# Hex Agent Analyze data, edit SQL and Python, and build dashboards from business data. Canonical profile: https://ki-agentenkompass.de/en/agents/hex/ Editor: [Michael Meierhoff](https://ki-agentenkompass.de/en/about/) Sources reviewed: 2026-11-02 Basis: provider documentation. Examples are editorial suggestions, not hands-on product tests. ## Overview Agent capabilities within the Hex data platform. Hex 4.0 is additionally documented as a private beta with separate access. - Provider: Hex Technologies - Product family: Hex - Profile type: Specialist data analysis agent - Environment: Web platform with connected data sources - Connections: Data warehouses, SQL, Python and semantic data models - Setup: Hex account and approved data sources; workspace administrators enable AI features. - Pricing model: Community includes an agent trial; Professional from USD 36 and Team from USD 75 per editor per month. AI credits and additional compute apply. ## Key features ### Notebook agent Creates and edits SQL, Python, Markdown, pivot and chart cells using project and schema context. Source: https://learn.hex.tech/docs/getting-started/ai-overview ### Threads for data questions Answers questions using endorsed or semantically modeled data. Requires at least the Explorer role. Source: https://learn.hex.tech/docs/getting-started/ai-overview ### Work with published apps Chat with App explains results and logic, changes filters and runs apps; requires the Explorer role and Explore permission. Source: https://learn.hex.tech/docs/getting-started/ai-overview ### Generative Apps in beta Builds custom data apps from descriptions. This feature is marked as beta. Source: https://learn.hex.tech/docs/getting-started/ai-overview ### Manage context and data models Context Studio and Modeling Agent help managers and administrators manage context, monitoring and semantic models. Source: https://learn.hex.tech/docs/getting-started/ai-overview ## Example workflows ### 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. ### 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. ## Requirements and limits ### Data access and roles Requirement: Hex account and approved data sources; workspace administrators enable AI features. Source: https://learn.hex.tech/docs/getting-started/ai-overview ### Credits and compute costs Limitation: 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: https://hex.tech/pricing/ ### Hex 4.0: private beta Limitation: Review analysis results and generated code. Hex 4.0 requires beta access; scheduled runs and Chat with App are among its current omissions. Source: https://learn.hex.tech/docs/hex-4-0/what-is-hex-4-0 ### Review data processing Requirement: Project content may be processed as model context. Review model providers, retention and Hex internal data use in workspace settings. Source: https://learn.hex.tech/docs/trust/ai-data-privacy ## 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. ## 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 Documented · Sources accessed on: 2026-11-05 - [Hex: AI data privacy](https://learn.hex.tech/docs/trust/ai-data-privacy) - [Hex: Notebook agent](https://learn.hex.tech/docs/explore-data/notebook-view/notebook-agent) - [Hex: Model picker best practices](https://learn.hex.tech/tutorials/ai-best-practices/model-picker-best-practices) - [Hex: Changelog 2026-09-22](https://learn.hex.tech/changelog/2026-09-22) ## 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: 2026-11-02 ### EU hosting by plan and contract With requirements EU multi-tenant is offered for Team with a contract and for Enterprise. Model processing location requires a separate check. 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: https://hex.tech/pricing/ Official source: https://learn.hex.tech/docs/trust/ai-data-privacy ## 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: 2026-11-05 ### Account used Documented with conditions: 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: https://learn.hex.tech/docs/getting-started/ai-overview Evidence: https://learn.hex.tech/docs/hex-4-0/what-is-hex-4-0 Evidence: https://hex.tech/pricing/ ### Admin approval Documented: 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: https://learn.hex.tech/docs/getting-started/ai-overview Evidence: https://learn.hex.tech/docs/trust/ai-data-privacy ### Data access & team sharing Documented: 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: https://learn.hex.tech/docs/getting-started/ai-overview Evidence: https://learn.hex.tech/docs/trust/ai-data-privacy ## Prices and included usage Pricing checked: 2026-11-02 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: https://hex.tech/pricing/ ## 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: 2026-11-05 ### Files and working state Documented with conditions: 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: https://hex.tech/pricing/ ### Sign-ins Open in reviewed sources: The reviewed pages give no validity period for database connections or sign-ins and do not say what happens on expiry. Evidence: https://learn.hex.tech/docs/getting-started/ai-overview ### Starting further runs Documented with conditions: 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: https://learn.hex.tech/docs/hex-4-0/what-is-hex-4-0 Evidence: https://hex.tech/pricing/ ### Human intervention Documented with conditions: 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: https://learn.hex.tech/docs/hex-4-0/what-is-hex-4-0 ### Detecting errors Documented with conditions: 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: https://learn.hex.tech/docs/getting-started/ai-overview Evidence: https://hex.tech/pricing/ ### Resuming after failures Open in reviewed sources: 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: https://hex.tech/pricing/ ### 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. ## Memory and conversation continuity Scope: Hex agent personalization, Explorer role and above Sources accessed: 2026-11-04 Nightly updated user profile plus separately editable personal preferences. ### Storage and scope Partly documented: Hex maintains a personal profile of domain, typical questions and frequently used tables or semantic models. Backend remains unspecified. - [Agent personalization](https://learn.hex.tech/docs/agent-management/agent-personalization) - [Automatic user memory](https://learn.hex.tech/changelog/2026-04-14) ### Selection and timing Documented: The profile is updated nightly from Hex usage and conversation signals. Personal instructions are maintained separately by hand. - [Agent personalization](https://learn.hex.tech/docs/agent-management/agent-personalization) - [Automatic user memory](https://learn.hex.tech/changelog/2026-04-14) ### Inspect, edit and delete Partly documented: Settings → Agent personalization shows memories and allows disabling. Personal preferences are editable; individual editing or deletion of inferred profile facts is not explained. - [Agent personalization](https://learn.hex.tech/docs/agent-management/agent-personalization) - [Automatic user memory](https://learn.hex.tech/changelog/2026-04-14) ### Agent and channel boundaries Documented: The profile applies per user account and workspace and is not shared with teammates. Personal preferences apply across the user's agent interactions. - [Agent personalization](https://learn.hex.tech/docs/agent-management/agent-personalization) - [Automatic user memory](https://learn.hex.tech/changelog/2026-04-14) ### Retrieval Documented: Each conversation receives the profile as user context; the agent can also draw on recent conversations. Domain-source checks remain additionally relevant. - [Agent personalization](https://learn.hex.tech/docs/agent-management/agent-personalization) - [Automatic user memory](https://learn.hex.tech/changelog/2026-04-14) ### Session reset and compaction Partly documented: Memory supports new conversations; disabling stops profile construction and use. Context compaction and a separate memory reset are not explained. - [Agent personalization](https://learn.hex.tech/docs/agent-management/agent-personalization) - [Automatic user memory](https://learn.hex.tech/changelog/2026-04-14) ## Context Review analysis results and generated code. Hex 4.0 requires beta access; scheduled runs and Chat with App are among its current omissions. Official documentation and pricing reviewed. Capabilities are provider-described; example tasks are editorial. No hands-on testing conducted. ## Sources - https://learn.hex.tech/docs/getting-started/ai-overview - https://hex.tech/pricing/ - https://learn.hex.tech/docs/hex-4-0/what-is-hex-4-0 - https://learn.hex.tech/docs/trust/ai-data-privacy - https://hex.tech/blog/hex-new-era/ ## 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: https://hex.tech/ - Reviewed: 2026-11-02 - Provider source: https://hex.tech/blog/hex-new-era/ [Sources and method](https://ki-agentenkompass.de/en/sources/)