> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Agent: query Magic Analytics in plain English

> Use the Dashboard Agent to ask plain-English questions on your Magic Analytics dashboards, drill into tiles, and explore governed topics. Available to AI Pro.

## What it is

The Dashboard Agent is Magic Analytics' built-in AI assistant for asking questions **right on your dashboards**. Ask in plain English and it answers — often with a chart or table — drawing on the same governed topics that power your dashboards. No query building required, and it only ever has access to **your organization's data**.

<Note>
  The Dashboard Agent is available to **AI Pro** members.
</Note>

## What it can do

* **Ask follow-up questions** about any tile in natural language
* **Drill into a subset** of the data and re-aggregate the results
* **Summarize** what a chart is showing
* **Focus on a specific chart** — click it, or choose **Ask a follow up question** from the tile's **⋮** menu
* Go **beyond what's on the dashboard** by exploring the available topics

### How to open it

Two ways:

1. Open the **Dashboard Agent** panel on a published dashboard and start typing.
2. On any tile, click the **⋮** (three dots) → **Ask a follow up question** — this opens the agent already focused on that tile.

The agent stays focused on the chart you selected until you clear the focus or close the panel.

### Great questions to ask

1. *"How many tickets did the Triage Agent handle last month?"*
2. *"What's my Voice AI call volume week over week?"*
3. *"Which customers don't have Messenger enabled yet?"*
4. *"Where are auto-categorization exceptions highest, and how do I improve accuracy?"*
5. *"What's my estimated time saved this quarter?"*

### Tips for great answers

| Tip                     | Why it helps                                                                         |
| ----------------------- | ------------------------------------------------------------------------------------ |
| Name the area           | Mentioning a topic (Triage Agent, Voice AI, Messenger…) helps it scope the question. |
| Give a time frame       | "last 30 days", "Q2", "week over week" produces sharper results.                     |
| Ask one thing at a time | Break multi-part questions into steps.                                               |
| Iterate                 | Refine if the first answer isn't quite right ("now break that out by customer").     |

### Good to know

1. Answers come from the **daily refresh** — the Dashboard Agent isn't real-time.
2. It can only answer within the **topics** you have access to (see [*Topics you can explore*](/analytics/topics-you-can-explore)).
3. Some topics are **pre-aggregated**, so it can summarize and re-cut those metrics but can't drill to individual rows (see [*Things to know & gotchas*](/analytics/things-to-know-and-gotchas)).

### FAQ

<AccordionGroup>
  <Accordion title="Who can use it?">
    AI Pro members.
  </Accordion>

  <Accordion title="Is my data private?">
    Yes — it can only access your own organization's data.
  </Accordion>

  <Accordion title="Why might it not answer a question?">
    It may be outside the available topics, or need to be phrased more specifically. Try naming the topic and a time frame.
  </Accordion>
</AccordionGroup>

## What's new

See **Assistive AI** and **UI & UX** updates in the [changelog](/changelog/q3-2026).


## Related topics

- [Run QBRs with Magic Analytics and the Dashboard Agent](/start-here/roles/csm-account-manager/qbrs-and-reporting.md)
- [Prove the outcomes with Magic Analytics](/start-here/roles/msp-owner-leadership/outcomes-and-analytics.md)
- [Magic Analytics FAQs](/analytics/faqs.md)