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Use an insight to understand what a widget shows, then follow up when you need a deeper explanation. Insights are most useful when you check their scope against the chart or table beside them.

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Before you begin

Open a dashboard you can access. Asking Insight AI questions requires Can chat access or higher. Wait for the relevant widgets to finish loading.

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Read a widget’s insights

  1. Find the chart, table, or KPI you want to understand.
  2. Open Insights and Info on that widget.
  3. Read the overview and the main findings.
  4. Check the stated period, filters, and definitions against the widget.
A widget insight can include an Overview, individual Insights, and the Scope of the data used. It describes that widget’s results; a claim about the whole business may need more supporting data.

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Ask Insight AI

Select Insight AI at the top of the dashboard to ask a question about its data. For example: “Which categories explain the decline?” or “Are returns grouped by order date or return date?” Ask for a supporting table or breakdown when a conclusion needs checking. Continue in the same conversation so the question retains its context.

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Choose the right AI control

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Expected result

You understand what the widget covers, which findings the data supports, and which questions still need investigation.

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Next steps

Explore the underlying data or create a report after checking the findings.
Last modified on October 2, 2026