Best Practices

Analytics Agent best practices help you avoid common pitfalls in data semantic configuration, Q&A accuracy optimization, and analysis domain governance.

Going to Production

When your team is ready to move from PoC to real business use, read these documents first:

• From PoC to Production: Analytics Agent Adoption Guide — Data boundaries, semantics, permissions, validation, feedback, and operations mechanisms required for production

Configuration Phase

Before going live with an analysis domain, use the following documents to complete configuration optimization:

• Analysis Domain Configuration Tips and FAQs — 9 lessons learned, 6 FAQs, health checks, and recommended workflow
• Answer Builder Best Practices — SQL template design, using ${dims} and ${filters}, output metric configuration
• Configure Field Semantics — Correct methods for configuring field aliases, descriptions, types, and usage
• Configure Virtual Columns — Creating and configuring semantics for derived fields
• Configure Knowledge — Best practices for writing business definitions and terminology explanations
• File and Document Q&A — File uploads, Q&A matching, and knowledge coordination
• Recommended Questions Configuration — Designing high-quality guided questions

Validation Phase

After configuration is complete, use the following documents to validate Q&A quality:

• Validate Q&A Quality — Step-by-step validation of knowledge, metrics, Answer Builders, virtual columns, and table relationships
• Launch Checklist for Analysis Domain — Health check + manual pre-launch checklist

Troubleshooting Phase

When Q&A results are unsatisfactory, use the following documents to identify the root cause:

• Troubleshoot Q&A Accuracy Issues — Complete investigation chain from answer to SQL to records
• Analytics Agent Q&A Accuracy Improvement — Detailed explanation of four semantic layer capabilities

Governance Phase

After an analysis domain goes live, continuously manage permissions and auditing:

• Governance Overview — Permission layering, domain isolation, and audit loop
• Manage Permissions — Account management, authorization management, and analysis domain permissions
• Configure Row-Level Permissions — Define permission points and user data ranges
• View Audit Logs — Track configuration changes and user operations