Resources for agentic analytics (EAP)

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

This article contains resources for setting up and using Zendesk agentic analytics. The resources can be found in the following sections:

Agentic analytics basics

Setting up agentic analytics

Understanding projects and datasets

Creating and customizing reports

Viewing and using dashboards

Creating and sharing dashboards

Best practices

Community

Agentic analytics basics

Getting started with agentic analytics

Setting up agentic analytics

Understanding agentic analytics permissions

Understanding projects and datasets

Creating and managing analyst copilot projects

Working with analyst copilot datasets

Creating and customizing reports

Creating reports in analyst copilot

Creating analyst copilot reports using a prompt (EAP)

Creating analyst copilot reports using report builder (EAP)

Grouping and filtering analyst copilot reports

Saving commonly used filters with analyst copilot filter sets

Managing analyst copilot reports

Refining analyst copilot reports with drill in

Adding interactivity to reports with analyst copilot report actions

Working with analyst copilot memories

Understanding report visualizations in analyst copilot

Viewing and using dashboards

About prebuilt dashboards in analyst copilot

Saving and restoring analyst copilot dashboard views

Understanding the tickets dashboard in analyst copilot

Understanding the team performance dashboard in analyst copilot

Understanding the agent productivity dashboard in analyst copilot

Understanding the intelligent triage dashboard in analyst copilot

Understanding the IT asset dashboard in analyst copilot

Understanding the AI agents dashboard in analyst copilot (EAP)

Understanding the analyst copilot quality score dashboard (EAP)

Creating and sharing dashboards

Creating and managing analyst copilot dashboards

Best practices

Best practices for analyst copilot (EAP)

Using natural language prompts to create reports in analyst copilot

Community

Agentic analytics community site