Dashboard Summary Feature in Unified AI

In Dashboard mode, the AI Assistant delivers brief summaries of dashboards, emphasizing key trends and insights. Select Dashboard from the dropdown menu to view the suggestions.

Dashboard Summary

The AI Assistant can analyze a dashboard and provide a summarized overview of its key metrics and insights. The summary is generated in real-time streaming mode, allowing you to see the response being generated as it’s created.

Steps to Generate a Dashboard Summary

1. Type the # symbol in the chat input to view the list of available dashboards.

2. Select a required dashboard from the list to continue your query.

3. The available AI models are displayed based on the configuration used in the Site Settings page. Select a model to continue your query. By default, the latest available model is automatically selected.

4. Send your query to generate a summary.

5. If you do not manually select a dashboard, the AI Assistant automatically retrieves available dashboards, identifies the most relevant dashboard based on your query, suggests alternatives when multiple matches are found, and generates a dashboard summary in streaming mode.

6. Each dashboard summary includes a collapsible “How this was answered” section that provides transparency into the AI Assistant’s reasoning process. You can click to expand the collapsible section to see all reasoning steps and tool calls.

Note: Users can submit queries only for dashboards to which they have access permissions.