React Embedded AnalyticsWorking with AI

Use the AI Assistant to build dashboards and explore data using everyday language.

AG Studio includes a built-in AI chat interface that connects to an AI service your team sets up — such as OpenAI or Anthropic. Through it, Widgets can be created, Filters added, and the dashboard rearranged just by describing what you want, without needing to dig through configuration panels.

The AI assistant is in early access. Results can vary, and quality depends on the AI service your team has connected. AG Grid does not provide the AI itself — that comes from the service your team chooses.

How It Works Copy Link

The AI assistant in AG Studio is made up of two things: a chat interface built into the Studio side panel, and a set of built-in instructions that tell the AI how to take actions in the dashboard — like adding a Widget or changing a Filter — based on what you type.

The AI itself comes from a service your team connects during setup, such as OpenAI or Anthropic. AG Grid does not provide or host the AI — which means the quality and behaviour of responses depends on the service your team has chosen. It also means your team can switch to a different AI service at any time.

The assistant will not appear in the Studio until your team has completed the setup. If it is not visible, check with whoever manages your AG Studio installation.

Opening the AI Panel Copy Link

If configured, the AI Assistant Panel is accessible from the left side by default. When open, it appears as a conversational interface alongside the dashboard. For an overview of how the panel is organised, see User Interface.

Threads Copy Link

Each conversation lives in a thread. Multiple threads can be created — for example, one for building a sales dashboard and another for exploring inventory data. Threads are saved as part of the dashboard state, so conversations persist between sessions if state persistence is enabled.

To start a new thread, click the New button in the AI panel header. To switch between threads, click the thread name and select from the list.

Messages are sent using the input field at the bottom of the panel. Press Enter to send, or Shift+Enter to insert a new line without sending.

Asking Effective Questions Copy Link

The AI Assistant responds to natural language requests like:

  • "Create a dashboard with KPIs for total revenue, average order value, and customer count"
  • "Add a bar chart showing sales by product category"
  • "Show me [Field] by [Category]"
  • "What are the trends in [Measure] over time?"
  • "Move the pie chart to the top right corner"
  • "Add a date filter for the last 12 months"

More specific requests produce better results. Instead of "Make me a dashboard", try "Build a sales dashboard showing revenue by region, a top-10 products table, and monthly sales trends". Referencing actual Field names helps the Assistant understand the data more precisely.

Complex dashboards often build better through multiple requests rather than trying to describe everything at once. When the first result does not match expectations, describing the adjustment needed is more effective than starting over — for example, "Change the bar chart to a line chart" or "Add a quarterly breakdown".

Understanding the Assistant's Progress Copy Link

When a message is sent, the Assistant works through the request in stages. A thinking indicator is shown while it is processing. For complex requests, the Assistant may create a structured plan before executing it, and may delegate sub-tasks to specialised agents for layout, widget configuration, and data querying. When finished, the Assistant summarises what was done.

Limitations and Considerations Copy Link

The AI Assistant works best when the data structure is well documented with clear Field names and descriptions, and when requests are framed in business terms rather than technical terms. The Assistant can only work with the data sources currently loaded in the Studio.

The Assistant may not always choose the most optimal visualisation on the first attempt, and unusual or complex business logic may need to be explained explicitly. How quickly the assistant responds, and how accurate its suggestions are, depends on the AI service your team has connected — not on AG Studio itself. If a result isn't quite right, following up with a more specific request is a normal and effective way to get there.