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Hex+65 Strong positive

Guides

How do we get more value from Hex?

  1. Hex AI Rollout Playbook

    Open Threads to one team after its data domain passes an eval set. Expand domain by domain.

    IncludesDomain checklist and eval gate

    1. Before launchCurate the context
    2. During rolloutOpen Threads in Endorsed Mode
    3. Before scaleGate each domain on evals
    • Self-Serve Analytics
    • AI Adoption

  2. Hex Seats, Credits & Spend Checklist

    Decide who needs an Editor seat, then cap agent spend with credit limits and an auto top-up ceiling.

    IncludesSeat and credit worksheet

    • AI Costs
    • Governance

  3. Hex Security & AI Data Governance Checklist

    Settle SSO, warehouse authentication, and what the agents may read before Hex answers in Slack or other AI assistants.

    IncludesSecurity review checklist

    • Security
    • Governance

  4. Moving Dashboards From Looker or Tableau to Hex

    Audit dashboard usage before migration. Rebuild the dashboards people use with Hex's migration skills, then compare every number with the old tool.

    IncludesMigration audit and sign-off checklist

    • Reporting & Dashboards
    • AI Adoption

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