---
schema_version: "1"
id: f2691fbf66214fe4ad8ab3cacddb8296a30ad6ea4aceec3e57b4c3912b8623ca
title: Set Up Agent Scoping for Tableau Agent in Tableau Next
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_admin_enable_agent_scoping.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agent_scoping.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 737c9239f85ae4b51c68298066005d38580881d4e7b7da85f120307482adebf4
description: Agent Scoping defines the list of semantic models that Tableau Agent can search when a user asks a question in a agent with no clear context. For example, the agent may lack context when it's used in Slack or when it's embedded in a page without Tableau Next assets such as a metric or dashboard.
products:
  - Tableau Next
release: "264"
---
# Set Up Agent Scoping for Tableau Agent in Tableau Next

Agent Scoping defines the list of semantic models that Tableau Agent can search when a user asks a question in a agent with no clear context. For example, the agent may lack context when it's used in Slack or when it's embedded in a page without Tableau Next assets such as a metric or dashboard.

### Required Editions

Admins can use Agent Scoping to define a secure, approved list of semantic models for each agent that uses the Analytics and Visualization template or the Data Analysis subagent. The list of approved semantic models defined for an agent is called a fallback list.

Analysts can view the fallback list but can't edit it.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d27881e59">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27881e59 ">To create and edit the fallback list:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27881e59 ">Tableau Unmetered Admin or Tableau Next Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27881e59 ">To view the fallback list:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27881e59 ">Tableau Unmetered Platform or Self-Service Analyst or Tableau Next Platform or
              Self-Service Analyst permission set</td>

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        </tbody>
      </table>

1. In Tableau Next home, click **Agent Settings**, and then click the **Agent Settings** tab.
2. Select the agent you want to configure. Only active agents in the org that use the Data Analysis topic are available.
3. Click **Select Models**.
4. In the Select Semantic Models dialog box, select each semantic model (up to 10 models allowed), and then click **Select**. Use the Data Space search to filter the view to semantic models in that data space.
5. Confirm that the models you selected are in the list of semantic models when you select that agent in the Agent Scoping page.
    
    To view details about a model, select the model name in the list, click the arrow, and then click **Details**. You might need to scroll to the right to see the arrow. To remove a model from the list, select the model name in the list, click the arrow, and thenTo remove a model from the list, select the model name in the list, click the arrow, and then click **Remove**.

**Requirements**

- Fallback lists of semantic models can only be created for active agents that use the Data Analysis subagent with the Analyze Data action. The active agents can be based on the Analytics and Visualization template or a custom agent based on the Agentforce Employee Agent template.
- The agent must be added to the Agent Access permission set to be available. For more information, see [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&type=5&language=en_US).
- Semantic models added to the fallback list must belong to the same org as the agent being configured. At least one active analytics agent must be available in the same org to configure a fallback list.

**Limitations and Considerations**

- You can add any number of semantic models to the fallback list, however selecting 10 or fewer models improves agent accuracy.
- Each fallback list is associated with a specific agent. Adding a new analytics agent to the org doesn't inherit another agent fallback list.
- User permissions are always respected at runtime. If a user doesn't have access to a semantic model, it won't be used for their queries even if it's on the fallback list.
- When a user asks questions in Tableau Agent with available context in a dashboard or metric, the agent uses the semantic models associated with the dashboard or metric instead of the fallback list of approved models.
- For Home and Governed orgs, one fallback list can be configured per agent. For Personal orgs, the fallback list can be configured per agent for semantic models available in the Personal org only.