From Conversation to Visualization with Agent Cal

We are thrilled to announce a major expansion of Agent Cal’s capabilities. Our goal has always been to make your data more accessible; now, we’re making it more actionable. You can now bridge the gap between AI-driven discovery and permanent dashboard reporting with our new Agent Cal to Widget Builder workflow.

The Update: AI-Powered Widget Creation

Gone are the days of manually copying SQL or trying to recreate your conversational insights in a separate reporting tool. You can now transform any dataset surfaced by Agent Cal into a fully functional dashboard widget with a single click.

What’s New & Why It Matters

  • Seamless Hand-off to Widget Builder
    • What: A new “Create Widget” button appears directly within your chat interface after Agent Cal generates a dataset.
    • Why: This eliminates manual data entry and ensures the logic Agent Cal used to find your answer is perfectly preserved as you move into visualization.
  • Specialized AI Collaboration
    • What: We’ve paired Agent Cal’s SQL and custom schema expertise with a dedicated Widget Builder Chat designed for UI configuration.
    • Why: While Agent Cal handles your complex organization-specific data (like custom Account Profile fields), the Widget Builder focuses on aesthetics—adding filters, adjusting time-series displays, and selecting the best chart types (e.g., stacked bar charts).
  • Dynamic Visualization Options
    • What: Easily transform flat tables into trend lines or attribution breakdowns over time.
    • Why: This allows you to visualize critical trends, such as Total Attribution by Account Profile, in a format that is ready for executive presentations.
  • Pre-Publish Preview
    • What: A dedicated preview mode to review your widget configuration before it goes live.
    • Why: It gives you a “sandbox” to tweak the look and feel before deploying the widget to your team’s shared dashboards.

Pro-Tip: When using Preview Mode, remember that the widget displays raw data without dashboard-level filters or attribution models applied. Once saved to a dashboard, your default models (such as Even Weighted or First Touch) will automatically populate the data.

How to Get Started

  1. Ask: Start a conversation with Agent Cal to pull a specific dataset (e.g., “Show me attribution by account segment for the last 6 months”).
  2. Convert: Click the Create Widget button in the chat response.
  3. Refine: Follow the prompts in the Widget Builder Chat to select your chart type and filters.
  4. Deploy: Preview your creation and save it to your desired dashboard.

For a deeper dive into maximizing Agent Cal’s new toolbox, visit our Knowledge Base or reach out to your Account Manager for a personalized walkthrough.

Happy Building!