Quick Start

Overview

This document describes the full Insight Agent workflow, from environment preparation and agent configuration to frontend use. For first-time use, choose a scenario with a clear Business Scope and stable dashboard data.

Usage Guide

Insight Agent includes an administration side and a frontend usage side.

Role	Entry Point	Main Tasks	Page
Data Producer	Data Agent > Agent Management > Dashboard Agent	Create and edit agents, and configure Basic Information, Analysis Path, Business Knowledge, and permissions.
Data Consumer	Data Agent > Insight Agent > Dashboard Agent	Select an agent, send questions, view Comprehensive Answers, ask multi-turn follow-up questions, and edit and save reports.

Data Producer Workflow

1. Confirm that the environment version, License, system configuration, and model service meet the requirements. For details, see Version Requirements and Prerequisites.
2. Go to Data Agent > Agent Management > Dashboard Agent and click Create Agent. For details, see Create Agent.
3. After creating the agent, open the agent edit page and configure Experts and Permission Management as needed. For details, see Expert and Dashboard Agent Permission Configuration.

Data Consumer Workflow

1. Go to Data Agent > Insight Agent > Dashboard Agent, then click an agent to open the Q&A page.
2. Enter a question. You can also @ a specific Expert as needed. Click Send and wait for the agent to generate a Comprehensive Answer.
3. Continue entering questions to ask multi-turn, in-depth follow-up questions about the current Insight Conclusion.
4. Copy the answer text, or edit and save a professional report in Report Mode.

For details, see Data Consumer Guide.

Configuration Checklist

• Dashboard Insights works properly.
• The Insight Agent License has been enabled.
• Each dashboard in the Data Scope has a Linked Filter selected.
• The model service meets deep insight requirements.
• Target users have obtained Role Permissions and Resource Permissions.