BotIntelli — AI Dashboards User Guide

This guide explains AI Dashboards: what they are, how to view, create, edit, and share dashboards made of charts and metrics.

What Are AI Dashboards?

AI Dashboards are collections of charts, tiles, and metrics you can view in one place. You can create dashboards, add tiles (e.g. from AI Insights or manual metrics), arrange layout, and share them with your team (depending on permissions).

Where to Find It

Sidebar: AI Analytics → AI Dashboards.
URL: https://app.botintelli.com/dashboard?view=analytics (or the view used for dashboards in your app).

Complete User Journey

Step 1: View Dashboard List

You see a list of dashboards (name, description, last updated, owner, etc.). Click a dashboard to open it.

Step 2: Open a Dashboard

The dashboard opens with its tiles/charts in a grid or layout. You can:
- View metrics and charts.
- Use filters (e.g. date range) if the dashboard has them.
- Interact with charts (e.g. drill-down) when supported.

Step 3: Create a New Dashboard (When You Have Permission)

Click Create dashboard or “New dashboard.”
Name: Enter a title (e.g. “Sales overview”, “Support KPIs”).
Description (optional): Short description.
Save. You get an empty dashboard; add tiles next.

Step 4: Add Tiles

From AI Insights: In AI Insights, after running a query and seeing a chart, use Save to dashboard and choose this dashboard (or “New dashboard”). The chart is added as a tile.
From dashboard editor: If the app supports it, use Add tile or “Add chart” and configure the tile (e.g. metric, chart type, data source).

Step 5: Edit Layout and Tiles

Edit mode: Open the dashboard in Edit mode.
Arrange: Drag tiles to reorder or resize (if the layout supports it).
Edit tile: Click a tile to change its title, data, or chart type.
Remove tile: Delete the tile from the dashboard.
Save when done.

Use Share to send a link or invite others. Permissions (view/edit) depend on your role and app settings.

Input Fields and Actions

Action	What to do
Create dashboard	Click Create dashboard → enter name (and optional description) → save.
Add tile from AI Insights	In AI Insights, run a query → Save to dashboard → choose dashboard.
Add tile in editor	In dashboard Edit mode → Add tile → configure chart/metric.
Edit layout	Open dashboard in Edit → drag/resize tiles → save.
Edit tile	Click tile in Edit mode → change settings → save.
Share	Use Share → set link or recipients (per app behavior).

Tips and Troubleshooting

No dashboards: Create one from the list view, or save a chart from AI Insights to a new dashboard.
Tile not updating: Check that the underlying data source or pipeline is current; refresh the dashboard if there’s a refresh control.
Can’t edit: Ensure you have edit permission for that dashboard.

Quick Reference

Goal	Action
View dashboards	Open AI Dashboards from AI Analytics.
Create dashboard	Create dashboard → name → save → add tiles.
Add chart from AI	In AI Insights, run query → Save to dashboard.
Change layout	Open dashboard → Edit → arrange tiles → save.
Share	Use Share on the dashboard.

For generating the charts you save here, use AI Insights. For narrative reports, see Data Stories.