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Document when AI agents actually load project context - #1547

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Oct 23, 2026
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The Agent context page described where lightdash.project_context.yml lives but not when Lightdash actually reads it and when agents actually use it — both are gated and easy to assume work by default.

Adds a "When agents load it" section stating that:

  • The file is only ingested into a project when the organization setting Review AI agent turns (Settings → Ask AI → General) is on, and only after the project is recompiled (Refresh dbt/Refresh models, or lightdash deploy).
  • Agents only load project context on projects connected through GitHub or GitLab — a project with no repository connection, including a CLI-created preview (lightdash preview, lightdash start-preview, or a repo-less lightdash deploy), never ingests or loads the file.
  • Clarifies that a preview built from a connected GitHub/GitLab branch does read the file from that branch at compile time, while a CLI-created preview with no repository connection has no branch to read it from.

Also tightens the intro to note the file lives in the connection's configured Project directory path, which isn't always the repository root.


Cloudy found this docs gap while working a support thread. Written by Cloudy's docs writer; a teammate reviews it before merge, and edits are welcome.

@lightdash-bot lightdash-bot added the cloudy-needs-review Created by Cloudy; human review is outstanding label Oct 23, 2026
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jpetey75 merged commit 12014e0 into main Oct 23, 2026
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jpetey75 deleted the cloudy/docs-document-when-ai-agents-actually-load-project-cont-9832a13b branch October 23, 2026 16:03

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