Sales Analyzer Agent to generate visualizations on the sales dashboard

The Sales Analyzer Agent is an AI-powered assistant embedded in your Sales Dashboard that transforms natural language prompts into actionable visualizations. Simply type a query like "Opportunities by Stage" and select Visualize (or press Shift + Enter). The agent instantly generates a relevant chart in a side drawer, pre-filtered and ready for analysis. You can customize the chart’s dimensions, metrics, and settings, explore trends visually, and save the visualization to your personal or shared catalog for future use.

This feature offers the following business benefits

  • Instant Data Exploration: Sales users can generate visual insights from simple prompts, reducing the time spent navigating multiple tools.
  • Reduced Dependency on Analysts: Enables self-service analysis without needing to wait for custom reports or dashboards from IT or analytics teams.
  • Increased Productivity and Confidence: Teams can explore sales trends, performance gaps, and pipeline health in real time, supporting faster decision-making.

Steps to Enable

  • Log in as an Administrator to your VBDT instance and navigate to the Sales Dashboard page where you want to configure the agent.
  • Go to the Constants tab in the dashboard settings.
  • Locate the enableAgents configuration variable and add the workflow code or agent team code for the Sales Analyzer Agent.
  • Example format: [{ "Sales Analyzer": "CX_SALES_ANALYZER_AGENT_TEAM" }]
  • Save your changes and publish the dashboard to make the Sales Analyzer Agent available to end users.

Access Requirements

  • In the Global Search bar on the Sales Dashboard, enter a natural language prompt such as "Opportunities by Stage", then click Visualize or press Shift + Enter.
  • A side drawer will open, displaying an automatically generated chart based on your query, prompt, or user context.
  • The visualization is interactive and customizable—you can modify dimensions, metrics, and chart configurations to suit your analysis needs.
  • If you're an Administrator, you can save the visualization, making it available for all sales users to add to their dashboards through in-app personalization.