Publishing a Data Agent
Users can publish the data agent to access the intuitive UI of the Data Agent on their homepage.
Steps to Publish a Data Agent to User(s)
Navigate to the Data Agent Section
Go to the "Data Agent" tab from the left sidebar.
This section displays a list of all existing Data Agents.
Select a Tab to Proceed
The Publish window displays the following tabs:
User Groups
Exclude Users
KPI Suggestions
Click the Users tab to share the data agent with individual users.
Search for a User & Select User(s)
Search for a User & Select User
Use the search bar to find a specific user. In this case, "ni" is typed to filter for users with "ni" in their name or email.
Locate the searched user from the customized list of users and select the user using the checkmark in the given box.
You may select multiple users to publish the data agent to all of them.
Steps to Exclude Users from Accessing a Published Data Agent
KPI Suggestions
The KPI Suggestions tab within the Publish window allows technical users to configure which Key Performance Indicators (KPIs) are surfaced on the agentic interface homepage upon initialization.
This tab provides a selectable list of KPIs derived from the Data Agent's configured data sources and logic flows. Selected KPIs are prioritized for rendering during interface load, ensuring immediate visibility of high-impact metrics relevant to the agent’s operational context.
Scope
This feature is particularly useful during deployment and versioning phases. It's crucial for ensuring that the Key Performance Indicators (KPIs) you display precisely align with your intended analytical scope and specific business use cases.
Benefits
By choosing relevant KPIs, users can ensure that critical metrics are prominently displayed, enhancing focus and enabling quicker decision-making.
This customization helps tailor the interface to individual roles, preferences, and business objectives.
Tip: Selecting the most relevant KPIs ensures that actionable insights are always front and center when working with your Data Agent.
Customized Display of KPI for a Data Agent
Users gain granular control within the Publish window with the option to select or deselect KPI Suggestions that will be presented for their specific data agent. This dual-point control ensures that displayed KPIs precisely align with the intended analytical scope and business use cases, offering a tailored and efficient experience.
Navigate to the platform homepage.
Select a published data agent from the displayed list under the Documents Owned by Me section. Click on it.
By clicking on a published Data Agent, the user gets redirected to the All Files section.
The screen will be divided into two sections, the left side displaying the KPI insights, and the right side launching the agentic interface for the selected Data Agent.
You can use the Maximize icon from the KPI section to get the available KPIs in the full-screen view.
You can view the KPI insights in full-screen mode, displaying five charts.
Navigate to the Data Agent page using the Data Agent option from the navigation menu.
Select a data agent from the displayed list. Click the Publish icon for the selected data agent.
The user will be redirected to the Publish window for the selected Data Agent.
Navigate to the User(s) tab for user selection.
Use the corresponding checkbox to select a user. You can select multiple users by using multiple checkboxes.
Navigate to the KPI Suggestions tab.
The pre-selected KPI suggestions are displayed.
Select/deselect the KPIs using the corresponding checkboxes.
In this case, the KPI "Top Product Categories by Quantity Sold" KPI is deselected.
Click the Publish option to complete the action.
A notification message appears to confirm the completion of the publish action.
Go to the platform homepage to verify the KPI Widget removal.
From the All Files section, open the relevant Data Agent.
Access the KPI Widgets/My Insights section in maximized version.
You'll observe that the deselected KPI widget is no longer displayed in this section.

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