Dashboard Summary AI is a built-in analysis tool that reviews an entire dashboard and generates a plain-language summary of key movements, growth patterns, and potential risks.

Key Features:

• Instant narrative understanding without manual analysis
• Proactive detection of downward trends for early intervention
• Guided exploration with follow-up questions about drivers and anomalies
• Focused diagnosis through widget-level AI insights
• Streamlined UI with refreshed header and accessible controls

Setup Instructions:

1. Enable AI Employee at Agency → Settings → Company
2. Open any dashboard and click the summarize button
3. Review summary callouts for wins and risks
4. Ask follow-ups using natural language (custom widgets only)
5. Get widget-level insights by hovering and clicking the AI icon

Note: Summaries respect current date ranges and filters. Follow-ups only work on custom widgets.