Create Data Analyst Agent
Data Analyst Agents are specialized DXAs designed to process and analyze numerical information. They excel at working with spreadsheets and data files, extracting insights that might otherwise require statistical expertise or programming knowledge.
Key Use Cases
Analyzing sales performance trends across multiple dimensions
Identifying patterns in customer behavior data
Generating financial projections based on historical data
Creating data visualizations and executive summaries
Performing statistical analysis on research datasets
Detecting anomalies in operational metrics
Creation Process
To create a data-analyst agent, you need to enter manual creation mode.
Click Create Agent → Create Manually
Enter a descriptive name and detailed description
Select Data Analyst Agent as the role. Click “Create Agent” to start creation.
Next, at the Agent Knowledge panel, assign at least one data file (.csv, .xlsx) as a knowledge source for the agent. This step is critical as the agent requires data to analyze.
Click Save & Finish
Your Data Analyst Agent will enter training mode as it learns to work with your specific datasets. Training time varies based on data complexity and size. Once ready, you can begin interacting with your agent, try asking Analyze the data in the table and give an overview to see how your agent performs.
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