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Sidekick Agent

Sidekick Agent

Sidekick is an AI agent embedded in every dashboard. Open it with the Sidekick button in the top-right header. Conversations are persisted per dashboard — every thread is stored in Firestore and survives page reloads.

What Sidekick can do

CapabilityExample prompt
Create a widget"Add a bar chart showing monthly revenue by product category"
Update a widget"Change the line chart to show 7-day rolling average instead of raw values"
Delete a widget"Remove the pie chart"
Write SQL"Write a query showing the top 10 customers by lifetime value"
Explain SQL"What does this query do?" (with a SQL snippet)
Suggest indexes"Why is the revenue by region widget slow? What index would help?"
Apply indexes"Apply the suggested index" (after an index suggestion)
Materialize a derived table"Save this query as a warehouse view called monthly_revenue_by_region"

Structured vs raw SQL widgets

By default Sidekick builds structured widgets — the same as clicking chips in the Query Builder. Every structured widget is fully editable in the Widget Builder after Sidekick creates it.

For complex queries (window functions, percentiles, multi-stage CTEs), Sidekick will write raw SQL. Those widgets open in the Raw SQL tab of the Widget Builder — identical to a widget a developer would write by hand.

Chart types and overlays

Sidekick knows all chart types and overlay types supported by the UI. If you request something unavailable (e.g., a chart type that doesn’t exist), Sidekick will tell you and suggest the closest supported alternative.

Available chart types: LINE, BAR, AREA, SCATTER, PIE, DONUT, TABLE, MAP, HEATMAP, NETWORK, TREEMAP, WATERFALL, COMBO, SCORECARD, GAUGE, and more.

Undo

Every action Sidekick takes is immediately undoable. An ↩ Undo button appears in the chat after each mutation. Undo does not require reverting a save — it operates at the widget-level.

Limitations

  • Sidekick cannot modify the dashboard layout (widget positions/sizes). Move and resize widgets manually.
  • Sidekick cannot create new data sources or run ETL jobs. Those are Data Fabric actions.
  • Cross-dashboard actions are not yet supported — Sidekick operates within the open dashboard only.
  • STANDARD / ADVANCED LLM calls that persist data run as worker jobs. Closing the browser tab during a plan generation is safe — the job continues in the background.