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Use the AI assistant to draft dashboard widgets

Use the AI assistant panel to review suggested dashboard widgets, preview their charts, and add them to a dashboard page.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the AI assistant panel​

Open the AI assistant panel from your dashboard so you can view automatically drafted widgets and a suggested page name.

Open the AI assistant panel

Step 2: Review the drafted widget suggestions​

Read the assistant's summary of what it analysed and review the list of suggested widgets, including their titles and descriptions.

Review the drafted widget suggestions

Step 3: Preview widget charts​

For each suggested widget, view the preview chart to understand how the data will be grouped and displayed before adding it to your dashboard.

Preview widget charts

Step 4: Accept widgets to add to your dashboard​

Select the widgets you want to keep so they are marked as accepted and ready to be added to a new or existing dashboard page.

Accept widgets to add to your dashboard

Step 5: Create or update the dashboard page​

Confirm the suggested page name or update it, then create the dashboard page and add the accepted widgets so they appear on your dashboard layout.

Create or update the dashboard page

Last updated: 2026-08-31