Data Consumer Guide

Overview

Dashboard Agent helps Data Consumers perform deep insights on business questions through cross-dashboard Data Integration and linked analysis. It can also generate standardized professional reports to improve decision-making efficiency.

Prerequisites

Users must have both of the following permissions before they can enter the Insight Agent page and ask questions:

• Read permission for Dashboard Agent
  
• User Permissions for the target agent
  

Procedure

1. Log in to Guandata BI and go to Data Agent > Insight Agent > Dashboard Agent.

2. In the agent list on the right, select the agent to use for insight analysis. You can search for the target agent in the search box. Move the cursor over the agent to view its detailed description.

   

3. Enter a question in the dialog box and click Send. The agent automatically plans the Analysis Path through Intent Recognition, performs cross-dashboard Data Integration and linked analysis, and generates a Comprehensive Answer.

   Note

   If the administrator has configured Expert in the backend, consumers can select an Expert as needed when asking questions.

   

4. View the Comprehensive Answer generated by the agent.

   • Text type: The answer displays the referenced Visualization Cards as superscripts. Click a superscript to view the corresponding Card details. Click Copy Text to copy the answer with formatting retained.
   
   • Report type: If you select an Expert with Report Mode configured, the system automatically generates an analysis report and supports free editing of the report content.
     

5. To explore the Insight Conclusion in greater depth, continue entering questions in the dialog box and click Send for multi-turn in-depth follow-up questions. During follow-up questions, you can still select an Expert as needed or switch Experts at any time to handle flexible, open-ended question paths.

   

Feature Introduction

View Agent

Click an agent to enter the agent details page. The page shows the agent profile and Dialog History. The profile includes the name, description, and Data Scope.

No.	Configuration Item	Description
1	Agent list	Displays the Dashboard Agent currently in use. Hover over it to open the switch agent pop-up. You can search for agents by keyword.
2	New conversation	Click to create a new conversation.
3	Dialog History	Displays the current agent's Dialog History grouped by time. Click a conversation to quickly review it.
4	Agent name	Displays the name of the selected agent. Click it to view the agent name, description, and Data Scope.
5	Agent description	Displays the description of the current agent.
6	Dialog box	Enter your question here. Press Shift + Enter to insert a line break, then click Send after entering the question.
7	Expert	Displays the Experts configured for the current agent. Select one to generate a report according to that Expert's predefined Analysis Path.

Expert Invocation

In insight analysis, users can invoke a preconfigured Expert by selecting it. For information about configuring Experts, see Expert.

Select the Expert to use on the insight page. The system automatically generates a report according to the Expert's predefined Analysis Path.

View Analysis Process

After you send a question, the system displays the Automated Analysis Process in real time in the dialog box, including the status progress of key steps such as Intent Recognition and Execution Steps. The Automated Analysis Process panel opens on the right at the same time, showing the details and progress of each insight analysis stage in real time until a complete analysis conclusion and report are generated.

After insight analysis is complete, the dialog box displays a collapsed Analysis completed panel. Expand it to view the complete system Analysis Process, including Intent Recognition, Execution Steps such as Deep Thinking and insight analysis, and Output Results.

View Insight Conclusion

Text Type

View invoked Visualization Cards

Referenced Visualization Cards are displayed as superscripts during the insight process. Hover over a superscript to view Card details.

Copy Text

At the bottom of the answer generated by the agent, click Copy Text to copy the current answer to the clipboard with formatting such as bold text, indentation, and list numbering retained.

Report Type

If you select an Expert with Report Mode configured, the agent generates a standardized professional report. After the report is generated, the report content opens on the right by default.

If the Expert specifies Chart Type in the Report Mode section settings, the system generates a Mixed Text-and-Chart Report.

Click Edit in the upper-right corner to flexibly edit report content.

Multi-turn In-depth Follow-up Questions

Continue entering questions in the dialog box and click Send to ask multi-turn in-depth follow-up questions about the current Insight Conclusion.

During follow-up questions, you can still select an Expert or switch Experts at any time to handle flexible, open-ended question paths.