Skip to main content
The Dashboard Agent allows you to interact with dashboard tiles using natural language. Ask follow-up questions, drill into subsets, re-aggregate results, or request summaries, all without leaving the dashboard.

​
Requirements

To use the Dashboard Agent, you’ll need Restricted Querier, Querier, Modeler, or Connection Admin permissions for the model the dashboard is built on.

​
Enabling the Dashboard Agent

Organization Admin permissions are required to modify AI & content permissions settings.
The Dashboard Agent requires two settings to be enabled:
  1. Read data result in AI Hub > Setup. This allows the AI to read query results to perform tasks like data summarization, anomaly detection, and highlighting insights.
  2. The AI on dashboard document ability:

​
Using the Dashboard Agent

Want to customize the look of your Dashboard Agent? Use the AI branding settings to add your own icon, change the agent’s name, and more!
Once enabled, a floating avatar will appear on published dashboards. Click the avatar to open the Dashboard Agent in a split-view interface, where the chat appears side-by-side with your dashboard.The split-view layout allows you to interact with the Dashboard Agent while keeping the full dashboard visible, making it easy to reference charts and data as you chat.
When embedding a dashboard with mode=SINGLE_CONTENT, the Dashboard Agent opens in an inline panel instead of split view. This keeps users scoped to the embedded content and prevents navigation away from the single-content frame.
How you access the Dashboard Agent differs depending on whether you’re using an embedded Omni instance or not:
  • Embedded - Click the icon in the left navigation
  • Non-embedded Omni - Click the floating avatar to open the chat panel
This opens a split-view interface, allowing you to chat with the Dashboard Agent while working on your dashboard layout.
You can scope the Dashboard Agent to specific charts by:
  • Clicking a specific chart in the chat, or
  • Clicking on a tile’s (three dot icon) and selecting Ask a follow up question: Add a specific chart option in the Dashboard Agent
The Dashboard Agent will focus on the selected chart until you remove the focus or close the chat panel.
To unfocus the Dashboard Agent from a specific chart, click the X on the chart chip in the chat input. You can also close the chat panel entirely, though this will remove the chat history.
The Use Omni Agent > File uploads AI setting must be enabled to use this feature.
You can paste images directly from your clipboard into the Dashboard Agent chat input to provide visual context alongside your questions. Copy an image to your clipboard and paste it into the chat input using your system’s paste command (Cmd+V on Mac, Ctrl+V on Windows/Linux).The image appears as a file chip in the chat input, indicating it’s ready to be sent with your message.
Image pasting is supported in Chrome and Safari. Firefox does not currently support pasting images into textarea elements due to browser limitations.

​
Getting help

If you’re stuck and can’t remember how to do something in Omni, ask the Omni Agent. Questions like “How do I do [thing]?” will prompt the agent to search the official Omni docs and provide you with an answer, all without leaving your Omni workflow. You can also directly tell the agent to search the docs when researching the answer to your question.
Working in an embedded context? If you have the Hide Omni watermark setting enabled to provide a fully white-labeled experience, the AI doc search feature will respect it. Omni doc links will not be returned in chat, even if explicitly requested.