# AI Assistants Overview Source: https://userguide.qualytics.io/ai-assistants/overview/ AI assistants are a core capability available with every module combination. The actions they take follow the same module requirements as the rest of the platform: when a request needs a module that is not enabled, the assistant explains the requirement instead of acting. AI assistants let you explore your data quality, investigate anomalies, create quality checks, and run operations by asking in plain language. You can chat with **AgentQ**, the assistant built into Qualytics, or connect an AI client you already use, such as ChatGPT, Claude, or Cursor, through the **MCP server**. This section covers: - What AgentQ is, how it works, and how to connect the AI provider that runs it - How to use and manage AgentQ chats, access controls, and audit step by step - What the MCP server is, how to connect each external AI client, and what a client can do on your behalf > **Info: Permissions** > > Every user can chat with AgentQ once an AI provider is connected. Connecting or changing the provider and setting the access level requires the **Manager** or **Admin** role, and reading the AgentQ audit requires **Admin**. Every user can connect an external AI client through MCP with their own Personal API Token. Whatever an assistant does on your behalf follows your role and team permissions. See [AgentQ Permissions](https://userguide.qualytics.io/agentq/deep-dive/permissions/) and [MCP Permissions](https://userguide.qualytics.io/using-the-platform/mcp/deep-dive/permissions/) for the full matrices. --- ## AgentQ Start here for the assistant built into Qualytics. This section covers how AgentQ works, the AI providers that can run it, access controls, and audit, along with the how-tos for connecting it and managing chats, the AgentQ API, and FAQ. - **Getting Started with AgentQ** What AgentQ does, where you can use it, and every page in its section. [Getting Started](https://userguide.qualytics.io/agentq/getting-started/) - **Introduction** What this section covers, and the order to read it in. [Introduction](https://userguide.qualytics.io/agentq/deep-dive/introduction/) - **How It Works** Where AgentQ appears, how a turn runs, what it is allowed to see, and its built-in features, including description suggestions. [How It Works](https://userguide.qualytics.io/agentq/deep-dive/how-it-works/) - **The Chat Interface** Every control in the full-page and floating chat, and what the input accepts. [The Chat Interface](https://userguide.qualytics.io/agentq/deep-dive/chat-interface/) - **Conversations, Responses & Context** How to write prompts, read AgentQ responses, and work with context-aware chats. [Conversations, Responses & Context](https://userguide.qualytics.io/agentq/deep-dive/conversations/) - **AgentQ Limits** Rate limits, token usage, timeouts, SQL constraints, and scope constraints. [AgentQ Limits](https://userguide.qualytics.io/agentq/deep-dive/limits/) - **AgentQ in Action** Worked examples of AgentQ, its tools, and the steps shown in chat. [AgentQ in Action](https://userguide.qualytics.io/agentq/deep-dive/in-action/) - **Tool Catalog** Every tool AgentQ can call, what each one does, and what it shares with the model. [Tool Catalog](https://userguide.qualytics.io/agentq/deep-dive/tool-catalog/) - **Semantic Reporting** The structured query interface AgentQ uses to count, filter, and inspect platform resources. [Semantic Reporting](https://userguide.qualytics.io/agentq/deep-dive/semantic-reporting/) - **Supported AI Providers** Every provider you can connect and which ones support file attachments. [Supported AI Providers](https://userguide.qualytics.io/agentq/deep-dive/supported-ai-providers/) - **Amazon Bedrock Authentication** The three ways to authenticate to Bedrock, and what an IAM role setup expects. [Amazon Bedrock Authentication](https://userguide.qualytics.io/agentq/deep-dive/bedrock-authentication/) - **Access Controls** How an administrator chooses what chat may share with the model, and what each level unlocks. [Access Controls](https://userguide.qualytics.io/agentq/deep-dive/access-controls/) - **AgentQ Audit** What each audit entry holds, how cost estimates work, and what the period summary reports. [AgentQ Audit](https://userguide.qualytics.io/agentq/deep-dive/audit/) - **Examples** Worked scenarios showing what you ask AgentQ, what it does, and the shape of the answer. [Examples](https://userguide.qualytics.io/agentq/deep-dive/examples/) - **Best Practices** Prompt design, cost management, guardrail behavior, rate limits, and async operation patterns. [Best Practices](https://userguide.qualytics.io/agentq/deep-dive/best-practices/) - **Permissions** The user roles behind chatting with AgentQ, configuring it, and reading the audit. [Permissions](https://userguide.qualytics.io/agentq/deep-dive/permissions/) - **Add Integration** Connect AgentQ from its own Settings page, with Easy setup on Qualytics AI or Custom setup on your own provider. [Add Integration](https://userguide.qualytics.io/agentq/how-tos/integration/add-integration/) - **Update Integration** Switch between Easy and Custom setup, or change the provider, model, key, or Business Context. [Update](https://userguide.qualytics.io/agentq/how-tos/integration/update-integration/) - **Remove Integration** Disconnect your AI provider from AgentQ. [Remove](https://userguide.qualytics.io/agentq/how-tos/integration/remove-integration/) - **Connect Azure OpenAI Through APIM** Point the Azure OpenAI provider at an APIM gateway, with the Base URL and header name that make it work. [Connect Through APIM](https://userguide.qualytics.io/agentq/how-tos/integration/connect-azure-openai-through-apim/) - **Configure Access Controls** Pick how much AgentQ can see, with each level previewing the capabilities it turns on. [Configure](https://userguide.qualytics.io/agentq/how-tos/integration/configure-access-controls/) - **Select Dates** Change the period the audit reports on, beyond the last 30 calendar days it opens with. [Select Dates](https://userguide.qualytics.io/agentq/how-tos/audit/select-dates/) - **Sort and Filter the History** Narrow the audit to the users you want to review, and order it by time, conversation, or user. [Sort and Filter](https://userguide.qualytics.io/agentq/how-tos/audit/sort-and-filter-the-history/) - **Start a New Chat** Create a fresh conversation from the sidebar, chat header, or floating chat. [Start](https://userguide.qualytics.io/agentq/how-tos/interaction/start-a-new-chat/) - **Resume a Chat** Return to a previous conversation and continue from where you left off. [Resume](https://userguide.qualytics.io/agentq/how-tos/interaction/resume-a-chat/) - **Rename a Chat** Give a conversation a descriptive title for easier navigation. [Rename](https://userguide.qualytics.io/agentq/how-tos/interaction/rename-a-chat/) - **Archive a Chat** Move a conversation out of the active list into the archived section. [Archive](https://userguide.qualytics.io/agentq/how-tos/interaction/archive-a-chat/) - **Restore a Chat** Bring an archived conversation back to the active list. [Restore](https://userguide.qualytics.io/agentq/how-tos/interaction/restore-a-chat/) - **Delete a Chat** Permanently remove an archived conversation. [Delete](https://userguide.qualytics.io/agentq/how-tos/interaction/delete-a-chat/) - **Search Chats** Filter active conversations by title or message content to find a specific conversation. [Search](https://userguide.qualytics.io/agentq/how-tos/interaction/search-chats/) - **Troubleshooting** Symptoms, causes, and resolutions for setting AgentQ up, using it, and capabilities that are switched off. [Troubleshooting](https://userguide.qualytics.io/agentq/troubleshooting/) - **API** REST API reference for AgentQ: chat, sessions, specialized endpoints, and configuration management. [API](https://userguide.qualytics.io/agentq/api/) - **FAQ** Answers to frequently asked questions about AgentQ, security, usage limits, and troubleshooting. [FAQ](https://userguide.qualytics.io/agentq/faq/) --- ## MCP Connect an AI client you already use to Qualytics. This section covers how MCP works, the setup for each company's clients, best practices, and permissions, along with troubleshooting, the MCP API, and FAQ. - **Getting Started with MCP** What the MCP server offers, and every page in its section. [Getting Started](https://userguide.qualytics.io/using-the-platform/mcp/) - **Introduction** What MCP is, what the Qualytics MCP server offers, and why it matters for data quality. [Introduction](https://userguide.qualytics.io/using-the-platform/mcp/deep-dive/introduction/) - **How It Works** How a client, the Qualytics MCP server, and the model work together on a request, and what the model sees. [How It Works](https://userguide.qualytics.io/using-the-platform/mcp/deep-dive/how-it-works/) - **Connecting External AI Clients** What you need before connecting a client, and the setup for each company's clients. [Connecting External AI Clients](https://userguide.qualytics.io/using-the-platform/mcp/connecting-external-ai-clients/requirements/) - **Examples** Real scenarios built on the prompts the Qualytics MCP server ships with, from explaining an anomaly to judging whether data can be trusted. [Examples](https://userguide.qualytics.io/using-the-platform/mcp/deep-dive/examples/) - **Best Practices** Keep client connections secure and get reliable results from them. [Best Practices](https://userguide.qualytics.io/using-the-platform/mcp/deep-dive/best-practices/) - **Permissions** The user roles, tokens, and team permissions behind what a client can do. [Permissions](https://userguide.qualytics.io/using-the-platform/mcp/deep-dive/permissions/) - **Troubleshooting** Symptoms, causes, and resolutions for connecting a client, authorizing it, and calling tools. [Troubleshooting](https://userguide.qualytics.io/using-the-platform/mcp/troubleshooting/) - **API** The server endpoint, the authorization endpoints, scopes, and token lifetimes. [API](https://userguide.qualytics.io/using-the-platform/mcp/api/) - **FAQ** Answers to common questions about the MCP server, supported clients, and how access is authorized. [FAQ](https://userguide.qualytics.io/using-the-platform/mcp/faq/) *Last updated: November 7, 2026.*