Bonnard

Access

Preview as a customer

Updated

Preview as runs your own AI client’s questions on a data source with tenancy as one customer you select.

Requirements

  • The Editor role or higher.
  • Bonnard connected to your AI client.
  • Access to the data source. Admins always have it.
  • A data source with tenancy.
  • A customer with a tenant (the value that marks its data in your database), set as its Tenant ID.

Choose a customer

  1. In the console at app.bonnard.ai, select Data, then the data source.
  2. In its header, select Preview as: Not set.
  3. Select a customer. Customers marked Suspended or No tenant ID cannot be selected.
  4. Ask your AI client a question about that data source.
  5. Make sure that the result starts with Previewing as <customer> (tenant ID <tenant>).

The customer does not need access to the data source. The list marks such a customer “No access to this data yet”.

What changes while you preview

  • Only your own AI client changes, on this data source. Your choice stays until you clear it or the tenancy changes to None.
  • The agent is told to say which customer the numbers are for.
  • Activity marks each call Preview as <customer>.
  • The calls count toward your bill. Activity does not include them in the customer’s usage.

With no customer selected, the agent gets table structure only. sql_query and the other data tools refuse with:

<data source> keeps each customer's data separate. Ask the user to choose a customer under Preview as on the <data source> page: <URL>

A Viewer cannot use Preview as, so the same tools refuse with:

<data source> keeps each customer's data separate. Previewing it as a customer needs the editor or admin role, which a workspace admin can give the user.

Stop previewing

Select the × next to the customer’s name in the data source header. The header then reads Preview as: Not set. Changing the tenancy to None clears Preview as for everyone on that data source.