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Documentation Index

Fetch the complete documentation index at: https://docs.cube.dev/llms.txt

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Inside a workbook, the AI agent is a full authoring assistant. Where the read-only Dashboard Agent only answers questions about a published dashboard, the workbook agent can act on your behalf — it builds reports, and assembles and edits dashboards, all from plain-language requests.
Workbook Agent vs. Analytics Chat. Analytics Chat is a standalone, chat-first analytics experience for asking questions and saving results into a workbook. The Workbook Agent lives inside a workbook and is oriented around authoring the workbook’s own reports and dashboards. Both run read-only queries against your semantic model; the Workbook Agent additionally creates and edits workbook content.

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What the Workbook Agent can do

In addition to everything the read-only Dashboard Agent can do (answer questions, run read-only semantic-layer queries, explain metric and dimension definitions), the Workbook Agent can:
  • Create and save reports in the workbook from a natural-language request
  • Search existing reports to find and reuse work already in the workbook
  • Build and edit dashboards — add and configure chart, KPI, filter, time-grain, and text widgets
  • Publish dashboards

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How charts get added to a dashboard

When the agent adds a chart to a dashboard, the chart widget references a saved report, not a one-off query. So to put a new chart on a dashboard, the agent first saves it as a report in the workbook, then adds a widget that points at that report. This keeps every dashboard chart backed by a reusable, governed report.

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Getting help with Cube

While working in a workbook, you can also ask the agent questions about Cube itself — it can answer using the Cube documentation, which is handy for “how do I…” questions without leaving your analysis.

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Limitations

  • Report search covers published reports only. When the agent searches for existing reports to reuse, it sees published reports.

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Learn more