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Hex

Hex combines SQL and Python notebooks, plain-language Threads for business users, and publishable data apps in one workspace that queries your warehouse, with AI agents grounded in your semantic models and business rules.

Data AnalysisAnalyticsAI Agent#Collaboration#Data Visualization#Business Intelligence
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Published
Oct 6, 2026
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hex.tech
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Hex Product Information

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Oct 6, 2026
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hex.tech
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What is Hex?

Hex is an AI analytics platform from Hex Technologies Inc. that puts code notebooks, plain-language questions, and shareable data apps into one workspace connected to a company's warehouse. The vendor describes it as a single, connected workspace where data practitioners run deep analysis, business users ask questions in plain language, and everyone collaborates on the same data.

The product covered here is the one at hex.tech, and an independent AI-tool directory lists that domain as a data transformation, visualization, and collaboration tool, which separates it from the many unrelated uses of the word "hex".

What Hex sells is less a chatbot than a governed layer between AI and business data. Its context engine combines database descriptions, semantic models, business rules, and analytical logic into one curated layer that feeds every AI answer, and data teams can watch what people ask and refine that context over time.

Core features

Agentic notebooks

  • SQL and Python notebook: Analysts can query in SQL and then layer in Python for extra flexibility within the same project.
  • Notebook Agent: The agent creates and modifies Python, SQL, Markdown, Pivot, and Chart cells inside a project, working from the project context and warehouse schema.
  • No-code exploration: No-code tools let users browse for data, explore it, and visualize it end to end without queries, code, or other technical requirements.

Threads for conversational analytics

  • Plain-language questions: Threads answers natural-language questions from semantic models and warehouse tables in a chat interface, and follow-up questions refine the result.
  • Visible reasoning: While it works, Threads shows the agent's thinking text, the tools it calls, and the results of those calls in real time.

When a question needs deeper investigation, a data practitioner can pick up the same workflow without switching context or rebuilding the logic elsewhere.

Data apps and Generative Apps

  • Generative Apps (beta): Users describe a dashboard or interactive presentation to the Hex agent and it generates a customizable data app.
  • Chat with App: On a published app, people with an Explorer role or higher and explore permission can ask the agent to summarize the app, explain the underlying logic, change inputs and filters, and run the project.

Context Studio and semantic models

  • Modeling Agent: Generates and edits semantic models inside Hex; only Managers and Admins, who can edit semantic models, can use it.
  • Context Studio: Admins and Managers monitor AI usage, review agent reasoning, and adjust workspace rules, semantic models, and endorsements here.
  • Existing context first: Hex pulls from the semantic models, database definitions, and documentation a team already has instead of requiring new models first.
  • Self-learning suggestions: Hex proposes context improvements drawn from the questions people actually ask.

Model and cost controls

  • Model choice: Workspaces can choose among models, including open source models.
  • Token observability: Thread-level reporting shows who is spending tokens on which projects.

Integrations with the data stack

  • dbt: The dbt integration automatically enriches warehouse schemas with dbt docs.
  • Git export: Projects can be exported to GitHub or GitLab to create an audit trail.
  • Orchestration: Hex projects can run inside DAGs in Airflow, Dagster, or Prefect.
  • Public API: Teams can write their own integrations for anything not covered out of the box.

Guide

Connecting a warehouse

  1. An Admin opens Settings → Data sources → + Connection to create a workspace-level data connection.
  2. Choose the database from the menu, enter the credentials its setup guide asks for, and click Create connection.
  3. If a firewall restricts database access, add Hex's IP addresses to the database allowlist.
  4. Endorse key data and projects so agents prioritize them; Explorers can only use Threads in Endorsed Mode unless an Admin lifts that rule in Settings > AI & agents.
  5. Set the AI policy: Admins can switch AI features off for the entire workspace from the same settings page.

Workspace connections are shared with all members by default, reused across projects, and managed centrally by Admins, which removes the need for non-Admins to hold database credentials. Non-Admins can only create connections inside a single project.

Hex use cases and examples

  • Replacing static BI dashboards: Teams get AI-powered access to data while the data team keeps control of the underlying foundation.
  • Building a context layer for agents: Business logic, definitions, models, and institutional knowledge sit in one place so agents reason from shared context.
  • Answering from chat apps: Teams can keep working in Claude, Codex, or Cursor while Hex supplies the trusted data and organizational context underneath.

Customer stories published by Hex, not independent outcome measurements, show these patterns:

  • Notion uses Hex as the one place where everyone from data science to customer experience and sales makes decisions with data.
  • Mercor spreads analysis across its organization with the Notebook Agent.
  • Figma's team uses Hex's AI agents to focus on strategy over syntax.
  • Neo surfaces insights where people work by combining Threads with the Slack integration.

Who is it for

Hex targets organizations where a data team owns the warehouse and other departments want answers without filing tickets: anyone can ask questions in plain language in Hex, Slack, or via MCP and get analysis backed by the company's actual data, metrics, and business rules.

  • Technical AI users: The Notebook Agent is intended for technical users who can audit the SQL and code that the agent suggests.
  • Business users: The Threads agent is meant for non-technical people outside the data team, and any user with an Explorer role or higher can use it.
  • Students and educators: Students and educators at universities and bootcamps can get the Professional plan free.
  • Non-profits: Hex runs a discounted program for qualified non-profits.

Seat roles shape who can do what. Every workspace member is an Admin, Manager, Editor, Explorer, Viewer, or Guest; Admins, Managers, and Editors count as paid author seats, and Viewer seats may be free or paid depending on the plan. The Explorer role, which lets people build explorations, explore data apps, and create Threads, is only available on Team and Enterprise plans.

Hex fits less well for a solo user who wants Slack, MCP, or command-line access, since those start at the Team plan, or for teams that cannot let schema names and project code reach third-party model providers.

Platforms

Hex is delivered as SaaS with associated APIs. Community and Professional run multi-tenant, Team adds an EU multi-tenant option by contract, and Enterprise can also choose single tenancy.

  • Slack: Hex Agent in Slack is available on the Team plan and above.
  • MCP: The MCP server is available on Team and Enterprise and works with Claude Desktop, Claude Code, Cursor, ChatGPT, Codex, Glean, and most standard MCP clients.
  • CLI: The CLI is offered on Team and Enterprise and requires a personal access token.
  • CLI operating systems: The Hex CLI runs on macOS and Linux and is not supported on Windows.
  • Warehouses: Built-in connections cover the most popular data warehouses, lakehouses, and databases.
  • Per-user warehouse login: OAuth connections for Snowflake, Databricks, and BigQuery make each user authenticate with their own warehouse credentials, so warehouse admins see who ran which query.
  • Regional isolation: Hex can deploy a single-tenant instance in a geographic region the customer chooses, as long as AWS supports it.

Pricing

Hex pricing is seat-based: paid plans charge per Editor per month, and AI usage is metered in credits. Figures are as captured on October 5, 2026.

PlanListed priceMonthly AI credit grantPublished appsVersion historyCompute
CommunityFree5 credits per Editor; Hex agent trialUp to 57-daySmall
Professional$36 per Editor / month30 credits per EditorUp to 530-dayMedium
Team$75 per Editor / month; 14-day free trial40 per Editor, 10 per ExplorerUnlimitedUnlimitedMedium, plus advanced compute add-ons
EnterpriseCustom (contact sales)Specified on the order formUnlimitedUnlimitedAdvanced compute add-ons

Enterprise adds the Explorer seat add-on, audit logs, OAuth database connections, an observability API, OIDC SSO, bring-your-own-key, and add-ons for single tenancy, HIPAA, embedded analytics, and custom Docker images. Medium compute is included on every paid plan, and Team and Enterprise can opt in to pay-as-you-go compute.

How AI credits work

  • Grant rules: Monthly per-seat grants belong to the individual user, reset each billing cycle, and cannot be transferred, shared, or rolled over.
  • Typical cost: A simple question such as "How many customers do we have?" uses about 1 credit, a retention chart about 2, and a 12-month ARR forecast about 5.
  • Auto top-ups: When enabled, Hex buys a 50-credit pack ($25) for the workspace pool whenever the balance drops below 25 credits.
  • Rollover exception: Credits bought through auto top-up roll over to the next monthly billing cycle.

Compute add-ons

Larger compute profiles are billed per minute of usage, starting at $0.32 per hour for the Large profile and reaching $2.58 per hour for 4XL; GPU profiles cost $2.93 per hour (L4) and $4.06 per hour (A10G). Free trials are limited to Medium compute.

Billing, cancellation, and refunds

  • Billing cycle: Self-serve customers are billed monthly through Stripe on the card on file.
  • Payment methods: Self-serve plans cannot be paid by ACH or wire transfer.
  • Trial end: If no paid plan is chosen when the 14-day Team trial ends, the workspace drops to Community and loses premium features.
  • Cancellation: Professional and Team customers can cancel anytime from Settings > Manage Plan and keep paid access until the billing period ends.
  • Seat reductions: Removing seats mid-month does not refund the payment method; a prorated credit goes on the next invoice.
  • Refund policy: Under the self-serve terms, fees are in U.S. Dollars and non-refundable except as required by law.
  • Credit forfeiture: Credits have no cash value and are forfeited at cancellation, termination, or expiration, except where the law requires otherwise.

Hex alternatives

The closest alternatives differ in whether a notebook or a dashboard sits at the center of the workflow.

  • Deepnote: A collaborative analytics and data science notebook for teams and agents to explore data and automate insights, with a free starting point.
  • Mode: Connects SQL, R, Python, and data visualization, and its site announces that ThoughtSpot has acquired Mode to build collaborative BI.
  • Tableau: Hex's own comparison page argues that Tableau Pulse summarizes KPI changes but does not support open-ended, conversational Q&A, which is the vendor's framing rather than an independent test.

Limitations

Product and plan limits

  • AI accuracy: The terms state that AI services may produce inaccurate outputs, including hallucinations, and that the customer must verify all outputs before use.
  • Agent actions: The customer configures permissions for automated agents and is responsible for all actions they take.
  • Running out of credits: Once the monthly grant and the workspace pool are used up, users are blocked from submitting new agent prompts.
  • Unpredictable consumption: Actual credit use varies with each team's data, context, and prompt history.
  • Connector depth: Tier 3 connectors are usable in production, but Hex does not guarantee every platform feature on them, chart cells included.
  • MCP maturity: The MCP server is in beta, and files cannot be uploaded to an MCP conversation and passed to Hex.
  • Leaving the platform: Hex is not obligated to provide data export, migration, or transition assistance.
  • Failed payments: If card payments keep failing after retries, the workspace may be restricted or suspended until the balance is paid.

Privacy, AI training, and data use

Unless the customer opts out, the self-serve terms let Hex use the inputs and outputs generated through its AI services to develop, improve, and evaluate those services. The opt-out works only going forward, does not undo earlier use, and may limit some features. Whether this use applies depends on the plan, and it can be turned off in Settings > AI & agents without disabling AI features.

  • Model providers: Hex uses OpenAI and Anthropic, says they do not train on customer data, and runs them under zero data retention by default.
  • Retention exceptions: Workspace Admins can enable models that require provider data retention; with that setting off, all model usage stays at zero retention.
  • Self-hosted models: For certain AI features, Hex hosts models on Baseten under a zero retention, zero training policy.
  • What reaches the model: Project code, cell outputs, schema information, table and column names, prompts, and responses are sent to LLM providers to deliver AI features.
  • Connected datasets: Hex says it does not use connected customer datasets to improve its service.
  • Support access: Customers must opt in to sharing projects with Support.
  • Output ownership: Customers own all outputs from AI features, to the extent they have opted in to use those features.
  • Your own key: Bring-your-own-key routing is Enterprise-only, and Hex takes no responsibility for the provider API costs it creates.
  • Compliance duties: Hex calls its service data agnostic and leaves GDPR, CCPA, and similar obligations for connected datasets, inputs, and outputs with the customer.

Security and compliance

  • Audits: Hex says it is audited annually for SOC 2 Type II and HIPAA compliance.
  • Health data: A Business Associate Agreement with its LLM providers allows protected health information in Hex's AI features.
  • Encryption: Database credentials, file uploads, and cached query results are encrypted at rest with AES 256-bit encryption.
  • Live queries: Analysis runs on live queries against the customer's database, and apps are shared without giving access to underlying data.
  • Short-lived data: Project data is ephemeral by design and short-lived in kernel memory, with configurable caching of query results.

FAQ

Q1. Does Hex train AI models on my data?

Hex says its LLM providers do not train on customer data. Separately, the self-serve terms let Hex itself use AI inputs and outputs to improve its services unless you opt out in settings.

Q2. Can people who do not know SQL use Hex?

Yes. Threads is available on all plans and answers plain-language questions, but it requires an Explorer role or higher, and the Explorer seat only exists on Team and Enterprise plans.

Q3. Is Hex a good fit for regulated data?

It offers SOC 2 Type II and HIPAA audits, a BAA with its LLM providers, and Enterprise single tenancy, but schema names and project code still reach model providers when AI features are used.

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