> ## 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.

# What is Agentic BI?

> Learn how IdeaBoxAI's Agentic BI lets you create fully interactive, AI-generated dashboards from your data — without any manual chart configuration.

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.

<Info>
  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.
</Info>

## 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.

<Steps>
  <Step title="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).
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  Dashboard generation runs in the background. You can minimise the window and continue working elsewhere while it processes — especially useful for large files.
</Tip>

## Data source support

Agentic BI supports two types of data sources.

| Data Source                     | Description                                                                                                                                                             |
| ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **CSV / Excel file**            | Upload 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. |

<Info>
  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.
</Info>

## Next steps

Explore the following guides to start building with Agentic BI.

<CardGroup cols={2}>
  <Card title="Getting Started" icon="play" href="/agentic-bi/getting-started">
    Navigate the interface and create your first AI-powered dashboard.
  </Card>

  <Card title="Build Your First Sales Dashboard" icon="chart-bar" href="/agentic-bi/tutorials/build-your-first-dashboard">
    Step-by-step tutorial for creating a complete sales dashboard from your data.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Account Executive Dashboard" icon="users" href="/agentic-bi/tutorials/account-executive-dashboard">
    Build an account management dashboard with drill-through views and alerts.
  </Card>

  <Card title="Configurations" icon="gear" href="/agentic-bi/configurations/designing-your-dashboard">
    Learn advanced configuration options for customizing your dashboards.
  </Card>
</CardGroup>