TL; DR: Bold BI’s AI Agent in Analytics is a built-in dashboard feature which lets business owners and decision makers get instant answers from their dashboards just by asking questions in plain English. No longer need dashboard designers or dashboard teams for every insight -just immediate charts, summaries, and deeper insights that help you act faster and run your business with clarity.Introduction
Dashboards contain powerful data, but CFOs, CMOs, and business owners often need more than what’s already displayed, to dig deeper into trends, uncover hidden patterns, and get answers to follow-up questions. Bold BI’s AI Agent makes this possible by enabling deeper insights. Imagine a sales dashboard showing the top five countries by revenue. Traditionally, expanding this view requires creating a ticket and waiting for the dashboard team to add a new visual. With AI Agent, you simply ask:
“Show the next five countries by sales.”
Within seconds, the answer appears as a new chart or text, and if you want to keep this insight, you can append the generated widget to your dashboard.
This demonstrates how AI Agent transforms interactive dashboards into conversational analytics—bridging the gap between data and decision-making while making insights faster, smarter, and accessible to everyone.
Before we look at its benefits, let’s first understand what an AI Agent actually is and how it fits into your analytics workflow.
What Is an AI Agent in Analytics?
The AI Agent is an intelligent conversational assistant integrated into the View Mode of Bold BI dashboards, accessible from the bottom-right corner of the dashboard interface. It is designed to help you analyze data using everyday language without leaving the dashboard context. Powered by advanced large language models (LLMs), it enables you to:
- Analyze data directly inside dashboards by asking questions in natural language.
- Receive conversational replies that highlight patterns, trends, and comparisons for deeper insights.
- View AI-generated responses and visualizations instantly, making dashboard interpretation faster and more intuitive.
Now that you know what AI Agent does, the next question is—why does it matter for you?
Why AI Agent in Analytics is important
- Instant answers for faster decisions: Ask a question in plain English and get accurate charts or summaries immediately—helping you make confident decisions without delays or manual analysis.
- Accessible for all leaders: CFOs, CMOs, and business owners can access insights without hiring additional dashboard designers or analytics teams—saving the time & money.
- Conversational analysis: Interact with your dashboard like a chat—ask anything, refine your question, and get deeper insights instantly.
- Accuracy and reliability: Responses are generated from real-time dashboard data based on your input, eliminating manual design and reducing human error. This ensures consistent, trustworthy insights for critical business operations.
Now that we understand why AI Agents matter, let’s look at the three major types in Bold BI and how each serves a unique role in transforming analytics.
3 major types of AI Agents in Bold BI
Bold BI provides three AI-powered analytics options for conversational analytics; each tailored for specific roles and scenarios. These agents help you design dashboards, analyze data, and perform server-side queries efficiently.
AI Copilot - Designer agent
Focused on dashboard creation and customization, AI Copilot assists designers in building visually appealing dashboards quickly. The AI Copilot in Bold BI is available inside the dashboard designer interface, where it appears as a panel on the right side to help you create visuals, customize layouts, and ask data-related questions using natural language.
Scenarios in which AI Copilot can be used:
Teams often need dashboards quickly to support business decisions, but manual design takes time and requires specialized skills. When deadlines are tight, creating polished dashboards can slow down reporting and decision-making.
How AI Copilot solves this:
AI Copilot accelerates dashboard creation by allowing you to type natural language commands like “Create a visualize unit in stock by product category in bar chart” or “Change the background color to blue and adjust chart titles”. It automatically generates visuals or entire dashboards and applies styling changes using the configured data source—saving hours of manual work.
To learn more about AI Copilot in Bold BI, refer to our “AI Copilot for Analytics: Build Better Dashboards Quickly” blog.
AI Agent – Viewer
Designed for enterprise decision-makers who need to interpret and interact with dashboards, AI Agent provides insights and summaries for better decision-making. The AI Agent in Bold BI is located within the dashboard view mode, appearing as a panel on the right side to let you ask natural language questions about the displayed data and access insights quickly through conversational queries.
Scenarios in which AI Agent can be used:
Picture a manager retail store managers trying to understand trends—such as a sudden drop in revenue—but lack time to analyze multiple charts or write queries. This slows decision-making and creates dependency on technical teams.
How AI Agent solves this:
You can simply ask questions like “Which products are the top products across all stores” or “Summarize overall sales figure for October?” directly in the dashboard view. The AI Agent responds with clear visuals showing the monthly sales trends or a concise summary of the dashboard, making it easy to spot patterns and take action instantly.
AI Assistant - Server side
A powerful backend agent that analyzes data sources directly and answers queries with visuals or text, offering flexibility across all dashboards and data sources. It can be accessed from the left navigation panel under the “Data Sources” section, where it provides a centralized interface for querying across dashboards and data sources.
Scenarios in which AI Assistant can be used:
Consider a decision-maker who needs an organization-wide performance summary without opening multiple dashboards but gathering data from multiple dashboards and sources is inefficient and time-consuming.
How AI Assistant solves this:
You can type queries like “Show me the number of customer orders from a sales analysis data” in the centralized interface. The AI Assistant uses the selected dashboard or data source to return visual charts or summaries—providing a single point of interaction without switching tabs or building multiple dashboards. This simplifies analysis, saves time, and ensures accuracy.
You can learn more about Bold BI’s AI assistant in this documentation.
Now that you know how these agents differ, let’s take a closer look at how to use the AI Agent in Bold BI.
How to use AI agent in real-time
Using Bold BI’s AI Agent is simple and requires no technical setup. For example, I will provide a set of real-time steps that retail store managers can use to make smarter inventory decisions in a second. These same steps can be applied by any other decision-maker in different industries to analyze their data effortlessly. Let’s get started!
Step 1: Open the AI Agent in the retail store performance dashboard
Start by navigating to your Retail Store Performance Dashboard and clicking the AI Agent icon on the right side. This opens the conversational panel where you can interact with your data without switching tabs or creating new dashboards.
Step 2: Ask your question
Type your question in natural language. For example:
“Which products are the top sellers across all stores? " The AI Agent understands your query and prepares to generate insights instantly.
Step 3: View the response
AI Agent responds by creating a visual ranking of August's best-selling products. This gives you a clear picture of what’s driving sales without manual analysis.
Step 4: Context aware conversation
After receiving an initial response, you can continue asking follow-up questions within the same dashboard without opening multiple tabs or creating new dashboards. For example, after viewing top-selling products, you can immediately ask:
“Summarize overall sales figure for October”
The AI Agent will provide a clear summary of key metrics—such as total revenue, top categories, and trends—keeping all insights in one place and saving time.
Step 5: Provide feedback
If you’re satisfied with the answer, click the thumbs up icon. If not, click thumbs down so the AI Agent can refine its response and improve accuracy for future queries.
To explore these steps in detail, refer to our documentation.
Now, by learning these steps for using the AI Agent, you can make it your go-to tool to simplify data analysis and visualization at low cost—no coding required. To get started, sign up for a free trial and accelerate your decision-making.
Final thoughts
Bold BI’s AI Agent in Analytics turns dashboards into smart, conversational analytics. It saves time, removes extra work, and helps leaders make better decisions. If you want to explore it:
- Start a 30-day free trial – No credit card required
- Book a personalized 30-minute live demo – See AI Agent in action
- Explore our documentation
Frequently Asked Questions
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What is an AI Agent in analytics?
A conversational assistant that answers natural-language questions about dashboards and returns insights instantly.
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How does Bold BI’s AI Agent work with dashboards?
It understands your question, generates the required SQL, and shows the result as a summary or chart.
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What’s the difference between AI Agent and Unified AI Agent?
AI Agent works at the dashboard level; AI Assistant (Unified AI Agent) works across multiple dashboards and data sources.
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Can non-technical users use Bold BI’s AI Agent?
Yes—anyone can ask a question and get insights without SQL or advanced filtering.
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What types of AI Agents does Bold BI support?
AI Agent, AI Copilot, and AI Assistant.
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