Explorer: Unify Access to Strategy AI

Starting in Strategy (September 2026), use Explorer to interact with all your Strategy AI, from agents to Auto Dashboard to Mosaic models--even beyond Strategy to searching online for answers. It is your central place to ask all your questions in a conversational way, and know that the answers are dependable and reliable. You can:

Search content: Find agents, dashboards, datasets, reports, and users.
Ask questions: Route business questions to an agent or dataset for data-driven answers.
Query data directly: Ask questions against Mosaic models, AI-enabled cubes, and datasets.
- AI-enabled cubes include in-memory/live intelligent cubes and in-memory MTDI cubes.
- Datasets include AI-enabled subset reports, among other types.
Upload and query unstructured data: Directly upload unstructured files and ask questions against the data.
- Upload local files in the following formats: pdf, docx, md, markdown, txt, eml.
Create dashboards: Generate dashboards from selected data assets.
Generate HTML output: Turn answers and visuals into shareable HTML summaries, as described in Generate HTML Output in Explorer.
Draft and send emails: Create insight-based email content from conversation results and email it through Distribution Services, as described in Send Email from Explorer.
Search online for information: Bring in external context to enhance answers.
Call external tools: Act as an MCP Client to connect to MCP Servers such as Jira, Confluence, and GitHub and calling these tools, as described in Use Explorer as an MCP Client to Interact with Other MCP Servers.

You can manage your connectors, uploaded files, and conversation memory for Explorer.

Prerequisites

The following privileges are required:
- To access Explorer in Library: Use Explorer privilege under the AI group
- To query agents: Run AI Bots
- To query datasets: Use Universal Access and Run AI Bots
- To upload unstructured data: Create and Configure Unstructured Data privilege
- To upload images for Auto Dashboard: Upload images in Auto Dashboard privilege
- To send email: Use distribution services privilege
Agents and AI-enabled datasets must be certified.
To send email, Share via Email must be enabled in the AI Admin console.
To generate HTML output, HTML Creation must be enabled in the AI Admin console.
To allow web search, Web Search must be enabled in the AI Admin console.

Interact with Strategy AI Using Explorer

Use these steps to discover what Explorer can do, rather than using them as a step-by-step procedure.

In the Library sidebar, click Explorer.
Select the mode for Explorer. This selection applies to all queries and tasks in the Explorer session until you change it. In the query box, select one of the following from the drop-down list:
- If you are creating open-ended or unpredictable tasks and want AI to prioritize flexibility and exploration over speed, select Adaptive.
- If you are creating well-defined, specific tasks and want AI to prioritize speed and efficiency over flexibility, select Planned.
Work with Explorer Chats
If you do not need to include the conversation history as context for your subsequent questions, create a new chat. In the upper right, click the Create New Chat icon .

Responses are cleared, but not the chat history.
Use the Chats panel to interact with your chat history.

The Chats panel organizes your conversations. Chats are grouped into separate conversations (question and answer) instead of a single continuous thread. Chats are categorized based on time. You can quickly navigate among different chats, delete chats, and rename them for better clarity.
- If the Chats panel is not displayed, click the Open Sidebar icon .
- Click a chat name to display the response in the main chat panel, so you can review the information and ask for a clarification or follow up on the conversation. You can work with the chat as though you just asked the question.
- To search for a chat, click Search in the sidebar and type the search terms. Search filters based on the chat names and the words within each chat.
- To rename a chat to identify it, click the menu icon next to the chat name and select Rename. Type the new name over its old name and press Enter.
- To delete a chat that you will not use again, click the menu icon next to the chat name and select Delete.
- To delete all chats, click your user name at the bottom of the Chats panel and select Delete All Chats. This permanently deletes all chats in the history; they cannot be restored.
Provide feedback on Explorer's answers:
- To provide positive feedback, hover over the response and click the Thumbs Up icon .
- To provide negative feedback, hover over the response and click Thumbs Down . To quickly provide general feedback to help fine tune, click the reason or reasons why Explorer did not answer your question, such as Irrelevant Data or Irrelevant Answer. To optionally provide additional details to help fine tune, type your comments in the box. Click Submit.
To ask Explorer the same question again:
1. Hover your cursor over the question and click Ask Again .
2. The question copies to the question box. Edit the question, if necessary.
3. Submit the question.
Click here for reasons to ask Explorer the same question.
- Receive updated information, if your data was updated or you added new data.
- Clarify the answer. If the initial question was ambiguous or not fully understood, you can refine it.
- Improve accuracy by rephrasing your question or making it more specific. This helps Explorer better understand what you're looking for, leading to more precise and relevant answers.
- Generate a different answer, especially if you switch between Adaptive and Planned mode.
To ask Explorer a follow-up question about an answer, hover your cursor over the answer and click Quote . The answer is copied to the query box. Type and submit your follow-up question.

Search and Query Objects
You can search for an object, such as any dashboard containing airline data or all available agents. You can search for agents, dashboards, datasets, reports, and users.
To open a dashboard or an agent, hover your cursor over the object and click the Open icon . The object opens within Explorer. You can continue to use Explorer to work with the object, or use the object directly. For example, you can submit a query to an agent or filter a dashboard.
- To expand the screen and hide the Explorer, click the Expand icon . To return, click the Collapse icon .
- To edit a dashboard, either manually or with the assistance of Strategy AI, click the Edit icon .
- To open the object outside of Explorer, in its own browser tab, click the Open Link icon .
- To close the object and return to Explorer, click the Close icon .
You query an agent, an AI-enabled cube, or a Mosaic model directly in Explorer. For example, you can build a dashboard based on a Mosaic model, ask the HR agent how many days off you have, or list the objects in a cube.Follow these high-level steps.
1. To specify the object, do one of the following, then type and submit the query.
  - Search for the object, then click it to tag it in the query box.
  - Type @ and begin typing the agent or dataset name, choosing it from the Suggestions list.
2. To instead allow Explorer to choose the best agents or datasets, type and submit a query using natural language.
3. For detailed steps to query agents, see Ask Questions in an Agent.
To search the web for answers:
1. Click the Add icon in the query box and select Web Search.
  
  The query box displays Web Search to remind you that it is enabled. Web Search is enabled for all queries until you disable it.
2. Type your query. Explorer searches the web and provides answers with links to the sources.
3. To disable web search, hover your cursor over Web Search in the query box and click X.
Create a Dashboard

Follow these high-level steps to create a dashboard using Strategy AI. For detailed steps to create a dashboard with Strategy AI, see Auto Dashboard: Dashboard Page Design.
Type a query that includes the kind of data to use in the dashboard, for example, Create a dashboard with human resource data. You can describe chapters, pages, and visualizations to create, or allow Explorer to choose the best options based on the data.
- Explorer searches for datasets that meet your criteria. Select at least one dataset to use in the dashboard and click Use.
- Explorer generates and displays the dashboard, with descriptions of the objects created.
Refine the dashboard, such as adding a filter or removing a visualization.
Click Save in the toolbar to save the dashboard.
To edit the dashboard outside of Explorer, click the Expand icon . To return to the dashboard in Explorer, click the X to close the dashboard.
To close the dashboard completely and return to Explorer, click the X.
To create a dashboard page from an image, follow these high-level steps:
1. Click the Add icon in the query box, point to Add File, and select Add Image for Auto Dash.
2. Navigate to the file, select it, and click Open.
3. Type a query that includes the data to use. The query box displays the image file name as a reminder that the file will be used to create the dashboard.
4. See steps above to refine, save, edit, and close the dashboard.
5. For detailed steps, see Create a Dashboard Page From an Image.
Upload Files
To upload a local file:
1. Click the Add icon in the query box, point to Add File, and select Upload From Local.
2. Navigate to the file, select it, and click Open.
3. To view the file, click its name in the query box.
4. Type and submit the query. For example, you can ask questions about the attached file like "What's the advantage of using the Mosaic model".