Bonnard

Context

Define metrics

Updated

A metric names the calculation for a number, for example revenue or refund rate. Agents read it and use it in their SQL: Bonnard does not apply it for them. Changes wait in a draft until you publish it. To make sure that a change saved, review the draft.

Requirements

  • The Editor role or higher in your workspace.
  • To work from your AI client: Bonnard connected and access to the data source.

Create a metric

Only a name is needed to start, with at least one letter a to z or digit. The calculation is SQL that names each column with its table, for example SUM(orders.amount). Instructions say when to use the metric and when not to. Names take up to 120 characters, descriptions 2,000, and calculations and instructions 4,000.

In your AI client

Ask:

In <data source>, create a metric called Refund rate, calculated as SUM(refunds.amount) / SUM(orders.amount). Tell AI clients to exclude test orders.

In the console

  1. In the console at app.bonnard.ai, select Context, then Metrics. With more than one data source, select one at the top right first.
  2. Select New metric, enter a Name, and select Create. The metric’s page opens.
  3. Select the value in the Description, Calculation, or Instructions row, type, then select outside the field. Saved to draft shows under the label.

A metric called <name> already exists. means that the name is taken. Select Open it to change that metric.

Change or remove a metric

AI clients keep the published metric until you publish the draft.

In your AI client

Ask:

In <data source>, change the calculation of <metric> to <calculation>.

To remove it, ask:

In <data source>, remove the <metric> metric.

Bonnard removes a metric in the live version only after the agent sends confirmed: true. The agent is told to ask you first.

In the console

  1. In the console, select Context, then Metrics, then the metric.
  2. To change it, select its name or a field, type, then select outside the field.
  3. To remove it, open the Metric actions menu at the top right, select Remove metric, then accept with Remove metric.

Undo shows for 6 seconds after a removal.

Incomplete metrics

A metric is incomplete when it has no calculation. It is also incomplete when its calculation names a hidden table or a column the data source does not have. Bonnard does a check only on table.column references and does not run the calculation. Publishing the draft holds it back and publishes the rest.

To find them from your AI client, ask:

Which metrics in the context draft for <data source> are incomplete?

In the console, incomplete metrics have the badge Incomplete. On the Context page, select Review in the banner to list them.