Getting started with agentic analytics (EAP)

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.


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Summary: ◀▼
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.






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

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.
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.
The key features of agentic analytics are:

Analyst copilot: 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. Analytics copilot is where
you'll do most of your work.

Prebuilt analytical apps: 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.

AI-assisted builders: Analyst copilot includes tools to help
you create datasets, reports, and dashboards.

Context graph: A system of compounding intelligence that
remembers every analysis, meaning better results over time.



Watch the following video for an introduction to creating reports using analyst copilot
with agentic analytics:


Agentic analytics: Analyst copilot [3:13]
This article contains the following topics:

Signing up for the agentic analytics EAP
Accessing analytics copilot
Creating reports
Creating dashboards
Frequently asked questions
Finding more help



Signing up for the agentic analytics EAP

You must be added to the EAP before you can start using agentic analytics. You can
find details about how to apply on this community page.



Accessing analytics copilot

If your account is enrolled in the agentic analytics Early Access Program
(EAP), 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.
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



Creating reports

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

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.

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


Creating 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. Analyst copilot features both
prebuilt dashboards and a dashboard builder that you can use to create your own
dashboards.

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.
See Creating analyst copilot
dashboards.




Frequently asked questions

In this section, you'll find some frequently asked questions about agentic
analytics.


Who can use agentic analytics? Access to agentic analytics projects is
defined at the group level. If you have Analytics permissions
in Admin Center based on your role, these permissions also apply to agentic analytics. See Setting up agentic
analytics.


Can I use my existing Explore dashboards? You can't import Explore
dashboards, but similar information will become available in
agentic analytics.


Is my data safe? Yes. Agentic analytics applies your account’s
permissions and roles for all data access, ensuring security and privacy by
design.


Where can I find help? In-app links and documentation guide you through
basic and advanced features. Look for built-in tooltips for quick assistance
as you explore each dashboard or feature.


How can I provide feedback to Zendesk? You can give feedback, ask
questions, or help others in our EAP community
group.


I need more support. Where can I find it? If your Zendesk admin can't
help, contact Zendesk customer
support.





Finding more help

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

Getting started with agentic analytics
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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