Concierge: Analytics Q&A in Tableau Next

When Agentforce for Analytics and Concierge: Analytics Q&A are enabled in Tableau Next, you can explore your metric details and dashboards through natural conversation in the Agentforce panel. Ask questions about your data to get answers in the form of insights and relevant visualizations. For transparency, responses from the agent include the sources and reasoning used for analysis.

When Agentforce isn't enabled, the metric details page uses the default insight exploration experience without the use of generative AI.

Note Analysts and Administrators: For information on how to plan, enable, and implement Concierge, see Plan Your Concierge Implementation in Tableau Next.

Concierge: Analytics Q&A is available through the Analytics and Visualization template in Agentforce. This template uses the pre-built Data Analysis subagent with the default Analyze Data action to craft rich-text, natural language responses in Tableau Next that directly answer your questions about data.

Concierge requires that any semantic model it queries is enabled for use with Agentforce for Analytics in Tableau Next. A Tableau Next user who has Semantic Model editing permission must enable the semantic model in the Analytics Agent Readiness dialog box. For more information, see Enable Analytics Agent Readiness in Data 360 help.

Note Admins can create fallback lists of semantic models per agent for scenarios where the semantic context isn't clear. For more information, see Set Up Agent Scoping for Concierge.

Concierge: Analytics Q&A conversationally:

• Answers questions in a session using the underlying data from the semantic model as a grounded source to query against and analyze.
• Clarifies intent when it encounters complexity or ambiguity in a question to provide a better, more accurate response.

Concierge uses a single semantic query path for questions.

Semantic queries interact with the underlying semantic model dynamically, allowing for custom breakdowns, entity comparisons, and deeper exploration. Concierge: Analytics Q&A generates and runs a semantic query against the underlying semantic model of an associated metric or dashboard. It synthesizes the query output data to create a textual answer and creates a visualization based on the semantic query.

When Agentforce for Analytics is enabled in Slack, you can use it to ask questions about shared Tableau Next metrics and dashboard data in that context. For more information, see Ask Questions About Shared Metrics and Dashboards in Slack Using Agentforce for Analytics.

Note

Concierge: Analytics Q&A and the Agentforce platform are built on top of the Einstein Trust Layer and inherit all of its security, governance, and trust capabilities. As you and other users interact with the analytics agent created for your Tableau Next org, no data or conversations are saved to the Large Language Model (LLM), and no customer data is ever used to train the model.

Trust is built into the experience by inviting thumbs-up or thumbs-down ratings and open feedback. These responses are used to improve the conversational experience. For more information, see Trust and Agentforce.

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• Plan Your Concierge Implementation in Tableau Next
  As an analyst implementing Concierge in Tableau Next, you play an integral role in getting Concierge to work well for your organization. Successfully enabling Concierge: Analytics Q&A for use in Tableau Next includes five major phases.
• Ask Questions with Concierge: Analytics Q&A
  When Agentforce for Analytics and Concierge: Analytics Q&A are enabled in Tableau Next, you can ask questions to explore your data in the Agentforce panel (in a metric details page, dashboard view, or embedded Tableau Next dashboard). When Agentforce for Analytics is enabled in Slack, you can use it to ask questions about shared Tableau Next metric and dashboard data in that context.
• Supported Questions and Surfaces for Concierge: Analytics Q&A
  You can use Concierge: Analytics Q&A to ask questions about your data across Tableau Next, Salesforce, and Slack. This topic lists the types of questions, surfaces, and contexts where Concierge is currently supported.
• Concierge: Analytics Q&A Limitations
  In Tableau Next, Agentforce for Analytics has the following limitations related to questions and responses in Concierge.
• Tips for Improving Performance in Concierge: Analytics Q&A
  Multiple factors can affect performance in Concierge: Analytics Q&A in Tableau Next. This topic lists tips for improving query performance when asking questions in Concierge.