Dashboard Assistant

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To have this feature enabled, reach out to Omni support.

The AI Dashboard Assistant brings Omni’s conversational analytics directly into your dashboards. 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.

Requirements

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

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

Enabling the assistant

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Organization Admin permissions are required to modify organization AI & content permission 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:
   • To enable the assistant globally, navigate to Settings > General > Content permissions tab. This will enable the assistant by default, but you can disable it on a document-by-document basis.
   • To enable the assistant on individual documents, navigate to File > Document Settings > AI on dashboard in the document

Using the assistant

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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!

Opening the chat panel

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!

Focusing on specific charts

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.

The Dashboard Assistant will focus on the selected chart until you close the chat panel.

Unfocusing from a specific chart

To unfocus the assistant from a specific chart, close the chat panel. Note: This will also remove the chat history.