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Documentation Index

Fetch the complete documentation index at: https://docs.datagenie.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What Conversational Dashboards is

Conversational Dashboards bring together Wisdom’s question-answering capability with the structure of a dashboard. Ask a question, get a chart, and immediately promote it to a persistent dashboard view — without leaving the Wisdom interface.

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How it works

1

Ask a question in Wisdom

Start with any analytical question — “Show me Revenue by Channel for the last 30 days.” Wisdom returns a chart or table.
2

Add the result to a Dashboard

Use the Add to Dashboard action on the Wisdom output. Either add to an existing dashboard or create a new one.
3

Continue building conversationally

Ask follow-up questions and keep adding panels. Your dashboard builds up through the conversation — no drag-and-drop layout editor required.
4

Pin as a QuickLook

Once the dashboard reflects what you want to monitor daily, mark it as a QuickLook. It will now appear on the Home Screen every time you log in.

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QuickLook vs Dashboard

Dashboard

A saved, shareable collection of charts and panels. Accessible from the Dashboards section. Can be viewed and edited by team members with the right access.

QuickLook

A dashboard promoted to the Home Screen for fast daily reference. Only dashboards marked as QuickLooks appear on the Home Screen feed.
Build a “Morning Briefing” dashboard with the 3-4 charts your team reviews at standup — then mark it as a QuickLook. Everyone on the team sees the same view when they log in.

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What to do next

Wisdom Overview

Back to the full Wisdom feature overview.

Dashboards

Build and manage full dashboards outside of the Wisdom interface.

QuickLooks

See how QuickLooks appear on the Home Screen.