Creating analyst copilot reports using a prompt (EAP)

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<p id="docs-hc-snippet" style="display: none;">Analyst copilot lets you enter a natural-language prompt to create a report. If you need more control, or want to add more advanced features, you cancreate a report using report builderusing the dimensions and measures in one of your datasets.</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" dir="ltr">Analyst copilot lets you enter a natural-language prompt to create a report. If
you need more control, or want to add more advanced features, you can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/11041950353434" target="_blank">create a report using report builder</a> using the dimensions
and measures in one of your datasets.</p>
<p class="p" dir="ltr"><strong class="ph b">To create a report using a prompt</strong></p>
<ol class="ol" id="acp_create_report_prompt__ol_pwv_4qz_t3c">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the Home (<img class="image" id="acp_create_report_prompt__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.</li>
<li class="li">Click the prompt type icon (<img class="image" id="acp_create_report_prompt__image_ybd_yj3_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_36.png" width="20">) to choose the prompt type you want from the
following:<ul class="ul" id="acp_create_report_prompt__ul_x53_pb2_2jc">
<li class="li">
<strong class="ph b">Analyze data</strong>: Uses existing memories to create the report. This
prompt type is suitable for most users.</li>
<li class="li">
<strong class="ph b">In-depth exploration</strong>: Uses existing memories and deeper analysis to
create the report. This can be useful for more detailed analysis to discover
the reasons behind your results.</li>
</ul>
<p class="p"><img class="image" id="acp_create_report_prompt__image_nf2_nd2_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/HA_new_35.png" width="550"></p>
</li>
<li class="li">You can restrict your prompt to only use data and memories from a particular <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10492295767194" target="_blank">project</a>. To do this, click the add project
context icon (<strong class="ph b">+</strong>), then select the project you want to scope your prompt
to.<p class="p"><img class="image" id="acp_create_report_prompt__image_v5j_ryp_zjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/robstack_image_project_context.png" width="350"></p>
</li>
<li class="li" dir="ltr">Enter your prompt, then press <strong class="ph b">Enter</strong>. <p class="p">For example, “What’s
happening with my tickets?”</p>
<p class="p"><img class="image" id="acp_create_report_prompt__image_qwv_4qz_t3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_7.png" width="800"></p>
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<div class="note tip">
<span class="tiptitle">Tip:</span> For prompt ideas, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468688753690-Asking-natural-language-questions-in-Analyst-Copilot-EAP" target="_blank">Using natural language prompts to create
analyst copilot reports</a>.</div>
</div>
<p class="p">Analyst copilot returns an answer and relevant memories.</p>
</li>
<li class="li" dir="ltr">Click an item in the Sources panel to see what information that was used
to create the report.<p class="p"><img class="image" id="acp_create_report_prompt__image_zvl_413_gjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/arc-final-6.png" width="750"></p>
<p class="p">Below your report, you’ll see a
list of assets (reports, dashboards, and datasets) related to your
question.</p>
</li>
<li class="li">If you want to make changes or additions to the report, click <strong class="ph b">Explore more in
report builder</strong>. For help with report builder, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/11041950353434-Creating-analyst-copilot-reports-using-report-builder-EAP" target="_blank">Creating analyst copilot reports using report
builder</a>.</li>
</ol>
<p class="p" dir="ltr">If analyst copilot does not have sufficient information or memories to create
the report, no answer or memories appear.</p>
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