> ## Documentation Index
> Fetch the complete documentation index at: https://cubed3-claude-gallant-ramanujan-ngzf3u.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Workbook Agent

> Use the AI agent inside a workbook to build reports, create and edit dashboards, and run analysis with natural language.

Inside a [workbook][ref-workbooks], the AI agent is a full **authoring**
assistant. Where the read-only [Dashboard Agent][ref-dashboard-agent] only
answers questions about a published dashboard, the workbook agent can act on
your behalf — it builds reports, and assembles and edits dashboards, all from
plain-language requests.

<Note>
  **Workbook Agent vs. [Analytics Chat][ref-analytics-chat].** Analytics Chat is
  a standalone, chat-first analytics experience for asking questions and saving
  results into a workbook. The Workbook Agent lives **inside a workbook** and is
  oriented around authoring the workbook's own reports and dashboards. Both run
  read-only queries against your semantic model; the Workbook Agent additionally
  creates and edits workbook content.
</Note>

## What the Workbook Agent can do

In addition to everything the read-only [Dashboard Agent][ref-dashboard-agent]
can do (answer questions, run read-only semantic-layer queries, explain metric
and dimension definitions), the Workbook Agent can:

* **Create and save reports** in the workbook from a natural-language request
* **Search existing reports** to find and reuse work already in the workbook
* **Build and edit dashboards** — add and configure chart, KPI, filter,
  time-grain, and text widgets
* **Publish dashboards**

## Saving into an attached empty tab

If you attach an empty tab to your question, the agent saves the first query
behind its answer directly into that tab instead of creating a new report —
useful when you've already created a placeholder tab you want the result to
land in.

## How charts get added to a dashboard

When the agent adds a chart to a dashboard, the chart widget references a
**saved report**, not a one-off query. So to put a new chart on a dashboard, the
agent first saves it as a report in the workbook, then adds a widget that points
at that report. This keeps every dashboard chart backed by a reusable,
governed report.

## Getting help with Cube

While working in a workbook, you can also ask the agent questions about Cube
itself — it can answer using the Cube documentation, which is handy for
"how do I…" questions without leaving your analysis.

## Limitations

* **Report search covers published reports only.** When the agent searches for
  existing reports to reuse, it sees published reports.

## Learn more

* [Dashboard Agent][ref-dashboard-agent] — the read-only Q\&A assistant on
  published and embedded dashboards
* [Querying data in workbooks][ref-querying-data] — point-and-click, AI agent,
  and Semantic SQL
* [Analytics Chat][ref-analytics-chat] — the standalone conversational
  analytics experience

[ref-workbooks]: /docs/explore-analyze/workbooks

[ref-dashboard-agent]: /docs/explore-analyze/dashboards/dashboard-agent

[ref-analytics-chat]: /docs/explore-analyze/analytics-chat

[ref-querying-data]: /docs/explore-analyze/workbooks/querying-data