Quick start guide for analyst copilot (EAP)

Analyst copilot is designed to be intuitive yet powerful, meaning you can explore data, build reports, and create dashboards using both natural language and direct query tools. In this article, you'll learn how to get up and running, and find your way around analyst copilot, where you'll do most of your work.


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This feature is currently in an Early Access Program (EAP). You
can sign up for the EAP here.

Analyst copilot is designed to be intuitive yet powerful, meaning
you can explore data, build reports, and create dashboards using both natural language
and direct query tools. In this article, you'll learn how to get up and running, and
find your way around analyst copilot, where you'll do most of your work.
This article contains the following topics:

Getting started
Finding more help

Related articles:

Best practices for analyst copilot



Getting started

You must have the correct permissions to access analyst copilot. See Setting up analyst copilot.
This section contains the following topics:

Accessing analytics copilot
Using reports
Using dashboards



Accessing analytics copilot

If your account is enrolled in the agentic analytics Early Access Program
(EAP), you’ll see the analyst copilot icon in your Analytics section.
There’s no manual setup or installation for most users.
To access analytics copilot

In Analytics, click the Analyst
copilot ( ) in the sidebar. The analyst copilot
home page opens. If you can’t see the icon, check with your admin or
Zendesk support team.



Key elements of the home page include:

The create icon (+) appears on every Analyst copilot page and is used
to add new projects, reports, dashboards, and filter sets.
The search box is where you can search for items, or provide a natural-language prompt to create
a report.
The Recents column displays recent reports and dashboards you've
viewed or worked on. Click any item to open it.
The Trending column shows the most popular reports and dashboards for
all analyst copilot users. Click any item to open it.

See Setting up and accessing analyst
copilot



Using reports

While you can manually build a report, it's usually quicker to use a natural language prompt. When creating
a report, use specific and clear language to ensure accurate and relevant
results.
To create a report from a prompt

On the analyst copilot home page, enter a
prompt to create a report, for example "Which channel is getting the most
tickets?" or "Display all unsolved tickets with more than one agent
reply".

Analyst copilot provides an overview of the results and links to relevant
memories it used as a source to answer your prompt.


Tip: Memories are saved notes about your analysis work,
business rules, logic choices, and preferences. As you build reports,
analyst copilot can save actions, filters, decisions, and AI suggestions as
memories. Over time, these memories help make future analysis faster, more
consistent, and more accurate. See Understanding analyst copilot
memories.

To create a report manually

Click the create icon (+), then select Report. A blank
report opens in report builder.


Elements of report builder include:
Click the report name to enter a new one if required.


Undo and redo previous steps.


Memory opens a context graph showing all memories used by the
report.
Save, fork,
archive, or show the version history for the report.



AI-generated suggestions for adding to, or improving your report.
You can click a suggestion to immediately apply it.


Dimensions and measures you can use to build your
report.


Report results dynamically update based on your
settings.



See Creating analyst copilot reports,
Managing analyst copilot reports, and
Understanding analyst copilot
memories.



Using dashboards

Dashboards are interactive collections of reports, filters, and AI-powered
insights. They help users to explore, analyze, and share insights across Zendesk
datasets using a modern, search-first interface.
To view a dashboard

In Analytics, click the Analyst
copilot icon ( ) in the sidebar.
On the analyst copilot home page, click a dashboard to open it.


This section describes the main components of the dashboard builder

The dashboard name. You can click the name and enter a new
one.


Add reports, text, links, images, and filters to your
dashboard.


Filters to customize the results you see.


Undo and redo steps backward and forward your dashboard
edits.


Save immediately saves the dashboard. Save as opens the Save
dashboard page where you can name the dashboard, provide a description and
project, and view or edit the URL assigned to the dashboard.


View mode displays the dashboard as end users will see it. You can't
edit a dashboard in view mode. In Edit mode, you can make
changes.


Share displays options to download the dashboard to your device, or
to export the dashboard as an image.

An example of a report added to the dashboard.

When you click an added report, you'll see options that change how it's
formatted in the dashboard.


See Creating analyst copilot
dashboards.




Finding more help

Use the following resources to help you get the best from the agentic analytics
EAP:

About analyst copilot
Quick start guide for analyst copilot
Setting up analyst copilot
Creating and managing analyst copilot
projects
Creating and managing analyst copilot
dashboards
Creating analyst copilot reports
Managing analyst copilot reports
Working with analyst copilot memories

Working with analyst copilot datasets

Grouping and filtering analyst copilot
results
Best practices for analyst copilot

Using natural language prompts to create
analyst copilot reports
Agentic analytics EAP community



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