Charts and dashboards
Draft a dashboard with AI
Draft with AI is the agent in the dashboard editor. It changes a draft of a verified dashboard from one instruction.
Requirements
- The Editor role or higher in your workspace.
- A verified dashboard. The agent box shows on no other dashboard.
- On a data source with tenancy: a customer in Preview as.
Draft a change
In the console
- In the console at
app.bonnard.ai, open the verified dashboard in the editor. - In the box at the bottom of the editor, describe the change.
- Select Send.
Select a customer first
In the console
On a data source with tenancy, the box reads Set Preview as first to draft with AI.
- In the editor header, select Preview as.
- Select a customer. The box then takes an instruction.
Review the run
In the console
The run’s line at the bottom of the editor gives its result and these controls:
| Control | When it shows | What it does |
|---|---|---|
| Stop | While the run works | Ends the run |
| Undo | After the run changes the draft | Puts the draft back |
| Redo | After Undo | Restores the agent’s result |
| Edit prompt | The run changed nothing or was stopped | Puts your instruction back in the box |
| Retry | The run failed | Puts your instruction back in the box |
Select the run’s line for its detail. Changes names what the run changed, Response holds the agent’s answer, and Activity names each tool call.
Keep the result
In the console
A run changes only the draft, so nobody else reads the result until you publish it.
- Select Publish changes to publish the dashboard, or Discard changes to drop the result.
Make sure that the tiles changed
In the console
The tiles the run added or changed show results in the editor.
Limits
| Limit | Value | At the limit |
|---|---|---|
| Runs | 20 an hour for each workspace | The next run is refused |
| Time | 3 minutes for each run | The agent keeps what it wrote and stops |
| Tool calls | 40 for each run | The agent keeps what it wrote and stops |
| Tiles | 16 chart and KPI tiles for each dashboard | The agent cannot add more |
Runs do not count as calls.
Troubleshooting
Finished without changing the draft
Activity shows keys starting "pdb_" or "my-" are reserved for personal dashboards. Draft with AI cannot change a dashboard whose id starts pdb_ or my-. The id is in the dashboard’s URL. Ask for the change in your AI client, then select Publish changes.
Draft with AI isn't set up for this workspace.
Bonnard has no agent set for this workspace. Get in touch at bonnard.ai/get-in-touch.
Set Preview as before drafting with AI.
The data source has tenancy and no customer is set. Select a customer in Preview as.
Over the 20/hour draft-ai limit for this org.
The workspace ran 20 runs in the hour after its first run. Wait for that hour to end.
Related
- Add filters to a dashboard: declare params for the agent to use.
- Mark a dashboard as verified: so this box shows.
- Change or delete: ask the agent in your AI client instead.