Configure your dashboard with the AI assistant
Use the AI assistant to draft, preview, and apply new dashboard widgets based on plain-language prompts.
This guide is designed for project manager.
Steps
Step 1: Open the AI assistant panel
Open the AI assistant side panel from your dashboard to start creating new widgets using natural language prompts.
Step 2: Choose a suggested prompt or write your own
Type a plain-language request describing the page or widgets you want, or click one of the suggested prompts such as building a page of temporary works and documents.
Step 3: Submit your request to generate widget drafts
Select the submit button to send your prompt; the assistant analyses your request and returns a plan with proposed widgets grouped by purpose.
Step 4: Review the generated dashboard plan
Review the assistant's explanation, including the list of planned widgets, their categories, and what each widget will show on your dashboard.
Step 5: Preview charts and visualisations
For each proposed widget, view the live preview including charts, buckets, and metrics so you can confirm they align with your reporting needs.
Step 6: Edit widget configuration details
Open the configuration panel for any draft widget to adjust titles, filters, chart type, and other settings before saving.
Step 7: Save widget drafts for later
Use the draft save option to store your current AI-generated configuration so you can return and refine it before applying to the live dashboard.
Step 8: Apply the approved widgets to your dashboard
When you are satisfied with the plan, apply the approved widgets so they are created on your project dashboard and available to your team.
Step 9: Reset the plan and start again if needed
If the outcome does not match what you need, use the reset option to clear the current plan and enter a new prompt.
Step 10: Close the AI assistant panel
Once you have finished reviewing or applying widgets, close the assistant panel to return to your normal dashboard view.
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Last updated: 2026-08-31