> ## Documentation Index
> Fetch the complete documentation index at: https://cubed3-feat-druid-driver-streaming.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.
# Dashboard Agent
> Ask questions about a dashboard and its charts — and change its filters and time granularity — using a conversational AI assistant docked alongside the dashboard.
The Dashboard Agent is a conversational assistant docked as a panel on a
[published or embedded dashboard][ref-dashboards]. Ask it questions in plain
language about what's on the dashboard — and it answers using **live queries
against your semantic model**, not just the numbers already rendered on screen.
Because it queries the model directly, the agent can go beyond what a chart
shows. It can drill into a single chart, re-aggregate a metric, break a number
down by a dimension, pull a longer time range than the chart displays, and
summarize trends across the dashboard.
It can also **apply filters and change the time granularity** on the dashboard
you're viewing — just ask in plain language (for example, *"filter to last 30
days"* or *"group by month"*). These changes affect only your own session and
are never saved to the dashboard — see
[Changing filters and time granularity](#changing-filters-and-time-granularity).
There are **two different agent surfaces** with different capabilities:
* **Dashboard Agent** (this page) — for viewers of a published or embedded
dashboard: question-and-answer about what's on screen, plus changing your
own filters and time granularity.
* **[Workbook Agent][ref-workbook-agent]** — full authoring inside a
[workbook][ref-workbooks]: creating reports, building and editing
dashboards, and running analysis.
The published Dashboard Agent can adjust **your own view** — filters and time
granularity, for your session only — but intentionally cannot author or change
the **saved** dashboard.
## Opening the agent
Open a published dashboard and toggle the agent panel from the dashboard header
to start a conversation. Use **New Chat** to start a fresh thread.
The panel is docked to the right side of the dashboard and is **resizable** —
drag its edge to give the conversation more or less room. On narrow screens it
switches to a **compact mode** so it stays usable next to the dashboard.
## Focusing on a specific chart
Chart-level follow-ups and attached-chart chips are **rolling out**. If you
don't see the **Ask a follow up question** action on a chart's menu yet, it
hasn't reached your deployment.
To ask about one chart in particular, open that chart tile's menu (`⋮`) and
choose **Ask a follow up question**. This opens the agent with that chart
**attached as context**, so your question is scoped to that chart's data.
Attached charts appear as **removable chips** in the chat input. To drop a
chart's focus, remove its chip. You can attach more than one chart to ask about
them together.
When a chart is attached, the agent receives a read-only snapshot of it — the
underlying SQL, the data, and the chart spec — along with the dashboard's
**current filter and time-granularity state**. It uses this as context for
answering and never edits the chart's definition. You can still ask it to change
the dashboard's filters or time granularity — see
[Changing filters and time granularity](#changing-filters-and-time-granularity).
## Changing filters and time granularity
Ask the agent, in plain language, to filter the dashboard or change a time
granularity, and it applies the change to the controls in front of you:
* *"Filter this dashboard to orders with status completed."*
* *"Show only the Outerwear category."*
* *"Filter to the last 30 days."*
* *"Group by month."*
* *"Reset the filters."*
How it works and what to expect:
* **Only controls that exist on the dashboard can be changed.** The agent can
change a filter or time granularity only when the dashboard has a matching
[filter or time-granularity control widget][ref-controls] for that dimension.
If there's no control for what you asked about, the agent tells you so instead
of changing anything. A control whose [visibility][ref-control-visibility] is
**Disabled** also can't be changed.
* **Time granularity stays within the control's allowed granularities.** If a
time-granularity control restricts which granularities viewers can pick, the
agent only chooses from that set.
* **Changes apply to your session only.** They're applied the same way as
changing a control by hand: reflected in the dashboard's URL — so you can
share or bookmark the filtered view — but **not** saved to the dashboard. They
don't affect what other viewers see, and the author's saved defaults are left
untouched.
This works the same way on both published dashboards and
[embedded][ref-embedding] dashboards.
## Attachments
You can attach uploaded files to the conversation, and the agent can read their
contents — text, PDF, ZIP, and image files are supported.
Pasting an image directly from your clipboard into the chat may also be
supported. Confirm this in your deployment before relying on it.
## What the Dashboard Agent can and can't do
The published Dashboard Agent can answer questions and adjust your own view, but
it never changes the **saved** dashboard.
**It can:**
* Answer questions about what's on the dashboard from the dashboard's own data
* Run **read-only queries** against the semantic model to go deeper — drill
down, break a metric down by a dimension, or pull a longer time range than a
chart shows
* Apply filters and change the time granularity on the dashboard you're
viewing, for dimensions that have a matching
[control widget][ref-controls] (your session only — see
[Changing filters and time granularity](#changing-filters-and-time-granularity))
* Explain how a metric or dimension is defined
* Look up the values available for a dimension
* Read the contents of [attachments](#attachments) you add to the chat
**It can't:**
* Save its filter or time-granularity changes to the dashboard — they apply to
your session only and never change what other viewers see
* Edit the dashboard, or add/remove widgets
* Create reports or workbooks
* Change the data model
If you need any of those, use the [Workbook Agent][ref-workbook-agent] instead.
## Limitations
* **Filter and time-granularity changes need a matching control.** The agent can
change a filter or time granularity only for dimensions that have a
corresponding [control widget][ref-controls] on the dashboard, and the change
applies to your session only — it is never saved to the dashboard. If you ask
it to change something with no control on the dashboard, it explains the
current state instead of applying a change.
* **No authoring on published dashboards.** The published Dashboard Agent
cannot create reports or build dashboards, edit the saved dashboard, or change
the data model. Those live in the [Workbook Agent][ref-workbook-agent].
* **Report search covers published reports only.** When the agent searches for
existing reports, it sees published reports.
[ref-dashboards]: /docs/explore-analyze/dashboards
[ref-workbooks]: /docs/explore-analyze/workbooks
[ref-workbook-agent]: /docs/explore-analyze/workbooks/workbook-agent
[ref-controls]: /docs/explore-analyze/dashboards/widgets/controls
[ref-control-visibility]: /docs/explore-analyze/dashboards/widgets/controls#visibility
[ref-embedding]: /embedding/iframe/dashboards