Dashboard AI Agent (Beta)

With Nakisa's dashboard AI agent, you can easily and effectively gain key insights into your portfolio. Nakisa's dashboard agent can suggest and generate charts based on your inputs.

You can also use the agent to generate multiple charts at a time to create a complete dashboard.

The types of charts that the AI Agent can create are restricted to the fields that are available within the selected dataset(s).

The dashboard AI agent is disabled by default and can be enabled with the Dashboard AI Agent (Beta) setting in Financial Organization Structure.

Note: AI generated content may require review for accuracy and completeness before use.

To use the dashboard AI agent:

Open a custom dashboard.
Click to open the chat window.
You can select one of the following options, or enter your own prompt in the chat:
- Please generate a chart for me: The Agent suggests a chart and generates it upon confirmation.
- Can you recommend some charts?: The Agent suggests a chart.
- What types of charts can you create?: The Agent lists the different chart types it is able to create.
The Agent asks if you would like to proceed with the suggested chart. To add the chart to the dashboard, click Yes. If you would like to edit the details of the chart, click Edit Manually.

To generate an entire dashboard:

Create a custom dashboard, ensuring that no other charts have been created.
Click Generate Charts - AI Powered (Beta).
Write a story/scenario/prompt to be used, or click on a suggested prompt.
The dashboard is created.