Build Dashboards with an AI Agent

Overview

Goal - Build interactive dashboards in Bruin Cloud using natural language prompts instead of manually writing queries and configuring charts.

Audience - Data analysts and engineers who want to quickly explore and visualize their data without leaving Bruin Cloud.

Prerequisites

• A Bruin Cloud account with data already materialized in your warehouse

Steps

1) Open the Dashboards page

Navigate to the Dashboards section in Bruin Cloud. This is where you can create and manage all your dashboards.

2) Write a natural language prompt

Describe what you want to analyze. For example:

"I want to analyze the data for 2024 - show me customer satisfaction trends, revenue by quarter, and churn rate."

The AI agent will generate the SQL queries and build the charts for you automatically.

3) Inspect the generated queries

Click on any chart to see the SQL query behind it. This lets you verify the logic and understand exactly what data is being visualized.

4) Iterate on the dashboard

You can go back and forth with the AI agent to refine the dashboard:

• Click on a chart that needs adjustment to bring it into context
• Ask the agent to change a specific chart, fix an issue, or add a new visualization
• The agent understands conversational follow-ups

5) Ask analytical questions

The agent is not limited to building charts. You can ask it questions about the data directly, for example:

"Why is there a dip in customer satisfaction in July?"

It will analyze the underlying data and provide an explanation rather than generating another chart.

Key takeaways

• The AI agent acts as a companion for building reports, asking questions, and getting responses - all in one place
• You can mix chart creation with ad-hoc analysis in the same conversation
• Every chart is backed by a visible SQL query you can inspect and verify

Helpful links

• Bruin Cloud overview
• Video walkthrough