Auto Answers 2.0

Beginning in Strategy (October 2026), Auto Answers 2.0 is available as a preview feature that provides improved data analysis directly within dashboards. Built on the same principles as Agents, Auto Answers 2.0 offers more reliable answers for dashboard users. It inherits core Agent capabilities such as insights, deep research, customizable query structure, data export, custom suggestions, and custom instructions, and adds dashboard‑specific features that let users generate dataset descriptions to improve answer quality, ask questions about individual visualizations, and control whether chapter filters are applied to the answers.

Prerequisites

In Library Server, add the line services.ai.autoAnswer.version= 2.0. to enable the preview feature.

Auto Answers 2.0 is supported for the following types of datasets:

  • In-memory or Live connection Mosaic model or Mosaic linking

  • In-memory or Live Intelligent Cube

  • In-memory MTDI Cube

  • Mosaic schema

  • Managed dataset

Enable and configure Auto Answers

  1. Open the dashboard to update.
  2. From the File menu, select Dashboard Properties.
  3. Click Auto in the navigation bar on the left.

    4. General

    Enable Auto Answers

  4. To enable or disable Auto Answers, choose from the following options in the Enable Auto Answers drop-down list:
    • Use Inherited Value - Project Level (default)
    • On
    • Off

    5. Optional Features

  5. You can enable or disable interpretation, which provides transparency into how the agent interpreted and executed your question. For more information, see View AI Interpretation. Click the toggle for Enable Interpretation.
  6. You can enable or disable insights, which provides insights beyond a basic response. Click the toggle for Enable Insights.
  7. You can enable or disable auto complete, which displays a list of matching column names as a user types. Using auto complete helps with accuracy because the exact object needed is selected. It helps avoid ambiguity and incorrect responses, especially when multiple objects share a similar name. Click the toggle for Enable Auto Complete.
  8. You can enable or disable a reasoning model to generate a deep research report to analyze the question. The report is generated in multiple structured sections, and you can track its progress as it is built. Once complete, you can download the report as a PDF for further analysis and sharing. Click the toggle for Enable Research

    9. Ingestion Service needs to be deployed for deep research to be available.

    For more information about deep research see: Perform Key Driver and Deep Research in an Agent

  9. You can enable or disable SQL template rules to define how queries are structured and calculated beyond standard column selections. They incorporate custom instructions, calculation logic, and column interpretations to ensure accurate, context-aware results tailored to each use case. Click the toggle for Enable SQL Template.

    Once the toggle is selected, define your SQL template rules on the newly displayed Rules tab.

    For details about creating SQL template rules see: Enable SQL Templates for Agents.

  10. You can Enable Data Export so you can export data from agent responses.

    • If data export is enabled, you can allow Export Full Data so no row limits are imposed on data export.

    • To include the information about filters in the export, click the toggle for Show filter conditions.

    Ingestion Service needs to be deployed for data export to be available.

    11. Question input

  11. Type a Hint to display in the input field of the agent. The default hint is "Ask me a question".
  12. You can enable or disable question suggestions by clicking the toggle for Enable Question Suggestions. If you enable question suggestions, customize the behavior:
    • Automatically Generated Suggestions: Select the number of automatically-generated question suggestions to display. The default is three and the maximum is five.
    • Add Custom Suggestion: Click Add and type a custom suggestion. You can Delete any custom suggestion that you create.

    13. Advanced Settings

    Custom Instructions

  13. Describe your business background and any special requirements the agent should consider for the data. Hover your cursor over the Information icon to view examples.
  14. Specify the format of the responses the agent should use, such as the structure, tone, and sentiment for responses. Default instructions are provided, but you can remove, edit, and customize the format instructions. For example, you can instruct the agent to use bullet points to organize information, use an informal tone, and provide positive feedback at a certain threshold. Hover your cursor over the Information icon to view examples. For an example, see Best Practices: Working with Agents.
  15. Specify the types of questions that should be rejected at the agent level, that is, that the agent does not answer. Examples include "Do not discuss topics related to profit" and "Do not provide information about social security numbers". For an example, see Best Practices: Working with Agents.
  16. Click OK.

Enable AI Descriptions

With Auto Answers 2.0 you can leverage AI-generated data descriptions to further enhance Auto Answers responses.

  1. In the dashboard tool bar, click icon for View and edit data descriptions . The data description dialog box opens.

    The system automatically generates the following descriptions:

    • A datasets description summarizing the overall context and purpose.

    • A description for each column based on the column name and sample values.

  2. If the dataset is a Mosaic model, you can load the descriptions already created in the model to replace the descriptions generated in the dashboard. Click the menu icon for the dataset and select Restore Data Model Description.

  3. Click on a description to edit it. You can add examples, units, or clarifications. Enhance the automatically-generated descriptions to provide richer context, which helps Auto Answers interpret ambiguous user queries and resolve synonyms or jargon specific to the dataset. For example, you can add that the Revenue column uses the U.S. dollar and that NW in the Region column means Northwest.

  4. You can use the Search box to find a specific object description.

  5. You can view descriptions for all datasets or you can choose a specific dataset in the drop-down list.

  6. To return to the original, automatically-generated text from the AI dataset for:

    • A specific column, click the menu icon for the column name and select Restore AI Description.

    • The dataset description and all columns in the dataset, click the menu icon for the dataset and select Restore AI Description.

  7. To revert the changes in descriptions for a Mosaic model, you can choose to:

    • Return to the original, automatically-generated text in the dashboard. Click the menu icon for the dataset and select Restore AI Description.

    • Return to descriptions created in the Mosaic model. Click the menu icon for the dataset and select Restore Data Model Description.

      • This option is available only if the dataset is a Mosaic model.

  8. To download the descriptions to a .json file, click in the top right corner of the dialog box.

    You can choose to download:

    • Custom instruction

    • Column description

    • Instruction and description

  9. To upload previously saved .json file with instructions or descriptions, click in the top right corner of the dialog box.

  10. Click Apply.

Auto Answers Chat Window

With Auto Answers 2.0, you can ask more focused, improved questions about a specific visualization and control how chapter filters affect the answers.

Ask Questions to the Visualization

  1. Select a visualization on your dashboard.

  2. The visualization name appears at the bottom of the question box.

  3. Ask your question in the question box; the answer is generated based on the selected visualization.

  4. Hover over the visualization name and click the close icon to go back to answering based on the entire dashboard.

Pass Filters

By default, chapter filters are applied when Auto Answers generates responses, as indicated by the filter icon above the question box . Click on the filter icon to disable the filters and expand the data available for analysis.