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Conversational Dashboards let you build a persistent dashboard directly from Wisdom — ask a question, get a chart, and pin it without leaving the interface. Mark any dashboard as a QuickLook and it appears on your Home Screen every time you log in.

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How to use Conversational Dashboards

1

Open Wisdom

Open Wisdom from the left sidebar. This is where you’ll ask questions and generate the charts you want to pin to a dashboard.
Opening Wisdom from the platform navigation sidebar
2

Generate a chart or visualization

Type your analytical question in the Wisdom input — for example, “Show me Revenue by Channel for the last 30 days.” Wisdom returns a chart or table grounded in your dataset. This is the insight you’ll pin.
Wisdom returning a chart in response to a natural language question
3

Pin the chart to a dashboard

Hover over the chart — an Add to Dashboard icon appears in the top-right corner. Click it to start the pinning flow.
Hovering over a Wisdom chart to reveal the Add to Dashboard icon
4

Choose or create a dashboard

A prompt appears asking where to save the chart. Select an existing dashboard from the list, or create a new one. Give new dashboards a clear name so they’re easy to find — for example, “Revenue Overview” or “Weekly Ops Briefing.”
Dashboard selection prompt showing existing dashboards and an option to create a new one
5

Click Go to Dashboard

After pinning, a confirmation appears with a Go to Dashboard link. Click it to navigate directly to the dashboard and see your newly pinned chart in context.
Confirmation prompt after pinning with a Go to Dashboard link
6

Review your dashboard

Your dashboard shows all pinned charts in one place. Continue pinning charts from any Wisdom session — each one you add appears here automatically, building up your view conversationally.
Dashboard view showing multiple pinned Wisdom charts
7

Mark as QuickLook

To make this dashboard your home view, mark it as a QuickLook. It will now appear on the Home Screen every time you log in — keeping your most-used metrics visible without navigating to the Dashboards section.
Setting a dashboard as QuickLook to pin it to the Home Screen
Build a “Morning Briefing” dashboard with the 3–4 charts your team reviews at standup, then mark it as a QuickLook. Everyone sees the same view when they log in — add or remove charts anytime as your priorities shift.

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QuickLook vs Dashboard

Dashboard

A saved, shareable collection of charts and panels. Accessible from the Dashboards section and editable 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.

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What’s 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.