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BETA

For the Analyst Agent to run optimally, set up your Workspace and configure a Mission following the guidance below.

 

Before you begin

 

How the Analyst Agent can help you

 

The Analyst Agent lets you accelerate business report creation, leaving more time for you to plan your next steps. In particular, it:

  • Performs detailed analysis at scale, based on a customizable set of instructions

  • Automates reporting based on Missions, either triggered on-demand or periodically scheduled

  • Autonomously conducts data drill-downs to identify key drivers of performance

  • Generates fully editable Reports, combining text and charts, that can be exported to PDF or used in your Boards.

 

Access and Permissions

 

⚠️ Important

Only Members with Define Application Security permission can create and run missions and access all mission output in the Application through the Agent Configuration page. Just select Show history and View output for the relevant mission.

Mission output is only generated once and access rights are determined by the Member who runs the mission. For example, if a Member with access rights only for UK data runs a mission, the output only includes UK data.

Thereafter, access rights are not re-checked when other Members view the mission output by selecting View output.

If the mission output is exported to a text Metric, to control who sees the output you need to set additional access rights on the text Metric. These define who can read the contents of the cell receiving the output. For example, if a Member with access rights only for UK data runs a mission and exports the output to a Metric with no access rights restrictions, even Members that do not have access to UK data can see that content in the Metric.

 

Activation

 

You can now request activation for the Beta phase of the Analyst Agent for your Application, which starts 10 September. For this, contact your Customer Success Manager.

 

Set up a Mission

 

To set up a Mission:

  1. First, open the Agent Configuration page. There are two ways to access this:

    • In your Application, select the three-dot menu in the sidebar, followed by AI Agents.

    • Alternatively, select Agent Missions beneath the Application name in the sidebar, followed by Settings (the cog symbol).

  2. Select + New Mission and give your Mission a name and description.

  3. Enter a prompt in natural language in the Instructions field. See Write instructions for the Analyst Agent for guidance.

  4. Use Preview to check the output is as expected. Preview works by launching the Mission without saving the results. The Preview pane to the right lets you follow the Agent’s process and dialogs as it works. Select the second tab, Output, for a preview of the Agent’s report. If you want to keep these results, select Save & Launch.

  5. In the Scheduling field, if you want to trigger the Mission manually, toggle Define a schedule to execute this Mission automatically to Off. Otherwise, specify the start date, time and frequency for automatic launch.

  6. In the Output export field, select + Add to export your output to a Text Metric for display on a Board. See Edit and share Agent Mission reports for full details.

  7. When you have finished configuration, select Save. To save and run immediately, select Save & Launch.

Launch and manage Missions

 

The Agent Configuration page lists all your saved Missions, with information on their date of creation and run frequency. This is where you can perform the following:

  • Delete

  • Edit

  • Show History

  • Launch Missions

Bear in mind that Missions can take 5-15 minutes to complete.

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