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AGENT PROFILES

Hex Agent

Hex Technologies · Specialist agents

Analyze data, edit SQL and Python, and build dashboards from business data.

Typical tasks

Availability in Europe
Added to the catalog on Added Hex Agent for data analysis: notebooks, Threads and apps; pricing, EU hosting and the private Hex 4.0 beta explained.Details
01

What it does

5 features

Hex · Specialist data analysis agent

Product and access

Agent capabilities within the Hex data platform. Hex 4.0 is additionally documented as a private beta with separate access.

Core features

5 features from provider sources · reviewed on 2 November 2026. Availability and limitations follow below.

  • Notebook agent

    Creates and edits SQL, Python, Markdown, pivot and chart cells using project and schema context.

    Source 1

  • Threads for data questions

    Answers questions using endorsed or semantically modeled data. Requires at least the Explorer role.

    Source 1

  • Work with published apps

    Chat with App explains results and logic, changes filters and runs apps; requires the Explorer role and Explore permission.

    Source 1

  • Generative Apps in beta

    Builds custom data apps from descriptions. This feature is marked as beta.

    Source 1

  • Manage context and data models

    Context Studio and Modeling Agent help managers and administrators manage context, monitoring and semantic models.

    Source 1

Usable AI models

Fixed choice across providers

The default is Auto, but you can choose Claude, GPT and Kimi models from the menu. On Enterprise, an admin can add own keys from Anthropic, OpenAI, Bedrock or Google Cloud for the whole workspace, which removes the Hex-hosted Kimi. Some models need admin approval first, and Fable 5.1 is missing on EU and HIPAA stacks.

Model families named

  • Anthropic (Claude)
  • OpenAI (GPT)
  • Moonshot (Kimi)
  • xAI (Grok)
Model choice
Automatic or your choice
Your own API key
Yes
Router or custom endpoint
No
Local models
No
Depends on
Plan, Admin approval, Region

The rating covers the generally available main access. Documented · Sources accessed on

Hex: AI data privacy · Hex: Notebook agent · Hex: Model picker best practices · Hex: Changelog 2026-09-22

02

Does it fit my task?

2 practical tasks · 4 requirements and limits

A good fit if …

  • your team works on SQL, Python and dashboards in a shared workspace with roles
  • you want admins to turn AI features off centrally or enable models
  • you are an Enterprise customer who wants your own model keys (BYOK) and audit logs

Less suitable if …

  • you need scheduled agent runs in Hex 4.0 projects, which are missing in the beta
  • you require a documented approval before each change by the agent

Editorial assessment based on provider documentation. Not a product test.

Tasks Research Organize office work

Practical tasks

Editorial examples based on documented features. No product tests performed.

01

Analyze monthly figures

Your input
Analyze revenue and costs from approved tables and highlight unusual changes.
Possible result
A traceable analysis with SQL or Python and appropriate charts.
What to check
Check metric definitions, date ranges, joins and totals.
02

Prepare a dashboard

Your input
Create a dashboard of key team metrics from our approved data model.
Possible result
A dashboard draft for joint review and publication.
What to check
Check permissions, data freshness and business meaning before publishing.
EDITORIAL EXAMPLE

Analyze revenue and costs from approved tables and highlight unusual changes.

Your possible prompt

Compare three providers for [task]. Use their official documentation. Show differences, sources, and open questions in a table.

Adjust the task, data and permissions.

Requirements and limits

  • Requirement

    Data access and roles

    Hex account and approved data sources; workspace administrators enable AI features.

    Source 1

  • Limitation

    Credits and compute costs

    Community includes an agent trial; Professional from USD 36 and Team from USD 75 per editor per month. AI credits and additional compute apply.

    Source 2

  • Limitation

    Hex 4.0: private beta

    Review analysis results and generated code. Hex 4.0 requires beta access; scheduled runs and Chat with App are among its current omissions.

    Source 3

  • Requirement

    Review data processing

    Project content may be processed as model context. Review model providers, retention and Hex internal data use in workspace settings.

    Source 4
03

Can I use it?

With requirements

Europe & regional availability

The pricing page lists EU hosting depending on plan and contract. Reviewed sources state no general Germany access restriction.

Reviewed scope: Product access and data region for Germany and the EU
Reviewed on:

  • With requirements

    EU hosting by plan and contract

    EU multi-tenant is offered for Team with a contract and for Enterprise. Model processing location requires a separate check.

    Region, reason and source

    Region covered: Germany / EU

    Documented reason: Provider plan and deployment conditions. Reviewed sources do not establish a feature exclusion caused by EU legislation.

    Official source · hex.tech · Official source · learn.hex.tech

Europe and regulation explained

Accounts & permissions

Based on provider documentation. Permissions depend on the account, integration and organization policies. Review the permissions actually requested before use.

Configuration covered: Hex workspace with Hex Agent, Threads and Notebook Agent; features vary by plan

Sources reviewed:

Show all 3 points

  • Documented with conditions

    Account used

    The AI is integrated into your Hex workspace. Published apps are opened by others in Hex with their workspace's permissions. The AI overview does not say whether the agent queries databases with your rights or a shared connection; OAuth database connections are listed as an Enterprise feature on the pricing page.

    Evidence · Evidence · Evidence

  • Documented

    Admin approval

    Admins can turn off all AI features in the workspace under Settings > AI & Agents; certain advanced models are only available once an Admin enables them. Roles limit the agents: Threads from Explorer upwards, the Modeling Agent for Managers and Admins, Context Studio only for Admins and Managers.

    Evidence · Evidence

  • Documented

    Data access & team sharing

    The Notebook Agent has access to project context and warehouse schema; Threads prioritises endorsed, semantically modelled data. Hex uses database metadata such as schemas, plus project code and output, as model context. Enterprise can route requests through its own keys (BYOK).

    Evidence · Evidence
04

Memory and conversation continuity

3 of 6 criteria documented

Nightly updated user profile plus separately editable personal preferences.

Hex agent personalization, Explorer role and above

Sources accessed:

Documentation by criterion

StoragePartly documented

Storage and scope

Hex maintains a personal profile of domain, typical questions and frequently used tables or semantic models. Backend remains unspecified.

SourcesAgent personalization · Automatic user memory
SelectionDocumented

Selection and timing

The profile is updated nightly from Hex usage and conversation signals. Personal instructions are maintained separately by hand.

SourcesAgent personalization · Automatic user memory
Edit & deletePartly documented

Inspect, edit and delete

Settings → Agent personalization shows memories and allows disabling. Personal preferences are editable; individual editing or deletion of inferred profile facts is not explained.

SourcesAgent personalization · Automatic user memory
Access boundariesDocumented

Agent and channel boundaries

The profile applies per user account and workspace and is not shared with teammates. Personal preferences apply across the user's agent interactions.

SourcesAgent personalization · Automatic user memory
RetrievalDocumented

Retrieval

Each conversation receives the profile as user context; the agent can also draw on recent conversations. Domain-source checks remain additionally relevant.

SourcesAgent personalization · Automatic user memory
New conversationsPartly documented

Session reset and compaction

Memory supports new conversations; disabling stops profile construction and use. Context compaction and a separate memory reset are not explained.

SourcesAgent personalization · Automatic user memory
Memory and conversation continuity: fundamentals
05

Cost and effort

Prices as of 2 November 2026

Prices and included usage

Pricing checked

Community includes an agent trial; Professional from USD 36 and Team from USD 75 per editor per month. AI credits and additional compute apply.

  • Enterprise pricing on request. Paid plans include monthly AI credits; extra credits and compute can incur additional charges.

Pricing details

Setup

Hex account and approved data sources; workspace administrators enable AI features.

Operation & oversight

Based on public provider documentation. Assessments are editorial inferences from the stated properties. Actual time requirements and reliability have not been measured.

Deployment covered: Hosted Hex platform with agents in the workspace

Sources reviewed:

Editorial assessment

Control rests on roles, admin switches and your team's review of logic and code. Audit logs require the Enterprise plan according to the pricing page.

Show all 6 points

  • Documented with conditions

    Files and working state

    Projects, notebooks and published apps live in the workspace. According to the pricing page, version history is 30 days on Professional and unlimited on Team. How agent conversations are stored is not described.

    Evidence

  • Open in reviewed sources

    Sign-ins

    The reviewed pages give no validity period for database connections or sign-ins and do not say what happens on expiry.

    Evidence

  • Documented with conditions

    Starting further runs

    You prompt the Hex agent with a data question or a request to build an app. Scheduled runs and alerts belong to the Team plan according to the pricing page; scheduled runs are not available for Hex 4.0 projects in the beta.

    Evidence · Evidence

  • Documented with conditions

    Human intervention

    The Inspect, Notebook and Graph views show the logic, data sources and underlying code of a 4.0 project for checking. The page describes no approval step before changes.

    Evidence

  • Documented with conditions

    Detecting errors

    Admins and Managers can track usage patterns and review agent reasoning in Context Studio. The pricing page lists audit logs and an observability API for Enterprise. Error reports for individual runs are not described on the reviewed pages.

    Evidence · Evidence

  • Open in reviewed sources

    Resuming after failures

    The reviewed pages do not describe whether work can be resumed or retried after a failed agent run. Project version history is limited by plan.

    Evidence
06

Evidence and open questions

5 sources · 0 open points

Sources and evidence

Official documentation and pricing reviewed. Capabilities are provider-described; example tasks are editorial. No hands-on testing conducted.

Editorial team: Michael Meierhoff · sources reviewed on . Provider information is not independent evidence of performance.

Read profile as Markdown

How we assess the sources

Provider

Established data platform: Hex reports more than 2,500 customers and a USD 100 million funding round in October 2026.

Operator
Hex Technologies
Organization
Provider
Website
hex.tech
Provider sourcesSource 1 Reviewed
Changes to this profile 1

  • Added Hex Agent for data analysis: notebooks, Threads and apps; pricing, EU hosting and the private Hex 4.0 beta explained.

These notes describe editorial changes. Source and pricing review dates appear in their respective sections.