# Preview as a customer

> Try a data source with tenancy as one customer from your own AI client, with Preview as in the data source header.

Updated: 2026-11-09

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](https://bonnard.ai/docs/ai-clients/connect-your-ai-client.md) 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".

[Image: The Preview as list open in the data source header: Globex, Initech marked No access to this data yet, Northwind Retail, and Umbrella Group greyed out with No tenant ID]

## 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](https://bonnard.ai/docs/operate/observability.md) 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:

```text
<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:

```text
<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.

## Related

- [Limit each customer to its own data](https://bonnard.ai/docs/access/tenancy.md): how each customer gets only its own data.
- [Give access to data](https://bonnard.ai/docs/access/give-access.md): let customers use the data source.
- [Connect your AI client](https://bonnard.ai/docs/ai-clients/connect-your-ai-client.md): add Bonnard to the client you preview from.