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Why data teams switch to Hex

What is Hex?

Hex is an agentic analytics platform that allows anyone to explore data, perform analysis, and self-serve insights — all in plain language.

Companies like Lovable, Cursor, Notion, and Ramp use Hex to put AI at the center of their data strategy, so every question can be answered with trusted insight.

Why data teams are looking for a change

Data teams have tried everything to keep up with the pressures of making their companies “data-driven.” Today, as AI transforms the rest of the business, that expectation is rising faster than ever.

  • Endless dashboards & failed self-serve. Despite a library of dashboards and attempting every version of self-serve, adoption still doesn’t stick and questions keep coming back to the data team.

  • A bottleneck on deeper insight. Novel and advanced data work happens in notebooks and SQL editors, but the insights are flattened into screenshots and PDFs. The logic disappears, and the impact never scales beyond the initial ask.

  • Directionless AI sprawl. Business users upload CSVs to ChatGPT. Data teams copy queries from coding agents. And every tool runs on its own context. The result: conflicting answers that are a pain to reconcile.

It all leads to an erosion of trust and impact of the data team.

Instead of leading the data strategy, they're stuck on the back foot — auditing spreadsheet experiments, validating answers from AI chatbots, and fielding endless ad-hoc requests.

Why data teams love Hex

With Hex, data teams aren't just more efficient—they unlock a new way of working, where agents and humans collaborate in one connected workflow.

The impact compounds quickly: more questions get answered, the appetite for insights grows, and the data team becomes a blueprint for AI transformation across the business.

Deeper insights, 10x faster

Agentic notebooks in Hex are purpose-built to accelerate analytical workflows. Agents understand your data, business context, and analytical patterns, helping you move from deep-dive exploration to production-ready data apps in a fraction of the time. Data teams have never had more power to drive impact across the business.

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Hex's notebook agent just works. I describe what I want and get working SQL back, without having to juggle between tools. It's made us 10x faster at turning questions into insights.

Self-serve in plain language

With Threads, data teams aren’t just keeping up with questions from the business — they’re inspiring teams to ask more. Instead of pushing stakeholders towards bloated self-serve tools, anyone can now ask questions in plain language and get accurate answers grounded in trusted context. Insights are delivered at the speed of the business, freeing data teams to focus on high-impact work.

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Hex is bridging the gap between self-service data access and self-service data analytics. Threads allows my users to discover data, create charts, and even perform analysis — all via natural language.

The power of an integrated platform

In Hex, questions, analysis, and insights all live in one connected workspace. No handoffs, no rebuilding logic, no jumping tools. By moving fluidly between Threads, notebooks, and apps, data teams can work side by side with where decisions happen and build influence with stakeholders. It unblocks collaboration, accelerates insight, and strengthens trust.

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Because everything is inside Hex, when we're called on to validate results, it's really easy to grab whatever is in there, run it ourselves, inspect the SQL, and confirm Thread is using the right tables.

Answers that get better with every use

Getting accurate, consistent answers from agents starts with curated context. Hex makes that easy for data teams by turning the work you’re already doing into durable context for agents: projects, endorsements, and semantic models (synced or built in Hex) all inform future answers. The result is AI that gets smarter with every answer, and a data team whose impact grows every time they ship work.

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Hex's authoring tool made it easy to develop, document, and test these out with minimal setup needed. This accelerates our journey to improve self-serve capabilities while lowering maintenance costs for the team.

Common objections (and why teams switch anyway)

“Our stakeholders are used to pixel-perfect dashboards.”
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Hex has robust, no-code charting and you can go build custom visualizations with Python libraries like Matplotlib/Plotly. But if perfect dashboard polish is your top priority, there are BI tools that are better for that.
Most teams choose Hex because they’re willing to trade a bit of visual precision for significant gains in speed and depth of insight. Data teams can build, iterate, and publish apps in a fraction of the time, and business users don’t have to wait for dashboard rebuilds to every new question; they can simply ask in plain language via Threads.
”We don’t need one more tool in our data stack”
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Most teams come to Hex because they’re tired of analysis and insight being spread across SQL editors, notebooks, BI tools, coding copilots, AI chatbots, and more. Hex replaces that patchwork with one connected platform for exploration, analysis, and self-serve. It’s not “one more tool,” it’s the one that finally removes five others.
“To support self-serve, we need extensive spreadsheet functionality.”
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Hex already offers a capable self-serve experience, with spreadsheet-style editing, drag-and-drop exploration, and governed metrics. While not every edge-case Excel function is supported, most data teams choose Hex to reduce self-serve complexity, not add to it.
Instead of forcing users to learn convoluted BI workflows, Hex lowers the barrier entirely with conversational analytics via Threads: anyone can ask questions, iterate on analysis, and explore rich, governed results.
“For now, we're experimenting with our own AI setup and seeing how that goes.”
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Many data teams start by experimenting with standalone AI tools: coding copilots, chatbots, or even in-house agents. They deliver quick productivity gains, but also introduce new problems: more fragmented tools, inconsistent queries, and untraceable context that’s difficult to debug or trust.
Hex lets you keep experimenting, but on a connected, governed foundation. Context is shared across technical work in the notebook and self-serve questions in Threads, so answers stay consistent and inspectable. Plus, you can even extend those agents to the places you already work like Slack, Claude, and Cursor.
“We already have AI functionality with our BI tools, that seems fine for now.”
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AI tooling in most BI tools is built around no-code interfaces for business users. That’s fine for simple self-serve workflows, but it forces data teams to do deeper, code-based exploration elsewhere.
Hex supports both: deep analytical work through the Notebook Agent and natural-language self-serve through Threads. These experiences are connected, allowing technical and non-technical users to collaborate fluidly between each to iterate, verify, extend, and publish AI-driven analyses.
“Our data is too messy to use Hex’s AI capabilities right now”
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Most teams feel this way — but Hex is designed exactly for this starting point. You don’t need a perfect semantic layer or pristine metadata to get value from agents in Hex.
Hex’s agents can start working with your warehouse as-is, with your team layering in context gradually: endorsing key tables, adding lightweight metadata, or syncing existing dbt/Cube/Snowflake models.

How to POC Hex

What is a POC with Hex?

Doing a proof of concept with Hex is a guided, hands-on experience of how agentic analytics transforms the way your team works.

For most companies, a POC will last two weeks and involve the data team plus 2-3 stakeholders from the business.

You’ll use your own data and build a handful of your team’s core use cases to see what it’s like to use Hex. For each use case, we’ll scope:

  • The key questions the stakeholder needs to answer (e.g., “How is X performing?”, “What changed?”, “Where should we focus?”)

  • The expected outputs (a diagnostic deep dive, a recurring metric, a one-off insight, a comparison, or an app with parameters)

  • The data required (the tables, models, or sources that power the analysis)

What success looks like

A successful POC gives both data teams and business users firsthand experience inside of Hex: building, exploring, and collaborating alongside agents. While our team supports throughout, the goal is for your teams to envision using Hex independently. To make the most of the time, you’ll want to make sure everyone has the bandwidth to explore and test Hex meaningfully.

By the end, you'll have a clear understanding of how Hex accelerates your data team’s workflows and enhances your stakeholders' ability to self-serve answers from data on their own.

For data teams

  • Explore, debug, and analyze faster with the Notebook Agent, completing work in hours that used to take days.

  • Recreate 2-3 existing dashboards into interactive data apps that adjust dynamically, instead of requiring constant tinkering.

  • Curate reliable context through table endorsements, metadata enrichment, and bootstrapped models, giving agents the foundation to answer accurately.

For business users

  • Ask questions in plain language through Threads and receive grounded, trustworthy responses in seconds.

  • Explore governed data models with spreadsheet and drag-and-drop tools.

  • Interact with parameterized data apps to explore follow-ups on their own, instead of having to file a ticket.

For the organization

  • Validate that Hex meets enterprise standards for security, SSO, and performance.

  • Prove measurable gains in collaboration speed, workflow efficiency, and overall time to insight.

How it works

Most Hex POCs include a dedicated Hex team—an account partner, a sales engineer, and a shared Slack channel for support throughout. For smaller deployments, we offer a streamlined self-guided POC.

For POCs with dedicated support, the process typically follows these steps:

  • Kickoff and scoping — We’ll align on goals, success metrics, and test cases to evaluate.

  • Connect and curate — Connect your warehouse and layer in lightweight context curation for agents (table endorsements, rules files, metadata, or syncing existing semantic models).

  • Build and explore — Data teams experiment in agentic notebooks, and build interactive apps.

  • Share and engage — Business users explore data apps, ask questions with Threads, and provide feedback.

  • Validate and decide — Together we review outcomes against the decision criteria and plan the rollout.

Why teams love running pilots with Hex

Fast to start. Structured for success. An immersive experience.

Every Hex POC is a first-hand experience. Your team works in the same workspace they’ll use in production, creating analyses, collaborating with agents, and sharing results. Our team guides along the way, but you experience both sides of working with data: what it’s like to build in Hex, and what it’s like to share and interact with insights.

It’s the simplest way to understand the power of agentic analytics, by seeing the speed and potential of agents first-hand.

Getting started today

Migrate to Hex

Set up for agentic analytics

Migrating to Hex isn’t about rebuilding dashboards, it’s about preparing your data and team for a new way of working.

To get there, two things are important to consider:

  • Context is important, but don’t overthink it. Semantic models, metadata, and clear business logic are the connective tissue for helping agents understand your data and deliver trustworthy answers. But building that context shouldn’t be viewed as a blocker. Hex lets you layer in context as you go, enriching your workspace over time so you can start experimenting immediately and improve accuracy with every use.

  • Agentic analytics break the traditional boundaries of data work: Agents are rewriting the old rules about who can do what with data. Across the board, everyone at your org will be more capable of working with data, but adoption hinges on exposure. Champion successes and share out real examples of agentic data work early to spark experimentation and increase participation.

What migration looks like

  • Curate your data. Identify trusted tables, add metadata, and use the Hex rules files to codify logic and business definitions so agents can start to work with a base-layer of context.

  • Create or sync semantic models. Layer more sophisticated context by syncing existing models from dbt, Cube, or Snowflake, or using Hex’s Modeling Agent to bootstrap new ones directly from projects or existing queries.

  • Rebuild what matters. Focus on the 20% of dashboards or analytical artifacts that drive 80% of your decisions. Rebuild those inside of Hex as interactive apps or imported notebooks. You can even reference those projects to the modeling agent to quickly build corresponding models.

  • Enable your team. Partner with the Hex team to run tailored working sessions for different skill levels: from business users exploring in Threads to analysts or data-savvy PMs building with the Notebook Agent. These sessions help teams see what's possible, share early wins, and build confidence as AI becomes part of everyday data work.

Think through your migration

Want to get an early sense of what migration looks like?

Use these short, opinionated guides to envision the steps to your rollout.

  • Security and compliance overview — share with your infosec team to review Hex's enterprise-grade security posture, certifications, and governance practices.

  • Admin Quickstart — connect your data sources, set up roles and SSO, and prepare your workspace for rollout.

  • Set up for AI Agents — endorse trusted sources, add metadata, and use rules files to give agents reliable context. Start simple, layer in context as you go.

  • Notebook Agent best practices — help analysts move faster with AI-assisted analysis and build reproducible workflows that scale.

  • Threads Quickstart — launch natural-language self-serve for business users, safely and with full visibility.

Yours truly ↴the data teamxoxo