Adding Assistant's response to Dashboard

The "Add to Dashboard" feature enables users to save generated insights directly into a selected dashboard for quick access and future reference.

Why It Matters?

• Helps organize and store insights within relevant dashboards.

• Allows easy retrieval and visualization of key metrics.

• Enhances collaboration by making insights available to other team members.

Querying the Assistant

1. Start by querying the assistant with a specific data-related question.

2. The assistant will generate insights in tabular, graphical, or SQL format.

3. Once the required data is retrieved, you can proceed to save it in a dashboard.

Typical Actions

1. Click "Add to Dashboard" – Initiates the process of saving the insight.

2. Select a Dashboard – A modal lists all available dashboards for the user.

3. Choose a Section – After selecting a dashboard, another modal appears to pick a specific section within it.

Once the section is chosen, the insight is successfully added.

This ensures seamless integration of AI-generated insights into structured reporting dashboards for ongoing analysis and decision-making.