Getting Started
Once the extension is installed, open any dashboard with the Jedify Chat tile and type your question in the input box. Jedify automatically collects context from the dashboard you’re viewing — including active filters, tile queries, SQL, and live data — so your questions are answered in the context of what’s on screen.
What You Can Ask
Ask the same questions you would in the Jedify platform:- Data questions: “What’s our revenue this quarter?”
- Dashboard-specific: “Why is the churn rate higher in the West region?” (Jedify sees the dashboard filters and data)
- Deep analysis: “Compare conversion rates across all segments and explain the trends”
- Follow-ups: Ask follow-up questions in the same session — Jedify remembers the conversation
Example Queries
- “Summarize the key takeaways from this dashboard”
- “What’s driving the spike in the revenue chart?”
- “Break down the top 10 accounts by ARR”
- “Are there any anomalies in last month’s data?”
How It Works
You ask a question
Type your question in the chat input. The dashboard context (filters, queries, data) is automatically attached.
Research begins
Jedify’s Research Agent starts a multi-step investigation. You’ll see a progress indicator with live activity labels showing what the agent is doing.
Answer streams in
When the research completes, the answer streams into the chat with full markdown formatting — including tables, lists, and structured insights.
Features
Dashboard Context Awareness
Every question you ask is enriched with:| Context | What Jedify Sees |
|---|---|
| Dashboard metadata | Title, description, dashboard ID |
| Active filters | Current filter values applied to the dashboard |
| Tile definitions | Each tile’s explore, fields, sorts, pivots, and visualization type |
| Tile SQL | The generated SQL query for each tile |
| Tile data | The first 50 rows of actual data from each tile |
Session Persistence
- Your chat history is preserved across page reloads
- Each dashboard has its own independent conversation
- Click + to start a fresh session at any time
Share Links
Every completed answer includes an “Open full session in Jedify” link. This creates a shareable URL that anyone with a Jedify account can use to view the full research session, including all sub-queries and data.Standalone vs. Dashboard Tile
| Feature | Dashboard Tile | Standalone App |
|---|---|---|
| Access | Drag onto any dashboard | Applications menu |
| Layout | Compact, fits inside a tile | Full-page, centered chat |
| Dashboard context | Automatically collected | Not available (no dashboard) |
| Best for | Dashboard-specific questions | General data exploration |