AI Assistant Is Now Available on Dashboards

You can now use the

AI Assistant

directly on your dashboards!

Many of you have asked for a way to stay in the flow while reviewing dashboards, ask follow-up questions, and explore what’s driving changes without switching to workbooks or a separate AI experience. Bringing AI Assistant onto dashboards is a direct response to that feedback.

The assistant uses the full dashboard as context, working across all tiles together. When a dashboard is well curated around a specific type of analysis, the AI helps you focus on what matters and go deeper without losing context.

You’ll still use the

AI Query Helper

to build analysis from scratch and the standalone

AI Assistant

for open exploration. The Dashboard Assistant adds another way to work with AI, grounded in the dashboards you already rely on.

How It Works

Open any dashboard and click the

Dashboard AI Assistant

icon in the bottom-right corner to start chatting.

The AI Assistant is turned

off by default on existing customer dashboards

To enable it on a dashboard:

Go to
File > Document Settings
.
Toggle
AI on Dashboard
to ON.

Once enabled, the AI Assistant icon will appear in the bottom-right corner of the dashboard.

Note:

All dashboard templates already have this enabled by default, so any new dashboards created from templates will automatically include the AI Assistant.

If enabled, you can:

Ask questions that build on the full dashboard
Connect insights across multiple tiles
Request explanations or summaries
Extend the analysis when your questions go beyond what’s already on the dashboard

You’re not limited to the tiles on the screen, but dashboards designed with a clear analytical purpose create the best experience.

Upload Documents for Additional Context

Just like in the standalone AI Assistant, the **Dashboard Assistant supports uploading documents**.

This means you can combine:

The curated analysis in your dashboard
All available data within Insights
Additional context from uploaded files

This can be especially helpful when you want to enrich dashboard analysis with information that lives outside of Insights, such as:

Other departmental performance data
Marketing activity or promotion calendars
Strategy docs

The assistant can use this uploaded information alongside your dashboard to help answer questions and provide more complete, contextual insights.

A Few Things to Know

The Dashboard Assistant can’t edit dashboards. To change tiles, layouts, or filters, open the dashboard in draft mode and edit as usual.
The assistant doesn’t change dashboard filters. If you want to analyze a specific property or subset, update the dashboard filters first.
Well-curated dashboards work best. This doesn’t mean more tiles; it means a clear focus that the AI can build on.
Currently, only Creators may access the AI Assistant on dashboards

We’re excited to see how you use the Dashboard Assistant and how it fits into your day-to-day workflows. As always, your feedback helps shape what we build next, so keep it coming via chat.

👉

Want tips on designing dashboards that work especially well with the AI Assistant? Check out our

help desk article

on best practices for building AI-ready dashboards.