Select a chart, dataset, or slide to access AI entry points here.
Dataset actions
Field settings
Sample values
Choose the correct type
Applies to this dataset in all charts. Raw values are unchanged.
Suggested sequence
Guide the AI so it picks the right fields and a slide-friendly chart.
1. Columns
Choose the fields the AI is allowed to use.
2. Intent
Point the AI toward the question you want the slide to answer.
3. Chart preferences
Limit the shape options if you already know the visual direction.
4. Review
Review the title, subtitle, and key insight before applying them to the selected chart.
1. Context
2. Review
Generate a draft first, then apply only after reviewing the copy.
Describe the analytical page you want and review the AI draft before applying it.
1. Brief
2. Preview
Describe the dataset you need, choose trusted or exploratory sourcing, review the draft, and import it into the workspace.
1. Request
Trusted mode uses official APIs first. Exploratory mode can unlock broader requests with lower-confidence open-web sources.
Trusted mode is default. It stays within official APIs, filings, and structured public sources.
2. Preview