AI Edit a Dashboard

Open a dashboard and start a draft. The editor opens on the AI Edit tab by default. Use the Advanced Editand </> Code tabs only when you want the full form editor or raw spec JSON.

On the left is a live preview of the draft as users will see it. On the right is the AI assistant: a chat thread, a composer, and an accordion for Published versions.

Type what you want — for example "add a revenue bucket", "connect a Stripe datasource", or "remove the last task". Press Enter to send (Shift+Enter inserts a newline).

The assistant classifies your request into one of three replies:

• Applied — the change was made. The preview updates.
• Clarify — multiple good options exist. Pick one.
• Message — info only, no change.

When the assistant finds more than one strong match (for example, several datasources that look like "stripe"), it replies with choice chips. Click the one you meant and the edit is applied. Each chip shows the resource kind (integration, document, project data, etc.) so you can tell them apart.

Above each message you sent there is a ⟲ Restore point pill. Click it to rewind the draft to the exact state it was in when you sent that message. Later messages move into a collapsible Previous branch section so you can still read what was said.

Restore only changes the current draft. Nothing is published until you press Publish in the action row beneath the chat.

Open the Published versions accordion at the bottom of the chat panel. Each row shows a version number and name. Restore published versioncopies that version's spec into your current draft, where you can keep editing before publishing again.

When the preview matches what you want, press Publish. Use Save draft to hand the draft off to a teammate without publishing, or Discard to throw the draft away. Take over lets you steal the edit lock from another editor if needed.