Upsolve Data Models icon

Upsolve Data Models

Upsolve Data Models gives AI analytics agents structured context for warehouse tables, keys, metric definitions and business vocabulary. It helps data teams standardize agent-generated answers without requiring dbt or an existing semantic layer.

Upsolve Data Models

Upsolve Data Models

Upsolve Data Models is a context and governance layer for AI analytics agents. It links warehouse tables and fields with descriptions, data types, primary and foreign keys, canonical metric definitions, analysis approaches and output formats so an agent has one maintained definition of business data.

Models and system prompts are versioned like code, with drafts and rollback support for context changes. Selectable column values are pre-cached and refreshed nightly by default or on a chosen schedule, helping the agent use current business categories and statuses when generating answers.

The feature is designed for teams that want to start from existing warehouse tables rather than adopt dbt or another semantic layer first. It is one layer of Upsolve's wider platform, which also includes data connections, analytics agents, observability and evaluation capabilities; the exact operational workflow beyond model registration is not fully documented in the supplied source.

Core capabilities

Descriptive data models

Attach warehouse tables and fields to a model with descriptions, data types, and primary and foreign keys, giving the agent explicit structural context.

Business vocabulary and definitions

Store canonical metric definitions, analysis approaches and output formats in a versioned system prompt alongside the data model.

Versioned context

Create drafts and versions for system prompts and models, making it possible to change context and roll back without replacing the active definition immediately.

Fresh selectable values

Mark columns as selectable so Upsolve pre-caches their values, with nightly refresh by default or a schedule chosen by the user.

Warehouse-first setup

Build the model directly on warehouse tables without requiring dbt or an existing semantic layer, then add definitions as gaps are discovered.

Practical use cases

  • Standardize KPI answers

    Document ARR, revenue or other KPI definitions alongside the tables and keys needed to calculate them, reducing ambiguity when an agent answers recurring business questions.

  • Keep business vocabulary consistent

    Encode contract statuses, payment terms and other categorical business vocabulary as selectable values so generated analysis uses the organization's terminology.

  • Improve an existing warehouse incrementally

    Start with a warehouse's current schema and add descriptions or definitions only where agents encounter gaps, rather than redesigning the stack around a new semantic layer.

  • Manage context changes safely

    Use drafts and versions to test changes to prompts or model context, then roll back when a definition needs to be revised.

Pros and Cons

Pros

  • Defines tables, keys, metrics and business vocabulary in one maintained model for agent use.
  • Supports drafts, versions and rollback for safer context changes.
  • Works directly with existing warehouse tables without requiring dbt or a separate semantic layer.
  • Refreshes selectable column values nightly by default or on a user-defined schedule.

Cons

  • The supplied documentation focuses on model registration and context management; it provides limited detail about onboarding steps, outputs and day-to-day administration beyond the documented workflow.
  • Specific connector and connection-type availability is not detailed on the Data Models page, although Upsolve states that its platform supports 50+ data connections.

FAQ

Do I need dbt or an existing semantic layer?

No. You can build a data model directly in Upsolve on top of existing warehouse tables and add definitions over time; dbt or another semantic layer is not required.

How is this different from a long system prompt?

A system prompt stores business practices and instructions, while the data model stores the underlying data context: tables, keys, descriptions, canonical definitions and live column values. Upsolve uses both.

How often are cached column values refreshed?

Values are refreshed nightly by default, or on a cadence selected by the user, so the agent's view of selectable column values stays current.

What does Upsolve Data Models work with?

Data Models can be used with Upsolve's broader analytics-agent platform. The pricing page lists 50+ data connections across plans, while specific connection availability and workflow details may vary by configuration.

Quick Facts

Category
AI analytics agent context management
Primary users
Data teams building and maintaining AI analytics agents
Setup model
Attach warehouse tables and fields, then add definitions and vocabulary
Semantic layer requirement
No dbt or existing semantic layer required
Value refresh
Nightly by default or on a user-defined cadence
Platform
Upsolve cloud analytics platform

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