# Core concepts

How projects, data sources, agents, skills, and permissions relate.

使用指南 · 模块: getting-started · 使用者 · 部署形态：资料未说明 · 已确认产品版本：资料未说明 · 来源：编辑整理 · 按产品 4.2.76-1110（CLI 0.0.18）核对；私有部署的旧版本可能不包含近期变化。

In AskTable, members ask questions about **data sources** through an **agent**. The agent determines which data can be queried and how it is analyzed; the asker's **data role** determines which of that data is visible to them.

![Main objects in a project: data sources are used by agents; an agent includes selected data sources, skills, business documents, and capability settings; project members and channel people ask through an agent. The queryable data is the intersection of the agent data sources and the scope allowed by the asker's data role.](https://docs.asktable.com/img/diagrams/concepts-en.svg)

An agent uses data sources, skills, and business documents; members and channel people ask through an agent.

## Organizations and projects

- An **organization** is the unit for billing and administration and can have several projects. Organization members, enterprise sign-in, and plans are managed in the organization. See [Organizations and projects](https://docs.asktable.com/en/organization/overview).
- A **project** is the boundary for collaboration and data isolation. Data sources, agents, skills, permissions, and conversations all belong to a project, and projects cannot see each other's content.

## Data

- A **data source** is a database connected to the project, an uploaded file, or a workbook. After connection, the system reads the structure of tables and fields (metadata). See [Connect data sources](https://docs.asktable.com/en/data/connect).
- **Table and field notes** describe the business meaning of tables and fields and are the main basis for the agent to understand data. See [Table and field notes](https://docs.asktable.com/en/data/semantics).

## Agents

An **agent** is a configured question-answering assistant made up of:

| Part                                                               | Purpose                                                                                        |
| ------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------- |
| Data sources                                                       | The data the agent can query                                                                   |
| [Skills](https://docs.asktable.com/en/agent/skill)                 | Reusable analysis methods, such as attribution analysis or a weekly report format              |
| [Business documents](https://docs.asktable.com/en/agent/documents) | Business rules and terms, such as metric definitions                                           |
| [Capabilities](https://docs.asktable.com/en/agent/capabilities)    | Whether it can draw charts, run Python, ask users for clarification, search the web, and so on |

Members can create their own agents and share them with specific colleagues or the entire project. Sharing grants use only, not access to the internal configuration. See [Create and configure agents](https://docs.asktable.com/en/agent/overview).

## People and permissions

A project has two independent kinds of permission:

|             | Project role                                         | Data role                                                                                   |
| ----------- | ---------------------------------------------------- | ------------------------------------------------------------------------------------------- |
| Determines  | Which features one can manage                        | Which data one can query                                                                    |
| Values      | Project owner, project administrator, project member | Created by administrators, such as “East China sales”                                       |
| Composition | Fixed                                                | Combines one or more **policies**, which define visible databases, tables, fields, and rows |

The data a question can actually reach is the intersection of **the agent's data sources** and **what the asker's data role allows**. Creating an agent or receiving a shared one never expands your data scope. See [Permissions and data scope](https://docs.asktable.com/en/permissions).

Askers in channels such as Feishu and Slack do not necessarily have AskTable accounts. They are recorded in the project as **people profiles**, and administrators authorize them to use specific agents. See [Feishu channel user permissions](https://docs.asktable.com/en/permissions/feishu).

## Working with results

| Name            | Description                                                                                                                                                                                         |
| --------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Conversation    | Ask and answer, with follow-up questions. See [Conversations](https://docs.asktable.com/en/conversation)                                                                                            |
| Data table      | A saved query that can be refreshed. See [Save, download, and share](https://docs.asktable.com/en/results)                                                                                          |
| Dashboard       | A board made of several data tables. See [Dashboards](https://docs.asktable.com/en/dashboard)                                                                                                       |
| Analysis canvas | Multi-step analysis that keeps intermediate results. See [Analysis canvas](https://docs.asktable.com/en/canvas)                                                                                     |
| Automation      | Scheduled reports and metric monitors. See [Scheduled reports](https://docs.asktable.com/en/integrations/scheduled-reports) and [Metric monitors](https://docs.asktable.com/en/automation/monitors) |

Conversations and dashboards are visible only to their creators by default. Project owners and administrators can switch to “Manageable” to see all of them.

## Next steps

- Ask your first question: [Ask your first question](https://docs.asktable.com/en/getting-started/quickstart)
- Build an agent yourself: [Build an agent from scratch](https://docs.asktable.com/en/getting-started/build-agent)
