AI-suggested names and descriptions are now generated when saving new workbooks and dashboards in Insights, and those descriptions are indexed in search. This makes your analyses more discoverable based on what they contain, while also allowing you to add descriptions to existing content.
All FLYR Dashboard Templates now include descriptions as well, helping clarify what each template supports and making them searchable alongside your own content.
What's New
- AI-suggested names and descriptions for new content— when you save a new workbook or dashboard, Insights suggests a name and description based on what you built; accept it, edit it, or overwrite it entirely
- New: description field for all documents— every workbook and dashboard now has a description field you can add or edit at any time from the file menu
- Descriptions are indexed in search— search can surface a document based on what's in its description, even if the term doesn't appear in the title
- FLYR Dashboard Templates now include descriptions— all templates have been updated to clarify purpose, analysis supported, and when to use them
- Applies to your existing documents— open any workbook or dashboard, add a description, and it becomes searchable immediately
- Descriptions also appear in My Activity— making it easier to identify the right analysis at a glance
Coming soon:
AI-suggested names and descriptions for existing documents. We’re working on extending AI suggestions beyond net new content so you can generate recommendations for dashboards and workbooks you’ve already created.How to Get Started
To add a description to an existing document:
- Open the document in Insights
- Go to Edit > Rename
- Add your description and save
When saving a new workbook or dashboard:
- Insights will generate an AI-suggested name and description
- You can accept the suggestion, edit it, or replace it entirely before saving
📖 For tips on writing descriptions that work well in search, read our help desk article: Using Enhanced Search in Insights
Questions?
Reach out to our Advisory team via the ?
icon in the lower-left corner of the platform.