Getting started with agentic analytics (EAP)

<body>
<p id="docs-hc-snippet" style="display: none;">Agentic analytics is a complete service analytics experience that replaces manual reporting with autonomous, AI-driven analysis. You ask questions in plain language and receive cited, grounded answers with no technical or business intelligence expertise required.</p>
<div class="article-banners">
<div id="docs-wmp-link">
<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
</div>

<div class="article-banner" id="suite_pee">
<table>
<tbody>
<tr>
<td>
<strong>All Suites</strong>
</td>
<td>Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>

<div class="article-banner" id="support_with_explore_pe">
<table>
<tbody>
<tr>
<td>
<strong>Support with</strong>
</td>
<td>Explore Professional or Enterprise</td>
</tr>
</tbody>
</table>
</div>

</div>
<div id="docs-ai-summary">
<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">Agentic analytics is an EAP that gives you AI-driven service analytics in plain language, with cited answers, report building, and prebuilt analytical apps. You can use analyst copilot to investigate trends, create dashboards, diagnose root causes, and share summaries without BI expertise. Access depends on your role and permissions, and your data stays protected by account-based access controls.</p>
</div>

<div class="body">

<div class="p">
<div class="note attention">
<span class="attentiontitle"></span> This feature is currently in an Early Access Program (EAP). You
can <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">sign up for the EAP here</a>.</div>
</div>
<p class="p" dir="ltr">Agentic analytics is a complete service analytics experience that replaces
manual reporting with autonomous, AI-driven analysis. You ask questions in plain
language and receive cited, grounded answers with no technical or business intelligence
expertise required.</p>
<p class="p" dir="ltr">Agent analytics runs on a unified data foundation; a single, trusted source of
truth, and context graph, a system of compounding intelligence that captures every
analysis and gets smarter over time.</p>
<div class="p">The key features of agentic analytics are:<ul class="ul" id="acp_getting_started__ul_m13_qky_jjc">
<li class="li" dir="ltr">
<strong class="ph b">Analyst copilot</strong>: An AI analytics assistant purpose-built for
customer and employee service. Provide prompts or questions in plain language
and get cited, statistically validated answers, with narrative explanations,
root cause diagnosis, and recommended next steps. Use it to investigate trends,
build reports, and share executive-ready summaries. Analyst copilot is where
you'll do most of your work.</li>
<li class="li" dir="ltr">
<strong class="ph b">Prebuilt analytical apps</strong>: Give teams a unified view of customer
and employee service use cases out of the box. Each app bundles the datasets,
dashboards, and reports needed for common use cases, such as support, or AI
agents, so customers can get to answers faster without starting from
scratch.</li>
<li class="li" dir="ltr">
<strong class="ph b">AI-assisted builders</strong>: Analyst copilot includes tools to help
you create datasets, reports, and dashboards.</li>
<li class="li" dir="ltr">
<strong class="ph b">Context graph</strong>: A system of compounding intelligence that
remembers every analysis, meaning better results over time.</li>
</ul>
</div>
<p class="p"><img class="image" id="acp_getting_started__image_ojz_mvy_jjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/agentic_analytics_diagram.png" width="800"></p>
<p class="p">Watch the following video for an introduction to creating reports using analyst copilot
with agentic analytics:</p>
<p class="p"></p>
<div class="non-responsive"><iframe allowfullscreen="" class="iframe" controls="controls" height="480" src="https://www.youtube.com/embed/Hnx0ZVblx6s" width="640"></iframe></div>
<p class="p" dir="ltr"><em class="ph i">Agentic analytics: Analyst copilot [3:13]</em></p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_getting_started__ul_zph_hys_t3c">
<li class="li"><a class="xref" href="#topic_nxq_kzx_ljc">Signing up for the agentic analytics EAP</a></li>
<li class="li"><a class="xref" href="#topic_s1f_xp3_bkc">Turning agentic analytics on or off</a></li>
<li class="li"><a class="xref" href="#topic_gnw_nx4_z3c">Accessing analyst copilot</a></li>
<li class="li"><a class="xref" href="#topic_fvl_s35_y3c">Creating reports</a></li>
<li class="li"><a class="xref" href="#topic_rmq_l4p_z3c">Creating dashboards</a></li>
<li class="li"><a class="xref" href="#topic_akp_1zt_y3c">Frequently asked questions</a></li>
<li class="li"><a class="xref" href="#topic_dlf_wn4_djc">Finding more help</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_nxq_kzx_ljc">
<h2 class="title topictitle2" id="ariaid-title2">Signing up for the agentic analytics EAP</h2>
<div class="body">
<p class="p">You must be added to the EAP before you can start using agentic analytics. You can
find details about how to apply on <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">this community page</a>.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_s1f_xp3_bkc">
<h2 class="title topictitle2" id="ariaid-title3">Turning agentic analytics on or off</h2>
<div class="body">
<p class="p">Once you've <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">signed up for the EAP</a>, you must turn it on
before you can start using it.</p>
<p class="p"><strong class="ph b">To turn on the agentic analytics EAP</strong></p>
<ol class="ol" id="topic_s1f_xp3_bkc__ol_t24_mq3_bkc">
<li class="li" dir="ltr">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_s1f_xp3_bkc__image_azs_wq3_bkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_workspaces_icon.png">
<strong class="ph b">Workspaces</strong> in the sidebar, then select <strong class="ph b">Analytics</strong>.</li>
<li class="li" dir="ltr">On the Analytics page, select <strong class="ph b">Agentic analytics (EAP)</strong>.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Save</strong>.</li>
</ol>
<p class="p"><img class="image" id="topic_s1f_xp3_bkc__image_n1q_cr3_bkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_dataset_b_5.png" width="600"></p>
<p class="p"><strong class="ph b">To turn off the agent analytics EAP</strong></p>
<ol class="ol" id="topic_s1f_xp3_bkc__ol_isj_bfd_jkc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_s1f_xp3_bkc__image_mds_cfd_jkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_workspaces_icon.png">
<strong class="ph b">Workspaces</strong> in the sidebar, then select <strong class="ph b">Analytics</strong>.</li>
<li class="li">On the Analytics page, clear the <strong class="ph b">Agentic analytics (EAP)</strong> checkbox.</li>
<li class="li">Wait for the confirmation message to appear. Agentic analytics is now turned
off.<p class="p"><img class="image" id="topic_s1f_xp3_bkc__image_x45_hfd_jkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_eap_deactivate.png" width="300"></p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_gnw_nx4_z3c">
<h2 class="title topictitle2" id="ariaid-title4">Accessing analyst copilot</h2>
<div class="body">
<p class="p">If your account is enrolled in the <a class="xref" href="https://community.zendesk.com/groups/zendesk-eap-agentic-analytics-154" target="_blank">agentic analytics Early Access Program
(EAP)</a>, you’ll see the analyst copilot icon in the Analytics section of
the Zendesk console. There’s no manual setup or installation for most users.</p>
<p class="p"><strong class="ph b">To access analyst copilot</strong></p>
<ul class="ul" id="topic_gnw_nx4_z3c__ul_v4w_v24_djc">
<li class="li" dir="ltr">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the click the Home
(<img class="image" id="topic_gnw_nx4_z3c__topic_o24_d3p_hvb_image_ovd_jsv_4xb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_dashboard.png" width="16">) icon
in the sidebar.<p class="p">If you can’t see the icon, check with your admin or Zendesk
support team. </p>
<p class="p"><img class="image" id="topic_gnw_nx4_z3c__image_lld_lcv_fkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ai_agent_conv_9.png" width="800"></p>
</li>
</ul>
<p class="p">Key elements of the home page include:</p>
<ul class="ul" id="topic_gnw_nx4_z3c__ul_u3w_3f4_djc">
<li class="li">The create icon (<strong class="ph b">+</strong>) appears on every analyst copilot page and is used to
add new projects, reports, dashboards, and filter sets.</li>
<li class="li">The search box is where you can search for items, or provide a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468688753690" target="_blank">natural-language prompt</a> to create a
report.</li>
<li class="li">The <strong class="ph b">Recents</strong> column displays recent reports and dashboards you've viewed
or worked on. Click any item to open it.</li>
<li class="li">The <strong class="ph b">Trending</strong> column shows the most popular reports and dashboards for all
analyst copilot users. Click any item to open it.</li>
</ul>
<p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468668848922-Setting-up-and-accessing-Analyst-Copilot-EAP" target="_blank">Setting up and accessing analyst
copilot</a></p>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_fvl_s35_y3c">
<h2 class="title topictitle2" id="ariaid-title5">Creating reports</h2>
<div class="body">
<p class="p">While you can manually build a report, it's often quicker to use a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468688753690" target="_blank">natural language prompt</a>. When creating a
report using s prompt, use specific and clear language to ensure accurate and
relevant results.</p>
<p class="p">On the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">analyst copilot</a> 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.</p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> <em class="ph i">Memories</em> 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 <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468666615194" target="_blank">Understanding analyst copilot
memories</a>.</div>
</div>
<p class="p">If you want more control, you can create new reports or modify existing reports using
report builder. Report builder provides an intuitive drag-and-drop interface and
advanced features to help you get the results you want.</p>
<p class="p"><img class="image" id="topic_fvl_s35_y3c__image_lj3_zxk_vjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_3.png" width="700"></p>
<p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468766765338-Creating-Analyst-Copilot-reports-EAP" target="_blank">Creating analyst copilot reports</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826-Managing-Analyst-Copilot-reports-EAP" target="_blank">Managing analyst copilot reports</a>, and
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468666615194-Understanding-Analyst-Copilot-memories-EAP" target="_blank">Understanding analyst copilot
memories</a>.</p>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_rmq_l4p_z3c">
<h3 class="title topictitle3" id="ariaid-title6">Creating dashboards</h3>
<div class="body">
<p class="p">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. Analyst copilot features both
prebuilt dashboards and a dashboard builder that you can use to create your own
dashboards.</p>
<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_adc_z4h_gjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/arc-final-3.png" width="800"></p>
<p class="p">The dashboard builder gives you the tools you need to create and share
dashboards. You can add reports, filters, images, and links which can help to
add your company branding to dashboards. When you've finished creating a
dashboard, you can share it with others in your organization.</p>
<p class="p">See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468739947290" target="_blank">Creating analyst copilot
dashboards</a>.</p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested1" id="topic_akp_1zt_y3c">
<h2 class="title topictitle2" id="ariaid-title7">Frequently asked questions</h2>
<div class="body">
<p class="p">In this section, you'll find some frequently asked questions about agentic
analytics.</p>
<ul class="ul" id="topic_akp_1zt_y3c__ul_gdy_bzt_y3c">
<li class="li">
<strong class="ph b">Who can use agentic analytics?</strong><p class="p">Access to agentic analytics projects is
defined at the group level. If you have Analytics permissions
in Admin Center <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">based on your role</a>, these permissions also apply to agentic analytics. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468668848922" target="_blank">Setting up agentic
analytics</a>.</p>
</li>
<li class="li">
<strong class="ph b">Can I use my existing Explore dashboards?</strong><p class="p">You can't import Explore
dashboards, but similar information will become available in
agentic analytics.</p>
</li>
<li class="li">
<strong class="ph b">Is my data safe?</strong><p class="p">Yes. Agentic analytics applies your account’s
permissions and roles for all data access, ensuring security and privacy by
design.</p>
</li>
<li class="li">
<strong class="ph b">How often does the information in my datasets refresh?</strong><p class="p">Currently,
datasets refresh once a day at midnight in the account's timezone.</p>
</li>
<li class="li">
<strong class="ph b">Where can I find help?</strong><p class="p">In-app links and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468673224474" target="_blank">documentation</a> guide you through
basic and advanced features. Look for built-in tooltips for quick assistance
as you explore each dashboard or feature.</p>
</li>
<li class="li">
<strong class="ph b">How can I provide feedback to Zendesk?</strong><p class="p">You can give feedback, ask
questions, or help others <a class="xref" href="https://community.zendesk.com/groups/zendesk-eap-agentic-analytics-154" target="_blank">in our EAP community
group</a>.</p>
</li>
<li class="li">
<strong class="ph b">I need more support. Where can I find it?</strong><p class="p">If your Zendesk admin can't
help, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408843597850" target="_blank">contact Zendesk customer
support</a>.</p>
</li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested1" id="topic_dlf_wn4_djc">
<h2 class="title topictitle2" id="ariaid-title8">Finding more help</h2>
<div class="body">
<p class="p">Use the following resources to help you get the best from the agentic analytics
EAP:</p>
<ul class="ul" id="topic_dlf_wn4_djc__ul_ygg_k44_djc">
<li class="li">Getting started with agentic analytics</li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468668848922-Setting-up-Analyst-copilot-EAP" target="_blank">Setting up analyst copilot</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10492295767194-Creating-and-managing-Analyst-copilot-projects-EAP" target="_blank">Creating and managing analyst copilot
projects</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468739947290-Creating-Analyst-Copilot-dashboards-EAP" target="_blank">Creating and managing analyst copilot
dashboards </a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468766765338-Creating-Analyst-Copilot-reports-EAP" target="_blank">Creating analyst copilot reports </a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826-Managing-Analyst-copilot-reports-EAP" target="_blank">Managing analyst copilot reports </a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468666615194-Working-with-Analyst-copilot-memories-EAP" target="_blank">Working with analyst copilot memories
</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468674410906-Working-with-Analyst-copilot-datasets-EAP" target="_blank">Working with analyst copilot datasets
</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468668486426-Grouping-and-filtering-Analyst-copilot-reports-EAP" target="_blank">Grouping and filtering analyst copilot
results</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468767668634-Best-practices-for-Analyst-copilot-EAP" target="_blank">Best practices for analyst copilot
</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468688753690-Using-natural-language-prompts-to-create-Analyst-copilot-reports-EAP" target="_blank">Using natural language prompts to create
analyst copilot reports</a></li>
<li class="li"><a class="xref" href="https://community.zendesk.com/groups/zendesk-eap-agentic-analytics-154" target="_blank">Agentic analytics EAP community</a></li>
</ul>
</div>
</div>
<script id="docs-schema-markup" type="application/ld+json">{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/10468673224474",
"url": "https://support.zendesk.com/hc/en-us/articles/10468673224474",
"headline": "Getting started with agentic analytics (EAP)",
"description": "You learn how to enable the EAP, access analyst copilot, and create reports and dashboards from natural-language prompts.",
"articleSection": "Using analyst copilot",
"datePublished": "2026-03-25T17:27:09+00:00",
"dateModified": "2026-08-25T18:36:43.398036+00:00",
"inLanguage": "en",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/10468673224474"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"@id": "https://support.zendesk.com/hc/"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk",
"@id": "https://www.zendesk.com",
"softwareAddOn": {
"@type": "SoftwareApplication",
"name": "Reporting and analytics",
"@id": "https://support.zendesk.com/hc/en-us/sections/4405298856346"
}
}
}</script><script id="ai-summary-script">
//<![CDATA[
const ai_summary_style = document.createElement('style');
ai_summary_style.innerHTML = `#styled-article-body{padding:0 0 0}#article-body #docs-ai-summary{background-color:#f3f3f3;border:1px solid #d3d3d3;padding:10px 10px 6px;margin-bottom:16px}#article-body #docs-ai-summary #docs-ai-summary-toggle{font-size:.9em;font-weight:700;margin-bottom:4px;cursor:pointer;display:flex;justify-content:space-between;align-items:center}#article-body #docs-ai-summary #docs-ai-summary-toggle #up-triangle{margin-left:auto;padding-right:10px;display:none}#article-body #docs-ai-summary #docs-ai-summary-toggle #down-triangle{margin-left:auto;padding-right:10px}#article-body #docs-ai-summary #docs-ai-summary-content{font-size:.9em;padding-left:25px;padding-right:25px;margin-bottom:12px}`;
document.head.appendChild(ai_summary_style);

const toggleAISummary = () => {
const summary = document.getElementById("docs-ai-summary-content");
const upTriangle = document.getElementById("up-triangle");
const downTriangle = document.getElementById("down-triangle");
if (summary.style.display === "none") {
summary.style.display = "block";
upTriangle.style.display = "none";
downTriangle.style.display = "inline";
} else {
summary.style.display = "none";
upTriangle.style.display = "inline";
downTriangle.style.display = "none";
}
};

document.getElementById("docs-ai-summary-toggle").addEventListener("click", toggleAISummary);
//]]>
</script>
</body>