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Genie Agents

You'll create and share the Bakehouse Sales Assistant, a natural-language agent on your metric view, in ~15 min.

Prereqs: Dashboards

The big picture​

A dashboard answers the questions you anticipated. A Genie Agent answers the ones you didn't. Point it at the same franchise_sales_metrics metric view, and business users can ask in plain English, "which franchise sells the most?", and get the same numbers the dashboard shows.

Continuation ofWhat carries forward
Metric ViewsThe same governed franchise_sales_metrics definition answers natural-language questions here.

Build the agent​

Walkthrough · 8 steps · ~15 min

Create a Genie Agent on the metric view, tune it, validate an answer, and share it.

1

Click Genie Agents in the workspace sidebar, then New in the upper-right corner.

Genie Agents list with the New button in the upper-right corner
2

In the Connect your data dialog, browse to starterjourney_catalog > bakehouse_gold, select franchise_sales_metrics, then click Create.

The metric view already carries the join and the franchise field, so you don't need to add the silver tables separately.

Connect your data dialog with franchise_sales_metrics selected under bakehouse_gold
3

Click Configure, then edit the About this agent panel. Set the Name to Bakehouse Sales Assistant and the Default warehouse to starter_journey_wh, then click Save.

Edit agent details dialog with the name Bakehouse Sales Assistant and the starter_journey_wh warehouse
4

On the About tab, edit the Description to explain what the agent does, its capabilities, and its limitations, then click Save.

Edit description dialog describing the agent capabilities and limitations
5

Open the Instructions tab and add general instructions so the agent speaks your business language. Paste this, then click Save:

Prompt

"Sales" and "revenue" both mean Total Sales. Use Sales Date as the time dimension for any trend or over-time question. Franchise means the franchise name. When asked for the top or best franchise, rank by Total Sales.

Instructions tab with the general instructions pasted
6

On the About tab, edit Common questions and add a few so users know what to ask:

  • Which franchise had the highest total sales?
  • What are total sales by product?
  • Show total sales by day.
Edit common questions dialog with the three questions added
7

Ask a validation question in the chat: Which franchise had the highest total sales? Confirm the top franchise matches the bar chart on your dashboard.

Genie answer naming Baked Bliss as the top franchise by total sales
8

Click Share. Add your audience (for example the data-analysts-starter-journey group), set a permission level of at least CAN RUN, and copy the link.

Genie Agents are workspace objects. There is no separate publish button: sharing is how you release the agent.

Sharing dialog for Bakehouse Sales Assistant with the data-analysts-starter-journey group and Copy link

Reference: Create and manage a Genie Agent (Databricks docs)

Verify​

  • The validation answer names the same top franchise as the dashboard's franchise bar chart.
  • A shared user with SELECT on the metric view can open the agent and get an answer, not an empty result.

Where people trip​

Genie is unavailable or greyed out

Partner-powered AI features must be enabled at the account and workspace level. An account admin controls this.

A shared user gets an empty answer

Data access uses the viewer's own Unity Catalog identity. Grant them SELECT on franchise_sales_metrics and its source tables.

The answer disagrees with the dashboard

Both read the same metric view, so check the question's time window and any filters. Add an instruction if Genie keeps reaching for the wrong field.

Next​