AI Agent Panel on Dashboards

Overview

The AI Agent opens in a panel on the right of the dashboard. The dashboard narrows to make room, so you can ask for a change and watch it happen without leaving the page.

The panel is available to everyone who can start an AI Agent chat. For other users, the dashboard buttons open the AI Agent on its own page, as before.

Open the panel

• Chat — in the dashboard header, opens the panel for this dashboard. This button was previously called Ask AI.
• Comments — the speech-bubble icon in the page header opens shared discussions and enables comment placement. Click a widget to start an anchored thread. The dashboard's Annotate button enters the same placement mode. Press Esc to leave it. See Dashboard comments below.
• Cmd+J (macOS) or Ctrl+J (Windows) — opens and closes the panel and puts the cursor in the message field.

Dashboard comments

Comments are shared discussions attached to a dashboard. The Comments dropdown is separate from your personal AI chat panel. You can discuss a chart with teammates without sending anything to AI, or ask the AI Agent to work on a comment.

Leave a comment or reply

1. 1Click the Comments icon in the page header. This also turns on annotation mode.
2. 2Click a widget to place a comment at that point, or use the input in the comments list for a dashboard-level discussion.
3. 3Type your comment. Use @ to find any workspace member. A mention does not grant access to the dashboard.
4. 4Keep Send to AI Agent checked to request AI help, or uncheck it for a team-only discussion. It is on by default; your browser remembers changes to this choice.
5. 5Click Save or press Cmd+Enter on macOS / Ctrl+Enter on Windows. Replies use the same option and shortcut.

Click a pin to open its thread. Selecting an anchored comment in the list switches to the correct dashboard tab and scrolls to its widget. Long threads show the first and latest messages; use Show more to reveal the messages between them.

Read and resolve discussions

The list defaults to Open. Use the filter beside the close button to show All discussions, including resolved ones, or find unread comments and mentions. The same filter controls the pins on the dashboard. An unread dot on the Comments icon signals new activity. Resolve or reopen a thread from the list when the discussion is complete.

Send a comment to AI

With Send to AI Agent checked, the request goes to your personal chat with the selected widget's context attached. The Agent can answer or make a change, then post a meaningful reply in the originating thread. No placeholder completion message is posted while the Agent is working. The reply includes an Open chat link.

Comments and published AI replies are visible to people who can access the dashboard. The full AI conversation stays private; the chat link does not grant access to it. AI requests require dashboard edit permission and access to the AI Agent.

Send more requests while AI is working

You can keep typing while a request runs. With an empty input, the action button is a Stop square. Entering text replaces it with the usual Send arrow; clicking it or pressing Enter adds a follow-up to the queue above the input.

Waiting messages run automatically after the current request. Edit or remove them before they start. For an ordinary chat message, Steer now or Cmd/Ctrl+Enter adds it to the active run instead. Requests from shared comments get their own turn so the reply stays in the correct thread.

If an earlier request changes the dashboard, the next annotation uses the current widget context. If its widget has been removed or you lose access, the request cannot run and shows a reason.

What the agent knows about your view

You do not have to describe what is on the screen. With your first message, and again whenever the view changes, the agent receives:

• the dashboard and the page (tab) you are on;
• the data table the page uses;
• the selected period;
• the filters you applied, with their values.

This context is not shown in the chat — your messages appear exactly as you typed them.

Watch the dashboard update

When the agent changes the dashboard — adds a widget, edits a metric, changes a filter — the dashboard reloads in place while the agent works. You do not have to refresh the page.

Arrange the panel

• Docked — the panel sits next to the dashboard and stays on screen while you scroll. Drag its left edge to resize it; double-click the edge to return to the default width.
• Floating — the panel opens as a window in the bottom-right corner, over the dashboard.

Switch between the two in the panel header. A running conversation continues when you switch or close the panel. Your choice and the panel width are remembered in your browser.

The panel header also has buttons to start a new chat and to open the chat as a full page.

Come back to a conversation

The panel remembers the last chat for each dashboard in your browser. When you reopen the dashboard, even after a page reload, the panel opens that chat with its history, and the agent keeps its context. Click New chat to start over.

Pipelines

The same panel opens from Chat on a pipeline's page. The agent knows which pipeline you are on. While it works, the pipeline on the page and its run history update on their own. The panel remembers the last chat for each pipeline, as it does for dashboards. See Pipeline Runs, Schedules & Artifacts.