Skip to main content
The BI module holds three things: datasets you bring in, charts built on them, and dashboards that arrange those charts. An agent can be attached to a dashboard so the figures refresh on their own.
BI and reporting screen with dashboard and chart counters and the draft, published and shared filters

The BI screen: dashboards and charts, filtered by draft, published or shared.

​
Bringing data in

GET /api/v1/bi/datasets lists what is loaded, /{file_id}/preview shows the first rows before you build anything on it, and DELETE /{file_id} removes it. The spreadsheet and Drive paths need the matching integration connected first.

​
Charts

Two shortcuts skip the full chart definition for the common cases:
POST /api/v1/charts/{chart_id}/send-to-dashboard pushes a chart onto the caller’s chat dashboard — it is meant to be triggered by the user, not by an agent acting alone.

​
A chart whose data comes from an agent

A chart can take source_type: "agent", in which case its rows are whatever the agent answers. That answer has to be a JSON array of objects — one object per row — and nothing else. Two fields in source.source_options drive it:
Without a message, the agent is only asked for the latest data with no indication of which data, and a capable agent answers with a question or an explanation rather than rows. GET /api/v1/charts/{chart_id}/data then returns 502, and the message names the agent and points back at this field. In the interface, the instruction is the What should the agent return? box, next to the agent picker when you create the chart and in the edit panel afterwards. Reasoning is never mistaken for the answer: a model that emits a thinking summary alongside its reply has that summary discarded, and only the reply is read as data.

​
Dashboards

A dashboard is a grid of components. Charts are the usual ones, but a component can also hold a key-value block whose content is updated in place.

​
Publishing and sharing

Both routes require a logged-in user. A published dashboard with public visibility is readable by any logged-in user, one with organization visibility only by users of the owner’s email domain. Chart data answers only the chart’s owner or a viewer of a published dashboard that displays the chart; any other chart is a 404. The chart’s source runs with its owner’s credentials, never the viewer’s. Unpublish to withdraw access.

​
Letting an agent refresh the figures

A dashboard can be linked to an agent, which then becomes responsible for recomputing it.
Refreshes run through the orchestrator, so they obey the same ORCHESTRATOR setting as every other recurring run. GET /api/v1/bi/stats returns the module’s counters — what the screen above displays.