Agent Serve · Dashboards
Interactive dashboards on shared metrics. Filter, drill from a headline number to its records, and share with exactly the right people.
Agent Serve Dashboards is the BI module of Agent Serve, the AI workspace where teams build, deploy, and manage AI agents. Dashboards use governed metrics from the semantic model, connected filters, drill-through, workbench scenarios, row-level security, version history and controlled sharing.
How it works
Agent Serve Dashboards starts from a template or a sentence, and ends as a shared link or a scheduled report.
Pick one of nine templates, such as Executive overview or Pipeline tracking, or start from a blank grid.
Describe the chart you want and choose from up to four proposals, built on your governed metrics.
Add date, select, top N or hierarchy filters, or type a filter in plain words in the AI filter box.
Publish a viewer link with an audience and expiry, or schedule a PDF to arrive daily, weekly or monthly.
In depth
Agent Serve Dashboards covers executive views, forecasts, what-if work and call compliance on the same governed data.
Agent Serve panels reference governed metrics instead of copying formulas, so revenue, margin and service levels agree on every view.
Drill down and back up through as many as six levels in Agent Serve, with breadcrumbs, then open See rows for the records behind a value.
Workbench scenarios in Agent Serve recalculate outcomes as you change assumptions, and stay separate from recorded results.
The Agent Serve Transcript upload panel scores each call against your checks, and the Call Compliance template lays out the review.
Open one call in Agent Serve to see each check, such as recording consent or a risk warning, with its severity and the reason in plain language.
By the numbers
120
Panels per dashboard
20
Chart types in the component library
9
Filter types, from date range to hierarchy
50
Recipients per scheduled report
Limits are set in the product per dashboard.
Explore
Agent Serve charts include line, bar, combo, dual axis, funnel, waterfall, Sankey, heatmap, box plot and gauge.
Waterfall · Net interest income bridge
Agent Serve panels also come as tables, pivots, metric tiles, cards, text and section headers on a 12-column grid.
Pivot · Exposure by sector × rating
Agent Serve maps plot points, bubbles, clusters, heat and regions, and a rule can colour each region.
Region map · Branch NPS
Agent Serve has nine filter types, from date range to measure and hierarchy, plus an AI filter box that turns a sentence into filters.
“Large accounts in EMEA last quarter”
Agent Serve has nine theme presets, including High contrast, Colour-blind safe and Print.
Theme · Colour-blind safe
Agent Serve keeps every version of a dashboard, compares it with the previous one, restores an older one, and saves bookmarks of a filtered view.
v12 → Restore this version
Examples
Three dashboards financial services teams build on Agent Serve, each replacing a pack someone assembled by hand.
An Agent Serve dashboard shows exposure, watch-list movements and new limits, and arrives as a PDF before every committee.
Regional heads open an Agent Serve region map of branch results, drill into one branch, and see only the rows their role allows.
Quality teams upload call transcripts to an Agent Serve Transcript upload panel and review each failed check with its reason.
Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.
Under the hood
| Panel types | Chart, table, metric, text, map, pivot and cards, on a 12-column grid. |
|---|---|
| Limits per dashboard | 120 panels, 24 filters, 20 views and 16 parameters. |
| Filters | Select, date range, text, number range, boolean, condition, top N, measure and hierarchy, plus the AI filter box. |
| Drill | Down and up through as many as six levels, drill-through to another view, and See rows. |
| Exports | PDF of one or all views (A4 or US Letter, landscape or portrait), PNG, print, and CSV per panel. |
| Scheduled reports | Daily, weekly or monthly at a set time and time zone, as PDF, PNG or a link. Up to 50 recipients and 25 subscriptions per dashboard. |
| Templates | Executive overview, Revenue trend, Pipeline tracking, Customer segmentation, Geographic analysis, Operational metrics, Product performance, Support tickets and Call Compliance. |
| AI assistance | Describe with AI, up to four panel proposals per request, narratives and Explain chart. |
Governance
Agent Serve decides who sees which rows, what leaves a shared dashboard, and which dashboards the team should trust.
Security and governanceAgent Serve row policies decide which rows each person sees. Preview a dashboard as another role before you share it.
Agent Serve viewer links go to approved email addresses, a password or anyone with the link, with an expiry and filters locked on the server.
Allow data export is on or off for each Agent Serve viewer link, and the link’s view count is tracked.
Certify the Agent Serve dashboards your team should rely on, so readers know which version is the reference.
Row-level policies narrow what each person sees in tables, dashboards, exports and scheduled reports.
Admin, write and read roles per workspace, plus permission groups that limit which models, blocks and integrations a team can use.
Sign in through your identity provider with SAML 2.0 or OIDC, and provision people with SCIM.
Run Agent Serve in your own cloud or data centre, next to the systems it reads.
Before and after
| Work | Before | With Agent Serve |
|---|---|---|
| Metric definitions | BeforeEach report recalculates win rate or margin its own way. | With Agent ServePanels reference one governed metric, so every Agent Serve view agrees. |
| Answering “why” | BeforeA new data request for every follow-up question. | With Agent ServeDrill down, drill through or open See rows on the panel itself. |
| The weekly pack | BeforeScreenshots pasted into slides and emailed by hand. | With Agent ServeA scheduled PDF to up to 50 recipients, at a set time and time zone. |
| Sharing outside the team | BeforeExports that show every row to everyone who opens them. | With Agent ServeViewer links with an audience, an expiry, locked filters and row-level security. |
Works with
Join entities by their relationships, blend across conformed dimensions and write formulas over measures.
Include or exclude rows, add rule result columns, colour maps and set KPI state badges.
Turn a KPI card into an alert that goes above, drops below or changes by a percentage.
Build panels on workspace tables, including the ones data sources sync into.
Give a Relay a dashboard as a resource so its briefings read the same numbers.
Further reading
Disputes that fail reconciliation tend to sit in a side queue until the chargeback window has closed. Here is an end-to-end setup that finds them early, ranks them by deadline and drafts the pack, with an analyst signing every filing.
Cards and payments operations · 12 min readPeriodic reviews pile up because every file starts from scratch, even when nothing has changed. Here is a setup that refreshes the data, drafts the file and routes it by risk, so analysts spend their time on the reviews that need judgement.
Retail and business banking · 12 min readSampled call reviews find a missing risk warning weeks after the client acted on the advice. Here is a setup that checks every recorded advice call within a day and puts the quote in front of a compliance reviewer.
Wealth and advice · 12 min readQuestions
Agent Serve dashboards use workspace data, governed metrics and rules. The semantic model describes how sources connect, and monitors follow metrics after a dashboard is built.
Yes. Agent Serve row-level security policies decide which rows each person can see, and you can preview a dashboard as another role before sharing it.
Yes. Subscribe in Agent Serve sends a dashboard daily, weekly or monthly at a set time and time zone, as a PDF, a PNG or a link, to up to 50 recipients.
Yes. Describe the panel in Agent Serve and choose from up to four proposals built on your governed metrics, then adjust it like any other panel.
Only what the Agent Serve viewer link allows: the audience you chose, until its expiry, with locked filters enforced on the server and export on or off.
Last updated
Enterprise access
Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.