Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt

Use this file to discover all available pages before exploring further.

IdeaBoxAI’s Agentic BI is an AI-powered business intelligence layer embedded within the IdeaBoxAI platform. It connects to your data sources — whether a CSV file, Excel upload, or a live database via a Knowledge Base — and automatically generates fully interactive dashboards, charts, and insights using natural language instructions.
Agentic BI works with both uploaded files and live database connections. For CSV or Excel files, you can generate a dashboard immediately. For live databases (MySQL, PostgreSQL, ClickHouse, and others), you first create a Knowledge Base, which powers the dashboard with a semantic data layer.

​
Core value proposition

Agentic BI removes the manual effort from data visualisation and analysis.
  • Generate complete, multi-chart dashboards automatically from your data — no manual configuration required.
  • Use plain English to create, modify, and extend charts via the built-in AI Assistant.
  • Explore data interactively with Drill Down, Drill Through, and Roll Up controls on every chart.
  • Set automated email alerts when key metrics cross defined thresholds.
  • Share dashboards via shareable links, email, or embedded iframes — no login required for viewers.

​
Core capabilities

Agentic BI provides the following capabilities across both Auto-Generate and Manual creation modes.
  • Auto-generated dashboards — AI analyses your data and builds a complete dashboard automatically, including KPI cards, bar, line, and stacked charts, and AI-generated insights. Recommended for first-time use.
  • Manual canvas creation — Start with a blank dashboard and add charts individually using AI-assisted chart creation or fully manual configuration.
  • AI Assistant — Ask the built-in assistant to create or modify charts in plain English directly from the dashboard toolbar.
  • AI Insights — Every chart includes AI-generated summaries, highlights, business impact explanations, and calculation breakdowns.
  • Interactive controls — Add Filters, Drill Down, Drill Through, and Roll Up interactions to any chart to enable deep data exploration.
  • Canvas grouping — Organise charts into labelled, collapsible grouped sections for cleaner, more structured layouts.
  • Dashboard styling — Customise themes, colours, logos, and layout options to match your organisation’s branding.
  • Sharing and embedding — Share dashboards via link or email, or embed them in external websites and internal portals.
  • Alerts — Configure automated email notifications when a metric crosses a defined threshold.
  • Version history — Browse and restore previous versions of any dashboard by date and time.

​
How it works

Agentic BI follows a straightforward creation flow.
1

Connect your data source

Upload a CSV or Excel file directly, or select an existing Knowledge Base connected to a live database (MySQL, PostgreSQL, ClickHouse, Actian, SQL Server, and others).
2

Configure and generate

Name your dashboard, add optional custom instructions (e.g. Focus on sales KPIs or Show revenue by region), and optionally attach a reference document with your business rules. Click Generate Dashboard.
3

Review and explore

Your dashboard is generated with AI-selected charts, KPI cards, and insights. Use the AI Assistant, filters, and interaction controls to explore and extend it further.
Dashboard generation runs in the background. You can minimise the window and continue working elsewhere while it processes — especially useful for large files.

​
Data source support

Agentic BI supports two types of data sources.
Data SourceDescription
CSV / Excel fileUpload a .csv, .xls, or .xlsx file directly. No Knowledge Base required. Best for ad-hoc analysis and one-off datasets.
Knowledge Base (Structured)Connect a live database via a Knowledge Base. Supports MySQL, PostgreSQL, ClickHouse, Actian, and SQL Server. Powers dashboards with real-time, semantic-layer queries.
Currently, one data source is supported per dashboard — either a Knowledge Base or a CSV/Excel file. Support for combining multiple Knowledge Bases in a single dashboard is in development.

​
Next steps

Explore the following guides to start building with Agentic BI.

Getting Started

Navigate the interface and create your first AI-powered dashboard.

Build Your First Sales Dashboard

Step-by-step tutorial for creating a complete sales dashboard from your data.

Account Executive Dashboard

Build an account management dashboard with drill-through views and alerts.

Configurations

Learn advanced configuration options for customizing your dashboards.