upper right corner of the JedoxAI window.

Natural language understanding

The Knowledge Agent understands natural language, which gives the user the possibility to ask questions in a human-like, conversational way, making the search process easier, quicker, and more focused.

Examples:

  • "How can I create users in Jedox?"

  • "What are the current JedoxAI capabilities?"

  • "What are the key features of the Financial Consolidation Model?"

  • "How to synchronize my test instance with prod instance?"

  • "How to create a Snowflake connection?"

Context awareness

On the Homepage, you can query the Knowledge Agent to learn about the available capabilities.

In Integrator, the Knowledge Agent recognizes your current position on the user interface, such as which extract or transformation you are in or which field you are currently interacting with. Based on this, it generates answers tailored to your current context.

Chat history

Click on the clock icon in the upper right corner of the JedoxAI window to access the chat history. There you can select a particular conversation or, by clicking on the 3-dot menu next to each of them, delete or rename it. The search bar is another resource for finding a specific conversation easily.

Troubleshooting

If you encounter issues with the Integrator (e.g., if an error occurs when testing a connection), the Knowledge Agent understands the context of the error and assists you in understanding and resolving the issue.

Assistance with scripting-based functionalities in the new Integrator UI

Integrator requires technical knowledge of scripting, such as Groovy or SQL. This dependency has now been reduced with the help of the Knowledge Agent. It can help generate Groovy, JavaScript, SQL, and RScript, allowing you to create Integrator jobs faster.

Simply make a request such as "Give me a Groovy script to load my data into the Sales cube", and the Knowledge Agent will generate a script for you to copy into the code editor and customize as needed.

Feedback

At the bottom of each answer from the Knowledge Agent, you find feedback options. Choose between the thumbs-up and thumbs-down icons to tell if the results were helpful. If not, you can also elaborate more in the field below.

When done, click Submit.

Feedback is an integral part of the model's learning and improvement process, leading ultimately to more accurate answers.

Updated April 29, 2026