You can now turn your AI Assistant conversations into dashboards in just a few clicks.
What’s changed
Previously, moving from a conversation in the AI Assistant to a dashboard meant a multi-step, manual process: exploring each result, opening workbooks, creating a dashboard, and stitching everything together across multiple tabs.
Now, when you’re chatting with the AI Assistant and reviewing visual results, you can simply select the
dashboard icon
, choose the visualizations you want to include, and create a dashboard instantly. You’re taken straight into the newly created dashboard, ready to customize, add filters, or set up delivery.
Where to find it
This update is available directly within the AI Assistant, alongside your existing conversations and visual results.
Why it matters
This makes it much easier to move from asking questions about your data to creating reusable, shareable content. You can go from exploration to a dashboard that supports daily, weekly, or monthly review in one smooth flow—without breaking your workflow or repeating work.
As always, we’d love your feedback. Let us know what you think, and if you have any questions, please reach out to the Advisory team via the ? icon in the lower-left corner of the platform.