Installation & Configuration

Step-by-step Snowflake Native App Installation & Configuration guide.

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Installation Steps

Snowflake Marketplace: In the Snowflake Marketplace, browse to the Genesis Data Agents App.

Click the “Try Now” button to begin the installation of the Genesis Data Agents App in your Snowflake account.

Make sure that you have ACCOUNTADMIN as the role in your Snowflake Account.

Click the “Start Trial” button to experience Genesis Data Agents free for 30 days!

Installing the App: The Genesis Data Agents app will now be installed in your Snowflake account.

An email will be sent to the email address listed in the user profile of the Snowflake User installing the application.

Installation Complete: Once the installation has been completed successfully,

Click the “Configure” button to open the app, which will launch in a new window.

Configuration

Now that you have completed the installation, the next part is the service configuration.

The first step is granting account privileges – click “Grant” and you should now see that all required privileges have been granted.

Once you see “Granted” (highlighted in green) Click The “Activate” button that will appear on the left side. On a new installation, the activation process will create an X-Small virtual warehouse and a small Snowflake compute pool, and the Genesis services will be started.

After clicking “Activate” expect 5-10 minutes for the first-time service startup

Genesis Data Agents Application Set-Up

Congratulations! The service is set up. Now, Click “Launch app” and you’re ready to configure your Genesis Data Agents application.

Now you can launch the Genesis application.

To grant custom Role access to use the Genesis application, run the following:

Please copy and run this in your Snowflake worksheet.

GRANT APPLICATION ROLE GENESIS_DATA_AGENTS.APP_PUBLIC TO ROLE sysadmin;

(Optional) Additional Privileges, PrivateLink, and Cortex Cross-Region Inference

1. Granting the Genesis Data Agents app access to Snowflake objects.

   You grant Genesis Data Agents access to Snowflake objects when Genesis needs to READ or WORK WITH data that exists outside its own application database.

   Grant the privilege on the object to the application.

   E.g. GRANT USAGE ON DATABASE MYDB TO APPLICATION GENESIS_DATA_AGENTS;

   GRANT USAGE ON SCHEMA MYDB.SOURCE TO APPLICATION GENESIS_DATA_AGENTS;

   GRANT SELECT ON ALL TABLES IN SCHEMA MYDB.SOURCE TO APPLICATION GENESIS_DATA_AGENTS;

2. PrivateLink

   In the case that you are using Snowflake and PrivateLink, and have not yet set up PrivateLink to work with Snowpark Container Services, please refer to and follow the steps in this document here.

3. Cortex Cross-Region Inference

   Enable Cortex Cross-Region Inference (Recommended)

   Required for: Access to the latest models via Snowflake Cortex

   Why: The newest, most capable models may not be available in your Snowflake region yet

   How: In order to use the best models via Cortex (as recommended by Genesis), Snowflake users must enable Cortex Cross-Region Inference here.

   Impact: Allows Genesis to use the best available models regardless of your region

Genesis Data Agents default to Cortex, utilizing only the models capable of agentic workflows, but we are model agnostic, so you can also choose to use other models here

Congratulations! We’ve reached the end of Installation & Configuration.

Proceed forth to Grant Data Access to your Genesis Data Agents.