AI Operator Agents are AI-powered tools within TapClicks that respond to plain-language text prompts to perform actions within the platform. Rather than manually building dashboards, widgets, calculated fields, or channels from scratch, you can describe what you need and the agent will generate it automatically. The following Operator Agents are available:
- Dashboard Creation Agent: Creates a full dashboard based on a plain-language prompt.
- Widget Creation Agent: Generates individual dashboard widgets such as charts, tables, and metric displays based on a plain-language prompt.
- Calculations Agent: Builds custom calculated fields using plain-language instructions, automatically generating the formula logic based on your description.
- Channels Agent: Creates and edits custom channels that blend data from multiple data sources, automatically mapping compatible fields across them.
Dashboard Creation Agent
What Does the Dashboard Creation Agent Do?
The Dashboard Creation Agent allows you to create a fully structured dashboard using a plain-language prompt. Rather than manually adding and arranging widgets, you can describe the dashboard you need and the agent will generate it automatically, no manual configuration required.
Create a Dashboard
1] In the left side menu, on the Reports menu, click Dashboards.
2] The Dashboards page will open. Click AI Dashboard in the upper-right corner of the page.
3] The Create Dashboard using AI modal will open. In the Prompt field, enter a plain-language description of the dashboard you want to create.
4] Optionally, select a template from the Templates dropdown menu or enter a name in the Dashboard Name field. If left blank, a template will be auto-selected and the dashboard name will be auto-generated from your prompt.
5] Click Create to complete setup.
Widget Creation Agent
What Does the Widget Creation Agent Do?
The Widget Creation Agent allows you to add individual widgets to a dashboard using a plain-language prompt. You can describe the chart, table, or metric display you need and the agent will generate and place it automatically, no manual widget configuration required.
Add a Widget
1] Open the dashboard where you want to add a widget and click the Add Widget button (plus icon) in the upper-right corner of the page.
2] The widget picker will open. On the Data Widget tab, click Ask AI.
3] The Ask AI modal will open. In the prompt box, enter a plain-language description of what you want to see and click Next.
4] The agent will suggest a widget type based on your prompt and display a brief explanation of its reasoning. Optionally, select a different widget type using the chart icons. Click Generate Widget to complete setup.
Calculations Agent
What Does the Calculations Agent Do?
The Calculations Agent allows you to create custom calculated fields using plain-language prompts. This tool automatically generates transformation logic based on your description, no formulas, syntax, or code required.
The AI-generated logic can be used for a wide range of calculation needs, including ROI metrics, data cleanup, naming conventions, and multi-field operations. This helps reduce manual effort, avoid errors, and accelerate time to insight.
To use the Calculations Agent, Text Editor Calculations must be enabled in your instance. If this feature is not available, contact your Customer Success Manager to have it enabled.
Create a Calculation
1] In the left side menu, on the Data menu, click Calculations.
2] The Calculations page will open. Click the Add New Calculation button (plus icon) in the upper-right corner of the page.
3] Enter a name for the calculation and select a Data Type, Source, and View from the dropdown menus.
4] On the right side of the page, click the sparkle icon.
5] In the prompt box, enter a plain-language description of the logic you need and click Submit.
6] The Calculations Agent will generate the corresponding calculation logic and populate it in the Advanced Calculator.
7] Click Verify to validate the logic. If the calculation does not work as expected, edit it manually or enter a new prompt in the prompt box.
8] Click Save to complete setup.
Edit a Calculation
1] In the left side menu, on the Data menu, click Calculations.
2] The Calculations page will open. Click the edit button (pencil icon) on the calculation you want to change.
3] On the right side of the page, click the sparkle icon.
4] In the prompt box, enter a plain-language description of the changes you need and click Submit.
5] The Calculations Agent will update the calculation logic in the Advanced Calculator.
6] Click Verify to validate the logic. If the calculation does not work as expected, edit it manually or enter a new prompt in the prompt box.
7] Click Save to complete setup.
Channels Agent
What Does the Channels Agent Do?
The Channels Agent allows you to create and edit custom channels that blend data from multiple data sources using a plain-language prompt. The agent automatically identifies and maps compatible fields across the selected data sources, reducing the time and technical expertise needed to set up complex channels in TapClicks.
You can open the Channels Agent from the Channels Overview page, from the new channel page when creating a channel, or from the edit page of an existing custom channel.
Create a Channel From the Overview Page
1] In the left side menu, on the Data menu, click Channels.
2] The Channels Overview page will open. Click the sparkle icon in the upper-right corner of the page.
3] The Channels Operator Agent side panel will open.
Create a Channel From the New Channel Page
2] The Channels Overview page will open. Click the Add New Channel (plus) icon in the upper-right corner of the page.
3] The new channel page will open. Click the sparkle icon in the upper-right corner of the page.
Edit a Channel
2] The Channels Overview page will open. Click the Edit (pencil) icon on the custom channel you want to edit.
3] Click the sparkle icon in the upper-right corner of the page.
Using the Agent
4] In the prompt box, enter a plain-language description of the changes you want to make and click the Submit (arrow) icon.
5] The Channels Agent will apply your changes, automatically mapping compatible fields across the selected data sources. Review the channel configuration to confirm the field mappings are correct.
6] Click Save to complete setup.