Help the AI Agent Find the Right Dashboard First

Before you ask the AI Agent to build something new, it's worth asking a different question first: do we already have a dashboard for this? Now you can ask the Agent directly, describe the business question or analysis you're after, and it will search your existing dashboards and workbooks to see if a strong answer already exists.
What's New
You can now ask the AI Agent whether a dashboard or workbook already covers what you're looking for, in your own words, describing the business question or the kind of analysis you need. This happens in the Agent's chat, not the global search bar, so you can go back and forth: refine what you're asking, add detail, or clarify if the first result isn't quite it. The Agent searches your existing content and, if a strong match exists, surfaces it directly. Click through and you're taken straight into the dashboard, no rebuilding required.
This ranking looks at several signals to decide what's relevant:
Dashboard name
Tile titles
Dashboard and tile descriptions
Folder name
Who created it
How recently it was updated
A Note on How This Differs From Search
This is separate from the global Search bar at the top of Insights, which is still the fastest way to jump straight to a dashboard when you already know roughly what you're looking for. Asking the Agent is a different, more conversational way to discover content: you describe a business question rather than a title or filter, and you can go back and forth with the Agent if the first answer isn't quite right.
Why It Matters
This is a two-way opportunity. The same details that make a dashboard easy for a colleague to find, like a clear title, a description of what it covers, and well-labeled tiles, are exactly what the Agent uses to find it too. The Agent is, in effect, another user searching your library. If you've made a dashboard easy for a person to find, you've already made it easy for the Agent to find as well.
How to Get Started
If you build or maintain dashboards, a few small habits go a long way toward making your work discoverable when a teammate asks the Agent to find it:
Give dashboards and tiles clear, descriptive titles that reflect what they actually answer
Add a description to the dashboard, and to individual tiles where helpful, either written by you or accepted from the AI-generated suggestion
Keep dashboards in well-named folders
The more of these you put in place, the more likely your existing work gets surfaced instead of duplicated.
For a closer look at how to structure descriptions and titles well, read our help desk article: Making Your Dashboards Discoverable to the AI Agent
If you have any questions or want help exploring this, click the
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