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Instead of switching to the workbook-based query helper or the standalone AI assistant, you can now interact with dashboard tiles in place. Ask follow-up questions, drill into subsets, re-aggregate results, or request summaries, all without leaving the dashboard. Dashboard Assistant panel

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Requirements

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

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Limitations

Before you get started, note that the Dashboard Assistant:
  • Can’t edit the dashboard. To make changes to a tile or visualization, enter a draft of the document and edit as you normally would.
  • Is limited to topics that are:
    • Used in the current dashboard, or
    • Included in the model’s ai_chat_topics

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Enabling the assistant

Organization Admin permissions are required to modify AI & content permissions settings.
The Dashboard Assistant requires two settings to be enabled:
  1. Read data result in Settings > AI. 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:

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Using the assistant

Want to customize the look of your assistant? Use the AI branding settings to add your own icon, change the assistant’s name, and more!
Once enabled, the Dashboard Assistant icon will display in the bottom right corner of published dashboards. Click this icon to open the assistant and begin chatting!Dashboard Assistant icon in an Omni dashboard
You can scope the assistant 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 Assistant
The Dashboard Assistant will focus on the selected chart until you close the chat panel.
To unfocus the assistant from a specific chart, close the chat panel. Note: This will also remove the chat history.
The Query Assistant > File uploads AI setting must be enabled to use this feature.
You can paste images directly from your clipboard into the Dashboard Assistant 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.

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Getting help

If you’re stuck and can’t remember how to do something in Omni, just ask Blobby. Questions like “How do I do [thing]?” will prompt Blobby to search the official Omni docs and provide you with an answer, all without leaving your Omni workflow. You can also directly tell Blobby 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.