Download, share or add an AI Agent chart to a dashboard
The AI Agent picks a chart that fits the data: bar and column charts, line, spline and area charts, stacked columns and bars, pie, donut, funnel, pyramid, scatter, bubble, heatmap, treemap and sankey. Each chart has a Chart options menu (⋯) for downloads; at the Build level of agent access you can also add it to a dashboard or make it live.
Read and switch a chart in chat
- Bars, Line and Area switch a bar, line or area chart between the three types.
- Chips under a chart with more than one series show or hide each series.
- Hover a point to read its value.
- Expand opens the chart full screen. Press Esc to leave.
Download a chart as an image or CSV
| Chart options item | What it does |
|---|---|
| View as table / View as chart | Shows the numbers behind the chart, or the chart again. |
| Copy chart | Copies the chart as an image. Where your browser can't copy images, it downloads one. |
| Download data (CSV) | Downloads the chart's rows. Only shown when you may download data in this workspace. |
| Download image (PNG) | Downloads the chart with its title. If it fails: "Could not download the chart image." |
Add an agent chart to a dashboard
In a Build chat, with agent access at the Build level, a chart drawn from a view has Add to a dashboard.
- Click Add to a dashboard. Mammoth lists Dashboards on this data.
- Pick a dashboard, or click New dashboard from this chart.
- You see "Chart added to Sales board."
If the dashboard has the same chart, you see "That board already has “Revenue by month”" ("It draws the same data and measure from this view.") with Add anyway, Replace it and Cancel. A dashboard has no multi-line chart, so a chart with several lines goes on as a stacked chart.
Make an agent chart live, with a link or embed
With agent access at the Build level, Make it live turns a chat chart into a live chart that updates when its data refreshes. Choose Who can see it:
| Option | Who sees it |
|---|---|
| People in this workspace | People who sign in to the workspace. |
| Only on sites I allow | Pages on the sites you list, as https addresses. |
| Anyone with the link or embed | Anyone who has the link. |
Once live, the chart offers Link, Embed and Add to a dashboard. A chart only workspace members can see can't be embedded on a site.
Save a chart at the Explore level or in Ask
- Explore level: a chart in a Build chat has Save to my dashboard ▾ instead. Pick New or an existing dashboard; you see "Saved to Sales board" with Open. Workspace guests don't see this option.
- Ask chat: Edit chart opens the chart's own panel beside the chat; a chart you changed shows Edited in this chat with Undo. Save keeps it on a canvas (see Save an answer to a canvas).
Troubleshooting agent charts
| Symptom or message | Cause | Fix |
|---|---|---|
| "Could not download the chart image." | The PNG download failed | Try Copy chart, or download again |
| "Could not add the chart to the dashboard." | The add failed | Try Add to a dashboard again |
| No Download data (CSV) in Chart options | You may not download data in this workspace | Ask a Workspace Owner |
| No Add to a dashboard on a chart | Your agent access isn't at the Build level, or the chat is an Ask chat | Use Save to my dashboard ▾ (Explore level) or Save to a canvas (Ask) |
Related
- Results, charts and canvases: the other cards a reply shows.
- Snippets canvases: keep Ask charts on a canvas.
- Publish and share a dashboard: share a board the agent built.
- AI Agent access: the Build, Explore and Ask levels.
Something wrong? support@mammoth.io