Before you begin: Quick Actions are available after generating a response using Ask Your Dashboard or an AI Insights Agent within a dashboard section. These actions allow you to take the output and reuse or refine it without leaving the current view. For more information on using AI in your dashboard, please refer to How to Use Ask Your Dashboard or AI Insights Agents Overview.
Overview
AI Insights Agent Quick Actions provide a set of options that allow you to interact with and take action on generated insights. After a response is created, you can quickly copy, download, edit, or convert the output into a presentation. These actions are designed to help you move from reviewing insights to sharing or refining them without additional steps. Quick Actions are available directly within the AI panel after an insight has been generated, making them accessible in the same workflow where the data is being reviewed.
Available Quick Actions
- Copy
- Copy the generated response to the clipboard. This is useful for sharing insights in emails, documents, or external tools.
- Download
- Download the response for offline use or distribution. This can be used when saving insights for reporting or record-keeping.
- Edit
- Modify the generated response directly. This is useful for refining language, adjusting context, or tailoring the output for a specific audience.
- Create SmartSlides
- Send the generated response to SmartSlides to create a presentation. The content is used to automatically generate slides based on the insights.
- Note: The Create SmarSlides Quick Action is only available after generating a response with an AI Insights Agent.