Quick start guide for analyst copilot (EAP)

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<p id="docs-hc-snippet" style="display: none;">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.</p>
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<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>
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<p class="p">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.</p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_navigating__ul_zbb_ytq_z3c">
<li class="li"><a class="xref" href="#topic_fvl_s35_y3c">Getting started</a></li>
<li class="li"><a class="xref" href="#topic_dlf_wn4_djc">Finding more help</a></li>
</ul>
<p class="p">Related articles:</p>
<ul class="ul" id="acp_navigating__ul_irt_1j3_sjc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468767668634" target="_blank">Best practices for analyst copilot</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fvl_s35_y3c">
<h2 class="title topictitle2" id="ariaid-title2">Getting started</h2>
<div class="body">
<p class="p">You must have the correct permissions to access analyst copilot. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468668848922" target="_blank">Setting up analyst copilot</a>.</p>
<p class="p">This section contains the following topics:</p>
<ul class="ul" id="topic_fvl_s35_y3c__ul_s24_mx4_z3c">
<li class="li"><a class="xref" href="#topic_gnw_nx4_z3c">Accessing analytics copilot</a></li>
<li class="li"><a class="xref" href="#topic_ph5_4x4_z3c">Using reports</a></li>
<li class="li"><a class="xref" href="#topic_rmq_l4p_z3c">Using dashboards</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_gnw_nx4_z3c">
<h3 class="title topictitle3" id="ariaid-title3">Accessing analytics copilot</h3>
<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 your Analytics section.
There’s no manual setup or installation for most users.</p>
<p class="p"><strong class="ph b">To access analytics 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 Analyst
copilot (<img class="image" id="topic_gnw_nx4_z3c__image_fbf_db3_53c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_2.png" width="20">) in the sidebar. The analyst copilot
home page opens.<p class="p">If you can’t see the icon, check with your admin or
Zendesk support team. </p>
<img class="image" id="topic_gnw_nx4_z3c__image_qbh_fxm_rjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/arc-final-2.png" width="800">
</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-title4" class="topic nested2" id="topic_ph5_4x4_z3c">
<h3 class="title topictitle3" id="ariaid-title4">Using reports</h3>
<div class="body">
<p class="p">While you can manually build a report, it's usually 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, use specific and clear language to ensure accurate and relevant
results.</p>
<p class="p"><strong class="ph b">To create a report from a prompt</strong></p>
<ul class="ul" id="topic_ph5_4x4_z3c__ul_bxb_cjp_z3c">
<li class="li">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".</li>
</ul>
<p class="p">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"><strong class="ph b">To create a report manually</strong></p>
<ul class="ul" id="topic_ph5_4x4_z3c__ul_am4_gx1_2jc">
<li class="li">Click the create icon (<strong class="ph b">+</strong>), then select <strong class="ph b">Report</strong>.<p class="p">A blank
report opens in report builder.</p>
</li>
</ul>
<div class="p">Elements of report builder include:<ul class="ul" id="topic_ph5_4x4_z3c__ul_ask_3h4_djc">
<li class="li">Click the <strong class="ph b">report name</strong> to enter a new one if required.<p class="p"><img class="image" id="topic_ph5_4x4_z3c__image_odx_rh4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_1.png" width="350"></p>
</li>
<li class="li">
<strong class="ph b">Undo and redo</strong> previous steps.<p class="p"><img class="image" id="topic_ph5_4x4_z3c__image_zn1_s34_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_5.png" width="150"></p>
</li>
<li class="li">
<strong class="ph b">Memory</strong> opens a context graph showing all memories used by the
report.<p class="p"><img class="image" id="topic_ph5_4x4_z3c__image_ahc_x34_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_6.png" width="350"></p>
<p class="p"><strong class="ph b">Save</strong>, fork,
archive, or show the version history for the report.</p>
<p class="p"><img class="image" id="topic_ph5_4x4_z3c__image_ryp_nj4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_8.png" width="250"></p>
</li>
<li class="li">
<strong class="ph b">AI-generated suggestions</strong> for adding to, or improving your report.
You can click a suggestion to immediately apply it.<p class="p"><img class="image" id="topic_ph5_4x4_z3c__image_gvv_434_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_4.png" width="650"></p>
</li>
<li class="li">
<strong class="ph b">Dimensions and measures</strong> you can use to build your
report.<p class="p"><img class="image" id="topic_ph5_4x4_z3c__image_j2s_dj4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_7.png" width="250"></p>
</li>
<li class="li">
<strong class="ph b">Report results</strong> dynamically update based on your
settings.<p class="p"><img class="image" id="topic_ph5_4x4_z3c__image_qnh_334_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_3.png" width="450"></p>
</li>
</ul>
</div>
<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>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_rmq_l4p_z3c">
<h3 class="title topictitle3" id="ariaid-title5">Using 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.</p>
<p class="p"><strong class="ph b">To view a dashboard</strong></p>
<ul class="ul" id="topic_rmq_l4p_z3c__ul_ojv_grp_z3c">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the Analyst
copilot icon (<img class="image" id="topic_rmq_l4p_z3c__image_ay3_fgf_rjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_icon.png" width="20">) in the sidebar.</li>
<li class="li">On the analyst copilot home page, click a dashboard to open it.</li>
</ul>
<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">This section describes the main components of the dashboard builder</p>
<ul class="ul" id="topic_rmq_l4p_z3c__ul_lfz_xh4_djc">
<li class="li">The <strong class="ph b">dashboard name</strong>. You can click the name and enter a new
one.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_umn_c34_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_2.png" width="350"></p>
</li>
<li class="li">
<strong class="ph b">Add</strong> reports, text, links, images, and filters to your
dashboard.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_tft_2d5_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_15.png" width="350"></p>
</li>
<li class="li">
<strong class="ph b">Filters</strong> to customize the results you see.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_qvm_hk4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_9.png" width="800"></p>
</li>
<li class="li">
<strong class="ph b">Undo and redo</strong> steps backward and forward your dashboard
edits.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_nrr_1k4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_5.png" width="150"></p>
</li>
<li class="li">
<strong class="ph b">Save</strong> immediately saves the dashboard. <strong class="ph b">Save as</strong> 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.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_hcn_2n4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_13.png" width="100"></p>
</li>
<li class="li">
<strong class="ph b">View</strong> mode displays the dashboard as end users will see it. You can't
edit a dashboard in view mode. In <strong class="ph b">Edit</strong> mode, you can make
changes.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_n1y_xk4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_10.png" width="150"></p>
</li>
<li class="li">
<strong class="ph b">Share</strong> displays options to download the dashboard to your device, or
to export the dashboard as an image.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_fn2_qn4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_14.png" width="100"></p>
</li>
<li class="li">An example of a report added to the dashboard.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_jcx_4m4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_11.png" width="500"></p>
</li>
<li class="li">When you click an added report, you'll see options that change how it's
formatted in the dashboard.<p class="p"><img class="image" id="topic_rmq_l4p_z3c__image_nzl_sm4_djc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_12.png" width="500"></p>
</li>
</ul>
<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-title6" class="topic nested1" id="topic_dlf_wn4_djc">
<h2 class="title topictitle2" id="ariaid-title6">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"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468673224474-About-Analyst-copilot-EAP" target="_blank">About analyst copilot</a></li>
<li class="li">Quick start guide for analyst copilot</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>
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