Getting Started with Ada & Agentic AI

Overview

Ada is Optilogic’s next-generation agentic AI, enabling supply chain teams to work faster and with greater confidence across the full modeling lifecycle — from raw data preparation to optimization runs to executive reporting — all through natural language interactions.

Unlike traditional UI chat assistants, it deploys purpose-built agents that can pursue multi-step goals, use specialized skills, maintain conversational context, and coordinate with each other to complete workflows that previously required significant manual effort. This dramatically reduces the time required to move from raw data to recommendations.

As a core part of Optilogic’s Next Generation User InterfacePlatform, Ada provides a more intelligent and conversational approach to supply chain design work.

Ada is named after Ada Lovelace, widely regarded as the world’s first computer programmer and one of the earliest visionaries to recognize the potential of computational systems beyond pure calculation. The name reflects Optilogic’s goal of building intelligent systems that help people solve complex problems through collaboration between human expertise and advanced computing.

Quick Start

  1. Log into the Next Generation UI Optilogic platform at https://ai.optilogic.app or click on the Ada icon in the navigation bar on the current Optilogic platform at https://optilogic.app
  2. Ask Ada your question or to perform a task through chat in the top central part of the platform:
    1. Choose which database(s) the prompt applies to
    2. Choose which AI Agent to use
    3. Type your prompt in the chat textbox and click on submit, or
    4. Click on an example prompt
  3. Respond to any clarifications Ada needs
  4. Authorize any actions if needed
  5. Review responses & results

Understanding Ada

What is Ada?

Ada is your AI-first supply chain modeling partner, designed specifically for the Optilogic platform. Through a conversational interface, Ada helps users build, validate, analyze, and improve supply chain models.

You can think of Ada as a chat agent like for example Claude and ChatGPT. But, unlike general-purpose AI chat tools, Ada is trained around supply chain modelling workflows and has access to Optilogic-specific tools, applications, databases, schemas, and platform capabilities.

Today, Ada includes three specialized AI Agents:

  • Modeler Agent - a supply-chain modeling assistant focused on turning data into optimization-ready ANURA datasets and running/diagnosing solves (NEO / Hopper) in a disciplined, schema-driven way.
  • Data Cleanser Agent - A data quality and transformation agent that can profile datasets, identify issues, standardize data, apply transformations, and validate results.
  • Next Gen UI Agent – an interface-focused agent that helps users explore data, monitor work, and take action inside the Optilogic Next Gen UI platform.

Good to know

These AI agents continuously improve over time and will be merged into one agent in future, so that users do not need to select which one to use for their specific question/task.

The Select the AI Agent part of the Create Your First Prompt section further below includes guidance on which agent to use for what type of question/task.

For a deeper technical explanation of how AI agents, tools, and skills work together, see the AI Agents: Architecture and Components help center article.

What Should I Use Ada for?

Teams commonly use Ada for:

  • building optimization-ready datasets
  • validating model structure and assumptions
  • profiling and cleaning raw supply chain data
  • generating scenarios for comparison
  • interpreting optimization outputs
  • summarizing findings for stakeholders
  • identifying modeling gaps before solver runs
  • exploring unfamiliar models or databases
  • creating repeatable data cleansing and model building workflows
  • analyzing and summarizing existing workflows

Ada works best for:

  • multi-step analytical workflows
  • iterative model refinement
  • exploratory analysis
  • structured operational tasks

Ada is less suited for:

  • highly ambiguous business strategy discussions with no data/model context
  • production-critical actions without human review
  • tasks requiring unsupported integrations or external internet access

How to Think About Ada

Ada is best thought of as:

  • a collaborative modeling partner
  • capable of reasoning across multiple steps
  • able to interact with connected Optilogic tools and databases
  • but still dependent on the quality of the instructions and context provided

Ada does not automatically understand:

  • your business goals
  • model intent
  • undocumented assumptions
  • organizational conventions

The clearer the context you provide, the better the results typically become.

What Ada Can Connect to

Ada can connect to:

  • Cosmic Frog model databases — Postgres databases with a standard Anura schema that optimization and simulation engines read from and write to. The Modeler Agent builds and validates models here and can query them to perform various types of analysis.
  • DataStar project databases — Postgres databases with a Starburst schema used by DataStar, the Optilogic platform application for data transformation work. The Modeler Agent can interact with DataStar macros and tasks for data workflows. Both the Modeler Agent and the Data Cleanser Agent can read from and write to DataStar Project Sandboxes.
  • Postgres databases — any other Postgres databases on the Optilogic platform. The Data Cleanser Agent and the Modeler Agent can work with these alongside Cosmic Frog models and DataStar Project Sandboxes.
  • Optilogic optimization engines — the Modeler Agent can launch NEO (network design and optimization) and Hopper (multi-stop transportation routing) solver runs directly.
  • Optilogic platform storage — both the Modeler Agent and Data Cleanser Agent can create artifacts that can be saved in the user’s Optilogic account (accessible through the Explorer application). These artifacts include for example Python scripts (.py files), markdown documents (.md), and web browser files (.html).

Ada operates entirely within the Optilogic platform and your connected databases. It does not access the internet or any data or systems outside of the Optilogic environment. It does not send your data to third parties beyond what is required by the underlying GPT family model API (see AI Data Security & Privacy).

What to Expect When Working with Ada

Ada may:

  • ask clarifying questions
  • propose plans before execution
  • require approvals before modifying data
  • occasionally provide imperfect or incomplete answers
  • improve when given more structured context

How to Use Ada

Good to know

This section focuses on how to work with Ada and the types of responses and interactions you can expect. To understand the individual agents, their strengths, and to get ideas for prompts to use with them, see the help center articles linked in the What is Ada?  section above. Or, ask the agents themselves!

To start using Ada, log in at https://ai.optilogic.app or navigate there by clicking on the Ada icon in the navigation bar while on the Optilogic platform (https://optilogic.app):

Besides this documentation, you can also get a guided tour on how to use Ada from within the platform itself. In the sidebar on the left, click on the Open Apps Launcher icon:

Then search for “Start Ada chat” and click on the Start Ada Chat Walkthrough item in the Actions list to start the tour:

How to Access Ada

When logged into the Next Gen UI at https://ai.optilogic.app, there are 2 main ways to start using Ada:

  1. Go to the Home page, if not yet there, by clicking on the icon in the sidebar along the left of the platform.
  2. Ada will be available through chat at the top in the central part of the platform. Note other widgets are available below Ada.
  3. If you want to just chat with Ada without other widgets and/or access historical conversations, click on the chat bubble icon in the sidebar. The whole central part of the platform will then be used by your chat with Ada:

Create Your First Prompt

In a new conversation, you first need to configure chat style (optional), select your database(s), choose your agent, and then enter your question/task for Ada.

Note that for any further questions within the same conversation, the chat style, database(s), and agent do not need to be configured again – they will remain as they were set for the first prompt.

Set Interaction Style

  1. To choose the style for your conversations with Ada, click on the settings icon at the left bottom of the prompt textbox.
  2. Click on the Style drop-down list to view the options. The selected style has a darker background and a checkmark. Choose from:
    1. Scout (default)
      • Low autonomy - asks before significant actions
      • Explains plans before execution
      • Best for careful, high-impact modeling work
    2. Dash
      • High autonomy - makes reasonable assumptions and proceeds
      • Minimizes confirmation pauses
      • Best for rapid iteration and experienced users
    3. Mentor
      • Medium autonomy – proceeds with reasonable assumptions for routine steps; pauses to confirm key modeling choices/trade-offs
      • Explains reasoning while working
      • Highlights trade-offs and modeling decisions
      • Best for collaborative and educational workflows
    4. Caveman
      • Medium autonomy - proceeds on defaults for routine steps; only asks when a decision materially changes outcomes or is irreversible
      • Short, terse responses with minimal commentary
      • Best for experienced users who prefer compact interactions

Pro tip

For most users with some experience using Optilogic tools, but just starting out using AI, the default Scout style will be suitable. And know that you can always change this setting to try out a different style too.

Select Database(s)

  1. Click on the Databases drop-down list to view the available databases in the account you are working in. These can be Cosmic Frog models, DataStar projects, and Postgres SQL databases.
  2. You can use the search box to quickly find the database(s) of interest.
  3. At the top of the list, Cosmic Frog models will be listed. Here the one named Global Supply Chain Strategy has been selected.
  4. Further down the list, DataStar projects are listed. Here the one named AI Agents is selected.

Pro tip

Users can select multiple databases, which is helpful when for example working on a workflow which populates Cosmic Frog input tables with data prepared in a DataStar project.

Select the AI Agent

  1. Click on the Agent drop-down to view the available agents.
  2. Choose the one most suitable for your question/task.

To guide you on choosing the best agent for the task, here is an overview of what each is good at.

Modeler Agent:

  • Mapping cleaned / staged data into ANURA-structured inputs for Neo and Hopper (Customers, Facilities, Products, Demand, Shipments, etc.)
  • Schema / enumerate / UoM compliance checks, referential integrity for model tables
  • Pre-solve viability checks (connectivity, capacity vs demand, scenario alignment)
  • Running NEO / Hopper and diagnosing preprocessing / validation / empty-output issues
  • Output analysis of Neo / Hopper solves, including reports comparing scenarios, summarizing KPI’s, etc.
  • Analyzing, designing and creating DataStar projects and macros, for example to leaving behind data transformation steps in a repeatable Macro

Data Cleanser:

  • Fixing missing / invalid values, duplicates, outliers
  • Standardizing names / IDs (customer/product/facility crosswalks), units, date formats
  • Reshaping raw extracts into clean staging tables
  • Reconciling keys across sources (referential integrity checks)

Next Gen UI Agent:

  • Showing live dashboards (jobs, model previews) as interactive widgets
  • Querying your databases (read-only SQL) and render results as tables, KPIs, and charts
  • Exploring schemas (tables / columns / relationships) so we can write correct queries
  • Navigating / opening apps (SQL Editor, Cosmic Frog, Run Manager, etc.) via buttons
  • Helping manage your work (projects/goals/tasks) with reviewable drafts for multi-step changes

Ada’s Response

Once a prompt has been submitted, Ada will process it and formulate a response. Responses can have different formats, here we will see a text only result, while other response types are covered in the next section.

  1. The user submitted the prompt “Please profile my data”.
  2. While Ada is processing the prompt, a status line appears which includes how long she has been processing the prompt for and information on the current step she is on. This section can be expanded, like it is here, by using the caret icon on the left.
  3. Since the status section is expanded, we see all of Ada’s steps here.
  4. These icons at the top left of the detailed status section can be used to just filter the list for Status updates, Thinking steps, Tool calls, Knowledge retrieval steps, and AI steps (left to right; latter 2 not shown here as they were not used).
  5. Use these 2 icons to collapse and expand all steps in the status list.
  6. If you want to stop Ada’s execution, you can click on the stop button.

Once Ada is done processing the prompt, the response will be displayed:

  1. In the, now collapsed, status line we see that the response took 1.2 minutes.
  2. On the right-hand side in the status line, users can click on this icon to open the list of Status Updates.
  3. Clicking on this icon opens the list of Tool Calls made while processing.

The full response for this prompt is shown in the next 2 screenshots:

  1. Users can copy the response text by clicking on this copy icon.
  2. To help Ada continuously improve, users can give a thumbs up or down if the response is considered good or poor.
  3. To continue the conversation, type your follow up question/task in the prompt textbox. Ada will remember the context of the conversation so far and will use it to respond to follow-up prompts.

Additional Response Types and Interactions

Besides responses that are purely text-based, you will come across other types too. For example, when your input is needed, Ada will pause the response and ask you for feedback:

  1. As a follow-up from the previous prompt, the user has asked Ada to go ahead and clean the just profiled tables.
  2. The current status indicates that Human in the Loop (HITL) feedback is required now.
  3. The top part summarizes why HITL feedback is needed and states what will happen once the feedback is received.
  4. Often, Ada will propose several ways forward and all the user needs to do is click on their desired option. A selected option is shown in a darker color.
  5. If the user does not want to go forward with an Ada-proposed option, they can use the textbox to provide instructions on what to do for that specific feedback item. Additional context can be provided here too.
  6. Once feedback options are selected, click on “Send response” so that Ada will continue processing.
  7. If it has become clear that the prompt will not achieve what you intended or you need more time to look into something Ada surfaced, you can click on “Stop agent” to halt execution.

When Ada modifies a Cosmic Frog model or a DataStar project sandbox, users can verify these in the respective applications on the current platform (https://optilogic.app). Here, we are checking if the data cleaning step indeed created the clean_ tables in the sandbox of the connected DataStar project:

Responses can also contain files:

  1. The user has prompted Ada to create a scenario comparison report in HTML format.
  2. The top part of the response summarizes what Ada has done.
  3. Two files are available in the response, this first one is a Python script which a user could save for future use to create scenario comparison reports using the same logic.
  4. This is the report itself. Use the 3 buttons to the right of the report name to download it, save it to your workspace, or to open it in the Lightning Editor application.
  5. If a conversation has generated any artifacts, this icon with the number of artifacts will be showing. This way you can easily access them if you are further up/down in a conversation.

When saving an artifact to your workspace, the following modal will come up where you can choose the location to save it and indicate if any pre-existing files with the same name at the chosen location should be overwritten or not:

When choosing to open the report in Lightning Editor, it does so in the new platform, to the right of the conversation with Ada so users do not need to change context:

The Next Gen UI Agent can help you for example with changing the look and feel of the platform’s UI. In this example it created a tour on how to customize the UI where the user can click on the buttons in the response to be taken directly to that part of the UI:

Historical Conversations

Conversations with Ada are by default saved and users can return to them to review, audit, or continue the conversation.

  1. Click on the chat icon in the task bar to open Ada and any historical conversations.
  2. To just see your current conversation, click on the close icon at the right top to close the list of historical conversations.
  3. To start a new conversation, click on the plus button.
  4. To quickly find a conversation, use the search box.
  5. Use these buttons to refresh the list, select 1 or multiple conversations for bulk delete, or to filter the conversations list either by date or based on tags (automatically assigned).
  6. A card for a conversation in the list contains:
    1. The conversation’s name, by default this is the first part of the first prompt in the conversation.
    2. When this conversation was had.
    3. How many messages there are in the conversation, this includes user prompts and Ada responses.
    4. Any tags to facilitate filtering conversations.
    5. Use this button to surface a context menu with pin, rename, and delete options for the conversation.
    6. This delete button can also be used to remove a conversation.

Best Practices

Keep Conversations Focused

Ada performs best when conversations stay centered on a single task or workflow. Avoid mixing unrelated activities — such as model building, reporting, and data cleansing — in the same chat.

Focused conversations improve response quality, reduce confusion, and make it easier for Ada to maintain context.

Give Context Before the Task

Provide business context, objectives, constraints, and relevant background before asking Ada to perform work.

Better prompts typically include:

  1. Business or modeling context
  2. Constraints or requirements
  3. The specific task

Example: Instead of: “Build scenarios for this model.”

Try: “This model evaluates manufacturing diversification risk across LATAM and EMEA. The goal is to reduce China dependency while minimizing transportation cost increases. Create several realistic diversification scenarios.”

Ask Ada to Explore Before Acting

For complex workflows, first ask Ada to explore, profile, summarize, or analyze the environment before making changes.

Examples:

  • “Explore the current model and summarize its structure and assumptions.”
  • “Profile the selected datasets and identify data quality issues.”

This gives both you and Ada better shared context before execution and reduces downstream errors.

Plan First for Multi-Step Workflows

For larger workflows, ask Ada to propose a plan before executing actions.

Example: “Before making changes, provide a step-by-step plan for how you would approach this workflow.”

This allows you to:

  • validate assumptions early
  • review sequencing
  • catch issues before execution
  • maintain better control over complex tasks

Be Explicit About Constraints

Clearly state any important rules or limitations.

Examples:

  • “Do not overwrite existing tables.”
  • “Do not modify baseline assumptions.”
  • “Only use cleansed datasets.”
  • “Do not generate synthetic data.”

Explicit constraints improve consistency and reduce unintended actions.

Ask Ada Clarifying Questions

If a workflow is complex or ambiguous, invite Ada to ask clarifying questions before proceeding.

Example: “Before executing, ask any clarifying questions needed to complete this task correctly.”

This often improves first-pass accuracy significantly.

Start a New Conversation When Switching Contexts

Create a new conversation when:

  • changing interaction style, database(s), or Agent
  • switching between unrelated tasks
  • moving from brainstorming to execution
  • responses become inconsistent or degraded

Long conversations can dilute context and reduce response quality over time.

Tips & Tricks

Ask for Multiple Options

Instead of requesting a single recommendation, ask Ada for multiple approaches and trade-offs.

Example: “Provide three approaches for supplier diversification and explain the trade-offs of each.”

This helps surface alternatives and improves decision-making.

Re-State Important Constraints During Long Workflows

In long conversations, periodically remind Ada about key requirements.

Examples:

  • “Reminder: do not modify schema structure.”
  • “Reminder: baseline assumptions must remain unchanged.”

This helps reduce context drift.

Generate a Summary Before Starting a New Chat

If a conversation becomes long or complex, ask Ada to summarize:

  • goals
  • decisions
  • assumptions
  • constraints
  • unresolved issues

You can paste this summary into a new conversation to preserve context without carrying forward unnecessary noise.

Helpful prompt: “Summarize this conversation into a clean handoff document including goals, technical decisions, constraints, and next steps.”

Avoid Overloading Prompts

More information is not always better.

Instead:

  • provide only relevant context
  • break large inputs into sections
  • clearly label important information
  • keep the most critical instructions near the top

Focused prompts generally produce better results than overly large or unstructured requests.

Ask Ada What It Can Do

If you are unsure how to approach a task, ask Ada directly.

Examples:

  • “What can this agent help me with?”
  • “What are best practices for this workflow?”
  • “Show me example prompts for this task.”
  • “Create a guided tour of this feature.”

Ada can often suggest workflows, prompts, and capabilities you may not know are available.

Current Limitations and Known Behaviors

Ada is evolving rapidly, and some platform capabilities are still in active development.

File Attachments in Chat

Files cannot currently be uploaded directly into Ada conversations.

File Explorer Data Access

Data stored in your account (accessible through the Explorer application) is not directly accessible in chat workflows. Data first needs to be imported into a DataStar project or connected database.

DataStar and Cosmic Frog Integration

The Next Gen platform does not yet provide fully seamless integration of the DataStar and Cosmic Frog applications. For some processes, users will need to open these in the current platform (https://optilogic.app).

UI Rendering Requires the Next Gen UI Agent

Advanced inline visualizations and UI rendering features currently require selecting the Next Gen UI Agent explicitly.

Long Conversations Can Degrade Performance

As conversations grow longer, Ada may lose context, become repetitive, or produce less reliable responses.

Starting a fresh conversation for new workflows or projects generally improves results.

AI Responses Should Always Be Reviewed

Like all AI systems, Ada can occasionally produce incorrect or misleading outputs.

Always validate:

  • optimization assumptions
  • generated SQL
  • data transformations
  • KPI interpretations
  • scenario recommendations

before using outputs in production or customer-facing work.

Session Stability

Leaving the platform idle for extended periods can interrupt workflows or produce unexpected behavior.

If the platform becomes unstable:

  • refresh the session
  • restart the conversation if needed

Other Helpful Resources

We hope you are going to have many productive conversations with Ada! Please do not hesitate to contact our Support team via support@optilogic.com if you have any questions or concerns.

Appendix – AI Data Security and Privacy

Applies to all Optilogic AI systems.

No confidential client information will be used as inputs or part of model training and validation datasets. In addition:

  • Data Ownership: You retain ownership of your data. The data you input is not shared with any outside parties.
  • No External Sharing: None of the data used when interacting with Optilogic Agentic AI will be shared or allowed to be used to train any LLM or model.
  • Access Control: Access to your conversation history is limited to you and authorized Optilogic personnel. Your conversation data is not accessible to other users.
  • Data Security: Optilogic employs industry-standard security practices to protect your data from unauthorized access and breaches.

Data Minimization: The amount of data shared with the AI provider depends on the task being performed. Optilogic's agents are engineered to query and pass only the minimum data required for each specific operation — ranging from structural metadata (table and column names, data types, statistical summaries) for schema-level tasks, to slices of actual data values for operations that require it, such as data cleansing, outlier detection, or name matching.

Optilogic does not transmit your entire dataset to the AI provider in a single operation. However, over the course of a session, the AI provider may process portions of your data as needed to complete the tasks you request.

No Model Training: Optilogic does not use your data to train AI models. Optilogic’s current AI provider (OpenAI) does not use API-submitted data for model training under their enterprise API terms. Refer to OpenAI policies here: https://openai.com/policies/.

Built-in Agent Safety Instructions: Optilogic agents include standing safety instructions in their core configuration to guard against prompt injection — attempts to manipulate agent behavior through user messages or data the agent processes. These instructions:

  • Maintain platform rules regardless of override attempts made through conversation or through data in your models
  • Treat query results, external files, and retrieved knowledge as content to analyze, not as commands to execute
  • Decline requests to reveal or reconstruct system-level instructions
  • Resist common manipulation techniques — including urgency, false authority, and roleplay scenarios — used to bypass safeguards
  • These protections are instruction-based: they shape how the agent is directed to behave. They do not constitute a technical barrier, and they do not replace careful review of agent actions before approving high-impact operations.

Best Practices: Users should avoid including sensitive information (PII, credentials, etc.) in table/column names or prompts, as these are shared with the AI provider.

Overview

Ada is Optilogic’s next-generation agentic AI, enabling supply chain teams to work faster and with greater confidence across the full modeling lifecycle — from raw data preparation to optimization runs to executive reporting — all through natural language interactions.

Unlike traditional UI chat assistants, it deploys purpose-built agents that can pursue multi-step goals, use specialized skills, maintain conversational context, and coordinate with each other to complete workflows that previously required significant manual effort. This dramatically reduces the time required to move from raw data to recommendations.

As a core part of Optilogic’s Next Generation User InterfacePlatform, Ada provides a more intelligent and conversational approach to supply chain design work.

Ada is named after Ada Lovelace, widely regarded as the world’s first computer programmer and one of the earliest visionaries to recognize the potential of computational systems beyond pure calculation. The name reflects Optilogic’s goal of building intelligent systems that help people solve complex problems through collaboration between human expertise and advanced computing.

Quick Start

  1. Log into the Next Generation UI Optilogic platform at https://ai.optilogic.app or click on the Ada icon in the navigation bar on the current Optilogic platform at https://optilogic.app
  2. Ask Ada your question or to perform a task through chat in the top central part of the platform:
    1. Choose which database(s) the prompt applies to
    2. Choose which AI Agent to use
    3. Type your prompt in the chat textbox and click on submit, or
    4. Click on an example prompt
  3. Respond to any clarifications Ada needs
  4. Authorize any actions if needed
  5. Review responses & results

Understanding Ada

What is Ada?

Ada is your AI-first supply chain modeling partner, designed specifically for the Optilogic platform. Through a conversational interface, Ada helps users build, validate, analyze, and improve supply chain models.

You can think of Ada as a chat agent like for example Claude and ChatGPT. But, unlike general-purpose AI chat tools, Ada is trained around supply chain modelling workflows and has access to Optilogic-specific tools, applications, databases, schemas, and platform capabilities.

Today, Ada includes three specialized AI Agents:

  • Modeler Agent - a supply-chain modeling assistant focused on turning data into optimization-ready ANURA datasets and running/diagnosing solves (NEO / Hopper) in a disciplined, schema-driven way.
  • Data Cleanser Agent - A data quality and transformation agent that can profile datasets, identify issues, standardize data, apply transformations, and validate results.
  • Next Gen UI Agent – an interface-focused agent that helps users explore data, monitor work, and take action inside the Optilogic Next Gen UI platform.

Good to know

These AI agents continuously improve over time and will be merged into one agent in future, so that users do not need to select which one to use for their specific question/task.

The Select the AI Agent part of the Create Your First Prompt section further below includes guidance on which agent to use for what type of question/task.

For a deeper technical explanation of how AI agents, tools, and skills work together, see the AI Agents: Architecture and Components help center article.

What Should I Use Ada for?

Teams commonly use Ada for:

  • building optimization-ready datasets
  • validating model structure and assumptions
  • profiling and cleaning raw supply chain data
  • generating scenarios for comparison
  • interpreting optimization outputs
  • summarizing findings for stakeholders
  • identifying modeling gaps before solver runs
  • exploring unfamiliar models or databases
  • creating repeatable data cleansing and model building workflows
  • analyzing and summarizing existing workflows

Ada works best for:

  • multi-step analytical workflows
  • iterative model refinement
  • exploratory analysis
  • structured operational tasks

Ada is less suited for:

  • highly ambiguous business strategy discussions with no data/model context
  • production-critical actions without human review
  • tasks requiring unsupported integrations or external internet access

How to Think About Ada

Ada is best thought of as:

  • a collaborative modeling partner
  • capable of reasoning across multiple steps
  • able to interact with connected Optilogic tools and databases
  • but still dependent on the quality of the instructions and context provided

Ada does not automatically understand:

  • your business goals
  • model intent
  • undocumented assumptions
  • organizational conventions

The clearer the context you provide, the better the results typically become.

What Ada Can Connect to

Ada can connect to:

  • Cosmic Frog model databases — Postgres databases with a standard Anura schema that optimization and simulation engines read from and write to. The Modeler Agent builds and validates models here and can query them to perform various types of analysis.
  • DataStar project databases — Postgres databases with a Starburst schema used by DataStar, the Optilogic platform application for data transformation work. The Modeler Agent can interact with DataStar macros and tasks for data workflows. Both the Modeler Agent and the Data Cleanser Agent can read from and write to DataStar Project Sandboxes.
  • Postgres databases — any other Postgres databases on the Optilogic platform. The Data Cleanser Agent and the Modeler Agent can work with these alongside Cosmic Frog models and DataStar Project Sandboxes.
  • Optilogic optimization engines — the Modeler Agent can launch NEO (network design and optimization) and Hopper (multi-stop transportation routing) solver runs directly.
  • Optilogic platform storage — both the Modeler Agent and Data Cleanser Agent can create artifacts that can be saved in the user’s Optilogic account (accessible through the Explorer application). These artifacts include for example Python scripts (.py files), markdown documents (.md), and web browser files (.html).

Ada operates entirely within the Optilogic platform and your connected databases. It does not access the internet or any data or systems outside of the Optilogic environment. It does not send your data to third parties beyond what is required by the underlying GPT family model API (see AI Data Security & Privacy).

What to Expect When Working with Ada

Ada may:

  • ask clarifying questions
  • propose plans before execution
  • require approvals before modifying data
  • occasionally provide imperfect or incomplete answers
  • improve when given more structured context

How to Use Ada

Good to know

This section focuses on how to work with Ada and the types of responses and interactions you can expect. To understand the individual agents, their strengths, and to get ideas for prompts to use with them, see the help center articles linked in the What is Ada?  section above. Or, ask the agents themselves!

To start using Ada, log in at https://ai.optilogic.app or navigate there by clicking on the Ada icon in the navigation bar while on the Optilogic platform (https://optilogic.app):

Besides this documentation, you can also get a guided tour on how to use Ada from within the platform itself. In the sidebar on the left, click on the Open Apps Launcher icon:

Then search for “Start Ada chat” and click on the Start Ada Chat Walkthrough item in the Actions list to start the tour:

How to Access Ada

When logged into the Next Gen UI at https://ai.optilogic.app, there are 2 main ways to start using Ada:

  1. Go to the Home page, if not yet there, by clicking on the icon in the sidebar along the left of the platform.
  2. Ada will be available through chat at the top in the central part of the platform. Note other widgets are available below Ada.
  3. If you want to just chat with Ada without other widgets and/or access historical conversations, click on the chat bubble icon in the sidebar. The whole central part of the platform will then be used by your chat with Ada:

Create Your First Prompt

In a new conversation, you first need to configure chat style (optional), select your database(s), choose your agent, and then enter your question/task for Ada.

Note that for any further questions within the same conversation, the chat style, database(s), and agent do not need to be configured again – they will remain as they were set for the first prompt.

Set Interaction Style

  1. To choose the style for your conversations with Ada, click on the settings icon at the left bottom of the prompt textbox.
  2. Click on the Style drop-down list to view the options. The selected style has a darker background and a checkmark. Choose from:
    1. Scout (default)
      • Low autonomy - asks before significant actions
      • Explains plans before execution
      • Best for careful, high-impact modeling work
    2. Dash
      • High autonomy - makes reasonable assumptions and proceeds
      • Minimizes confirmation pauses
      • Best for rapid iteration and experienced users
    3. Mentor
      • Medium autonomy – proceeds with reasonable assumptions for routine steps; pauses to confirm key modeling choices/trade-offs
      • Explains reasoning while working
      • Highlights trade-offs and modeling decisions
      • Best for collaborative and educational workflows
    4. Caveman
      • Medium autonomy - proceeds on defaults for routine steps; only asks when a decision materially changes outcomes or is irreversible
      • Short, terse responses with minimal commentary
      • Best for experienced users who prefer compact interactions

Pro tip

For most users with some experience using Optilogic tools, but just starting out using AI, the default Scout style will be suitable. And know that you can always change this setting to try out a different style too.

Select Database(s)

  1. Click on the Databases drop-down list to view the available databases in the account you are working in. These can be Cosmic Frog models, DataStar projects, and Postgres SQL databases.
  2. You can use the search box to quickly find the database(s) of interest.
  3. At the top of the list, Cosmic Frog models will be listed. Here the one named Global Supply Chain Strategy has been selected.
  4. Further down the list, DataStar projects are listed. Here the one named AI Agents is selected.

Pro tip

Users can select multiple databases, which is helpful when for example working on a workflow which populates Cosmic Frog input tables with data prepared in a DataStar project.

Select the AI Agent

  1. Click on the Agent drop-down to view the available agents.
  2. Choose the one most suitable for your question/task.

To guide you on choosing the best agent for the task, here is an overview of what each is good at.

Modeler Agent:

  • Mapping cleaned / staged data into ANURA-structured inputs for Neo and Hopper (Customers, Facilities, Products, Demand, Shipments, etc.)
  • Schema / enumerate / UoM compliance checks, referential integrity for model tables
  • Pre-solve viability checks (connectivity, capacity vs demand, scenario alignment)
  • Running NEO / Hopper and diagnosing preprocessing / validation / empty-output issues
  • Output analysis of Neo / Hopper solves, including reports comparing scenarios, summarizing KPI’s, etc.
  • Analyzing, designing and creating DataStar projects and macros, for example to leaving behind data transformation steps in a repeatable Macro

Data Cleanser:

  • Fixing missing / invalid values, duplicates, outliers
  • Standardizing names / IDs (customer/product/facility crosswalks), units, date formats
  • Reshaping raw extracts into clean staging tables
  • Reconciling keys across sources (referential integrity checks)

Next Gen UI Agent:

  • Showing live dashboards (jobs, model previews) as interactive widgets
  • Querying your databases (read-only SQL) and render results as tables, KPIs, and charts
  • Exploring schemas (tables / columns / relationships) so we can write correct queries
  • Navigating / opening apps (SQL Editor, Cosmic Frog, Run Manager, etc.) via buttons
  • Helping manage your work (projects/goals/tasks) with reviewable drafts for multi-step changes

Ada’s Response

Once a prompt has been submitted, Ada will process it and formulate a response. Responses can have different formats, here we will see a text only result, while other response types are covered in the next section.

  1. The user submitted the prompt “Please profile my data”.
  2. While Ada is processing the prompt, a status line appears which includes how long she has been processing the prompt for and information on the current step she is on. This section can be expanded, like it is here, by using the caret icon on the left.
  3. Since the status section is expanded, we see all of Ada’s steps here.
  4. These icons at the top left of the detailed status section can be used to just filter the list for Status updates, Thinking steps, Tool calls, Knowledge retrieval steps, and AI steps (left to right; latter 2 not shown here as they were not used).
  5. Use these 2 icons to collapse and expand all steps in the status list.
  6. If you want to stop Ada’s execution, you can click on the stop button.

Once Ada is done processing the prompt, the response will be displayed:

  1. In the, now collapsed, status line we see that the response took 1.2 minutes.
  2. On the right-hand side in the status line, users can click on this icon to open the list of Status Updates.
  3. Clicking on this icon opens the list of Tool Calls made while processing.

The full response for this prompt is shown in the next 2 screenshots:

  1. Users can copy the response text by clicking on this copy icon.
  2. To help Ada continuously improve, users can give a thumbs up or down if the response is considered good or poor.
  3. To continue the conversation, type your follow up question/task in the prompt textbox. Ada will remember the context of the conversation so far and will use it to respond to follow-up prompts.

Additional Response Types and Interactions

Besides responses that are purely text-based, you will come across other types too. For example, when your input is needed, Ada will pause the response and ask you for feedback:

  1. As a follow-up from the previous prompt, the user has asked Ada to go ahead and clean the just profiled tables.
  2. The current status indicates that Human in the Loop (HITL) feedback is required now.
  3. The top part summarizes why HITL feedback is needed and states what will happen once the feedback is received.
  4. Often, Ada will propose several ways forward and all the user needs to do is click on their desired option. A selected option is shown in a darker color.
  5. If the user does not want to go forward with an Ada-proposed option, they can use the textbox to provide instructions on what to do for that specific feedback item. Additional context can be provided here too.
  6. Once feedback options are selected, click on “Send response” so that Ada will continue processing.
  7. If it has become clear that the prompt will not achieve what you intended or you need more time to look into something Ada surfaced, you can click on “Stop agent” to halt execution.

When Ada modifies a Cosmic Frog model or a DataStar project sandbox, users can verify these in the respective applications on the current platform (https://optilogic.app). Here, we are checking if the data cleaning step indeed created the clean_ tables in the sandbox of the connected DataStar project:

Responses can also contain files:

  1. The user has prompted Ada to create a scenario comparison report in HTML format.
  2. The top part of the response summarizes what Ada has done.
  3. Two files are available in the response, this first one is a Python script which a user could save for future use to create scenario comparison reports using the same logic.
  4. This is the report itself. Use the 3 buttons to the right of the report name to download it, save it to your workspace, or to open it in the Lightning Editor application.
  5. If a conversation has generated any artifacts, this icon with the number of artifacts will be showing. This way you can easily access them if you are further up/down in a conversation.

When saving an artifact to your workspace, the following modal will come up where you can choose the location to save it and indicate if any pre-existing files with the same name at the chosen location should be overwritten or not:

When choosing to open the report in Lightning Editor, it does so in the new platform, to the right of the conversation with Ada so users do not need to change context:

The Next Gen UI Agent can help you for example with changing the look and feel of the platform’s UI. In this example it created a tour on how to customize the UI where the user can click on the buttons in the response to be taken directly to that part of the UI:

Historical Conversations

Conversations with Ada are by default saved and users can return to them to review, audit, or continue the conversation.

  1. Click on the chat icon in the task bar to open Ada and any historical conversations.
  2. To just see your current conversation, click on the close icon at the right top to close the list of historical conversations.
  3. To start a new conversation, click on the plus button.
  4. To quickly find a conversation, use the search box.
  5. Use these buttons to refresh the list, select 1 or multiple conversations for bulk delete, or to filter the conversations list either by date or based on tags (automatically assigned).
  6. A card for a conversation in the list contains:
    1. The conversation’s name, by default this is the first part of the first prompt in the conversation.
    2. When this conversation was had.
    3. How many messages there are in the conversation, this includes user prompts and Ada responses.
    4. Any tags to facilitate filtering conversations.
    5. Use this button to surface a context menu with pin, rename, and delete options for the conversation.
    6. This delete button can also be used to remove a conversation.

Best Practices

Keep Conversations Focused

Ada performs best when conversations stay centered on a single task or workflow. Avoid mixing unrelated activities — such as model building, reporting, and data cleansing — in the same chat.

Focused conversations improve response quality, reduce confusion, and make it easier for Ada to maintain context.

Give Context Before the Task

Provide business context, objectives, constraints, and relevant background before asking Ada to perform work.

Better prompts typically include:

  1. Business or modeling context
  2. Constraints or requirements
  3. The specific task

Example: Instead of: “Build scenarios for this model.”

Try: “This model evaluates manufacturing diversification risk across LATAM and EMEA. The goal is to reduce China dependency while minimizing transportation cost increases. Create several realistic diversification scenarios.”

Ask Ada to Explore Before Acting

For complex workflows, first ask Ada to explore, profile, summarize, or analyze the environment before making changes.

Examples:

  • “Explore the current model and summarize its structure and assumptions.”
  • “Profile the selected datasets and identify data quality issues.”

This gives both you and Ada better shared context before execution and reduces downstream errors.

Plan First for Multi-Step Workflows

For larger workflows, ask Ada to propose a plan before executing actions.

Example: “Before making changes, provide a step-by-step plan for how you would approach this workflow.”

This allows you to:

  • validate assumptions early
  • review sequencing
  • catch issues before execution
  • maintain better control over complex tasks

Be Explicit About Constraints

Clearly state any important rules or limitations.

Examples:

  • “Do not overwrite existing tables.”
  • “Do not modify baseline assumptions.”
  • “Only use cleansed datasets.”
  • “Do not generate synthetic data.”

Explicit constraints improve consistency and reduce unintended actions.

Ask Ada Clarifying Questions

If a workflow is complex or ambiguous, invite Ada to ask clarifying questions before proceeding.

Example: “Before executing, ask any clarifying questions needed to complete this task correctly.”

This often improves first-pass accuracy significantly.

Start a New Conversation When Switching Contexts

Create a new conversation when:

  • changing interaction style, database(s), or Agent
  • switching between unrelated tasks
  • moving from brainstorming to execution
  • responses become inconsistent or degraded

Long conversations can dilute context and reduce response quality over time.

Tips & Tricks

Ask for Multiple Options

Instead of requesting a single recommendation, ask Ada for multiple approaches and trade-offs.

Example: “Provide three approaches for supplier diversification and explain the trade-offs of each.”

This helps surface alternatives and improves decision-making.

Re-State Important Constraints During Long Workflows

In long conversations, periodically remind Ada about key requirements.

Examples:

  • “Reminder: do not modify schema structure.”
  • “Reminder: baseline assumptions must remain unchanged.”

This helps reduce context drift.

Generate a Summary Before Starting a New Chat

If a conversation becomes long or complex, ask Ada to summarize:

  • goals
  • decisions
  • assumptions
  • constraints
  • unresolved issues

You can paste this summary into a new conversation to preserve context without carrying forward unnecessary noise.

Helpful prompt: “Summarize this conversation into a clean handoff document including goals, technical decisions, constraints, and next steps.”

Avoid Overloading Prompts

More information is not always better.

Instead:

  • provide only relevant context
  • break large inputs into sections
  • clearly label important information
  • keep the most critical instructions near the top

Focused prompts generally produce better results than overly large or unstructured requests.

Ask Ada What It Can Do

If you are unsure how to approach a task, ask Ada directly.

Examples:

  • “What can this agent help me with?”
  • “What are best practices for this workflow?”
  • “Show me example prompts for this task.”
  • “Create a guided tour of this feature.”

Ada can often suggest workflows, prompts, and capabilities you may not know are available.

Current Limitations and Known Behaviors

Ada is evolving rapidly, and some platform capabilities are still in active development.

File Attachments in Chat

Files cannot currently be uploaded directly into Ada conversations.

File Explorer Data Access

Data stored in your account (accessible through the Explorer application) is not directly accessible in chat workflows. Data first needs to be imported into a DataStar project or connected database.

DataStar and Cosmic Frog Integration

The Next Gen platform does not yet provide fully seamless integration of the DataStar and Cosmic Frog applications. For some processes, users will need to open these in the current platform (https://optilogic.app).

UI Rendering Requires the Next Gen UI Agent

Advanced inline visualizations and UI rendering features currently require selecting the Next Gen UI Agent explicitly.

Long Conversations Can Degrade Performance

As conversations grow longer, Ada may lose context, become repetitive, or produce less reliable responses.

Starting a fresh conversation for new workflows or projects generally improves results.

AI Responses Should Always Be Reviewed

Like all AI systems, Ada can occasionally produce incorrect or misleading outputs.

Always validate:

  • optimization assumptions
  • generated SQL
  • data transformations
  • KPI interpretations
  • scenario recommendations

before using outputs in production or customer-facing work.

Session Stability

Leaving the platform idle for extended periods can interrupt workflows or produce unexpected behavior.

If the platform becomes unstable:

  • refresh the session
  • restart the conversation if needed

Other Helpful Resources

We hope you are going to have many productive conversations with Ada! Please do not hesitate to contact our Support team via support@optilogic.com if you have any questions or concerns.

Appendix – AI Data Security and Privacy

Applies to all Optilogic AI systems.

No confidential client information will be used as inputs or part of model training and validation datasets. In addition:

  • Data Ownership: You retain ownership of your data. The data you input is not shared with any outside parties.
  • No External Sharing: None of the data used when interacting with Optilogic Agentic AI will be shared or allowed to be used to train any LLM or model.
  • Access Control: Access to your conversation history is limited to you and authorized Optilogic personnel. Your conversation data is not accessible to other users.
  • Data Security: Optilogic employs industry-standard security practices to protect your data from unauthorized access and breaches.

Data Minimization: The amount of data shared with the AI provider depends on the task being performed. Optilogic's agents are engineered to query and pass only the minimum data required for each specific operation — ranging from structural metadata (table and column names, data types, statistical summaries) for schema-level tasks, to slices of actual data values for operations that require it, such as data cleansing, outlier detection, or name matching.

Optilogic does not transmit your entire dataset to the AI provider in a single operation. However, over the course of a session, the AI provider may process portions of your data as needed to complete the tasks you request.

No Model Training: Optilogic does not use your data to train AI models. Optilogic’s current AI provider (OpenAI) does not use API-submitted data for model training under their enterprise API terms. Refer to OpenAI policies here: https://openai.com/policies/.

Built-in Agent Safety Instructions: Optilogic agents include standing safety instructions in their core configuration to guard against prompt injection — attempts to manipulate agent behavior through user messages or data the agent processes. These instructions:

  • Maintain platform rules regardless of override attempts made through conversation or through data in your models
  • Treat query results, external files, and retrieved knowledge as content to analyze, not as commands to execute
  • Decline requests to reveal or reconstruct system-level instructions
  • Resist common manipulation techniques — including urgency, false authority, and roleplay scenarios — used to bypass safeguards
  • These protections are instruction-based: they shape how the agent is directed to behave. They do not constitute a technical barrier, and they do not replace careful review of agent actions before approving high-impact operations.

Best Practices: Users should avoid including sensitive information (PII, credentials, etc.) in table/column names or prompts, as these are shared with the AI provider.

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