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3 changes: 2 additions & 1 deletion docs.json
Original file line number Diff line number Diff line change
Expand Up @@ -145,7 +145,8 @@
"guides/ai-agents/evaluations",
"guides/ai-agents/data-access",
"guides/ai-agents/best-practices",
"guides/ai-agents/self-improvement"
"guides/ai-agents/self-improvement",
"guides/ai-agents/autopilot"
]
},
"references/integrations/lightdash-mcp",
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84 changes: 84 additions & 0 deletions guides/ai-agents/autopilot.mdx
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@@ -0,0 +1,84 @@
---
title: "Autopilot"
sidebarTitle: "Autopilot"
description: "Scheduled AI agent that keeps your project clean — fixes broken charts, flags stale content, and suggests new ones."
---

<Info>
**Availability:** Autopilot is a [Beta](/references/workspace/feature-maturity-levels) feature available on **Enterprise plans** only.
</Info>

Autopilot is a scheduled agent that runs against a project on its own and keeps it healthy. Each run, it reviews recent activity, finds problems, fixes what it safely can, and flags the rest for review.

<Frame>
<img
src="/images/guides/ai-agents/autopilot-home-card.png"
alt="Autopilot card on the project home page showing run summary"
/>
</Frame>

Unlike conversational AI agents that respond to user questions, Autopilot is autonomous — it works in the background on a schedule you set.

## What Autopilot does

Each run, Autopilot works through a fixed checklist:

| Step | What it does |
|------|--------------|
| **Stale content** | Soft-deletes charts/dashboards with 0 views older than 30 days. Flags content not viewed in 3+ months. |
| **Broken content** | Finds charts referencing fields that no longer exist. Tries to auto-fix by removing invalid references. Flags any it can't fix. |
| **Slow queries** | Flags charts and dashboards with consistently slow warehouse queries (>2s). |
| **Preview cleanup** | Flags preview projects older than 3 months. |
| **Chart suggestions** | Reviews recent user questions to the AI assistant. If users repeatedly ask about a topic with no saved chart, Autopilot drafts one in an "Agent Suggestions" space for admin review. |
| **Insights** | Surfaces popular content that isn't pinned, or popular content stuck in a private space. |

Every action is recorded in the activity log with a description of *why* Autopilot did it.

## Action types

Each row in the activity log is tagged with one of:

- **Auto-fixed** — broken chart Autopilot fixed itself
- **Cleaned up** — content soft-deleted (admins can restore)
- **Suggested** — new chart drafted for review
- **Flagged stale / broken / slow** — recorded for review; future runs may escalate (e.g. soft-delete a stale flag that's been ignored for 24h+)
- **Insight** — observation about popular content

## Safety rules

Autopilot is conservative by default:

- Never touches content less than 30 days old
- Never soft-deletes a chart that's the only chart on a dashboard
- Never modifies content it created itself (slugs prefixed `agent-`)
- Prefers flagging over deleting when in doubt
- Soft-delete only — admins can restore from the trash
- Reverses its own actions if it detects a mistake on the next run

## Setup

Autopilot is configured per project from the project Home page.

**Schedule** — choose how often it runs (every 6 hours, daily, etc.).

**Permissions** — three capability toggles:

- **Read content** *(always on)* — reads project health signals, recent actions, and chart definitions
- **Create content** — drafts new chart suggestions in the "Agent Suggestions" space
- **Modify existing content** — soft-deletes stale content, fixes broken charts, reverses its own past actions

Disable both modify capabilities to run Autopilot in read-only mode (flags and insights only).

**Slack updates** *(optional)* — post a summary of each run to a Slack channel. Requires the Slack integration.

## Reviewing activity

The Autopilot activity page shows every action across runs, with a sidebar that surfaces:

- Affected chart or dashboard context (space, last modified, views, verification status)
- Validation error details for broken content
- Execution time for slow queries
- Chart-as-code definition for suggested charts
- Autopilot's reasoning for the action

Use the activity log to spot-check decisions, restore anything Autopilot got wrong, and accept or dismiss suggestions.
Binary file added images/guides/ai-agents/autopilot-home-card.png
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